Your values fill a Google Docs or Word template. No PDF to build.
Pass a recipients list with each request. Nothing to save first.
Sent, signed, declined, expired and completed, with the signed PDF link.
Use a Google Docs or Word template for the NDA. Type {{esign.signature_1}} where the other party signs and {{esign.date_1}} where the date goes.
Create an automation with API as the source and turn on Signing. Set the signer to Given with each request, or use a placeholder or a fixed address.
Send the automation ID, the placeholder values, a recipients list with each signer's name and email, and webhookParams with your own record ID.
In the automation, add the URL that receives the events: invitation sent, each signature, declined, expired and the completed document.
The signer opens the email on a phone or a computer and signs without an account. Several people can sign at the same time or one after another.
When the last person signs, your webhook gets the signed PDF link, each signer and their values, plus your record ID. Save the PDF on that record.
Some of the teams / institutions automating and signing their documents with DocsAutomator:
Choose Acceptance instead of Signing and send the same request. Your client opens the quote from the email and clicks Accept.
| Event | When | What it carries |
|---|---|---|
| esign.email_sent | An invitation email goes out | The recipient and the signer number |
| esign.email_failed | An invitation cannot be delivered | The recipient and the error |
| esign.signer_signed | One signer signs or accepts | The signer's name, email and time |
| esign.session_declined | A signer declines | Who declined, and the reason when one is given |
| esign.session_expired | The request expires unsigned | The signers who had not signed yet |
| status: "completed" | The last signer signs | The signed PDF link, every signer and the values they filled in |
Whether you use DocuSign, PandaDoc or another tool: our founder moves your templates, signers and flows over with you personally, at no extra cost.
Book a call with our founderFound DocsAutomator at the perfect time. Excited to see the ways that it saves me, and our company, time. Super simple to set up and use. Customer service was PROMPT, thorough, and helpful when I ran into some issues.
Cody Nailor
I had a complex process with Airtable and Fillout I was trying to work out and an Airtable consultant told me about DocsAutomator as a much better alternative to Airtable's Page Designer for external documents. She also said Rupert was very helpful.
Sabrina Allison
I absolutely would recommend DocsAutomator to a colleague, it makes your life easier for your team. The support is awsome too.
Stefano Gualtieri
We have been using Airtable for a few years now and it has become our one source of truth. DocsAutomator has made this work for us by providing us with the ability to create documents in seconds instead of minutes or even hours. Game changer.
Jorge Peña
SVP, Delivery Operations, ZAGA.
DocsAutomator integrates very nicely with Airtable, letting my team create highly customized itineraries that handle dozens of variables. We've used the software for several years now and have no reason to shop around for other solutions.
Heather Wilson
DocsAutomator is a great service & I've been using it for around 6-months now. Automating document creation is quick, simple & highly effective, for both myself & for my clients.
Vivek Kuvelker

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