DocuGen currently supports item-level records only, which creates major limitations for workflows that rely on subitems as true transactional units.
For many teams, subitems represent line items, billing events, change orders, approvals, and milestones, yet they cannot:
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Generate documents independently
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Trigger DocuGen automations
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Support the same document logic and flexibility available at the item level
This forces users to build workarounds such as duplicating data to items, creating additional boards, or manually generating documents — increasing complexity, error risk, and maintenance overhead.
Subitems should support the same DocuGen functionality as items, including:
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Document generation
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Automation triggers and conditions
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Signature workflows
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Status-based document logic
Enabling DocuGen parity for subitems would unlock cleaner data models, improve accuracy, and allow teams to scale document-driven workflows without compromise — especially for finance, operations, and enterprise use cases