Changelog

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Acceptance, and e-signing charged when the recipient opens the document

• Each document costs $0.50, charged when the first recipient opens it. Before, the charge happened when the request was sent.
• A request that nobody opens is free. A request that is opened but not finished still counts.
• Above 500 documents in a billing month, each document costs $0.35.
• Reminders are on by default for new automations. Existing automations keep their current setting.
• Two days before a request expires, the sender gets an email that lists who has not finished yet.

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Fewer blank lines around conditional sections

• A tag paragraph directly above a table no longer leaves a blank line above the table. Some documents come out a page shorter.
• A hidden section leaves no empty lines behind.
• A heading or indented line right after a section tag keeps the style from the template.
• A tag paragraph that also holds a page break, an image or a horizontal line keeps that element. Only the tag text is removed.
• A hidden section that starts outside a table and ends inside a table now fails with a message that names the tag and says how to fix it.

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AI Agent: your first document without the last click

• Notion field mappings no longer fail when the agent writes a property ID in a different form than Notion lists it.
• The agent now sees whether automatic polling is on for Google Sheets and Google Forms automations.
• The agent warns you about e-sign tags whose label has spaces or other characters that the generator does not accept, and about section tag pairs that are missing the section_ prefix.

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Fixes

• API and no-code requests: a top-level field called data (for example “data” as the Portuguese or Spanish word for date) is now filled into the document like any other field. Before, it replaced all other fields and the document came out empty.

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Emails look like the email editor

• A blank line in the editor is one blank line in the email. Before, several blank lines could disappear and paragraphs ran together.
• Lines separated by one Enter sit directly under each other, as in the editor. Before, mail clients such as Gmail added a gap between them.
• Lists no longer get an extra blank line above and below.
• Custom e-signing email bodies follow the same rule.

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Fixes

• Keep Section On One Page now also keeps table rows and headings together in Google Doc templates. A table row no longer breaks across a page, and the heading above a table moves to the next page with the table. A table can still split between two rows.
• A line item table no longer comes out with only its header row when a top-level placeholder with the same name as a line item column has “delete when empty” turned on.
• The AI Agent can now read the fields of SmartSuite tables reliably.

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Skipped PDF merges are shown on the run

• The run now shows a warning in amber on the Logs tab and on the document page: the merge was skipped because it is a Business plan feature.
• The AI Agent no longer turns the merge on for a plan that does not include it. It tells you instead, and explains missing pages on existing automations.

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AI Agent fixes

• When you rename a placeholder, every setting for it moves to the new name: the field mapping, formats, descriptions, image options, show and hide rules, conditional styles, section rules, line item grouping, sorting and calculations, and email conditions. Before, only the field mapping moved.
• A template edit that fails no longer uses up one of the five undo steps.
• The agent now sees placeholder formats, section rules and line item grouping, sorting and skip rules. Before, it could tell you these were not set.

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Fixes

• E-signing emails now fill in their placeholders when you send an already generated Google Doc for signing again through the API (with docTemplateLink). Before, the invitation, reminder and completion emails showed raw placeholders such as {{quote_number}}.

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Fixes

• Merge PDFs: when an attached PDF cannot be read, DocsAutomator now repairs it and merges it. If the file cannot be repaired, the run fails with a message that names the file (“attached PDF 2 of 3”) and says how to fix it. Before, the unreadable file was left out and the run still showed as successful.

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AI Agent improvements

• The AI Agent can now map a line item field through an Airtable linked record (for example Product.SKU), the same way the mapping panel does.
• For new accounts, the welcome chat asks first whether you need one document or a repeating flow. A one-time document takes the fastest path to a finished file.

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Fixes

• Notion: rollup fields that show the original values (“Show original”) are filled in again. For some automations they came out empty since September 1.

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Fixes

• Nested line items with grouping and Hide Grouping Key Column turned on no longer delete the whole table from the generated document.
• Notion: the relation picker and the Sort by list of a nested line item level no longer load forever when an automation has two or more nested levels.
• When the connected Google account cannot save to the output folder, the error now says so and tells you to pick a folder that account can edit or to reconnect with the folder’s owner. Before, it showed Google’s message “Insufficient permissions for the specified parent.”
• AI Agent: a chat open in a second browser tab no longer overwrites a conversation, so templates and automations the agent built stay in the chat history.

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Fixes

• A closing section tag ({{/section_NAME}}) in the last paragraph of a Google Doc template no longer resets the section’s text to the default font size.

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E-sign email delivery outcomes

• Where to read it: signers[].inviteDelivery on GET /esign/sessions/:id, metadata.delivery on the audit events, and two new webhook events, esign.email_sent and esign.email_failed. Run history and the session page show the outcome under each signer.
• Fallback is now visible: when a connected Gmail or Outlook mailbox rejects a message, DocsAutomator sends it from its own address instead. The record shows fallbackFrom and the reason.
• Resend uses your sender: a manual resend previously went out from DocsAutomator’s address even when the automation was set to send from your Gmail or Outlook. It now uses the same sender as the original invitation.

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Fixes

• ClickUp: a date field can now show the date without a time. Open the placeholder’s format settings and choose No time. Before, ClickUp dates always showed a time such as “04:00”, and the format setting had no effect.

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Fixes

• Airtable: a rich text field with a line that holds only + or - no longer makes the generation fail.

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Fixes

• The template preview of a Google Doc with several tabs now shows only the first tab, the same as the generated document. Before, it could show a page with only “Tab 1” on it.

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E-sign fields in table cells

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Fixes

• Google Docs: the same placeholder in more than one header or footer is now filled in every place. Before, the generation could fail with “Invalid range: must contain a start and end index”.
• Airtable: lookup fields that pull values through another lookup or linked record no longer come out empty, as [object Object], or make the generation fail.
• Notion: Sum and other aggregate rollups now show the value Notion shows. Before, a rollup over more than 25 related pages or over a formula property could be wrong or zero.
• AI Agent: after it saves field mappings, the agent now sees which field each placeholder is mapped to, and it warns when a mapping looks crossed with another field.

