# DocsAutomator

> DocsAutomator turns your data into agreements that come back accepted or signed, and keeps the record. It fills Google Docs, Word and PDF templates with data from Airtable, Google Sheets, Notion and other tools, and closes each document in one of two ways: Signing, where the recipient signs electronically, or Acceptance, where the recipient clicks Accept. It returns a sealed, tamper-evident PDF with a certificate and an audit trail: any change after signing is visible. People use it from no-code tools, from their own code through the REST API, and from AI assistants such as Claude, ChatGPT and Cursor through the MCP server.

DocsAutomator UG (haftungsbeschränkt), Berlin, Germany. Founded in 2023 by Rupert Hoffschmidt-McDonnell. Support: support@docsautomator.co.

A fuller description of the product, for language models: [llms-full.txt](https://www.docsautomator.co/llms-full.txt)

## Product

- [Home](https://www.docsautomator.co/): Agreements from your data, signed and on record
- [Signing & Acceptance](https://www.docsautomator.co/features/acceptance/): The two ways to close a document. The recipient opens the document, reads it and clicks Accept, on any device, with nothing to draw and no account to create, and the PDF comes back with a Certificate of Acceptance. For quotes, change orders, order confirmations and policy sign-offs. Each request shows its status (Not opened yet, Read, not accepted, Partly accepted, Accepted, Declined), the accepted PDF is saved to Google Drive or back to the record, and a webhook fires with closeType "acceptance". Use Signing when the other side, a contract or your own policy asks for a signature. If a click on Accept is enough, use Acceptance.
- [Approvals](https://www.docsautomator.co/features/approvals/): A team member approves each document before it goes out, always or only when a rule is true, such as an amount greater than 5,000. Until the approval, no email, file on the record, webhook or signing request goes out. Part of the current Business and Scale plans; a document counts once, when it is made.
- [E-signatures](https://www.docsautomator.co/features/e-signatures/): E-signatures for contracts, one or more signers, sealed PDFs with a certificate and an audit trail; included in every plan, with unlimited team members and no per-seat fee
- [AI and agents](https://www.docsautomator.co/features/ai-and-agents/): The MCP server and the in-app agent that builds automations from a prompt; AI agents fill your approved templates and never edit a Google Doc
- [Word templates](https://www.docsautomator.co/features/word-templates/): Fill Word templates, or describe the document and the AI template designer creates the Word template
- [Google Docs templates](https://www.docsautomator.co/features/google-docs-templates/): Fill Google Docs templates
- [PDF generation](https://www.docsautomator.co/features/pdf-generation/): Automated PDFs from Google Docs, Word or PDF templates, filled from your tools, the REST API or an AI agent; delivered by email, saved to a folder, merged with other PDFs, with expiring links
- [Line items](https://www.docsautomator.co/features/line-items/): Tables of line items from linked records, nested up to three levels
- [Conditional logic](https://www.docsautomator.co/features/conditional-logic/): Sections that show or hide by rules
- [Email delivery](https://www.docsautomator.co/features/email-automation/): Send the finished document by email
- [Batch processing](https://www.docsautomator.co/features/batch-processing/): Many records in one run
- [Swiss QR-bill](https://www.docsautomator.co/features/swiss-qr-bill/): Adds the Swiss QR payment part as the last page of every invoice, in CHF or EUR, checked against the Swiss QR-bill standard before the document is created; combines with ZUGFeRD e-invoices in one PDF. German page for Switzerland: [QR-Rechnung erstellen](https://www.docsautomator.co/de/qr-rechnung-erstellen/)
- [All features](https://www.docsautomator.co/features/)

## Free tools

- [Invoice generator](https://www.docsautomator.co/invoice-generator/): Make one invoice in the browser, with a logo, line items, discount and tax, and download it as a PDF. Nothing is uploaded
- [Signature generator](https://www.docsautomator.co/signature-generator/): Draw a signature or type a name in one of five handwriting styles, and download it as a transparent PNG. Nothing is uploaded

