Changelog

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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