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E-Signatures and Acceptance

Generate documents from your data and get them e-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.

A supplier agreement created from a record and signed by the supplierThe signed document
The certificate page added to the signed PDF, with the signer, time, IP address, browser and document fingerprintThe certificate page on the same PDF
An example with fictional names, created from a record and signed on a test page.

Key Benefits

Document signature automation in one tool

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.

Built-in e-signatures without per-seat pricing

DocsAutomator charges for the documents you create, not for the people who send them. Every plan includes e-signing, one-click acceptance and unlimited team members.

See plans and pricing

Unlimited team members

Invite your whole team on any plan. Nobody needs a paid seat to set up an automation or send a document for signature, and signers never need an account.

One document, however many signers

A signed or accepted document counts as one document in your plan, whether one person signs it or five. There is no fee per signature.

Free to test

Test documents carry a watermark and don't count against your plan, so you can try signing as often as you like before you go live.

Start automating & signing in minutes!

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

How it works

Get started in minutes

1

Add signature tags to your template

In a Google Docs or Word template, type {{esign.signature_1}} where the first person signs and {{esign.date_1}} where the date goes. Text fields and checkboxes work the same way.
A Word template for a supplier agreement, with placeholders in double curly brackets
2

Choose signing or acceptance

In the automation, open Signing & Acceptance. Pick Signature required or Acceptance, and take each signer's name and email from your data. Several people can sign at the same time or one after another.
The Signing & Acceptance panel with the choices Signature required, Acceptance and None
3

Follow it and get the sealed PDF back

Signers open the email and sign on any device, without an account. The Documents page shows who has signed or accepted. The sealed PDF goes back on the record, to Google Drive or Dropbox, or to your webhook.
The Documents page with a Signing & Acceptance status for each document

Learn more in our Knowledge Base

Get detailed guides, field references, and further information about e-signatures.
Open Knowledge Base

Start automating & signing in minutes!

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

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.

Step by step setup for each source is in the knowledge base. See the tutorials for each source.

One-click acceptance for quotes, without a full e-signature

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
The page a client sees: a quote, a field to type their name and an Accept button

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!

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

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

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

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

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

Eran

Docsautomator give us the perfect solution for our needs. and the most important - they have GREAT support.

Isaac Eran

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

Stefan

Moving from another signing tool?

Whether you use DocuSign, PandaDoc or another tool: with our done-for-you setup, we move your templates, signers and flows over for you. It costs $499 once with a yearly plan, and the yearly Scale plan includes it.

Book a call with our founder

Frequently Asked Questions

Start automating & signing in minutes!

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

Teams collecting e-signatures with DocsAutomator:

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