Fill PDFs and collect signatures in Make
The DocSpring app adds PDF generation, e-signatures and template management to your Make scenarios. Fill a PDF with data from any app Make connects to, send it for signature, and pass the finished document to the next module.
What you can do with Make
Actions
- Generate a PDF
- Fill a template with data from earlier modules and get a link to the finished PDF. A batch makes up to 50 at once.
- Check data for a template
- Check your data against a template's fields before you generate anything.
- Combine PDFs
- Merge generated PDFs, templates, uploaded files, and files from a URL into one document.
- Submissions
- Look up a PDF by its ID, find recent PDFs, make an image of each page, or expire a PDF's data.
- Create a signature request
- Send a form for people to check their details and sign, and get a signing link for each person.
- Create a signing link
- Get a fresh signing link for an existing signature request.
Templates and more
- Templates and fields
- Find templates, or create one from a PDF (with AI field detection) or from HTML. Replace a template's PDF, edit its fields, and publish new versions.
- Folders
- Copy and move templates, and create folders to organize them.
- Make an API call
- Call any other DocSpring API endpoint with your DocSpring connection.
Trigger
Watch events is instant. When you add a webhook to the trigger, Make sets it up in DocSpring, and deleting the webhook in Make removes it.
- Watch events
- Start a scenario when something happens to a PDF, signature request, combined PDF, batch, template, uploaded file, or folder. Choose the events, live or test, and optionally the templates to watch.
- Create an API token in your DocSpring account.
- Open the invite link and install the DocSpring app in your Make organization.
- Add a DocSpring module to a scenario and create a connection with your region and the API token's ID and secret.
- Choose a template and map its fields to data from earlier modules.
- Generate test PDFs while you build. Test PDFs are free and watermarked.
Example workflows
Documents from your apps
When a deal closes in your CRM or someone submits a form, fill the matching PDF and email it to your team.
Signing workflows
Create a signature request, send each signing link by email, and carry on when the document is signed.
PDFs from a spreadsheet
On a schedule, read new rows from a spreadsheet and generate a PDF for each one, up to 50 in a single batch.
Try DocSpring with Make
Upload a PDF or a Word document, design a page, or write HTML, then connect Make. No credit card needed.