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December 18, 2015

Generate Contracts from Jotform Submissions

Using Jotform to collect information from your customers can save you a lot of time and headaches.  You can build a form in a matter of minutes and embed it directly on your website.  Plus, they have a number of integrations / widgets to make your forms even better.

In this example, we’re going to show you how to use WebMerge to automatically generate a contract for a customer who fills out a form on our website.  We’ll be using our friends over at Zapier to help automate the integration between WebMerge and Jotform, but you can also use the Webhook integration in Jotform to send data directly to your WebMerge document.

To get started, we’re going to setup our contract template using a Word document.  Inside this Word document, we’re going to add all of our boilerplate contract information.  Then where we want our customer’s information inserted, we’re going to use merge fields like {$Name}, {$Company}, {$PhoneNumber}, etc.

Here’s what our template looks like:
 


Since this is a contract, we’re going to want to collect a signature!  We’re going to use Docusign to collect a signature from our customer.  To indicate where we want the signature to go in our contract, we need to add Docusign’s anchor tag like:   \s1\
 


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


Next, you’re going to be taken to the Settings page where you can customize settings like the type of file that is generated and even the name of the merged contract.  For this example, we’re going to generate a PDF and include the name of our customer in the file name.
 


After we’ve saved our document settings, we’re going to setup the integration (delivery) with Docusign so that our contract is automatically sent out for signature.  Head on over to the Deliver tab and click the New Delivery button.  Select Docusign from the list and then login to your Docusign account.

Once you are logged in, you’ll be redirect back to WebMerge and you’ll see the Docusign settings.  You’ll need to define who the signer is (using merge fields from the dropdown).  Go ahead and finish those settings.
 


Great work!  We’re all done with the setup in WebMerge.  Now it is time to setup the integration between Jotform and WebMerge using Zapier.
Inside Zapier, click the New Zap button.  For the Trigger, we’re going to choose Jotform as the service and then New Submission as the trigger.
 


Zapier will have you authenticate your Jotform account and then pick the form that you’d like to monitor.  Follow those steps and click the Continue button.

Next, you’re going to setup the Action.  Go ahead and pick WebMerge as the service and then Create Document Merge as the action.
 


Zapier will have you authenticate your WebMerge account and then you’ll be taken to a page where you need to select the document you’d like to merge.  Go ahead and pick the contract template that you just setup.

Once you pick the document, Zapier will load a list of all the merge fields that are in your document.  For each of the merge fields, you’ll need to pick the corresponding Jotform field.  This tells Zapier how to send the data over to WebMerge so that it is put in the correct spot in your document.
 


Once you have finished mapping all of the fields go ahead and finish the Zap then turn it on.  It’s time for a test!  Go ahead and submit a test submission through your form and Zapier will automatically take that information and send it over to WebMerge.  WebMerge will generate the contract and send it over to Docusign.

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


Congrats, you’re all done!  You can now automatically generate all kinds of documents from your Jotform submissions.  You’ll never have to copy & paste again!  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?
 

6 min read

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