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December 15, 2016

Generate Quotes from New Leads in ClinchPad

Using a sales tool like ClinchPad can be an excellent way to improve your sales process and make sure your sales team is closing deal quickly.  From managing new leads and moving them through your pipeline, you always have a good view into the sales pipeline.

Another way you can improve your sales process is by using WebMerge to automatically generate all of your sales paperwork (quotes, contracts, etc) so your sales team doesn’t waste time finding templates and filling them out.  They can focus on closing the deal!

In this example, we’re going to show you how to automatically generate quotes when we add a lead to a specific pipeline in ClinchPad.  To help with this integration, we’re going to use a great service called APIANT which connects thousands of cloud services.

To get started, we’re going to setup the template for our quote using a Word document.  Inside Word, we’re going to add our normal quote details (our contact info, logo, etc) and then for the spots that we want to insert information from our deal, we’re going to use merge fields that look like {$Name}, {$Amount}, etc.

Here’s what our quote template looks like:

Once we have our quote template finished, 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 settings like the name of the file and the type of file that is generated.  For this example, we’re going to produce a PDF and we’re going to include the name of our lead in the quote file name.

Next, we’re going to setup the email delivery of our document so that the quote is automatically emailed to our customer.  Under the Deliver tab, we’re just going to Edit the default email delivery and for the To address, we’re going to choose the merge field for our customer’s email address.  Feel free to customize any of the other settings.

Once you have your email delivery updated and saved, we’re done with the setup process in WebMerge and we’re ready to integrate with ClinchPad!
Inside APIANT, go ahead and create a new Automation.  For the Trigger, we’re going to choose ClinchPad as the service and the New lead in pipeline as the trigger.

Next, we’re going to setup the Action of our Automation.  We’re going to choose WebMerge as the service and then Merge document as the action.

After you select the template that you want to merge (our quote template), APIANT will load a list of all the merge fields in your document.  For each of the merge fields, you need to pick the corresponding fields from ClinchPad.  This tells APIANT how to send your data over to WebMerge so that it is populated in the correct spot on your template.

After you have matched up all of your fields, go ahead and save your automation.  We’re ready for a test!  Login to ClinchPad and then add a new lead to your pipeline.  APIANT will detect this new lead and send the data over to WebMerge.  Your quote will be generated and automatically emailed.

Here's what our merged quote looked like:

Congrats, you’re all done!  You can now automatically generate all types of documents from your ClinchPad account.  Can you think of any other ways that you utilize WebMerge to simplify your paperwork process?

5 min read

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