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Top Plumsail Alternatives in 2026

Top Plumsail Alternatives in 2026

By
Verin D'souza
August 18, 2026
|
10 Mins
Table of Contents

Plumsail is a set of tools built for organisations running on SharePoint and Microsoft 365, with Plumsail Forms extending SharePoint's native forms and Plumsail Documents generating files from templates. It's used by SharePoint admins, IT teams, and process owners who need richer forms and document automation on top of their existing Microsoft setup.

Plumsail is built specifically for SharePoint, and changing a form or workflow often means customising SharePoint configuration directly. Some teams want a form and workflow experience that doesn't depend on SharePoint customisation, a platform that works outside Microsoft entirely, or simply more predictable pricing than a usage-based or per-workflow model.

If you're looking for a Plumsail alternative, this guide compares some of the best Plumsail competitors available in 2026. Whether you need SharePoint-style forms, approval workflows, or document generation, these alternatives offer a variety of features to suit different business and project needs.

1. Clappia

Clappia is used to build forms, approval workflows, and business apps that work whether or not an organisation runs on SharePoint or Microsoft 365. Clappia is recognised for being used by operations, field service, and compliance teams that want to build and change their own forms and workflows directly, without needing SharePoint configuration or developer support for every update.

Key Features:

  • Offline Mode: Complete forms without an internet connection. Data is saved on the device and syncs automatically once connectivity is restored.
  • Custom Forms and Approval Workflows: Build forms with your own fields, statuses, and multi-step approval routing, without customising SharePoint configuration.
  • Document Generation: Generate PDF documents and reports directly from submitted form data, in the same workflow as data collection and approvals.
  • Field Data Capture: Record GPS location, photos, signatures, and barcode or QR scans directly within a form, not just at a desk.
  • Reporting and Integrations: Monitor submissions through real-time dashboards, and connect data to Google Sheets, Excel, Microsoft 365, or other platforms.

Pricing:

Clappia offers a free plan. Paid plans start at $8 per user/month, with Professional and Enterprise plans available for businesses requiring advanced features and enterprise capabilities.

2. Jotform

Jotform is a no-code platform for forms, approvals, and document generation that works across any stack, not just Microsoft 365. It's used by organisations that want the same jobs Plumsail covers, forms, workflows, and documents, without being limited to a SharePoint-only setup. Jotform integrates with SharePoint and Microsoft 365 as one option among thousands of other integrations, rather than being built exclusively for that ecosystem.

Key Features

  • Smart PDF Forms and document generation: Generate a PDF automatically once a submission is approved, in the same workflow as the form and approval.
  • Jotform Workflows: Route submissions through multi-step approvals without SharePoint or developer involvement.
  • Zero transaction fees: Collect payments through forms without Jotform taking a cut, even on the free plan.

Pricing

Jotform offers a free plan (5 forms, 100 monthly submissions). Paid plans start at $34 per month (25 forms, 1,000 monthly submissions), with custom Enterprise pricing available.

3. Microsoft Power Apps

Microsoft Power Apps is the most Microsoft-native replacement for Plumsail, letting teams build canvas or model-driven apps directly on top of SharePoint and Dataverse. It's used by Microsoft-committed organisations that want custom, app-like experiences rather than extended SharePoint forms. Building beyond a basic app typically requires premium connectors or Dataverse, both of which add cost and complexity to the base licence.

Key Features

  • Dataverse: Store and structure app data natively within the Microsoft Power Platform.
  • Power Automate integration: Connect apps directly to Microsoft's workflow and approval engine.
  • AI Builder: Add prediction and form-processing capabilities to an app without custom development.

Pricing

A free Developer Plan covers non-production use. Power Apps Premium costs $20 per user per month, dropping to $12 per user per month at 2,000-plus seats, with a pay-as-you-go option around $10 per active user per app per month.

4. Nintex

Nintex started as a SharePoint workflow tool and has grown into a full process-automation platform, including document generation and process mapping. It's used by midsize to large enterprises that need complex, multistep approvals and high-volume document generation beyond what Plumsail covers. Nintex combines user-based and consumption-based pricing, which several reviewers note can become difficult to predict as automation volume scales.

Key Features

  • Process mapping and optimisation: Map and analyse business processes company-wide through Nintex Process Manager.
  • Document generation from dynamic templates: Generate documents at scale as part of a larger automated workflow.
  • Robotic process automation: Automate repetitive tasks across systems beyond forms and approvals.

Pricing

Nintex does not publish standard pricing. Plans are custom-quoted based on deployment model, modules, users, and automation volume.

5. PandaDoc

PandaDoc is a dedicated tool for the document half of what Plumsail does, focused specifically on proposals, quotes, contracts, and e-signatures rather than internal forms or SharePoint workflows. It's used by sales and revenue teams that want polished, customer-facing documents rather than internal process automation. PandaDoc won't replace Plumsail's forms or SharePoint-centric workflows, since it's purpose-built for sales documents rather than general business processes.

Key Features

  • Drag-and-drop document editor: Build proposals and contracts from a template and content library.
  • Legally binding e-signatures: Collect signatures with real-time tracking of when a document is opened and signed.
  • CRM integrations: Connect documents to HubSpot, Salesforce, and other sales tools.

Pricing

PandaDoc offers a free plan (up to 5 documents per month, unlimited e-signatures). Paid plans start at $19 per user per month (Starter, billed annually), with Business at $49 per user per month and custom Enterprise pricing.

6. Formstack

Formstack maps closely to Plumsail's own structure, splitting its product into Forms for data collection, Documents for generation, and Sign for e-signatures, similar to how Plumsail splits Forms and Documents. It's used by organisations that want that same combination without being tied to SharePoint. Formstack has no free plan, and getting the full forms-documents-signature workflow generally means buying its pricier Suite plan rather than a single product.

