Can I send documents for e-signature from a Softr app?

Yes. A Softr workflow sends the record's values to DocsAutomator, which creates the document from your template, emails it for signing and delivers the sealed PDF to your webhook, a Google Drive or Dropbox folder and the completion email.

Softr forms have a signature field. Why use DocsAutomator?

A form field stores a drawn signature with the form entry. DocsAutomator creates the agreement itself from your template, sends it to the signer by email and returns a sealed PDF with a certificate page that records who signed, when and from where.

Does the signed PDF come back into my Softr app?

Yes, through one Softr workflow, when your app runs on Softr Databases. When the last person signs, DocsAutomator sends the signed PDF link and the signer's values to your webhook. A Softr workflow with a Webhook trigger (Professional plan and above) finds the member by the record ID you sent with the request and saves the link with Update record. Let it continue only when signedPdfUrl is present. If your portal reads from Airtable or Google Sheets, save the link there with that tool's own automation instead.

Where does the signer's email come from?

From the values your Softr workflow sends. Point the signer at a template placeholder such as {{member_email}} and map the email field to it, or use a fixed address.

Can a member accept instead of signing?

Yes. Switch the automation to Acceptance. The member opens the document from the email and clicks Accept, and the sealed PDF comes with a Certificate of Acceptance.

Is there a DocuSign integration for Softr?

Softr lists a DocuSign integration on its site. With DocsAutomator, the agreement is created from your portal's data and sent for signing in the same step, without a separate signing tool.

Does e-signing from Softr cost extra?

No. E-signing and acceptance are available on every plan, with no extra subscription. See pricing for the details. Plans start at $19 a month billed yearly ($29 billed monthly) with 100 documents a month. Every plan includes unlimited team members.

Do my signers need an account?

No. Signers open the link in the email and sign in the browser, on a phone or a computer. They do not need a DocsAutomator account.

Are e-signatures sent from a Softr app legally recognised?

Yes, for documents that need no special form, such as a membership or a service agreement. The sealed PDF carries a certificate page and an audit trail of the member's signature. A document that needs a notary or a witness is not covered. This is not legal advice.

HomeIntegrationsSoftr E-Signatures

Softr E-Signatures

Get agreements signed from your Softr portal

A member clicks a button in your Softr app. The agreement is written from their record and signed from an email, and the signed PDF link comes back to the member through your own Softr workflow.

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for their most critical documents

members.northside-coworking.example

Northside CoworkingMembershipBookingsInvoices

JWJonas Weberjonas.weber@example.com

PlanDedicated deskStart11/01/2026Fee$420 a month

Desk 14, second floorFrom 11/01

PDFSigned agreementSaved by your Softr workflow

Sign membership agreementA Softr workflow starts DocsAutomator

Northside CoworkingMembership agreementJonas Weber · Dedicated desk

Sign

frontdesk@northside-coworking.example

Document signed: Membership agreement, Jonas WeberThe following document has been signed by all parties:Download Signed Document

My Drive / Signed memberships

PDFMembership agreement, Jonas Weber_signed.pdfjust now

PDFMembership agreement, Lea Brandt_signed.pdf

PDFMembership agreement, Omar Haddad_signed.pdf

Jonas opens his member page

Why Softr portals sign with DocsAutomator

From a portal button to a sealed PDF

One click in your portal

A Softr workflow starts it, from a button or a record change.

The agreement is written for you

The member's details fill your Google Docs or Word template.

A sealed PDF with proof

A certificate page records who signed, when and from where.

How to send a document for signature from Softr

Set it up once. Every click creates the agreement, sends it and files the signed PDF.

1
Add a signature tag to your template
Write the membership agreement in Google Docs or Word. Type {{esign.signature_1}} where the member signs and {{esign.date_1}} for the date.
2
Choose who signs
Create an automation with Softr as the source and turn on Signing. Take the member's email from a placeholder such as {{member_email}}, or set a fixed address.
3
Send the signed PDF back to Softr
Create a Softr workflow with a Webhook trigger and paste its URL as the automation's webhook. Its Update record step saves the link on the member.
4
Add the DocsAutomator action in Softr
In a Softr workflow, for example one started by a button on the member page, add the DocsAutomator action and select this automation.
5
Map the member's fields
Fill each placeholder from the member's record, the email and the record ID included. The test data from DocsAutomator shows every name to fill.
6
The member signs
The member gets an email and signs on a phone or a computer, without an account. The sealed PDF with its certificate goes to the places you turned on.

Read the step by step guide in the knowledge base See everything DocsAutomator does with Softr

Start automating & signing in minutes!

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

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Some of the teams / institutions automating and signing their documents with DocsAutomator:

Case Study

Example: a membership agreement from a member portal

A coworking membership, signed by the new member. All names and amounts are fictional.

1. The member in Softr

Softr / Member

Example

Jonas Weber

Email: jonas.weber@example.com
Company: Weber Studio
Plan: Dedicated desk
Start date: 11/01/2026
Monthly fee: $420.00
Notice period: 1 month

An example member with fictional data. It is an illustration, not a Softr screenshot.

2. The agreement

Membership agreementSealed PDF

MemberJonas Weber

PlanDedicated desk

Fee$420.00 a month

Notice1 month

10/05/2026

Created from the member's record and signed from the email.

3. Where it lands

WebhookStarts your Softr workflow, which saves the link on the member
Google DriveOne folder for every signed membership
DropboxA copy for teams that file in Dropbox
Completion emailTo the member and to your front desk
Documents pageEvery signed agreement in DocsAutomator

The link reaches the member record through your own Softr workflow.

The signed PDF back on the member

One Softr workflow, set up once, closes the loop.

Back on the record, through your own workflow

Your workflow in Softr

DocsAutomatorPosts signedPdfUrl, the signers and their values to your webhook URL.
1. Webhook triggerA Softr workflow starts when the message arrives.
2. Find the memberUse the record ID you sent with the request.
3. Update recordSave signedPdfUrl in a Signed agreement field.

DocsAutomator does not write into Softr itself. The Webhook trigger needs the Softr Professional plan or above, and Update record works on Softr Databases. Continue only when signedPdfUrl is present, because the webhook also receives the other signing events.

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 founder

What to check in an e-signature tool for Softr

Five things a member portal needs from a signing tool.

Starts from your portal. A button or a workflow in Softr should send the document, not a second tool.
The signer from your data. The member's email should come from the record, not be typed again.
The signed PDF where you keep files. Each signed membership filed for you, with nothing to download by hand.
Templates your team can edit. Google Docs, Word or PDF, so the people who own the wording keep editing it.
Proof on every PDF. A certificate and an audit trail that record who signed, when and from where.

Questions about e-signatures for Softr

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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.

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I have been using DocAutomator for about 2 weeks now and it is fantastic! Very easy to set up the configuration between Google Docs, Airtable, and DocAutomator.

Jason Wilson

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.

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I absolutely would recommend DocsAutomator to a colleague, it makes your life easier for your team. The support is awsome too.

Stefano Gualtieri

Just getting started with DocsAutomator because the options within AirTable did not meet my needs. With always updating features and resources, this is quickly becoming the best extension you can choose.

Shannon Bradley

Found DocsAutomator at the perfect time. Excited to see the ways that it saves me, and our company, time. Super simple to set up and use. Customer service was PROMPT, thorough, and helpful when I ran into some issues.

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