Generate documents from your Attio records
Build a reusable template, add {{merge_fields}} and fill your document with data from your Attio record. No manual copy and paste.
✓ No credit card✓ Set up in minutes
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Documents generated to date
2,000+
Documents generated every day
How document generation works
01
Connect Attio
Connect your Attio workspace to DocuPotion in a few clicks.
02
Tag your templates
Add {{merge_fields}} to your Google Docs or PDFs wherever live data should appear.
03
Map your fields
Link each tag to an Attio attribute. Standard, custom and related records are all supported.
04
Generate
Run from any Attio record. Every field fills with live Attio data instantly.
The easy way to generate documents in Attio
Generate quotes, proposals, NDAs, invoices or any other custom document.
Stay in Attio, no switching between tools
The usual way to send a document means leaving your CRM for a separate tool, then bouncing between tabs to line everything up. With DocuPotion the whole flow happens right on the Attio record. One workspace, start to finish.
No more manual copy-paste
DocuPotion fills your template with data from the Attio record. No more errors from manually updating templates. Every value placed for you, correctly.
Live values, straight from Attio
Merge fields read the current attribute the moment you generate, so a quote never goes out with last month's pricing or an old address. Change the record a minute before you send, and the document reflects it.
Frequently asked questions
Which Attio objects can I generate documents from?
Any of them. Companies, people, deals and your custom objects all work. If a record holds the data, DocuPotion can merge it into a template.
Can I use custom attributes and related records?
Yes. Merge fields map to standard attributes, custom attributes and related records, so a single document can pull from the record and everything linked to it.
Do I need to rebuild my existing documents?
No. Bring a Google Doc or upload a PDF you already use and add merge fields. There is no new editor to learn.
What if the Attio attribute has an empty value?
The field is simply left blank in the output document. Nothing breaks and no placeholder text is left behind.
What format are the documents?
Documents are generated as PDFs, filed on the Attio record and ready to send or pass on for signature.
Generate your first document from Attio
Set up a template and see a finished PDF on your record in minutes.