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Fiverr Pro
English
$
USD
I will automate document generation and e sign with make or zapier
Building High trust Flows, High growth Outcomes, Clicks to Leads
Hello, I’m Noel Cole. I’m a Heyflow and conversion-focused form designer creating user-centered experiences. I craft multi-step funnels, quote/booking forms, onboarding flows, and checkouts with clean...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Connect forms to Google Docs/Drive to auto-generate PDFs and send for e-sign (DocuSign/Dropbox Sign/Adobe Sign), store, notify, and log.
Stop copy-pasting proposals and contracts. Ill build a reliable form template merge PDF e-sign storage notifications workflow using Make or Zapier, with clean field mapping, conditional clauses, multi-signer routing, and a clear audit trail. Optional CRM updates and GA4/GTM events so every step is tracked.
What you'll get
- Template merge (Google Docs/DOCX) PDF with variables, dates, pricing
- Conditional sections (show/hide by plan, region, or answers)
- File naming & Drive folders (Company Deal Date), versioning
- E-sign envelopes (DocuSign / Dropbox Sign / Adobe Sign / PandaDoc), signer order + reminders
- Notifications (Email/Slack) + status webhooks (sent, viewed, signed)
- CRM/Sheets updates (stage, links, timestamps)
- Reliability: filters, error handling, logs, QA
Perfect for B2B services, agencies, coaching, real estate, legal/opsany workflow needing fast, consistent documents.
Send your template + form link and I'll reply with a mini automation map and an appropriate quotations tailored to your needs.
Technology:
Google Sheets
•
Zapier
•
Other
My Portfolio
FAQ
Do I need paid plans for DocuSign/Dropbox Sign/Adobe Sign or Make/Zapier?
Maybe. I’ll confirm the lowest-cost plan that supports your features (API, templates, multi-signer) before we start.
Can you use my existing Google Doc template?
Yes. I’ll map fields, add conditional sections, and keep your brand styles intact.
How many signers can you support?
Two signers are standard. Add more (approvers/countersigners) as an extra.
Can we send reminders and get Slack/Email notifications?
Yes, automated reminders and Slack/Email alerts at each stage.
Can you work with PandaDoc templates instead of Google Docs?
Yes, PandaDoc works great for line items and pricing tables.
What happens if a step fails?
Builds include error handling and run logs. I also add a fallback email alert.
