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November 15, 2016

Automatically Generate Contracts for New Issues in ProjectManager.com

With a tool like ProjectManager.com you can easy manage all sorts of projects.  With each project, your entire team can contribute to various tasks and easily keep track of the status of the entire project.

In addition to keeping track of all your projects, you can use WebMerge to automatically generate all kinds of documents like contracts, invoices, and more.  You’ll never have to copy & paste into a template again!

In this example, we’re going to show you how to automatically generate a contract when we add a new issue to a project into ProjectManager.com.  We’ll then send the document over to HelloSign for e-signature.

To get started, we’re going to setup our contract template using a Word document.  Inside our Word document, we’re going to add our boilerplate contract info then for the spots that we want to insert our customer’s/project information we’re going to use merge fields that look like {$CustomerName}, {$ProjectTitle}, etc. 

Here’s what our contract template looks like:

Since we’ll be collecting a signature via HelloSign, we need to also add a signature tag to our document so that HelloSign knows where to place the signature.  This signature tag is also text and looks like:  [sig|req|signer1].

Once you have the template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name.  On the next step, select Office Document as the document type then pick the file from your computer.

After you’ve uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to produce a PDF and include the name of our project in the file name.

Next, we’re going to setup the delivery of our document to HelloSign so that our contract is automatically sent out for e-signature.  Under the Deliver tab, click the New Delivery button and select HelloSign from the list.  After you enter your HelloSign API Key, you’ll need to define the signer’s name and email address. 

After you’ve saved the HelloSign delivery, you’re done with the setup process inside WebMerge and you’re ready to integrate with ProjectManager.com.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, go ahead and create a New Zap.  For the Trigger, we’re going to choose ProjectManager.com as the service and then New Issue as the trigger.

After you authenticate your ProjectManager.com account, Zapier is going to load a test issue to make sure everything is working correctly.  Go ahead and follow those steps and continue.

For the Action of our Zap, we’re going to choose WebMerge as the service and then Create Document Merge as the action.

Once you authenticate your WebMerge account, Zapier is going to load a list of all the documents in your WebMerge account.  Go ahead and pick the contract that you just setup and Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from ProjectManager.com.  This tells Zapier how to send the data over to WebMerge so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, we’re ready for a test!  Login to ProjectManager.com and create a New Issue.  Zapier will detect this new issue and send the information over to WebMerge and your contract will be populated.

Here’s what our contract looked like ready to sign in HelloSign:

Congrats, you’re all finished!  You can now automatically populate all types of documents from your ProjectManager.com account.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?

6 min read

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