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Fixes

• E-sign checkboxes now sit exactly where you typed the {{esign.checkbox_...}} tag in the template. Before, the box was centered in the space of the whole tag text and could look out of place.

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Sequential signing with gaps in signer numbers

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Smaller changes and fixes

• Google Forms automations that read the form directly now check for new responses every minute. Automations that read a linked response sheet still check every 5 minutes.
• Automatic generation from Google Sheets and Google Forms no longer skips a row or response when queuing it fails, and no longer creates a duplicate document after a server restart.
• Grouped line items with an auto-number column and a conditional row highlight now highlight only the matching row. Before, the number cells of the rows above were highlighted too.
• A repeating section tag that shares a paragraph with other text (often because of a soft line break, Shift+Enter) now gives a clear error that says how to fix the template. Before, the error said “Line item row not found”.
• When a subscription has ended, the message now says so instead of “You are on the trial plan”.
• The automation name field uses the free width of the top bar, so long names are easier to read.
• The back button on the automation page returns to the list with its scroll position and filters kept.

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Repeating sections: keep on one page, and conditional styling

• Keep Section On One Page: a new toggle below “Page Break Between Sections”. A section that does not fit in the remaining page space moves whole to the next page; short sections still share pages. (A table inside a section can still split between its rows.)
• Conditional styling now works inside sections in Google Doc templates: rules like color the category red when it contains “Critical” are evaluated per record and style that record’s value, in section paragraphs and in tables inside the section. Word templates already behaved this way.

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E-signing for Google Forms

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Google Forms is now a first-class data source

• Paste any form link: the editor link, the published link, or a short forms.gle link. DocsAutomator resolves it to the right form in your account. Browsing your forms in a picker works too.
• Automatic generation: enable auto-create and every new response becomes a document within minutes. Responses submitted before you enable it are left alone.
• Stable mappings: placeholders bind to the question itself, so rewording a question breaks nothing. Grids map row by row, file uploads work with dynamic images, and the respondent’s email address is available for delivery — email each respondent their own document without an extra question.
• Linked sheets still work: a form with a linked response sheet can read from the sheet instead, keeping computed columns, the document-link write-back, and the per-row generate link.

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ClickUp: line items, Files custom fields, and signed-PDF targets

• Line items: {{line_items_1}} tables and repeating sections now work with ClickUp. Each group pulls its rows from the task’s subtasks or from a Relationship custom field pointing at a dedicated items list (for example a Deals list linked to a Line Items list). Configure it in the Data panel; item rows can use the linked list’s custom fields plus all standard task fields.
• Save the PDF into a Files custom field: the “Save PDF to ClickUp task” action gained an Attach To picker — keep the default task attachments, or file the generated PDF into any Files custom field on the task.
• Signed PDFs too: in the E-Signing settings, “Save Signed PDF To” now offers the same choice — task attachments or a Files custom field.

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Files you send the AI Agent now stay put

• Attachments used to last only for the message you sent them with. Reopen the chat and the AI Agent could no longer see the file, so it had to ask you to send it again.
• Images now also stay visible in the chat history instead of turning into a placeholder line.
• Attachments are deleted 90 days after the last message in that conversation.

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MCP server v2: build automations with any AI client

• AI template generation over MCP: generate_word_template, edit_word_template, and create_google_doc_template create and edit templates from a prompt.
• Template upload: upload_word_template and upload_pdf_template accept an existing .docx or PDF.
• Full configuration: field mappings, line items, conditional sections, output settings, e-signature, and automatic triggers.
• Everything that worked before keeps working: existing MCP connections, tool names, and OAuth logins are unchanged.

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Descriptions for AI clients

• Automation description: a note on what an automation is for and what data it needs, editable under Automation Settings. list_automations returns it, so an AI client picks the right automation.
• Placeholder descriptions: per-placeholder instructions, editable via the gear icon next to a mapping. list_placeholders returns them (MCP and REST API), so an AI client knows what data belongs in each placeholder — no more maintaining placeholder notes in your own prompts.
• Templates generated by AI (in the app or over MCP) record their placeholder descriptions automatically at generation time.

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Repeating sections

• The repeated block can hold headings, paragraphs, tables, images, bullet lists, and numbered lists. Numbered lists restart at 1 for each record.
• Nested line items work inside a block: a table row with {{line_items_1_1}} fields repeats per child record, per section.
• Page break between sections: an option in the line item settings starts each record on a new page.
• Skip records conditionally: rules in the line item settings skip records, for example rooms without findings. Rules read the record’s own fields or the count of its nested records.
• 1-click AI mapping now also maps nested line item fields, each level against its own linked table (Airtable and Notion).
• The template check warns about tags that share a paragraph with other text, unclosed tags, and other layouts the engine cannot repeat.
• The AI Agent knows the syntax and the options.

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Two behavior changes for existing Word templates

• A {{line_items_1}} marker in the last cell of a table row now repeats the row per record. Before, all records were joined inside that one cell.
• Nested line item rows ({{line_items_1_1}} in the row below the parent row) now render in Word templates. Before, Word ignored them.

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Smaller changes

• Switching an automation’s template format (for example Word to Google Docs) no longer deletes the old template file. The file stays in My Templates as its own entry.
• The line item cards use one wording across all data sources, and a card with block tags is named Repeating Section instead of Line Items.

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Signing switch in the E-Signing panel

• Signing is on or off as you set it. The template no longer switches it on or off by itself.
• While signing is off, the panel shows only the switch, and documents are delivered without a signing request.
• If the template has signing tags and signers but signing is off, the E-Signing card says so.
• Nothing changes for existing automations: every automation keeps its current setting.
• Also fixed: “Add signer” on Word templates now opens the template editor, and switching a signer from a fixed address to a data field clears the old address.

