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HomeDocument AutomationLease Agreement Automation From Your Records

Lease Agreement Automation From Your Records

Set your rules once, and the year a building went up, a tenant's pet or a known flood zone decides which addenda each lease gets.

Lease Agreement Automation From Your Records

A lease for an apartment in a 1965 building usually needs the federal lead paint warning. A lease for a tenant with a dog needs your pet addendum. Both facts already sit in your records. DocsAutomator builds each lease agreement from those records, adding the right pages by rules you set once, and sends it out for e-signature.

We built it for property managers whose units and tenants live in Airtable, Google Sheets, a Glide or Softr app or their own database, and whose lease wording is their own: the lease you or your lawyer wrote, kept as a Google Doc or a Word file.

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Why do lease templates multiply?

Most teams start with one lease. Then a second state adds its own disclosures, the older buildings need the lead paint pages, and the pet-friendly units get their own version. Soon there's a folder of near-copies, and every new tenant depends on someone opening the right one.

  • The wrong copy goes out. A tenant in one state signs the version written for another.
  • Changes miss a copy. A new late fee or notice period gets updated in three versions and forgotten in the fourth.
  • Terms get retyped. Rent, deposit, dates and unit numbers copied by hand from the tenant record are where the typos come from.
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How DocsAutomator Works

Which lease addenda can your property data decide?

You only need one lease. In DocsAutomator, each addendum is a section of that lease that appears or disappears depending on a field in your record. A rule can compare numbers, dates, checkboxes or text, and you can combine several. A typical set for a residential lease:

Field on the recordRuleWhat the lease gets
Year built (number)less than 1978The Lead Warning Statement and lead paint disclosure pages. The EPA's disclosure rule covers most housing built before 1978 and lets the warning go into the lease itself.
Pets (checkbox)is trueYour pet addendum, with the pet deposit and the pet's details from the record.
Known flood zone (checkbox) and Stateis true, and State equals CaliforniaThe flood hazard disclosure that California requires in rental agreements signed after July 1, 2018 when the owner knows the unit is in a flood hazard zone.
Guarantor nameexistsThe guarantor clause, filled with their details. Leases without a guarantor skip it.
Co-tenants (linked records)one row eachA table of everyone on the lease, filled from the linked tenant records.

Set the rules with your lawyer. Take the lead rule. It exempts zero-bedroom units (unless a child under six lives there) and leases of 100 days or less, and it also asks for a pamphlet and any records you have, which the lease alone doesn't cover. Once a rule is set, every lease follows it. The details are on the conditional sections and line items pages.

What happens once the lease is built?

DocsAutomator sends the lease for signature: your tenants sign first, then you countersign, and nobody needs an account. The sealed PDF lands back on the tenant's record, in an Airtable attachment field or as a link in a Google Sheets column.

Signing is included in every plan, and a lease counts as one document however many people sign it. Team members are unlimited, so your whole leasing team can send. If you'd like a starting point, there's a free lease contract template. For owner agreements and other property paperwork, see property management contract PDFs.

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Start with our free pre-built templates

To make the start easy, we've created a variety of templates for the most common use cases.

Discover all of our pre-built templates:

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