Streamline Document Generation and E-Signatures in Acumatica

David Corredor, Business Analyst and Client Success Manager at Heuristyc, contributed to this article.

Managing MSAs, project quotes, change orders, and other key documents shouldn’t slow your team down. Yet for many organizations using Acumatica, document creation and approval still involve manual work, disconnected tools, and too many clicks.

With PowerDoc and PowerSign, users can generate, send, and sign documents seamlessly, without ever leaving the system. These tools work independently, but together they deliver an automated workflow that cuts down administrative work and eliminates costly mistakes.

Create Professional, Branded Documents in One Click

Document creation is often a bottleneck, especially when relying on Acumatica’s built-in report designer. While good for complex reporting, it can be limiting when you simply want a clean, professional, branded document.

PowerDoc solves that by letting users:

• Build templates using Microsoft Word, complete with images, branded headers, structured layouts, and tables.
• Insert placeholders mapped to real-time Acumatica data, include customer information, project details, pricing, line items, dates, and more.
• Generate a clean PDF or Word document with a single click.

Templates are easy to update. Simply edit the Word file, upload it, and the changes go live immediately. No special permissions, no navigating the report designer, and no technical expertise required.

PowerDoc can also pull data from any visible field, related tables, or (in the newest version) a Generic Inquiry, enabling complex or custom scenarios without development work.

Embed E-Signatures Right in Your Workflow

Once a document is generated, getting signatures is usually the next hurdle. Emailing PDFS, switching platforms, manually placing signature boxes, and tracking down status updates can create delays and confusion.

PowerSign eliminates those inefficiencies by integrating e-signature workflows directly inside Acumatica.

Users can:

• Upload documents and send signature requests with one click.
• Automatically place signature and date fields using simple labels embedded in the Word template.
• Track signer status in real time, from “Sent” to “Partially Signed” to “Fully Signed.”
• Automatically attach the signed final document back to Acumatica.

PowerSign currently integrates with SignNow, with DocuSign support coming soon.

Because everything happens inside Acumatica, you gain full visibility and can use dashboards, business events, and notifications to alert project managers or sales reps when signatures are completed.

A Seamless Workflow From Start to Finish

When used together, PowerDoc and PowerSign turn multi-step document workflows into a smooth, automated process.

This eliminates the need to export PDFs, upload files to external signing platforms, manually place signature fields, track status in email threads, and re-upload completed documents back into Acumatica.

Users stay in one system, and the entire process is faster, cleaner, and less error-prone.

Flexibility for Real-World Scenarios

PowerDoc and PowerSign are designed to support the wide range of documents and workflows businesses use every day:

Need custom logic? Templates can pull from multiple data sources, including custom fields, related tables, or a GI. Need to modify formatting? Word gives complete creative control.

For organizations that still require wet signatures, PowerDoc can simply generate a clean document with an open signature space, while the signed version can be scanned and attached back into Acumatica.

Why Acumatica Users Love This Approach

When teams move their document generation and e-signature workflows into Acumatica, they're usually trying to solve the same problem: too many manual steps and too many places to look for information. PowerDoc and PowerSign tackle that head-on and provide value in a few key ways.

First, they dramatically reduce the time it takes to get documents out the door. Instead of exporting, editing, uploading, and reattaching files, users click a button, review the result, and move on.

They also improve the experience for both internal users and customers:

Overall, organizations see faster turnaround, cleaner processes, and a much more reliable way of managing critical documents.

If your organization relies on Acumatica and handles a steady stream of customer-facing documents, PowerDoc and PowerSign offer a direct path to faster turnaround, fewer errors, and a more efficient workflow.