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Fixes across sections, line items, Notion, and Word templates

• A hidden section nested inside another hidden section no longer deletes content below the outer closing tag. This affected Google Docs and Word templates.
• Grouped line items keep their row borders again. Before, rows above the first group header lost their column borders.
• A line item field named section_name is no longer treated as a conditional section. A {{section_*}} tag counts as a section only when the template also has the closing tag, or when a rule with that name exists.
• Word templates: a {{line_items_1}} marker followed by a line break, or alone in its paragraph, no longer leaves an empty line above the first row.
• Word templates: one unclosed {{ in a document no longer blocks every AI edit. The template check now names the stray brace and shows the text around it.
• PDF templates: Chinese, Japanese, and Korean text renders with Noto Sans CJK instead of empty boxes.
• Notion: date and time values keep the time zone set in Notion. Before, the time shifted to UTC on generation.
• Airtable, SmartSuite, ClickUp: images with a link attached keep the link when the image is a URL or formula field. Linked images in line items no longer lose the link.
• Duplicating or transferring an automation now copies the Word template file. Before, the copy shared the file with the original, and a new upload on the copy removed the original’s file.
• A run that never reached the queue now shows as Interrupted after 60 minutes instead of pending forever. The run page tells you to trigger the record again.
• The AI Agent accepts a bare Google Doc ID as well as the full URL.
• Email editor: image alignment and size set in the editor now reach the sent email. Image formats that email clients cannot show (webp, svg, avif, heic, tiff, bmp, ico) are rejected when you add them.

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AI Agent creates Google Doc templates, and shows you looks before it writes

• Google Doc templates from scratch: ask the AI Agent for a template and it can now author a native Google Doc in your Drive, not only a Word file. This is the path to use for nested line items, which Word templates do not support. If a template is already linked, the agent asks before it replaces it, and the old file is never deleted.
• Preview looks first: for Word templates the agent renders your own document in three looks (restrained, branded, expressive) and shows them as image cards. Pick one and the agent adopts it without a second generation. Brand colours are inferred from what you tell it.
• Keeps your nested line items: changing the data source from the chat no longer removes level 2 and 3 line item settings made in the Data card.
• Plan access up front: on a plan without e-signing, the agent says so before it sets up signers instead of presenting the automation as ready to go live. Test Mode signing still works.
• Email content guard: the agent refuses to save email subjects or bodies shaped like credential phishing (account threat plus a “verify your account” call to action). This is a platform rule with no override.
• The chat no longer jumps to the bottom while the agent writes if you scrolled up.

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Transparent group rows

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Smaller changes

• Live webinars in the left sidebar lists the upcoming sessions from our calendar. The next two also appear in the welcome email new signups receive.
• Download is a bulk action in My Templates, Recently used, and Trash for Word and PDF templates. Open is a bulk action in the Template Library.
• The document generated from New Document opens full size in a scrollable viewer, with a button to open it in a new tab.
• The Documents, Templates, Automations, and Logs lists share one layout, and Automations sits above Templates in the sidebar.

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Show unique values only

• Mapping a placeholder through a linked record field reads that field from every linked record and joins the results with commas. If several linked records share a value, it repeated: Acme Corp, Acme Corp, Acme Corp.
• Turn on Show unique values only in the placeholder settings and each value is listed once, in the order it first appears.
• The option shows up only on placeholders mapped through a linked record, and works for main fields and line item fields.
• It is off by default, so existing documents are unchanged.

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Resizable Mapping Panel

• Drag the panel’s left edge to make it wider (or narrower). The width is remembered per browser.
• Once the panel is wide enough, each mapping row shows the placeholder and its field side by side, connected by an arrow. This makes the list vertically tighter, so more rows fit on screen.
• Field dropdowns now have the same compact height for every data source.
• Truncated names still show in full when you hover over them.

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Auto Creation conditions: more field types and operators

• New trigger fields: text (single line, long text, email, URL, phone), numbers (number, currency, percent, rating), dates, attachments, and computed fields: formulas, rollups, counts, and lookups.
• New conditions, matched to the field type: does not equal, contains, does not contain, greater/less than (or equal), is empty, is not empty, and is after/before for dates. The vocabulary is the same one conditional sections use.
• Computed fields fire on indirect changes: edit a line item, and a trigger on the invoice’s rollup total fires when the recomputed total crosses your threshold. Lookup triggers fire when any looked-up value matches.
• Formula, rollup, and lookup conditions follow the computed result type, so a number formula gets number conditions and a date formula gets date conditions.
• Percent conditions are entered on the normal percent scale (50 means 50%).

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Auto Creation for Airtable

• Pick a field (single select, multiple select, or checkbox) and the value that should fire generation, for example Status = Approved. When a record changes to match, the document is generated within seconds.
• Also fires when a record is created already matching the condition, so records imported or added in bulk are covered.
• Renaming the select option in Airtable does not break the trigger.
• Works on every Airtable plan, including Free. No automation script, button, or paid Airtable feature is needed.
• Every evaluated change is visible in Documents → Logs: records that fired show as runs, and records that did not fire show a row explaining why (for example, the field changed to a different value).
• Find it on the automation page under Auto Create. Connections made before this release need a one-time reconnect of Airtable in Settings → Integrations to grant webhook access; automations, field mappings, and settings are kept.

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Fixes across previews, e-signing, and templates

• One-page PDF previews now open correctly on iPhone and iPad.
• The e-signing certificate page now matches the document’s own page format instead of defaulting to A4.
• Bulleted values no longer leave an empty paragraph behind in generated documents.
• A template that contains the same line item marker twice now returns a clear error naming the duplicate, instead of generating a document with a broken table.
• ClickUp connection errors now show ClickUp’s own reason instead of a generic message.

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Rename documents after generation

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Reuse the same section in several places

• Use {{section_NAME}} … {{/section_NAME}} wherever the block should appear. One rule controls every copy, so they all show or hide together.
• Useful for long documents where the same clause, signature block or table column appears in more than one place, and for hiding a table column by wrapping both its header cell and its data cell in the same section.
• Previously a repeated section name could stop a document generating, or hide only the first copy in Word templates and leave the rest visible. Both are fixed.
• Section names that appear once are unaffected.

