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November 09, 2016

Create Customized Proposals from Visma Severa

Running your business can be a difficult task if you don’t have the right tools in place to manage customers, billing, and more.  With a tool like Visma Severa you can easily manage all of your projects and billing from a single system.

Alongside the data that’s being saved in Visma Servera, you can use WebMerge to automatically generate documents like proposals, contracts, and more.  You’ll never have to copy & paste again!

In this example, we’re going to show you how to instantly generate a customized proposal with the click of a button from Visma Severa.

To get started, we’re going to setup our proposal template using a Word document.  Inside our Word document, we’re going to add our boilerplate proposal information (logo, contact information, etc) then for the spots that we want to enter our proposal information, we’re going to use merge fields that look like {$ReceiverCustomerName}, {$ProposalTitle}, etc.  These fields are listed under Tools > Settings > WebMerge inside of Visma Severa.

Here’s what our proposal template looks like:

For more help and examples, please take a look at: https://support.severa.com/hc/en-us/articles/215093743

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, pick 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 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 create a PDF and include the name of our proposal in the file name.

Next, we’re going to setup the email delivery of our document so that the proposals are automatically emailed directly to our customer.  From the Deliver tab, we’re going to Edit the default email delivery and change the To address to our customer’s email address field (ie {$ReceiverContactEmail}).  Feel free to customize any of the other settings.

Once you have saved your email delivery, we’re ready to setup the integration with Visma Severa.  It’s quite simple, and we’ll walk you through it.

Inside Visma Severa, go to Tools > Settings then click the WebMerge link under the Organization section.  On the next page, go ahead and enter your WebMerge API Key and Secret (you can create a new API Key under Account > API Access inside WebMerge).

Once you have the WebMerge settings saved, we’re ready to generate a proposal!  Open up on of your proposals and you should see a WebMerge button towards the top of the page.  Go ahead and click the button and select the document you want to generate.

Once you select the document, Visma Severa will send your proposal data over to WebMerge and your proposal will be generated.

Here’s what our proposal looked like:

Congrats, you’re all done!  You can now automatically generate all types of documents from Visma Severa with the click of a button.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?

5 min read

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