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July 12, 2017

Instantly Generate Sales Proposals from Infusionsoft

Creating sales documents can be a time-consuming process as part of your sales workflow.  With WebMerge and Infusionsoft you can create a powerful sales process/automation to help you close more deals faster.

In this example, we’re going to show you how to automatically generate a sales proposal with data from our Infusionsoft contacts.  We’ll then email this proposal directly to our customer for their review.

To get started, we’re going to setup the template for our proposal using a Word document.  Inside Word, we’re going to add our repeating proposal information like our logo, contact info, and services descriptions. 

Then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$StreetAddress}, etc.  You can name these merge fields anything you’d like (but no spaces or special characters).

Here’s what our proposal template looks like:

Once you have finished your template, we need to upload 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 select 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 produce a PDF document and include the name of our customer in the proposal name.

Next, we’re going to setup the delivery of our document so that it is automatically emailed directly to our customer.  From the Delivery page, click the Edit button under the default email delivery.  For the To address, we’re going to choose the merge field for our customer’s email address.

If you don’t have a merge field in your template for the email address, choose <<Other>> from the dropdown then enter something like {$Email} in the box.

Feel free to customize any of the other email settings as well.

After you have updated your email delivery, we are done with the setup process in WebMerge and we’re ready to integrate with Infusionsoft.  Before we head over to Infusionsoft, we need to grab our documents’ Merge URL which can be found on the Merge tab.  We’ll use this soon.

Inside Infusionsoft, we’re going to use the Campaign Builder to automatically create our proposal when we add a new tag to our contact.  Inside the Campaign Builder, we’re going to add a new goal for Tag Applied, then we’re going to choose our “Send Proposal” tag.

Next, we’re going to add a sequence to our campaign.  Inside the sequence we’re going to add a new HTTP POST process.

Inside our HTTP POST process settings, we’re going to add our Merge URL for our document.  Then for each of our merge fields, we need to add the fields to the POST settings.

Once you have saved your HTTP POST settings, we’re done with the campaign builder setup, so go ahead and save your campaign and turn it on.  We’re ready for a test!  Open up one of your test contacts, then add the tag to the contact.  This will trigger the merge and your proposal will be generated!

Here’s what our merged proposal looked like:

Congrats, you’re all finished!  You can now automatically generate all kinds of documents from Infusionsoft.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?

6 min read

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