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See which signature requests are actually stuck

• Waiting to be signed replaces the old “E-signing expires soon” list on the home page and in Documents. It now includes every open request, not only the ones close to expiring.
• Each document shows whether it has been opened: Not opened yet, Read, not signed, or partly signed with the signer count.
• Requests that nobody has opened after three days are marked as going cold. The signing link stays valid.
• Rows show how many reminders have already gone out, and when the last one was sent.
• Copy link puts the signing link on your clipboard so you can send it through WhatsApp, Slack, or any channel that works better than email.
• Documents are ordered by where a nudge still helps, starting with the ones that are partly signed.

• DocsAutomator no longer sends reminder or invitation emails to those signers under any circumstances, including from the dashboard buttons.
• Completion notifications now reach your team when a link-delivered document is fully signed. Previously nobody was told.

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Meet the DocsAutomator AI Agent

• It reads your data: Airtable, Google Sheets, Notion, SmartSuite or ClickUp. It browses your tables and picks the fields that fit.
• It designs the template: pick a style and it writes a Word template with your placeholders already in the right spots.
• It maps the fields: line items included, so repeating rows work from the first run.
• It generates a test document: a real PDF from a real record, before anything goes live.
• It sets up the rest: signature fields, email delivery, Drive folders and the other actions, straight from the chat.
• It edits templates on request: describe the change in words and it rewrites the template.
• It knows the product: it answers setup questions from our documentation, and pulls in a human when it cannot help.
• It is free while it is new: included on every plan at no extra charge for now. If we ever put pricing around it, you will hear it from us first.

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Control Signature Size With Your Template’s Font Size

• Make the {{esign.signature_1}} tag bigger in your Google Doc or Word template (for example 24 to 30pt) and the signed signature renders proportionally bigger. Tags at the standard 11pt or smaller render exactly as before.
• Date and text fields scale the same way, so a larger date tag produces a larger date.
• Signatures are also centered on the tag line and cropped to the drawn strokes, so they sit cleanly in the space where the tag was placed.
• This works per placement: different signature spots in the same document can use different sizes.
• Action needed: none. Existing templates and in-progress signing sessions are unaffected.

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Fixed: Word Template Line Items From Zapier and Other Connectors Now Fill One Value Per Row

• Previously a line-item table repeated the correct number of rows but showed the whole column, every value joined together, in each row instead of one value per row. Google Doc templates were unaffected.
• This affected automations whose connector sends line-item fields grouped by the line-item table. The Zapier “Create Document” action always does, and Noloco and similar tools can too.
• Action needed: none. Re-run the automation and the rows fill in correctly. No changes to your template or field mapping are required.

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Fixed: Word Templates Now Work With the Zapier “Create Document” Action

• Previously the action reported “This automation does not have a document template” for Word template automations, even when the template was uploaded and previews worked. Google Doc and PDF template automations were unaffected.
• The action now recognizes Word templates and lists their placeholders as mappable fields.
• Action needed: none. If you built a Zap before this fix, reopen the Create Document step to refresh the automation and its fields.

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Fixed: Outlook Now Sends Large Document Attachments

• Previously, sending a document larger than about 3 MB through Outlook failed with an “Access is denied” error. Smaller attachments were unaffected, which is why most emails went through.
• Larger files are sent through an upload step that needed an extra mailbox permission, which DocsAutomator now requests when you connect Outlook.
• Action needed: reconnect your Outlook account under Workspace Settings → Integrations to grant the added permission. You will see one extra line about mailbox access on the Microsoft consent screen, which is expected.

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Email the Generated Word Document

• Turn on “Attach Generated Word document (.docx)” in the Send Email action to include the Word file.
• Works independently of the “Save Word document” action, so you can email the Word file without saving a copy to storage.
• Enable it alongside “Attach Generated PDF to Email” to send both files in one email.
• Available on Word template automations. PDF and Google Docs template automations are unaffected.

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Fixed: Word Templates With Layered Layouts No Longer Fail to Generate

• Previously, these templates failed with an “XML maximum depth reached” error. A safety limit in the template parser was stricter than the document structures Word itself produces.
• The limit now accommodates any realistic Word document. Existing templates are unaffected.
• No action needed: affected automations work again on the next run.

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Fixed: E-Signature Fields in Templates Using the Inter Font

• Previously, signature and date fields could be missing from the signing page when the template used Inter, while text fields kept working. The cause: exported PDFs encode Inter’s special bracket shapes next to numbers in a way that made tags like {{esign.signature_1}} unrecognizable to the field scanner.
• The scanner now recognizes these bracket variants, for Inter and any other font that renders them the same way.
• No action needed: affected automations work again on the next run. If you switched your template to a different font as a workaround, you can switch back to Inter.

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Fixed: Hidden Windows Line Breaks No Longer Break Generation

• Previously, hidden carriage-return characters in line item fields could make a generation fail with a Google Docs error (“The insertion index must be inside the bounds of an existing paragraph”).
• DocsAutomator now removes these hidden characters automatically before rendering, matching how Google Docs itself treats them. The visible line breaks in your text are preserved exactly as before.
• No action needed: previously affected records generate correctly on the next run.

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Multiple Email Recipients Now Receive One Shared Email

• Every address you add is placed on the To line of one message, so recipients can see each other, just like an email you’d send with several people in the To field.
• This replaces the previous behavior, where each recipient received their own separate copy of the email.
• If a placeholder recipient (such as {{contact_email}}) resolves to an empty or invalid address, it is skipped and the email is still sent to the remaining valid recipients.
• Duplicate addresses are removed automatically, so no one is emailed twice.
• Applies to all senders: DocsAutomator Mail, Gmail, and Outlook. E-signature emails are unaffected, since each signer still receives their own unique signing link.
• See the Send Email guide.

