HomeFeaturesPDF Generation & Delivery

Automated PDF Generation

Generate, Deliver & Store PDFs Automatically

Turn your data into professional PDFs in seconds. Save to Google Drive, send via email, merge PDFs, and notify connected tools — all automated.

  • Cody Nailor
  • Jesus Gazca
  • Florence Bouchat
  • Aaron Waldrip
  • Chris
  • Thembinkosi
  • Jeremy Castro
  • Shannon Bradley
  • Stefan
  • Yasin Hassanien
Trusted by 10,000+ Business Owners
Automated PDF generation with DocsAutomator

Key Benefits

Why teams choose DocsAutomator for PDF Generation & Delivery

Fast Generation

Most documents are generated within 10 seconds, regardless of length. DocsAutomator handles multi-page documents with hundreds of line items efficiently.

Automated Email Delivery

Send generated PDFs via email automatically. Customize email templates, add conditions for when to send, and include CC/BCC recipients.

Save to Google Drive

Store generated PDFs in specific Google Drive folders. Organize by client, date, or any other criteria with dynamic folder naming.

Merge & Prepend PDFs

Combine generated PDFs with existing documents. Prepend cover pages, append terms and conditions, or merge multiple generated documents.

Output & Delivery Options

Full control over how generated documents are formatted, stored, and delivered

PDF output and delivery configuration

PDF with Download URL

Every generated PDF gets a unique download URL. Share it directly, embed it in emails, or write it back to your data source. Configure URL expiration for time-sensitive documents.

Google Drive Storage

Save generated PDFs to specific Google Drive folders automatically. Use dynamic folder naming based on your data (e.g., client name or date) to keep documents organized without manual filing.

Email with PDF Attachment

Send the generated PDF as an email attachment automatically. Customize the email subject, body, recipients, and CC/BCC fields. Add conditions to control when emails are sent.

PDF Merging

Prepend or append existing PDFs to your generated documents. Add branded cover pages, standard terms and conditions, or compliance appendices without including them in every template.

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How it works

Get started in minutes

1

Create Your Template

Design your document in Google Docs with placeholders. Use tables, images, conditional sections, and line items to create complex layouts.
Creating a document template for PDF generation
2

Configure Output & Delivery

Choose your output format (PDF, Google Doc, or both). Set up email delivery, Google Drive storage, notifications, and PDF merging options.
Configuring PDF output and delivery options
3

Automate & Deliver

Trigger PDF generation manually or automatically from your data source. Documents are generated, delivered, and stored according to your configuration.
Automated PDF generation and delivery

Learn more in our Knowledge Base

Get detailed guides, field references, and further information about pdf generation & delivery.
Open Knowledge Base

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Use Cases

Popular ways teams use PDF Generation & Delivery

Invoice Generation & Delivery

Invoice Generation & Delivery

Generate and email invoices automatically when a record is created or updated. The PDF is attached to a customizable email, saved to Google Drive, and the download URL is written back to your database.

Explore Invoice Templates
Report Distribution

Report Distribution

Create weekly or monthly reports and distribute them to stakeholders via email with PDF attachments. Use conditional email delivery to send the right report to the right person.

Explore Report Templates
Compliance Documentation

Compliance Documentation

Generate compliance documents, store them in organized Google Drive folders with dynamic naming, and maintain a complete record in your data source. Append standard terms or disclaimers via PDF merging.

Explore Legal Templates
Certificates & Awards

Certificates & Awards

Generate personalized certificates with recipient names, dates, and achievements. Batch generate hundreds and deliver each via email or store in Drive for distribution at events.

Explore Certificate Templates
Quotes & Estimates

Quotes & Estimates

Generate pricing quotes with line items, send them via email with your branding, and set PDF expiration so outdated quotes become inaccessible automatically.

Explore Quotation Templates

and many more...

What customers are saying about us

Read what hundreds of happy customers are saying about DocsAutomator

DocAutomator has helped my business automate invoices, contacts, and quarterly reports for our clients. This product saves us a lot of time, allowing us as a property management company to focus more on asset management.

Eran
Eran

This is the best value for money app for creating template. Easy to use, easy to set up, and we like to support small businesses. Keep going!

Aris Zagklis
Aris Zagklis

After 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
Trashcaneron

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Advanced PDF Features

Enterprise-grade document delivery for complex workflows

Set PDF download URLs to expire after a configurable period. Useful for sensitive documents like contracts, financial statements, or medical records that should only be accessible for a limited time.

Get notified when a document is generated, delivered, or when an error occurs. Send updates to your existing tools like Slack, your CRM, or any connected platform.

Generate both a PDF and an editable Google Doc simultaneously. The Google Doc is saved to Drive for manual edits when needed, while the PDF is delivered or stored according to your output settings.

Configure email delivery to trigger only when specific conditions are met. Send invoices only when status is "Approved", or deliver reports only to active stakeholders. Combine with dynamic recipient fields for full flexibility.

Send document emails from your own Gmail account with a custom sender name, or use DocsAutomator's default sender. Your recipients see emails from your brand, not a third-party tool.

Advanced PDF generation features

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Generate & Deliver PDFs from Any Data Source

Automate the full pipeline from data to delivered PDF

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Frequently Asked Questions

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Teams generating PDFs with DocsAutomator:

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  • Cody Nailor
  • Jesus Gazca
  • Florence Bouchat
  • Aaron Waldrip
  • Chris
  • Thembinkosi
  • Jeremy Castro
  • Shannon Bradley
  • Stefan
  • Yasin Hassanien
Trusted by 10,000+ Business Owners
Test for free

Unlimited testing, no credit card required