The customer signs from an email, with no account and nothing to install.
The customer's email is one of the values your Glide action sends.
Webhook, Google Drive, Dropbox, the completion email and the Documents page.
Use a Google Docs or Word template for the work order. Type {{esign.signature_1}} where the customer signs and {{esign.date_1}} where the date goes.
In DocsAutomator, create an automation with Glide as the source. Copy its automation ID and your API key for the Glide action.
Turn on Signing. Take the customer's email from a template placeholder that your app fills, such as {{customer_email}}, or set a fixed address.
Build a Glide workflow with a Webhook Trigger and paste its URL as the automation's webhook. Drive, Dropbox and the completion email can run as well.
Add the DocsAutomator action to a Glide workflow, for example on a Get sign-off button. Map the job's columns, the email and the row ID included.
The customer gets an email, opens it on a phone and signs without an account. The sealed PDF with its certificate goes where you chose.
Some of the teams / institutions automating and signing their documents with DocsAutomator:
Choose Acceptance instead of Signing. Your customer opens the estimate from the email and clicks Accept.
DocsAutomator does not write into Glide itself. Webhook triggered workflows need a current paid Glide plan. Continue only when signedPdfUrl is present, because the webhook also receives the other signing events.
The signed PDF link and the signer's values
A copy in the folder you choose
A copy in your Dropbox
Sent to the signer and to your team
Every signed PDF in DocsAutomator
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 founderAfter struggling with the limits and bugs of AirTable's Page Designer extension for years, I stumbled on the DocsAutomator tool – and I have to say – it's incredible.
Trashcaneron
Great effort and promising product.
Yasin Hassanien
We've created 160 Techpacks in the last couple days, and it has saved at least 640 mindless pain in the rump minutes for us to focus elsewhere.
Jeremy Castro
DocsAutomator has decreased the amount of time I spend making the repeatable and batch documents I need for my business. [...] It's easy to set up and a very user friendly no code tool. Plus they are always making improvements. Love it.
Patrick Beseda
I have been using DocAutomator for about 2 weeks now and it is fantastic! Very easy to set up the configuration between Google Docs, Airtable, and DocAutomator.
Jason Wilson
I've been a Glide developer for a few years now and have a handful of clients that are going to benefit so much with regards to saving a huge amount of time with invoicing and quoting. A big thanks to you and your team mate!
Mitch Francis

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