How does DocsAutomator integrate with Softr?

DocsAutomator connects via API to generate documents from any Softr app—whether you're using Softr's native database, Airtable, Google Sheets, HubSpot, Notion, or any other connected data source. Trigger generation from action buttons, workflows, or webhooks.

Does it work with Softr's native database?

Yes! DocsAutomator works with Softr's built-in database just as seamlessly as with external data sources. Your native Softr data translates directly into professional documents.

Can my Softr users generate their own documents?

Yes! Add action buttons to your Softr lists or detail pages that trigger document generation. Users can create invoices, contracts, or reports directly from your portal—completely self-service.

Do I need coding skills to set this up?

No coding required. Set up your automation in DocsAutomator, then connect it to Softr using action buttons, Softr's workflow automation, or webhook URLs.

What data can I include in documents?

Any data from your Softr app—text, numbers, dates, images, linked records, formulas, rollups, and multi-select fields. DocsAutomator preserves all formatting and data relationships regardless of which data source powers your app.

Can I use this with Softr's client portals?

Absolutely. This is a popular use case—let clients generate their own invoices, contracts, statements, or reports directly from your Softr portal without manual intervention.

Does it work with Softr's workflow automation?

Yes, trigger DocsAutomator via Softr's built-in workflows or use webhooks to automate document generation based on record updates, form submissions, or button clicks.

Can I collect e-signatures from Softr users?

Yes! Generate documents and send them for legally binding e-signatures using DocsAutomator eSign—all triggered from your Softr app. Perfect for contracts, agreements, and approval workflows.

What document types can I create?

Generate invoices, contracts, proposals, certificates, reports, NDAs, onboarding documents, and more. Any Google Docs or Word template works with your Softr data.

How fast is document generation?

Documents generate within seconds, so your Softr users get instant results when clicking action buttons or triggering automations.

DocsAutomator ensures secure transmission, document storage you control (set an expiry from 5 minutes to 1 year, or delete documents at any time), GDPR compliance, and provides regular security updates.

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Powerful Document Automation & Signing for Softr

Turn data from Softr into stunning PDFs, Google Docs, and Word documents - no coding required.

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4.9/5 stars on 15+ G2 reviews

Trusted by 1,215 businesses

for their most critical documents

Some of the teams / institutions automating their Softr documents with DocsAutomator:

Case Study

Create Documents from your Softr data in a snap

Some examples of our customers and the documents they automate and sign daily

Quotes and orders

Accepted

Customers accept quotes and change orders in one tap, so work starts sooner.

Quotes · Estimates · Order confirmations · Change orders

Contracts

Signed

Agreements go out from your records and come back signed.

Service agreements · Leases · NDAs · Engagement letters

Sign-offs

Accepted

Customers accept finished work and deliveries on their phone, on the spot.

Work orders · Delivery notes · Inspection reports · Purchase orders

Onboarding

Signed

New hires, clients and students sign their paperwork before day one.

Employment contracts · Offer letters · Enrollment forms · Letters of authority

Powerful reasons to choose DocsAutomator for your Softr workflow automation & signing

Everything you need to seamlessly transform your Softr data into professional documents

DocsAutomator works perfectly with Softr's extensive field library

Softr is the first AI-native platform for building business software without code. Describe what you need, and Softr's AI Co-Builder instantly creates the database, app, and business logic — already connected, secure, and ready for real users. DocsAutomator seamlessly integrates with your Softr apps powered by Softr's native database or any of its 13+ connected data sources—including Airtable, Google Sheets, HubSpot, Notion, and SQL databases.

Turn your portal and application data into polished documents instantly. Whether your Softr app powers a client portal, internal tool, or CRM—every record can generate professional PDFs with a single click. Trigger document creation from Softr action buttons, list views, or automated workflows, giving your users self-service document generation directly within your custom applications.

Set up

Describe it, the AI agent builds it

Tell it what you need. It drafts the template, connects your data, sets up signing and runs a test. No setup screens.

Bring your own AI agent

Connect Claude, ChatGPT, or your own agent. It creates and sends documents within the limits and approvals you set.

Your own Google Docs, Word or PDF templates

Keep writing your documents where you write them. DocsAutomator fills the placeholders.

Generate

Line items and nested tables

Invoices, quotes and any itemized list, straight from your data.

Conditional content

Sections, styling and images that show or hide based on the data.

Preview mode

Unlimited previews until you're happy – no wasted credits on testing.

Close & File

E-signatures, sent automatically

Legally binding, with a full audit trail. Nobody chases anyone.

One-click acceptance for quotes

Your client accepts with one click. Recorded, no signature ceremony.

Signed or accepted copies delivered and filed automatically

Every finished document is emailed and saved back to your Airtable, Notion, sheet, or Drive folder.

Start automating & signing in minutes!

Unlimited testing, no credit card required. See pricing for details.

Test for free

Set up in minutes, save weeks of work

Three easy steps to automate and sign your documents

Create a Google Docs or Word template

Build templates in Google Docs or Microsoft Word. Start from scratch, use our pre-built templates, or take advantage of our Template Creation Service.

Template Gallery

Map Data & Preview

Map data fields to your template placeholders and generate previews until your documents are perfect.

Start Automating & Signing Documents

Send requests from Softr to DocsAutomator and receive PDFs and optionally keep the Google Doc or Word file to edit further.

Step by Step Implementation Guide

Get a detailed step by step Guide as well as the field references and further information in our Knowledge-Base.

Open Knowledge Base

Start automating & signing in minutes!

Unlimited testing, no credit card required. See pricing for details.

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Frequently Asked Questions

Start automating & signing in minutes!

Unlimited testing, no credit card required. See pricing for details.

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Customer Voices

Don't take our word for it. Here's what our customers say about us:

I was looking for a convenient solution to generate Google docs based on Airtable data, which supported features like Line Items and Dynamic Folder Creation. I was thrilled to find DocsAutomator, the experience and support has been excellent.

Doug H.

This is exactly what our company was looking for. It works fantastic, thank you!

Jordy Urbanski

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

Before I discovered Docsautomator, generating reports from Airtable was a time-consuming task that drained both my time and energy. However, Docsautomator changed everything and made the process feel effortless.

Kuladej Lertkachonsuk

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 haven't used a ton of them document generators. The built-in one in SmartSuite is painful to use. I've tried to integrate Adobe but sheesh... Then you showed up in Glide and I thought I'd give it a try.

Randall Nichols