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Your first document, built for you.

Go annual on Pro or above and our team sets up your first workflow end to end. You send the template and the data. We send back a working document generator.

Start on Pro annual Already subscribed? Claim your build

Limited offer Worth $1,500 as a 2V Automation engagement

What's included

  • 1 data source connected: Airtable, Google Sheets, SQL, CSV or REST API
  • 1 template supplied by the customer, in Google Docs or Google Slides
  • 1 output format: Google Docs, Google Slides or PDF
  • Field mapping, formatting rules, test run on the customer's real data
  • 1 revision round
  • 1 handover call, 45 minutes

What's not included

  • Template design or redesign
  • Data cleanup or restructuring
  • A second document, data source or output format
  • Custom code outside SourceToDocs

Need more? Our expert partners quote these separately.

How it works

  1. Step 1: Subscribe annually

    Pro, Agency or Scale, on annual billing.

  2. Step 2: Fill in the intake form

    Your template link, data source access and output format, in the form below.

  3. Step 3: We build and test

    On your real data, within 10 business days.

  4. Step 4: 45-minute handover call

    You own the workflow.

Eligibility

Annual subscriptions on Pro, Agency or Scale, while the offer lasts. Claim within 30 days of subscribing. Enterprise customers already receive hands-on onboarding. Monthly plans are not eligible.

Claim your build

Questions about the offer

Can I claim if I upgrade from monthly to annual? +
Yes, from the date you switch to annual.
What if my template is not in Google Docs or Slides? +
Convert it first, or ask a partner. The build starts from a Google template.
What happens when the offer closes? +
The page shows a waitlist. We may extend the offer.

Send the template and the data. Get back a working generator.

Annual Pro, Agency or Scale. Limited offer.

Start on Pro annual →