DocsAutomator

Founded by Rupert Hoffschmidt-McDonnell in 2023

Generate PDFs from database records and collect digital signatures automatically

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use DocsAutomator to turn data from spreadsheets and databases into polished PDF documents without manual formatting. The service connects directly with Airtable, Notion, and Google Sheets to automatically create contracts, invoices, quotes, and work orders whenever a record updates. You can build templates inside Google Docs or Word using dynamic line items, tables, and conditional sections. It also handles client approvals with one-click acceptance or legally binding electronic signatures, saving completed files directly back into your cloud storage.

What DocsAutomator does

Map spreadsheet columns to document placeholdersCreate dynamic line item tables for invoicesCollect electronic signatures on client contractsSend automated signature reminder emails to clientsStore signed PDF copies back in database recordsTest template outputs in preview mode before sendingTurns Google Docs and Word files into reusable document templatesPopulates dynamic line items and tables directly from connected databasesApplies conditional rules to show or hide document sectionsCollects legally binding electronic signatures with full audit trailsOffers one-click digital acceptance for quotes and estimatesProvides an MCP server interface for AI agents to trigger documentsSaves generated PDFs automatically to Google Drive, OneDrive, or Dropbox