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Save Generated Word Files to OneDrive

• Enable Save Word document, then turn on Save to OneDrive? to upload a copy of the generated .docx to a OneDrive folder of your choice.
• Uses your connected Microsoft account, the same one that powers Save PDFs in OneDrive and Outlook sending.
• Supports dynamic subfolders with {{placeholders}}, so each document can land in its own folder.
• Google Drive and OneDrive are independent options, so you can save to either, both, or neither.
• See the Save Word Document guide.

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Confirmation Step Prevents Accidental Duplicate Documents

• When you open a generation link in a browser, such as the Google Sheets per-row GENERATE DOC link or an Airtable or Notion button, DocsAutomator now shows a “Generate this document?” page. Nothing is created until you click Generate document.
• This prevents accidental duplicates caused by browser link prefetching, by email and link security scanners, or by a browser firing the same link more than once.
• If a generation is accidentally re-submitted, for example a quick double-click or a page refresh, it is recognized as a duplicate and not generated again. A Generate another copy option is available for when you genuinely want a second document.
• Automations triggered by Zapier, Make, n8n, the API, MCP, ClickUp, or auto-polling are unaffected. The confirmation only applies to links you open in a browser.
• See the Google Sheets guide for the generation link.

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More Field Types for Document Naming (Airtable)

• The Document name field picker now includes long text, rich text, select, number, currency, date, formula, rollup, and more — so bases imported from Excel/CSV (whose columns come in as long text) no longer show “No options found”
• Long or multi-line values are automatically trimmed to a safe length and stripped of line breaks, keeping file names and PDF titles clean across every data source
• See the Airtable guide for the document name field

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Bold, Italic, and Underline for PDF Template Fields

• Open a text placeholder’s properties and use the new Text Style toggles — combine bold, italic, underline, and strikethrough as needed
• Works with every available font (Helvetica, Times Roman, Courier, Roboto, Open Sans, Lato, Montserrat, Playfair Display) and across all text overflow modes
• Applies to both dynamic text and static text fields, and the live preview shows the styling before you generate
• See the PDF Template Guide for details

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Clickable Images and Better Word Image Handling

• Make any image a clickable hyperlink: open the placeholder’s image options, turn on Linked image, and pick the field, column, or placeholder whose value is the target URL. The link survives PDF export and works in both Google Doc and Word templates.
• Over the API, pass the link inline by sending the image value as a { "url", "link" } object, with no setup required. For no-code tools (Zapier, Make, Glide, Noloco, n8n), point the link at another mapped placeholder that holds the URL and hide that placeholder.
• Word templates now resize images per placeholder, optimize them for file size with the same quality and maximum-width settings as Google Docs, and insert images from attachment and multi-image fields (a multi-image field inserts the first image).
• See Dynamic Images for setup.

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Match Signing Sessions and Webhooks to Your Records

• GET /esign/sessions and GET /esign/sessions/{sessionId} return a webhookParams object with your custom parameters plus the trigger record identifier — ideal for periodic polling and reconciliation
• The record identifier is included automatically per data source: recId for Airtable, SmartSuite, and Notion (including button and formula-link triggers), taskId for ClickUp, and rowNumber for Google Sheets
• Your own webhookParams keys are always preserved and never overwritten
• Webhook notifications (document creation and all e-signing events) now include the same data under webhookParams, matching the request parameter name — the existing additionalParams key is unchanged and stays supported
• See the e-sign API reference for examples

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Format Values for API, Softr, Zapier, Make, and More

• Available for API, Softr, Zapier, Make, n8n, Glide, Noloco, and MCP automations — open the gear icon next to any placeholder and pick a format
• Number styles (plain, decimal, currency with any ISO code, percent), date formats with optional time, and custom true/false labels (Yes/No, ☑/☐, or your own)
• Output follows your automation’s locale, and works on line item fields too
• Values that don’t match the chosen format print exactly as passed, so a "N/A" in a currency field never breaks a document
• Show/Hide conditions, conditional styling, sorting, and grouping calculations keep evaluating the raw value you send — formatting is display-only
• See Format Values for details

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Send Emails from the Team Member Who Generates the Document

• Enable Send from the team member who generates the document in the email settings, and separately in the e-sign email settings, when Gmail or Outlook is the selected service
• DocsAutomator matches the generating member’s login email against the Gmail and Outlook accounts connected to the workspace and sends from their account
• The account configured in the automation stays the fallback, for example for automated triggers or members without a connected account
• Works automatically with the in-app Generate button; API calls and button links can name the member with the new actingUserEmail parameter or X-Acting-User-Email header
• See Send Email and the API reference for details

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Microsoft 365 Support: Sign-In, OneDrive, Outlook, and Higher-Fidelity Word PDFs

• Sign in with Microsoft: create your account or log in with a Microsoft account, alongside the existing Google and email options
• Save PDFs to OneDrive: pick a destination folder, with optional dynamic subfolders built from {{placeholders}}, the same way you already can with Google Drive
• Send from Outlook: send generated documents and e-signing emails from your connected Outlook account, with a custom sender name
• Higher-fidelity Word rendering: render Word (.docx) templates to PDF with Microsoft for the closest match to Word, especially for floating elements, text boxes, and non-standard fonts. DocsAutomator suggests it automatically when a template uses elements the default renderer may not reproduce exactly, and falls back to the default renderer if Microsoft is unavailable
• Connect or disconnect a Microsoft account anytime under Workspace Settings, Integrations
• See Send Email, Save PDFs in OneDrive, and the Word Template Guide

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Review Documents Before E-Signing

• Pass skipEsign: true in any createDocument call (works with every data source): the document is created and delivered as usual, but no signing session is started and no signing emails go out
• Once the document is approved, run the same automation again without the parameter to send it for signing
• Build two-step approval flows, for example two Airtable buttons: “Draft for Review” and “Send for Signing”
• The response includes esignSkipped: true so connected tools can tell drafts apart
• See Review Before Signing and the API reference for details

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Merge PDFs from Multiple Fields

