Trigger Zapier upon receipt of the signed doc.Rather, I want to retain the link in Airtable, and send it off to an individual in an email, based on a separate trigger. I do not want to send the document to a signer from the app itself. Get the URL to that document BEFORE sending it to the signer.Create a pre-filled, yet still editable, document with data from Airtable (likely triggered by Zapier).There are tons of options (too many) out there, but I’ve yet to find something which meets all of my requirements:
Sign up for a one-month free trial, if you’re new to Plumsail Documents.I’m looking for an app that will allow, either via direct integration or Zapier, for the dynamic creation of a pre-filled document for e-signature. However, if your goal is to create simple one-page documents that don't need any special functionality and much automation, Airtable Page Designer should be sufficient. The wide range of powerful features allows you to generate almost any kind of document and eliminate all the paperwork. As we learned, Plumsail Documents is an excellent tool for creating large and complex documents, while easily handling the creation of small and simple ones as well. Now you should have an idea of what are the differences between the two. Overall, the Page Designer's editor is not very flexible and is unlikely to be suitable for creating large or complex documents. You set up your templates by dragging the elements onto a grid it's relatively easy to use, but it might take a while to smooth out and add beauty to the overall picture. This allows you to create versatile and beautifully designed documents, and saves you a great deal of time.Ī straightforward step-by-step configuration interface with the functionality to test both your template and process won't let you make any mistakes:ĭocument templates are built with Page Designer's custom grid-based editor. Several options are available to help you tailor the document to your needs, such as setting the number of records to export, choosing their layout, changing page orientation, and a few other options:Īll document templates are created and configured using Microsoft Word, Excel, and PowerPoint - the tools you likely already know. Here are just a few of them:Ĭreated documents can be exported by manually saving or printing them. There are a lot of built-in delivery methods in Plumsail Documents.
Once the document is populated with data from Airtable, it can be saved to the cloud, sent by email, or sent for the e-signature. There are no ready-made templates available in Airtable Page Designer. For each of these formats, there are also dozens of ready-to-use templates that you can create your documents from: Now let's compare Plumsail Documents to Airtable Page Designer by the following parameters:ĭocument generation is available in multiple formats, including Word DOCX, PowerPoint PPTX, Excel XLSX, and PDF formats. The created documents can be printed or exported as PDFs. What is Airtable Page Designer?Īirtable Page Designer lets you create a variety of documents using data from your records, ranging from business cards to catalogs and invoices. Learn how to automatically generate contracts from Airtable data in Zapier in the documentation. With Zapier, you can fully integrate Plumsail Documents with Airtable. Plumsail Documents is a tool that allows you to automatically generate documents from templates, send the result by e-mail, collect e-signatures, or save to your favorite apps. Throughout this article, we will compare both and explain their strengths and weaknesses so you can decide if you need an alternative.
If you'd like to extend the functionality of Page Designer and streamline your document generation processes, you've come to the right place. In this article, we'll look at Plumsail Documents, a more functional alternative to Airtable's built-in Page Designer tool.