Automated Document Generation
Create professional documents in seconds. This workflow takes your templates, fills in dynamic data from your CRM or forms, generates PDF documents, and can even send them for e-signature.
What This Workflow Does
Create professional documents in seconds. This workflow takes your templates, fills in dynamic data from your CRM or forms, generates PDF documents, and can even send them for e-signature.
Replaces: PandaDoc ($19/mo), DocuSign ($15/mo)
Required n8n Nodes
This workflow uses the following n8n nodes. Make sure you have the required credentials configured.
Difficulty: Intermediate
Requires some n8n experience. May need custom credential setup.
How to Use This Workflow
- 1
Download the workflow
Click the download button to get the JSON file.
- 2
Import into n8n
Open n8n, go to Workflows → Import from File, and select the JSON.
- 3
Configure credentials
Set up API keys and credentials for: Webhook, Set, HTML, HTTP Request, SendGrid.
- 4
Test and activate
Run a test execution, verify everything works, then activate the workflow.
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