• Select multiple attachment fields, columns, or file properties in Airtable, Google Sheets, SmartSuite, and Notion automations
• PDFs are merged field by field in the order you select the fields; within a field, the source order applies as before
• Empty fields are skipped, so optional attachments (a W-9 only some vendors provide, for example) never block generation
• Existing single-field setups keep working unchanged

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Choose Which Image to Insert

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Conditions on Lookups of Linked Records

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Microsoft Word (.docx) Templates

• Same syntax, near-full feature parity. Line items (with auto row numbers), conditional sections, conditional show/hide and styling, markdown formatting, date and number formatting, dynamic images, and e-signatures all work in Word templates.
• Three ways to start. Pick a design from the new Word template gallery, upload your own .docx, or describe the document and let AI create the template for you.
• In-editor live preview. See your template rendered with sample data in a split view while you build, just like Google Doc templates.
• Keep the .docx output too. The new “Save Word document” action keeps the generated Word file, downloadable from run history, and can write it back to Airtable, SmartSuite, or Notion attachment fields or save it to Google Drive.
• Works with every data source, from Airtable and Notion to Zapier, Make, n8n, and the API.
• Your original template file is never modified, and faithful PDF rendering is built in (embed custom fonts in the file for exact matches).
• One current limitation: nested line items remain Google Docs only for now; single-level line items are fully supported.

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Reply-To Address for Emails

• Works with both senders. Applies whether you send via DocsAutomator Mail or your connected Gmail account.
• Optional per automation. Set it in the email action’s settings; leave it blank to keep the current behavior.
• Useful for routing replies to a shared support or sales inbox.

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Cross-Field Conditions

• Compare against another field. A rule can compare a placeholder to another mapped placeholder, or to any field from your data source, including fields not mapped to a placeholder and the parent record’s field inside line items.
• Field-type-aware operators. Number fields get greater than / less than, date fields get is after / is before, and checkboxes get is true / is false, alongside the existing text and presence operators.
• ANY or ALL. When a section or placeholder has several conditions, choose whether all of them must pass (AND) or any one of them (OR).
• Simpler section editor. The section condition editor has a cleaner layout, and when all of a section’s rules share one show or hide setting it switches to a streamlined single-mode view instead of repeating the show/hide control on every rule.
• Existing conditions are unaffected and behave exactly as before.

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E-Sign Fields Respect Conditional Sections

• No signing session is created when all e-sign fields fall inside hidden sections
• No $0.50 charge is billed for documents where the e-sign section was hidden
• Partial filtering works too: if some signers’ fields are in a hidden section and others are visible, only the visible signers receive a signing request
• Email delivery proceeds normally when e-sign is skipped, instead of being held for a signing session that won’t happen

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Notion Integration

• Connect databases on the OAuth screen. Pick exactly which Notion databases DocsAutomator can see; nothing else in your workspace is exposed.
• Line items from related pages. Pull rows from a related database into a line-items table on the parent page’s document.
• Page body as a field. Map the Notion page body itself as a placeholder — formatted content flows through the same markdown pipeline as Airtable rich text and Google Doc content.
• Write results back to Notion. Upload generated PDFs to a file property on the source page, or save the PDF/Google Doc URL to a URL or text property.
• Full e-signing support. Trigger signing sessions from a Notion page and save the signed PDF back to the same page when all signers complete.

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Easier Mobile Signing

• Sticky “Complete Signing →” button at the bottom of the screen appears as soon as all required fields are filled, right where the signer’s thumb already is.
• Header button is labelled “Done” on mobile instead of being a bare icon.
• Read-only view (shown after a signer has signed) uses a full-width bottom bar on mobile, replacing a cramped floating pill where the message wrapped into a narrow column next to “Powered by DocsAutomator”.
• Bottom bars now respect Safari’s URL bar — content no longer sits hidden behind it.

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Replace a PDF Template Without Losing Placeholders

• New “Replace PDF file” action in the three-dots menu on the template row, and a dedicated upload icon between Edit and Delete on the PDF template card.
• Placeholders, positions, sample data, and field properties carry over. Only the file binary is replaced. The new PDF is treated as the same template revision, not a fresh upload — DocsAutomator does not auto-detect AcroForm fields again.
• Review positions if the layout shifted. If the new PDF has different page dimensions or content reflowed, open the editor and nudge placeholders as needed. Page count differences can leave placeholders pointing at pages that no longer exist.
• Switching template format still resets cleanly. Use the “Switch template format” menu item (or the Change button in the format picker) when you want to start over with a different format — that path discards the PDF and its placeholders, as before.

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Configure E-Signature From Your AI Assistant

• New update_automation_esignature tool — enable signing, set signers, switch signing language, customize invitation/reminder/completion email templates, set the CTA button color, configure save-to-Drive, and edit field display names and required flags.
• Example prompt: “On automation abc123, enable e-signing, set the language to German, and make Jana the second signer with email jana@acme.com.”
• Validated server-side. Bad inputs (unknown language code, signer index collisions, non-hex button color, Gmail account not connected to the workspace) return a clear field-level error instead of silently saving broken state.
• In-flight sessions are not retroactively changed. Signing sessions already sent out keep their original email config; only newly-created sessions pick up the new settings.

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Pick Workspace When Connecting an MCP Client

• Workspace dropdown on the consent screen. Defaults to your currently active workspace; switch without leaving the OAuth flow.
• Single-workspace accounts see the workspace name on the consent screen for confirmation, no dropdown.
• Existing connections are unaffected. The workspace baked into existing tokens stays the same; this only changes new connections.
• To switch the workspace of an existing connection, disconnect the integration in your AI client and reconnect.
• API key connections are unchanged. Those are bound to the workspace of the key itself, no picker involved.

