The document engine for Attio
Generate documents and collect e-signatures from any Attio record in three clicks. All without leaving your workspace.
✓ No credit card✓ Set up in minutes
4.9/5 Rated on G2 by real users860,000+
Documents generated to date
2,000+
Documents generated every day
How it works
Generate documents and collect e-signatures from your Attio records, without leaving your workspace.
01
Use your existing templates
Keep the templates you already have. DocuPotion works with your Google Docs and PDFs, so there is nothing to rebuild.
02
Keep the work in Attio
Documents are generated, sent for signature, and synced back to the record without ever leaving Attio.
03
Choose your next steps
Upload to Google Drive, send for e-signature, email the client. Pick the actions and DocuPotion runs them automatically.
Built for Attio workspaces
The document work Attio can't do on its own, handled where your records already live.
Create any document straight from Attio
Build a template from a Google Doc or a PDF, map your Attio fields, and generate a finished document from any record in a few clicks. No exports, no copy-paste, no switching tools.
Explore document generation→Collect e-signatures right from the record
Send a document for signature straight from the record. Signers sign from an email link, and the legally binding signed copy lands back on the Attio record. No separate signing tool to log into.
Explore e-signatures→Manage your documents and delivery method
Every document you generate is automatically uploaded to the relevant Attio record, named the way you choose. You can optionally choose to upload your documents to Google Drive or send via email.
Explore document management→Quotes, proposals, NDAs, invoices, and anything else
If you can build it in a Google Doc or a PDF, you can generate it from Attio. These are the ones teams reach for most.
Quotes
Proposals
NDAs
Invoices
Your custom documentFrom a Google Doc or PDF
Anything elseBuild reusable templates from tools you already use
However your documents already live, DocuPotion turns them into a template you can reuse. Bring a Google Doc or upload a PDF.
Bring a Google Doc
Point DocuPotion at a Google Doc you already use, add merge fields, and it becomes a reusable template. Google renders every PDF, so the output matches your Doc exactly.
PDF
Upload a PDF
Already have the document as a PDF? Upload it, flat or fillable, and DocuPotion maps its fields to your data so you can generate filled versions on demand.
Loved by teams everywhere
From invoices to contracts, teams rely on DocuPotion to automate their document workflows and scale easily.
"We're migrating our entire document workload across to DocuPotion. It allows us to create great looking documents much faster than with our previous solution. The team have been very responsive and helpful. 10/10!"
Oliver Watts
VP of Product, Proline
Delivered wherever you need it
Every document is filed to its Attio record automatically. Add Google Drive or email in a click.
Automatic
Upload to Attio record
Every document is filed to the record it was generated from the moment it's ready. Nothing for you to do.
Upload to Google Drive
Push a copy to a Drive folder you choose, so the document lands where your team already works.
Send to email
Email the finished document straight to your client or your team, with no extra step in between.