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October 17, 2017

Automatically Populate Documents Then Sign with Signable

Collecting signatures on documents couldn’t be any easier with a tool like Signable.   Allow your customers to sign documents in seconds and close deals faster!

With WebMerge you can automatically populate these documents with data before sending them out via Signable for signature.  Setup templates in WebMerge and easily integrate with your favorite CRM, online form, and more.

In this example, we’re going to show you how to automatically generate a contract when we get a new submission from and online form on our website, then we’ll send it over to Signable for signature.

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

Here’s what our contract template looks like:
 


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


After you have uploaded your template, 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 generate a PDF file and then we’ll also include the name of our customer in the file name.
 


Next, we’re going to setup the Signable delivery, so that our document is automatically sent over to Signable for signature.  From the Deliver tab, click the New Delivery button and select Signable from the list.
Once you enter your Signable API Key (found under your company’s profile page), you can select the merge fields for the signer’s name and email address.  This tells Signable who needs to sign the document.
 


After you have saved your Signable delivery, we are done with the setup process inside WebMerge and we’re ready to integrate with our online form so that when a client fills out their information, we can automatically generate the contract.

We’re going to use Formstack for our online form.  They have a direct integration with WebMerge, so we’re going to go to the Settings tab for our form and open up the Integration Hub and add WebMerge.

After we enter our API Key and Secret in Formstack, they will load a list of the document’s in our WebMerge account.  Go ahead and select the contract template, then they’ll load a list of the merge fields in our document.

For each merge field, we need to choose the corresponding field from our form.  This tells Formstack how to send the form data over to WebMerge so that it’s populated in the correct spot on our template.
 


Once you have matched up all of the merge fields, go ahead and turn On the integration.  We’re ready for a test!  Open up your form and submit a test submission.  This will send data over to WebMerge and your contract will be send over to Signable.

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


Congrats, you’re all done!  You can now populate documents from anywhere and sign with Signable.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?
 

5 min read

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