Paid features
Everything that makes a document (templates, variables, loops, conditions, filters, images, QR codes and barcodes, DOCX, PDF and PNG output, bulk generation, image compression and dynamic filenames) works on every plan, including Free. The paid plans add volume, speed and automation.
See Plans, seats and packs for what each plan includes, who a seat covers, and how documents are counted.
Who gets what
Section titled “Who gets what”| Feature | Starter seat | Business seat | Pro |
|---|---|---|---|
| Unlimited documents generated by hand | ✓ | ✓ | ✓ |
| No wait, no per-minute limit | ✓ | ✓ | ✓ |
| No “Generated with AutomaDoc” footer line | ✓ | ✓ | ✓ |
| Save documents back to your data | ✓ | ✓ | ✓ |
| Status written back to your data | No | ✓ | ✓ |
| HTTP trigger and webhook callback | No | ✓ | ✓ |
| Covers | The person holding the seat | The person holding the seat | Everyone in the company |
Any seat, and Pro, raise your company’s template limit from 2 to 10.
E-signature is not in the table because every plan has it, Free included. The same goes for the document API: every plan can call it, Free included, and its documents are counted against your allowances like any automated document.
The HTTP trigger runs with nobody generating, so it follows the company rather than a person: it works while your company holds at least one Business seat. Turning it on for a template takes someone with a Business seat (or Pro).
Save documents back to your data
Section titled “Save documents back to your data”Instead of downloading files, save generated documents straight back next to the data they came from:
- Excel: in the workbook’s folder in OneDrive or SharePoint, with a link in a column of the row. This needs the template bound to the workbook’s file and a key column (see Save documents next to the workbook).
- SharePoint list: as an attachment of the item, or in a document library with a link in a column (see What is written back).
- Dataverse: into a file column of the row, or as a note on it.
- Google Sheets: in your Google Drive, with a link in a column of the row (see Where the documents go).
- Lark Base: in an attachment field of the record (see Save to attachment field).
Each template chooses whether a new document replaces the earlier one or is added next to it.
Available to anyone with a seat, and to everyone on Pro.
Status written back to your data
Section titled “Status written back to your data”Each record’s progress and result are written into a column or field you choose: a column of the Excel table, SharePoint list, Dataverse table or Google sheet, or a status field in Lark Base. Your team sees each document’s state next to the data, and an automation can wait for it.
Available with a Business seat, and to everyone on Pro.
Automation features
Section titled “Automation features”Generate documents with nobody clicking, for example from Power Automate, a Lark Base automation or your own system:
- HTTP triggers: generate documents via webhook calls
- Outgoing webhooks: get notified when documents are generated
- Document API: fill a template from JSON sent by your own system
The HTTP trigger and outgoing webhooks need a Business seat or Pro; the document API works on every plan. Each Business seat includes 20,000 automated documents a year. See the Automation page for detailed setup instructions.
Free trial
Section titled “Free trial”Try Pro free for 14 days, once per company. Click Start Free Trial in the banner of the Lark Base extension or the Company Portal while you are on the Free plan, or on the Pricing page of the Company Portal. No credit card required.