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Export PDFs in bulk for custom invoices, reports, etc automatically with 1-click.

Generate thousands of PDF files in bulk for Airtable records by integrating with Docupilot. Use this to export custom reports, invoices, etc.

The PDF generator can be triggered it in 3 different ways:

  1. Schedule it to run regularly. e.g. hourly. (ideal if the task nature is not time sensitive)
  2. Trigger it by Webhook URL after Airtable Form redirect. (ideal if you fill out records with Airtable Form)
  3. Trigger it by manually clicking the Webhook URL. You can add the URL to Airtable as a formula for example. (ideal if you fill out records in Airtable grid)

Features

  • Supports line items. Here’s a video that showcase how to use line items (aka tables).
  • Can be limited to run only on records inside specific Airtable views.
  • Can also auto-generate Microsoft Word documents (.doc, .docx)
Page Designer Alternative

This extension is not a replacement for Airtable’s Page Designer block, but it’s a good alternative if you miss Mail Merge or would like to automate the document generating process.

Use Cases

This extension can be useful in a lot of scenarios. You can auto-generate:

  • Invoices
  • Estimates
  • Proposals
  • Reports
  • Quotes
  • Receipts

Released

Supported features

Third Party Integration

32 Questions
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Site visitor
Site visitor
4 months ago

What is the difference between eSignatures.io and Docupilot, are they doing the same thing?

Site visitor
Site visitor
4 months ago

Can this generate Word documents from Airtable?

Site visitor
Site visitor
4 months ago

Is there is a way to run the extension from within airtable? I’m using the PDF generator for Docupilot now, and wonder if I can trigger this to run from inside Airtable instead of through your extension window.

Site visitor
Site visitor
4 months ago

How does it handle it when you’ve already made PDFs for all records, but then add a new record and then run the extension? Does it make all PDFs again or only for the new record added?

Site visitor
Site visitor
4 months ago

I’m testing out the PDF/docupilot generator and I’me having an issue, the PDFs aren’t showing up in the attachment field after they generate. The extension is working fine, but the PDF never gets uploaded to the attachment field And thus the extension will keep running for the same quotes over and over, since the PDF attachment field stays empty.

Site visitor
Site visitor
4 months ago

Does this solution support exporting data to MSWord?

Site visitor
Site visitor
4 months ago

Is a Docupilot license required to run this extension?

Site visitor
Site visitor
3 months ago

I would like to know how to trigger the document generation script only for a given row and not for the view as a whole. I created a button to launch the script trigger, but this one applies to the whole view.

Site visitor
Site visitor
3 months ago

I have an idea for a new feature. Can you add it to the Page Designer app in Airtable?

Site visitor
Site visitor
3 months ago

I’m getting the following error. How can I fix it?

400 – {“status”:”error”,”data”:”Template tokens are either empty or invalid.”}

miniExtensions
Admin
miniExtensions
3 months ago
Reply to  Site visitor

Open the document on Docupilot and check the section named “Template Tokens” on the right side. It either has no tokens, in which case you’d need to add some, or it has an error message. This page explains some common cases that would result in an invalid token.

Site visitor
Site visitor
3 months ago

How can I add an image to a document?

miniExtensions
Admin
miniExtensions
3 months ago
Reply to  Site visitor

You can add an image like this:

{{insert_image FIELD_NAME}}

Replace FIELD_NAME with the name of your field. If you would like to set a width and a height, you can do so like this:

{{insert_image FIELD_NAME 300 200}}

In that example, the width is 300, and the height is 200.

Site visitor
Site visitor
3 months ago

So that if this is run multiple times, there will be multiple attachments in that same field. Is this possible?

Site visitor
Site visitor
3 months ago
Reply to  miniExtensions

Are there any automations I can do to program the extension to combine multiple attachment fields into one?

Site visitor
Site visitor
3 months ago

What does this error message mean? 500 – {“status”:”failure”,”data”:”Something went wrong!”}

Site visitor
Site visitor
2 months ago

I wanted to know how to automatically generate a document with Docupilot, as soon as a record is inserted in a view. I succeeded in generating the documents by clicking “Save and run” but I can’t find the thing by myself (I well saw the “Schedule” option but I need to generate the docs (almost)instantly.

Site visitor
Site visitor
2 months ago

I would like to add a button (new field type in Airtable) in a single row that would trigger the generation of two documents with data from that row and store it. This extension works fine. But how would I trigger the script to only do this for one single row though?

FAQ

Most frequent questions and answers

You can use the subscription on different bases/accounts. It covers universal access to all of our extensions. All of our extensions can be setup for multiple bases and tables.

There’s no limit on the number of records you can process. Unlike Zapier and Integromat, our pricing is per month, not per record. However, there might be limitations by third party integrations. Also, some extensions can only run on one table at a time. Please refer to each extension’s page on whether or not it supports running on multiple tables simultaneously.

We have instructional videos for how to use each one of our extensions on the product page. They guide you step-by-step of how to set them up.

Yes! Also, please note that we usually make updates when users request them. We try our best to make things work like expected.

We’re not offering discounts at this time. And we don’t require any commitment. You can cancel your subscription anytime.

Unfortunately, we only offer a single plan which provides unlimited access to all of our extensions.

Yes. Submit your request here and we will get back to you as soon as we can.