DocuPotion
The document engine for Attio
DocuPotion is a document generation and e-signature tool built specifically for Attio, allowing users to create documents and collect signatures directly from Attio records without leaving the workspace. It solves the problem of manually copying data from CRM records into documents, eliminating repetitive copy-paste work and the need to switch between separate applications for document creation and signing.
The platform offers reusable templates with merge fields that pull data from Attio records, an AI-powered template editor that builds templates from a description, and a PDF overlay editor that turns existing PDFs into data-driven templates. It supports Google Docs as a template source, bulk generation from spreadsheets, and includes e-signatures without per-envelope fees. DocuPotion also integrates with Airtable, Zapier, Make, n8n, Bubble, Amazon S3, and provides a REST API. Key capabilities include document generation, document automation, line items, and document management.
DocuPotion is designed for teams using Attio who need to generate quotes, proposals, contracts, and invoices. It offers a free trial with no credit card required. Pricing is per Attio workspace with unlimited users, starting with a Core plan that includes 100 documents per month and 10 templates, and a Business plan with 500 documents per month and unlimited templates. A Custom plan is available for higher volumes. E-signatures are included on all plans, and the tool also works without Attio via its integrations and spreadsheet uploads.
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