DocuGen Workflow Request

Feature Requests
1

Hi,

After starting our transition from Monday.com to Softr DB, I really miss using Docugen. I have tried DocsAutomator, but it just doesn’t feel as good as Docugen.

I see that workflows for DocuSign are planned; is it possible to get the same integration for Docugen?

2

Hey @Evensu !

Thanks for sharing this request. We’ve received it and will pass it along to the relevant team for consideration.

Best regards,

3

Hi,

Are there any news regarding this Docugen workflow request?

4

Hi @Evensu,

this is Rupert, DocsAutomator’s founder. Would love to understand what about DocsAutomator doesn’t feel as good as DocuGen.

Thanks a lot for letting me know (privately or here in the thread).

5

While a native workflow is pending, you can bridge it today: trigger on a new or updated Softr record (Softr workflows or Zapier), generate the contract from a template with the record’s fields, send it for signature, and write the status and signed PDF link back to the record when the signing webhook fires. That covers most of what DocuGen did on Monday.com. Disclosure: I’m a co-founder of Formable, which handles the template and signing steps with webhooks, and the free plan covers 3 signed contracts a month: Select a contract template: NDA, MSA, SOW, DPA & more | Formable