General Documentation

General Docubee Documentation from the Docubee Help Center

Generate Document (Docx) from Form Data (Workflow Task)
Docubee’s Generate Document from Form Data workflow task makes it easy to populate Docx templates with data collected from user input. This feature supports ...
Wed, 8 Oct, 2025 at 5:23 AM
Collect Payment (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. See Manage Integrations for Payment Collection for infor...
Wed, 8 Oct, 2025 at 5:23 AM
Generate Document from Form Data (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Easily populate Docx templates with user input using Doc...
Wed, 8 Oct, 2025 at 5:23 AM
Create a Workflow
View our Pricing & Plans for a detailed list and comparison of features available in each plan. A workflow is a series of specific steps, tasks, or even...
Wed, 8 Oct, 2025 at 5:23 AM
Get Support
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Need more guidance to get started? You’re at the right p...
Wed, 8 Oct, 2025 at 5:23 AM
Customize Workflow Names
Are you planning to use a workflow to create multiple unique workflows instances? If so, it is a good idea to customize your workflow names to avoid confusio...
Wed, 8 Oct, 2025 at 5:23 AM
How to Create & Send Reusable Documents
Getting a document signed in Docubee is a quick and painless process. Creating a reusable document from the document you sign frequently can save you time ov...
Wed, 8 Oct, 2025 at 5:23 AM
Docubee Glossary
We put this handy glossary together to help you get the most out of your Docubee account. Take a look at some of the most common terms found within the tool...
Wed, 8 Oct, 2025 at 5:23 AM
January 2024 Release Notes
We’ve been busy bees since the last time we’ve posted. Read below for an exciting new product we released this month, and important info on domain challenges...
Wed, 8 Oct, 2025 at 5:23 AM
Docubee Sign for Salesforce on AppExchange
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Salesforce is a customer relationship management (CRM) s...
Wed, 8 Oct, 2025 at 5:23 AM