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March 07, 2016

Create and Send NDA Agreements from Quickbase

Tracking your customers can be a difficult task unless you use a tool like Quickbase.  With Quickbase, your whole team can manage projects, customers, sales and more.

In this example, we’re going to show you how to use WebMerge to generate an NDA from Quickbase with the click of a button and then we’ll send it out for signature using HelloSign.

To get started, we’re going to setup the template for our NDA using a Word document.  Inside the Word document, we’re going to add our boilerplate agreement information.  For the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$FirstName}, {$LastName}, etc.  These are just text that we enter into our document.

Here’s what our NDA template looks like:
 


Since we’ll be collecting the customer’s signature using HelloSign, we need to enter a signature tag so that HelloSign knows where to place the signature inside our NDA.   The signature tag looks like: [sig|req|signer1]
 


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


After you upload your template, you’ll be taken to the Settings tab for your document.  On this page, you can change 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 and we’re going to include the name of our customer in the file name.
 


Next, we’re going to setup the integration with HelloSign so that our merged document is automatically sent out for signature.  On the Deliver tab, click the New Delivery button and select HelloSign from the list.
You’ll need to enter your HelloSign API Key and then enter the signer’s information.  We’re going to use merge fields for our signer’s information.
 


Once you have saved your HelloSign delivery settings, we’re going to setup the integration of our document with Quickbase.  In order to setup the integration, we need to get the Merge URL for our document from the Merge tab.  Please save that URL.
 


Inside Quickbase, we have a table setup for all of our customer’s information to go.  We’re going to create a custom field on this table that is a Formula URL field.  This will be the link to generate our contract.

Under the Settings page for our Customers table, we’re going to go to the Fields page and then create a New Field called Create NDA.
 


After the field is created, we’re going to click on the field to setup the URL.  This is where we are going to enter our Merge URL and build the URL so that the customer’s data is passed in the URL.  One other thing we need to do is add a “_use_get=1” parameter to our URL so that WebMerge knows to look in the URL for the merge data.

Here’s what our URL looks like:
 


Once you have finished adding all of the fields to your URL, go ahead and save the field then go over to one of your customer records.  On this page, you’ll see a link for Create NDA. 
 


Go ahead and click that link and your customer’s information will be sent over to WebMerge and your NDA will be generated and sent to HelloSign for signature.

Here’s what our NDA looked like ready for signature:
 


That’s it!  You’re all done!  You can now generate all kinds of documents from quickbase with the click of a button.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?
 

6 min read

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