## For AI agents and developers

- [MCP server setup](https://docs.docsautomator.co/integrations-api/docsautomator-mcp): Connects DocsAutomator to Claude, ChatGPT, Cursor and other MCP clients. Claude adds it from the Claude directory (https://claude.ai/directory/docsautomator). ChatGPT adds the DocsAutomator plugin from ChatGPT Plugins (https://chatgpt.com/plugins/plugin_asdk_app_6abc8c22ec94819186aac8114b0e24b3). Other clients use the remote server at https://mcp.docsautomator.co/mcp, Streamable HTTP, OAuth sign-in or API key, every DocsAutomator feature as a tool
- [DocsAutomator MCP on GitHub](https://github.com/DocsAutomator/docsautomator-mcp): The public repository for the MCP server: setup for Claude, ChatGPT, Cursor and VS Code, the list of tools, and a Claude Code plugin with the "Send a quote for acceptance" skill
- [REST API guide](https://docs.docsautomator.co/integrations-api/docsautomator-api): Create documents and start signing with one call
- [API reference](https://docs.docsautomator.co/api-reference/introduction): Endpoints, parameters and responses
- [REST API feature page](https://www.docsautomator.co/features/rest-api/)
- [PDF generation API for invoices and reports](https://www.docsautomator.co/integrations/pdf-generation-api/): One call per invoice, quote or report from your app's data; line items nested up to three levels, a job ID or a webhook with your webhookParams, files saved to Google Drive, OneDrive or Dropbox, and acceptance or e-signature from the same call

## Integrations

- [All integrations](https://www.docsautomator.co/integrations/)
- [Airtable](https://www.docsautomator.co/integrations/airtable-documents/): Create documents from Airtable records, with line items from linked records
- [Airtable e-signatures](https://www.docsautomator.co/integrations/airtable-e-signature/): Send quotes, contracts and NDAs from Airtable records for signing or one-click acceptance, and put the sealed PDF back in an attachment field of the record
- [Google Sheets](https://www.docsautomator.co/integrations/google-sheets-to-pdf/)
- [Google Forms](https://www.docsautomator.co/integrations/google-forms-to-pdf/)
- [Notion](https://www.docsautomator.co/integrations/notion-to-pdf/)
- [SmartSuite](https://www.docsautomator.co/integrations/smartsuite-to-pdf/)
- [ClickUp](https://www.docsautomator.co/integrations/clickup-to-pdf/)
- [Glide](https://www.docsautomator.co/integrations/glide-to-pdf/)
- [Softr](https://www.docsautomator.co/integrations/softr-to-pdf/)
- [Noloco](https://www.docsautomator.co/integrations/noloco-to-pdf/)
- [Zapier](https://www.docsautomator.co/integrations/zapier-to-pdf/)
- [Make](https://www.docsautomator.co/integrations/make-to-pdf/)
- [n8n](https://www.docsautomator.co/integrations/n8n-to-pdf/): Documents from n8n workflows, including quotes from an n8n AI agent: the DocsAutomator node fills your own template with the values the agent works out, so the wording stays as approved

## Other tools, through Zapier, Make, n8n or an AI assistant

Create contracts from your HubSpot, Salesforce, Pipedrive and other records and get them signed. It works through Zapier, Make, n8n or your AI assistant.

- [Salesforce](https://www.docsautomator.co/integrations/salesforce-contracts/): The contract when an opportunity is Closed Won
- [SharePoint Lists](https://www.docsautomator.co/integrations/sharepoint-documents/): The agreement when a list item is approved
- [HubSpot](https://www.docsautomator.co/integrations/hubspot-contracts/): The contract when a deal is Closed won, with the signed PDF back on the deal
- [QuickBooks Online](https://www.docsautomator.co/integrations/quickbooks-contracts/): The contract after an estimate is accepted
- [Smartsheet](https://www.docsautomator.co/integrations/smartsheet-documents/): The statement of work when a row is approved
- [Pipedrive](https://www.docsautomator.co/integrations/pipedrive-contracts/): The contract when a deal is won
- [Clio](https://www.docsautomator.co/integrations/clio-engagement-letters/): The engagement letter when a matter opens
- [Procore](https://www.docsautomator.co/integrations/procore-subcontracts/): The subcontract agreement for a new subcontract
- [monday.com](https://www.docsautomator.co/integrations/monday-contracts/): The contract when an item's status changes to Won
- [Xero](https://www.docsautomator.co/integrations/xero-contracts/): The service agreement after a quote is accepted
- [Zoho CRM](https://www.docsautomator.co/integrations/zoho-crm-contracts/): The contract when a deal is Closed Won
- [Jobber](https://www.docsautomator.co/integrations/jobber-service-agreements/): The service agreement after a quote is approved
- [NetSuite](https://www.docsautomator.co/integrations/netsuite-contracts/): The customer contract when a sales order is approved
- [Jotform](https://www.docsautomator.co/integrations/jotform-contracts/): The agreement from a form submission
- [Dynamics 365](https://www.docsautomator.co/integrations/dynamics-365-contracts/): The contract when an opportunity is closed as won
- [Asana](https://www.docsautomator.co/integrations/asana-agreements/): The client agreement when a task moves to the Approved section
- [BambooHR](https://www.docsautomator.co/integrations/bamboohr-employment-contracts/): The employment contract from a new employee record, with the signed PDF in the employee's files

