# Document Automation Platforms

Document Automation Platforms

Generate, route, and sign documents automatically from your data sources.

Quick Picks

• Formstack Documents: Best template-to-PDF automation
• PandaDoc: Best doc workflows with eSign
• airSlate: Best no-code automations at scale

Pricing Snapshot

What to Look For

• Data sources (CRM, forms, spreadsheets)
• Templates, conditional logic, and styling
• Routing, approvals, and audit trails
• eSign and payments in the same flow

Tool Notes

Formstack Documents

• Automate doc creation from any trigger
• Great for invoices, letters, receipts
• Connects to many form or CRM tools

PandaDoc

• Proposal and quote workflows with eSign
• Content library and pricing tables
• Good analytics on opens and time-in-doc

airSlate

• No-code bots plus document generation
• Good for multi-step approvals
• Enterprise-grade automation

Final Recommendation

Pick the option that matches your stack, team size, and compliance needs. Start with one tool, measure outcomes, and upgrade only when you hit the limits.