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Redesigned: Automation Editor

• Three tabs — Template, Actions, Generate. Templates and data mapping live on Template; post-generation actions live on Actions; document creation, run history, and triggers live on Generate.
• Actions are now opt-in. Add only the actions you need (Save Google Doc, Save PDF to Drive, Send Email, E-Signing, Webhook, Save PDF link) via an Add action picker — no more long list of empty sections.
• Settings drawer for advanced options. PDF expiration, image quality, automation transfer, and other power-user settings moved to a dedicated drawer behind a gear icon.
• Generate tab with run history. The runs list is now built into the editor with filters for status and time range, and “New Document” / Auto Create live alongside it.
• Google Sheets — clearer Auto Create. Redesigned modal with a live next-run countdown, plus a one-click “create sample sheet” action when you pick a template from the gallery.
• Faster tab switching. Loaders no longer revalidate on tab clicks; data fetched on first visit stays cached. The Refresh Data button in the top bar replaces the implicit refresh-on-every-navigation behavior.

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New: E-Signature Expiration & Per-Signer Webhooks

• esign.session_expired webhook — fires when a signing link expires before all signers complete. Payload includes the list of pending signers, along with sourceData and additionalParams for data continuity.
• Expiration email — workspace notification recipients (or workspace owners as fallback) receive an email when a session expires, listing who didn’t finish.
• esign.signer_signed webhook — fires once for every signer as they complete, including the final signer, with a progress block (completed, total, allSigned). Useful for tracking multi-party signing in real time.
• Refusal fields in session API — GET /esign/sessions/:sessionId now returns declinedAt, declineReason, and top-level declinedBy when a session is declined, so integrations can pull refusal details without depending on webhook history.

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Fix: Signing URL Save to Airtable Field

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Fix: Signer-Decline Page Wording & Language

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Fix: E-Signature Date Field No Longer Drifts by a Day

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New: Manual Document Generation & Batch Processing

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New: Redesigned Dashboard & Navigation

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New: Automation Trash

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Changed: Simplified Free Plan

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Improved: AI powered by Claude

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Fix: Auto-Number Column with Tables That Have Rows Below Line Items

• Auto-number column offset calculation now correctly accounts for rows below the line items row
• Group calculation values and group text are now inserted at the correct position when auto-numbering is enabled
• Regular placeholders (like totals) in the same table are no longer incorrectly skipped when line item data includes nested children
• AI-generated sample data no longer creates unnecessary nested children when the template has no nested line item rows
• Fixed a UI issue where editing one group calculation column could unintentionally modify another

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Fix: Duplicate Google Drive Folders

• Affects both PDF and Google Doc saving with dynamic subfolders
• Previously, folders created outside DocsAutomator could be missed, resulting in duplicate folders with the same name

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Google Sheets Auto-Creation Upgrade

• Auto-creation now runs on a dedicated job queue with per-automation scheduling
• Each polling cycle is tracked and visible in the run history
• Document creation logs now show whether they were triggered by auto-polling, a manual trigger, or an API call
• The last processed row is now editable, letting you re-process rows or skip ahead
• “Skip to end” button sets the cursor to the last row in your sheet
• Auto-creation is automatically disabled after 5 consecutive polling failures or 5 cycles of all documents failing, with an email notification to workspace owners
• Re-enabling auto-creation resets the failure counter

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SmartSuite Signature Field Support

• Drawn signatures are embedded as images in your document
• Typed signatures render as text with a typewriter-style font
• Map signature fields to image placeholders in the field mapping step

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Merge PDFs from Lookup Fields

• Select a lookup field that points to an attachment field in a linked table
• Previously, only native attachment fields were available in the picker

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Lookup Fields & PDF Template Error Messages

• Automatically resolves to the primary field value of the linked record
• Works on main record fields, line items, and nested line items
• No configuration changes needed — existing automations with these lookup fields will start showing names automatically
• PDF template automations now show a clear error message when the Google Doc template ID is invalid

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PDF Merge & Email Security Improvements

• PDF merge now correctly handles Google Drive file URLs regardless of content-type headers
• Improved email header sanitization to prevent potential injection in recipient addresses

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Template Validation & Line Deletion Fixes

• Line item placeholders are now validated for correct syntax during template checks
• Warning shown when your template has no placeholders matching your test data
• PDF templates now supported in Glide test data generation
• Fixed an issue where placeholders split across multiple text runs in a table row were not properly deleted

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Grouping & Field Mapping Fixes

• Fixed grouping key column detection when the table doesn’t start at the first row
• Fixed a crash when the grouping key referenced a column in an invalid table position
• Field names in the mapping UI no longer overflow when they are very long

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Test Mode Emails & API Improvements

• Emails now send during test mode document generation (only skipped for in-app previews)
• The createDocument API response now includes documentName when a dynamic document name is configured
• Google Sheets automations now show a clear prompt to connect your Google account when not authenticated

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ClickUp, PDF & Reliability Fixes

• Fixed a crash in ClickUp automations when automation options were not configured
• Image placeholders now gracefully handle invalid or empty values instead of failing the entire generation
• ClickUp webhook URL now includes the taskId parameter for easier copy-paste setup
• Usage warning emails now show the correct document count

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Better Airtable Error Messages

• Error messages from the Airtable API are now preserved and shown as-is instead of generic error text

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E-Signing & SmartSuite Improvements

• Landscape PDF templates now display at the correct zoom level by default
• Portrait documents are unaffected and continue to display at 140% zoom
• Signers can still manually adjust zoom with the +/- controls
• Fixed SmartSuite SSO redirect not working during OAuth connection

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New E-Sign Languages: Finnish & Dutch

• Finnish (Suomi) and Dutch (Nederlands) added to the signer language selector
• All signing emails (invitation, reminder, completion) are translated
• Signing page UI, consent forms, and field labels are fully localized
• Date month names are automatically localized (e.g., “januari” in Dutch, “tammikuu” in Finnish)

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AI Template Generator (Beta)

• Describe your template in plain text and get a complete Google Doc
• Upload your logo to automatically extract brand colors
• Choose from five color themes: professional, modern, classic, creative, or minimal
• Refine your template with follow-up instructions in the AI chat editor
• Undo edits and iterate until the template is perfect

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Shared Template Protection

• Duplicating an automation no longer deletes the original’s PDF template
• Transferring automations preserves shared template references

