E-Signatures and Acceptance
Documents that need a yes come back signed
Quotes, proposals and contracts go out from your data or from an AI agent. Your client signs, or accepts with one click. The sealed PDF comes back on the record.
The signed document
The certificate page on the same PDFKey Benefits
Why teams sign with DocsAutomator
Created from your data
The document is filled from your record, sent and signed in one flow. There is no upload and no second tool.
Signed or accepted
Contracts get signatures in named places. Quotes and proposals can be accepted with one click and a typed name.
The sealed PDF comes back
Every finished PDF carries a certificate and a tamper-evident seal. It goes back on the record where your source supports it.
Included in every plan
E-signing and acceptance are included in every plan. See pricing for the details.
How it works
Get started in minutes
Add signature tags to your template
Choose signing or acceptance
Follow it and get the sealed PDF back
Learn more in our Knowledge Base
Start automating & signing in minutes!
Send from your data or from an AI agent
A record in Airtable, Google Sheets, Notion, ClickUp or SmartSuite, an app or an automation tool, or the API can send the document. So can ChatGPT, Claude or the DocsAutomator Agent.
AirtableQuotes and contracts from a record. The sealed PDF comes back in an attachment field.E-signatures for Airtable
Google SheetsDocuments from a row. A link to the signed PDF comes back in a column.E-signatures for Google Sheets
NotionProposals from a database page. The signed PDF comes back in a Files property.E-signatures for Notion
SmartSuiteAgreements from a record. The signed PDF comes back in a File field.E-signatures for SmartSuite
ClickUpDocuments from a task. The signed PDF comes back to the task.E-signatures for ClickUp
Glide appsWork orders signed on site. Your Glide workflow saves the signed PDF link on the job.E-signatures for Glide apps
SoftrAgreements from a Softr portal. Your Softr workflow saves the signed PDF link on the record.E-signatures for Softr
NolocoAgreements from a Noloco app. A Zap saves the signed PDF link on the record.E-signatures for Noloco
ZapierA Zap sends the document. A webhook step catches the signed PDF.E-signatures for Zapier
MakeA scenario sends the document. A webhook module receives the signed PDF.E-signatures for Make
n8nA workflow sends the document. A webhook node receives the signed PDF.E-signatures for n8n
APISigners named in each request. Webhook events bring back the signed PDF.E-signatures for API
AI agentsClaude, ChatGPT or your own agent sends the document and shows who has signed.E-signatures for AI agents
Step by step setup for each source is in the knowledge base. See the tutorials for each source.
Quotes accepted with one click
Not every document needs a signature. For a quote, a proposal or a purchase order, a clear yes on record is enough.
See how acceptance works
Read and accept
The recipient opens the document from the email, reads it and clicks Accept. There are no fields to fill and nothing to draw.
A typed name
You can ask the recipient to type their name before they accept. They can also decline and give a reason.
A Certificate of Acceptance
The accepted PDF gets a Certificate of Acceptance on its last page. It records the time, the email address, the device and the exact document they saw.
Back where it belongs
The accepted PDF goes back on the record, to your webhook or to both sides by email, the same way as a signed one.
Start automating & signing in minutes!
Customer Voices
Don't take our word for it. Here's what our customers say about us:
DocsAutomator has helped our company tremendously with invoice issuing automation. We use Airtable and built-in extensions there have many limitations that prevented us from creating beautiful informative invoices.
Viktor Ivanov
CEO, ViktorLaw
DocsAutomator is a great service & I've been using it for around 6-months now. Automating document creation is quick, simple & highly effective, for both myself & for my clients.
Vivek Kuvelker
DocsAutomator is great to generate on the fly PDF documents. We use it for several applications. it's easy to implement and great to use. I can highly recommend it.
Samuel
DocAutomator has helped my business automate invoices, contacts, and quarterly reports for our clients. This product saves us a lot of time, allowing us as a property management company to focus more on asset management.
Eran
Docsautomator give us the perfect solution for our needs. and the most important - they have GREAT support.
Isaac Eran
DocsAutomator have helped me creating super complex documents which I had no clue how to create these with other tools as Zapier or Make.com. I have never been helped so quickly. I'm currently recommending this tool to all of my friends.
Stefan
Moving from another signing tool?
Whether you use DocuSign, PandaDoc or another tool: our founder moves your templates, signers and flows over with you personally, at no extra cost.
Book a call with our founderFrequently Asked Questions
Start automating & signing in minutes!
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Teams collecting e-signatures with DocsAutomator:
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