Key Features

  • Formstack Documents: Generate and merge documents from form or external data sources.
  • Formstack Sign: Collect e-signatures as part of the same workflow as the form and document.
  • 300-plus integrations: Connect to Salesforce and other business systems without custom development.

Pricing

Formstack's core Forms plan starts at around $83 per month (billed annually), with the all-in-one Suite (Forms, Documents, and Sign) running around $250 per month, and custom Enterprise pricing available.

7. Kissflow

Kissflow is a low-code workflow and app-building platform that prices by platform tier rather than per user, aimed at organisations automating many internal processes at once rather than just SharePoint forms. It's used by mid-to-large businesses that want to move workflows off email and spreadsheets entirely. Kissflow's entry price is high relative to the other alternatives here, and its process caps on lower tiers can be reached faster than expected as more departments request automation.

Key Features

  • Visual process designer: Build forms and approval routing through a drag-and-drop workflow designer.
  • Case management: Track and manage complex, multi-step business cases alongside simple approvals.
  • AI agents: Use built-in AI to automate parts of a workflow beyond basic routing.

Pricing

Kissflow's Basic plan starts at around $1,500 to $2,500 per month depending on the source, typically covering up to 50 users and a capped number of active processes, with custom Enterprise pricing above that.

8. Laserfiche

Laserfiche is a document management and business process automation platform built for organisations that need to store, route, and automate large volumes of documents, not just collect form data. It's used by government, legal, and healthcare organisations with heavy compliance and records-management requirements. Laserfiche offers both cloud and on-premise deployment, and some of its higher tiers require a minimum of 25 users.

Key Features

  • Document management: Import, store, and organise files and emails with full-text search and custom metadata.
  • Workflow and RPA: Automate approvals and repetitive tasks through built-in robotic process automation.
  • Laserfiche AI: Use Smart Fields and Smart Chat to extract data and summarise documents automatically.

Pricing

Laserfiche's cloud plans start at around $53 per user per month, scaling up to around $93 per user per month for higher tiers, with on-premise and Enterprise deployments custom-quoted.

Why Choose Clappia as Your Plumsail Alternative?

Here's why many organisations choose Clappia:

  • If you want forms and workflows that don't depend on SharePoint customisation, Clappia lets you build and update forms yourself, without needing a SharePoint developer for every change.
  • If you want document generation in the same workflow as data collection and approvals, Clappia generates documents directly from submitted data, instead of handing off to a separate tool.
  • If your forms need to work in the field, not just at a desk, Clappia's offline mode and field data capture let a form be completed on-site, with or without a connection.
  • If you want predictable per-user pricing instead of a platform-tier licence, Clappia's pricing starts at $8 per user per month, rather than a flat monthly fee that assumes a minimum team size.
  • If your organisation isn't fully built on Microsoft 365, Clappia works independently of SharePoint and the Microsoft ecosystem, so it doesn't require that infrastructure to function.

Whether you're building internal approval forms, incident reports, or documents generated from submitted data, Clappia gives you a platform that works whether or not your organisation runs on SharePoint.

Choosing the Right Plumsail Alternative for Your Business

Choosing the right Plumsail alternative depends on how tied to Microsoft 365 your organisation needs to stay, whether document generation should live in the same workflow as your forms, and how predictable you need your pricing to be.

Before selecting a Plumsail alternative, consider whether the platform's ecosystem fit, pricing model, and dependence on IT support actually match how your organisation operates.

Does the alternative work outside the Microsoft ecosystem, or does it require SharePoint?

Some tools are built natively on top of SharePoint and Dataverse, which suits organisations fully committed to Microsoft. Others work independently of any specific ecosystem, which matters if your organisation also uses Google Workspace, Salesforce, or another platform alongside Microsoft 365.

Does document generation live in the same workflow as approvals, or in a separate tool?

Some platforms handle forms, approvals, and document generation in one connected workflow. Others split these into separate products or tiers, which can mean stitching together more than one tool to cover what Plumsail does in two connected products.

Is pricing per user, or a flat platform fee with a minimum commitment?

Per-user pricing scales directly with how many people use the platform, while platform-tier pricing charges a flat fee that assumes a certain team size or process volume regardless of actual usage. Match the pricing model to your organisation's size, since a flat platform fee can cost more than necessary for a smaller team.

Does building or changing a form require IT or developer involvement?

Some platforms need a developer or SharePoint administrator to build or update a form or workflow. Others are built for business users to make changes themselves. Consider how often your forms and workflows change, and who should be able to make those changes.

Does the platform work in the field, or only at a desk?

Most SharePoint-adjacent and document-automation tools assume a stable connection and a desk-based user. If forms need to be completed on-site or somewhere without reliable signal, check whether the platform supports offline use before relying on it there.

By considering these factors, you can choose a Plumsail alternative that matches how your organisation actually works, not just how closely it mirrors Plumsail's own feature list.

Next Steps

Whether you need SharePoint-style forms, approval workflows, or document generation, the right Plumsail alternative should match your organisation's ecosystem and pricing needs, not force you into a Microsoft-only setup if you don't need one.

If you're comparing Plumsail alternatives, Plumsail competitors, or forms and document automation software in general, evaluate platforms based on ecosystem fit, whether documents and approvals live in one workflow, and how predictable the pricing is at your team's size.

For a forms and workflow platform that works independently of SharePoint, Clappia is worth exploring. With offline data collection, document generation, and customisable approval workflows, it can support use cases ranging from internal business forms to field data collection and reporting.

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