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March 16, 2016

Automatically Send Proposals for Deals in PipelineDeals

Simplifying your sales process can be a great way to speed up your pipeline and close more deals.  By using a tool like PipelineDeals you can manage all of your prospects, leads, deals and more from a single application.

Automating your sales pipeline is key to the success of your sales process.  With WebMerge, you can automatically generate all types of documents like contracts, invoices, proposals and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically generate proposals from deals in PipelineDeals when we update the deal status to “Send Proposal”.

To get started, we’re going to setup the template for our proposal using a Word document.  In this document, we’re going to add our generic proposal information then for the spots that we want our deal information to be added, we’re going to add merge fields that looks like {$DealName}, {$Description}, etc.

Here’s what our proposal template looks like:
 


Once we have our template ready, 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, choose Office Document as the document type and then pick the file from your computer.
 


After you’ve uploaded your template, you’ll be taken to the Settings page where you can update different options like the name of the file and the type of file that is generated.  For this example, we’re going to generate a PDF and we’re going to include the deal name in the name of the file.
 


To automatically send the proposal to our customer, we need to setup an email delivery.  Jump over to the Deliver tab and you should see an email delivery there by default.  We’re just going to edit the default email and update the To address to go to a merge field.  Feel free to change any of the other settings of the email.
 


That is the final step of the setup process in WebMerge and now we’re ready to setup the integration with PipelineDeals.  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 pick PipelineDeals as the service and then Deal Status Changed as the trigger.
 


After you’ve authenticated your PipelineDeals account, you’ll need to choose which Stage you want to look for.  For our example, we’re going to look for “Send Proposal” stage.
 


Next, we’re going to setup the Action for our Zap.  We’re going to select WebMerge as the service and then Create Document Merge as the action.
 


After you’ve authenticated your WebMerge account, you’ll be taken to a page where you need to select which document you’d like to merge.  Go ahead and pick the proposal template you just setup in WebMerge.

Once you pick a document, Zapier is going to load a list of all the merge fields that you have setup in your document.  For each of those merge fields, you need to pick the corresponding field from PipelineDeals. 
This tells Zapier how to send the PipelineDeals data over to WebMerge so that it is placed in the correct spot on your document.
 


After you’ve matched up all of your merge fields, go ahead and save your Zap and turn it on.  We’re ready to run a test!  Go ahead and login to PipelineDeals and update one of your deals to the Send Proposal status.  Zapier will detect this change and send your deal info over to WebMerge to be merged.

Here’s what our merged proposal looked like:
 


Congrats, you’re all finished!  You can now populate all types of documents right from your PipelineDeals account with the click of a button.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?
 

6 min read

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