## Pricing and trust

- [Pricing](https://www.docsautomator.co/pricing/): Professional $19 a month billed yearly ($29 billed monthly), Business $59 ($79), Scale $149 ($199). E-signing and acceptance are included in every plan. A signed or accepted document counts as one document in the plan allowance.
- [Compliance](https://www.docsautomator.co/compliance/)
- [Customer voices](https://www.docsautomator.co/customer-voices/)
- [Comparisons](https://www.docsautomator.co/compare/)
- [DocsAutomator vs. DocuSign](https://www.docsautomator.co/compare/docsautomator-vs-docusign/): documents created from your data or your AI agent and signed in the same step, e-signing included in every plan at no extra cost compared with DocuSign seat pricing, and a done-for-you setup that moves your templates over ($499 once with a yearly plan, included with yearly Scale).
- [DocsAutomator vs. PandaDoc](https://www.docsautomator.co/compare/docsautomator-vs-pandadoc/): documents created from your data or your AI agent and signed or accepted in the same step, e-signing included in every plan at no extra cost compared with PandaDoc seat pricing, and a done-for-you setup that moves your templates over ($499 once with a yearly plan, included with yearly Scale).
- [DocsAutomator vs. Qwilr](https://www.docsautomator.co/compare/docsautomator-vs-qwilr/): quotes filled from Airtable, Google Sheets or Notion rows into your own Google Docs or Word template and accepted in one click, on a flat plan with unlimited team members, compared with Qwilr seats and its per-page credit for pages made through Zapier, Make or its API.
- [DocsAutomator vs. Proposify](https://www.docsautomator.co/compare/docsautomator-vs-proposify/): proposals kept in your own Google Docs or Word file, filled from Airtable, Google Sheets, Notion or your CRM and signed, or accepted in one click, on a plan with unlimited team members, compared with Proposify's editor, $1,500 custom template design and per-user prices.
- [DocsAutomator vs. Carbone](https://www.docsautomator.co/compare/docsautomator-vs-carbone/): one API call fills your Google Docs or Word template with JSON and sends it for e-signature or one-click Acceptance, with the signed PDF filed back to the record, compared with Carbone, which renders the file and leaves sending, signing and storage to your code and your own signature provider.
- [DocsAutomator vs. Quotient](https://www.docsautomator.co/compare/docsautomator-vs-quotient/): quotes made from forms, Google Sheets, Airtable, a CRM or an AI assistant in your own Google Docs or Word template, sent for one-click Acceptance with reminders emailed automatically and the accepted PDF filed back, compared with Quotient, where quotes are built in its editor and follow-ups are flagged for a person to send.
- [DocsAutomator vs. SignWell](https://www.docsautomator.co/compare/docsautomator-vs-signwell/): contracts written from a Google Sheets, Notion or Airtable row in your own Google Docs or Word template, with sections that show or hide by the row's values and line items from the data, sent for e-signature with signing included in every plan, compared with SignWell, where a row fills the fields placed on a file you uploaded and sends through Zapier or the API count as API documents, billed after the first 25 a month.
- [DocsAutomator vs. Better Proposals](https://www.docsautomator.co/compare/docsautomator-vs-better-proposals/): what one user pays on Better Proposals (Starter $13, Premium $21 or Enterprise $42 a user a month billed yearly, with 10, 50 or unlimited sends a month; custom merge tags, Zapier and the API from Premium; Nudge follow-ups $10 a user a month) next to DocsAutomator, which includes data sources, Zapier, the API, reminders, e-signing and acceptance in every plan for the whole team, from $19 a month billed yearly for 100 documents, and uses your Word or Google Docs quote, price table included, as the template.
- [DocsAutomator vs. Templafy](https://www.docsautomator.co/compare/docsautomator-vs-templafy/): contracts and quotes that Claude, ChatGPT or another AI assistant fills from your approved Google Docs or Word template and a record over MCP, with a confirmation dialog in Claude, ChatGPT and Codex that names every recipient before anything is sent, the first document of a new setup in test mode, and e-signing on every plan for the whole team, compared with Templafy, whose AI generates Office documents from approved content inside Microsoft 365, priced per user.

