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SignRequest - Create PDF, Word, Excel Documents
SignRequest connects with Documentero to make it easy to generate documents and send them for e-signatures in one workflow. You can create contracts, agreements, or forms in Documentero using your templates and then automatically send them through SignRequest for signing. The integration works with tools like API, Zapier, Make, n8n, or Power Automate, so you can fit it into your existing processes. This helps keep your document creation and signing steps connected without manual uploads.
SignRequest
Documentero
Triggers
Watch Events — Watches SignRequest events.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SignRequest using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SignRequest using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts in Documentero and send them to SignRequest for signing
Create custom NDA documents in Documentero and route them to SignRequest for approval
Export employment agreements from Documentero templates and deliver them to SignRequest
Build invoice documents in Documentero and pass them to SignRequest for client confirmation
Produce partnership agreements in Documentero and issue them through SignRequest
Generate real estate lease forms in Documentero and forward them to SignRequest
Create purchase orders in Documentero and send them to SignRequest for vendor signatures
Automatically generate service agreements in Documentero and initiate SignRequest signing
Export financial reports from Documentero and share them via SignRequest for acknowledgment
Build healthcare consent forms in Documentero and distribute them through SignRequest
How you can use SignRequest + Documentero
Generate and Sign Contracts
Automatically create a contract in Documentero and send it to SignRequest for signature.
Client Onboarding Forms
Produce onboarding forms in Documentero and route them to SignRequest for new client approval.
HR Offer Letters
Build offer letters in Documentero templates and send them via SignRequest to candidates.
Sales Agreements
Generate sales agreements in Documentero and trigger SignRequest to collect client signatures.
Compliance Documents
Prepare compliance documents in Documentero and send them to SignRequest for acknowledgment.
Setup Guides
Zapier Tutorial: Integrate SignRequest with Documentero
- Create a new Zap in Zapier.
- Add SignRequest to the zap and choose one of the triggers (Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SignRequest trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SignRequest with Documentero
- Create a new scenario in Make.
- Add SignRequest to the scenario and choose one of the triggers (Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SignRequest trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate SignRequest with Documentero
- Create a new workflow in n8n.
- Add SignRequest to the workflow and choose one of the triggers (Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SignRequest trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate SignRequest with Documentero
- Create a new flow in Power Automate.
- Add SignRequest to the flow and choose one of the triggers (Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SignRequest trigger.
- Test and save your flow.
