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March 01, 2016

Generate and Sign Agreements from 123FormBuilder

Collecting information from your customers can be a painful process if you don’t have a tool like 123FormBuilder.  With 123FormBuilder, you can easily build online forms to put on your website in a matter of minutes.

Add WebMerge into the mix and you can take that data you’re collecting with the online form and populate all types of documents like quotes, contracts, receipts, and more.  Never copy & paste information from 123FormBuilder again!

In this example we’re going to show you how to automatically take information that you’ve collected on an online form and populate a Buyer Representation agreement.  We’ll then send that contract over to DocuSign for e-signature.  To help with the integration between 123FormBuilder and WebMerge, we’ll be using our friends over at Zapier.

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

Here’s what our agreement template looks like:

Since we’ll be sending this agreement over to DocuSign for signature, we need to add signature tags in the document so that DocuSign knows where to place the signatures.  These tags are just text and look like:   \s1\

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 then enter a name.  On the next step, we’re going to pick Office Document as the document type and then we’ll pick the file from our computer.

After we’ve uploaded our template, we’re going to be taken to the Settings tab for our document.  On this page you’ll be able to modify different options like the type of file that we want to generate 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 delivery of our document so that the merged agreement is automatically sent to DocuSign.  From the Deliver tab, click the New Delivery button and select DocuSign from the list.  After you authenticate your DocuSign account, you’ll see the settings for the delivery.

We’re going to define the subject of the email that the customer will receive as well as the signers for this agreement.

Once we have the DocuSign delivery setup, we’re finished with the setup process in WebMerge and we’re ready to integrate with 123FormBuilder using Zapier.

Inside Zapier, go ahead and create a new Zap.  For the Trigger, we’re going to choose 123FormBuilder as the service and then New Submission as the trigger.

Once you authenticate your 123FormBuilder account, Zapier is going to load a list of the forms inside your 123FormBuilder account.  Pick the form you’d like to send information from over to WebMerge.

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

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

For each of the merge fields, you need to pick the corresponding field from your 123FormBuilder form.  This tells Zapier how to send data over to WebMerge so that it is populated in the correct spot on your agreement.

After you’ve matched up all of your merge fields, go ahead and save your Zap.  It’s ready for a test!  Go ahead and submit a test submission through your online form.  Zapier will detect this new submission and pass the data over to WebMerge and your agreement will be populated and sent over to DocuSign.

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

Great work!  You’re all done with the setup process and you can now automatically generate all types of documents from your online forms.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?

7 min read

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