## Deutsch

- [Startseite](https://www.docsautomator.co/de/): Dokumente aus deinen Daten erstellen, unterschreiben oder annehmen lassen und zurück in den Datensatz legen
- [Preise](https://www.docsautomator.co/de/preise/): Die Pläne auf Deutsch. E-Signatur und Annahme sind in jedem Plan enthalten
- [E-Signatur](https://www.docsautomator.co/de/funktionen/e-signatur/): E-Signaturen und Annahme mit einem Klick für Angebote und Verträge, in jedem Plan enthalten, ohne Preis pro Nutzer
- [E-Rechnung](https://www.docsautomator.co/de/e-rechnung/): E-Rechnungen im Format ZUGFeRD oder XRechnung aus deinen Daten erstellen
- [ZUGFeRD erstellen](https://www.docsautomator.co/de/zugferd-erstellen/), [XRechnung erstellen](https://www.docsautomator.co/de/xrechnung-erstellen/), [E-Rechnung aus Airtable](https://www.docsautomator.co/de/e-rechnung-aus-airtable/)
- [E-Rechnung kostenlos erstellen](https://www.docsautomator.co/de/e-rechnung-erstellen-kostenlos/): Eine E-Rechnung im Browser erstellen, ohne Konto
- [Ratgeber E-Rechnung](https://www.docsautomator.co/de/blog/): [ZUGFeRD oder XRechnung?](https://www.docsautomator.co/de/blog/zugferd-oder-xrechnung/), [Ausnahmen von der E-Rechnungspflicht](https://www.docsautomator.co/de/blog/e-rechnung-pflicht-ausnahmen/), [Was ist eine ZUGFeRD-Rechnung?](https://www.docsautomator.co/de/blog/was-ist-eine-zugferd-rechnung/), [Wie sieht eine E-Rechnung aus?](https://www.docsautomator.co/de/blog/wie-sieht-eine-e-rechnung-aus/)

## Optional

- [Knowledge base](https://docs.docsautomator.co)
- [Blog](https://www.docsautomator.co/blog/)
- [Mail merge from Google Sheets to Google Docs](https://www.docsautomator.co/blog/mail-merge-google-sheets-to-google-docs/): a free Apps Script that makes one Google Doc and PDF per row, its limits, and when to use DocsAutomator instead (line items, signing, documents made as rows arrive)
- [Automate employment contracts from your HR records](https://www.docsautomator.co/blog/automate-employment-contracts-onboarding-documents/): one contract template with sections for full-time, part-time and contractor hires and for the work state, sent for signing from the hire's record in Airtable, Google Sheets or Notion (or BambooHR, Personio and Greenhouse through Zapier), with the signed PDF filed back on the record
- [How to automate quotes](https://www.docsautomator.co/blog/how-to-automate-quotes/): automating quotes without CPQ, from Airtable, Google Sheets, Notion or a CRM through Zapier, Make or n8n; what starts a quote in each tool and how fast it fires, line items and conditional sections, and one-click Acceptance with the accepted PDF back on the record
- [How to follow up on a quote](https://www.docsautomator.co/blog/how-to-follow-up-on-a-quote/): when to follow up after sending a quote, what to send when the client never opened it or read it and went quiet, five short templates, and how one-click Acceptance and automatic reminders do the routine nudges
- [How to create invoices from Airtable](https://www.docsautomator.co/blog/generate-invoices-from-airtable/): an Airtable invoice base in three linked tables (Clients, Invoices, Line Items), invoice numbers from an autonumber field and a formula, with Void instead of deleting so the run has no gaps, PDFs from a Google Docs or Word template with line items from linked records saved back to the record and emailed, a button field or Auto Creation that a double click or quick second change does not repeat, corrections as a new linked record, and the month-end run from one view.
- [ZUGFeRD vs. XRechnung](https://www.docsautomator.co/blog/zugferd-vs-xrechnung/): the two German e-invoice formats compared (hybrid PDF with XML vs pure XML), which profiles count as an e-invoice, and which one to send
- [E-invoicing mandate in Germany: who is exempt?](https://www.docsautomator.co/blog/e-invoicing-mandate-exemptions-germany/): small invoices up to €250, travel tickets, small businesses, tax-exempt supplies, consumers and cross-border cases, with the deadlines for 2025, 2027 and 2028
- [What is a ZUGFeRD invoice?](https://www.docsautomator.co/blog/what-is-a-zugferd-invoice/): a PDF/A-3 you can read with the invoice data embedded as XML; versions, profiles and how to create one
- [What does an e-invoice look like?](https://www.docsautomator.co/blog/what-does-an-e-invoice-look-like/): an XML example, the mandatory details mapped to EN 16931 fields, and how recipients view and check e-invoices
- [Template gallery](https://www.docsautomator.co/templates/best-free-google-docs-templates/)
- [Partner program](https://www.docsautomator.co/resources/partners/)
- [Privacy policy](https://www.docsautomator.co/privacy-policy/)
- [Terms](https://www.docsautomator.co/terms/)