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Vertical Text Alignment for PDF Templates

• New Vertical Alignment option in the placeholder properties panel
• Choose between top (default), middle, or bottom alignment
• Works with all text overflow modes

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Newsletter Subscription Toggle

• New Newsletter toggle under Settings > Workspace > Notifications
• Subscribe or unsubscribe from product updates, tips, and news at any time

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Preview Mode Now Saves to Google Drive

• PDFs are saved to Google Drive with the existing preview watermark
• Google Docs are preserved with a bold red “PREVIEW — NOT FOR DISTRIBUTION” header
• Document names are prefixed with [PREVIEW] for easy identification
• Google Doc URL and PDF Drive URL fields are written back to Airtable, Google Sheets, and SmartSuite
• Emails, billing, and credit usage remain skipped in preview mode

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Airtable Rich Text in PDF Templates

• Rich text fields are automatically detected and unwrapped
• Markdown bold, italic, and list syntax converted to plain text
• Long content automatically switches to vertical expand mode
• Newlines are properly sanitized for single-line overflow modes

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E-Signature Decline Webhook

• New esign.session_declined webhook event
• Includes who declined, their reason, and the original source data
• Works with all data sources and the API

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Bug Fixes & Improvements

• Fixed PDF overlay issues with forms that contain AcroForm widget annotations
• Added Safari 17 and earlier compatibility fix (URL.parse polyfill)
• Google auth check is now skipped for PDF templates that don’t require a Google connection
• Fixed billing upgrade flow to correctly handle e-sign add-on items

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Static Image Placeholders for PDF Templates

• New Static Image field type in the PDF template visual editor
• Upload PNG or JPEG images (up to 5MB) from the properties panel
• Images are automatically optimized for fast rendering
• Replace or remove uploaded images at any time
• Works in live preview and final document generation
• New Cut (Ctrl/Cmd+X) shortcut and cross-page paste support in the editor

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Save Signed PDFs to Google Drive

• New “Save to Google Drive” toggle in the E-Signature Signed PDF Delivery section
• Select any Google Drive folder using the folder picker
• Signed PDF is uploaded with a _signed suffix upon completion
• Works alongside existing delivery options (webhooks, data source saves)

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Word Template Conversion

• Available as a fourth option in the Template / Document Design step
• Supports team folder placement when configured
• 10MB file size limit

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PDF Templates & More

• Use any PDF as a template with a visual drag-and-drop placeholder editor
• Text, image, checkbox, and static text field types
• 8 font options including Google Fonts (Roboto, Open Sans, Lato, Montserrat, Playfair Display)
• Text overflow modes: expand horizontally, wrap vertically, shrink to fit, or truncate
• Horizontal and vertical text alignment
• Font color customization
• Undo/redo and arrow key nudge for precise placement
• Live preview with sample data
• Full e-signature support
• Works with all existing data sources and output options

• RTL (right-to-left) document support
• Configurable date formats with locale support

• Handle password-encrypted PDFs during PDF merging
• Template validation for duplicate sections and misplaced line items
• Improved error handling for non-image content in image placeholders

• Upgraded queue system for improved concurrency and reliability
• Per-spreadsheet rate limiting for Google Sheets API

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API Improvements & Bug Fixes

• Template override support for /createDocument endpoint via docTemplateLink parameter
• Preserve paragraph alignment (justify) when inserting markdown/rich text content

• Fixed auto-number offset not applying when line items are empty
• Null check for missing line item placeholders

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E-Signature & Document Generation Updates

• Multi-language support for signing UI (English, German, French, Spanish, Portuguese, Italian, Dutch)
• Use any automation placeholder in e-sign email subject lines and body (e.g., {{clientName}}, {{projectTitle}})
• Placeholder autocomplete with ”/” trigger in email templates
• Unicode character support in PDF text rendering
• Split checkbox fields with multiple positions

• Nested table support within line item cells
• First image only option for image placeholders
• PDF Drive URL field mapping for Airtable, Google Sheets, SmartSuite

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Make Integration

• Visual workflow builder with drag-and-drop modules
• Connect 3,000+ apps to document generation
• Full DocsAutomator features including line items, images, e-signatures
• Built-in error handling and execution history
• Grouped placeholders UI with dynamic line items support

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Optional E-Signature Fields

• Add required field indicators on signing pages
• Configure each field as optional or required
• Better UX for signers with clear visual indicators

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Softr Integration

• Trigger from form submissions, button clicks, database changes, or schedules
• Works with Softr Databases, Airtable, Google Sheets, HubSpot, and more
• All features included: line items, images, e-signatures, conditional sections

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Unlimited Plan & E-Signature Improvements

• Unlimited documents with predictable pricing
• Zero overage fees
• Unlimited e-signatures included
• $349/month or$299/month billed annually

• Free users can now test e-signatures in preview mode
• Custom button and link colors in signing emails
• Store signing URLs back to your data source
• Custom Gmail sender name support

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DocsAutomator eSign Launch

• Unlimited signers with parallel or sequential workflows
• Multiple field types: signatures, dates, text, checkboxes
• Automatic reminders and certificate of completion
• Custom email templates and branding
• Mobile-friendly signing on any device
• ESIGN Act, UETA, and eIDAS (SES) compliant

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n8n Integration

• Connect 400+ integrations including Notion, Stripe, HubSpot
• Full automation management via API
• Powerful data transformation before document generation
• Perfect for AI agent workflows

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Nested Line Items & More

• Display hierarchical data with up to 3 levels of nesting
• Automatic hierarchical numbering (1, 1.1, 1.1.1)
• Perfect for complex invoices, bills of materials, project reports

• Access data from linked tables directly - no lookup fields required
• Works with single and multiple linked records

• Template Gallery - Browse and select pre-built templates in the app
• Dynamic Subfolders - Use placeholders in Google Drive folder paths
• Line Item Sorting - Sort at all nesting levels
• Merged Cell Support - Templates with merged table cells now work correctly