🎉  Build a workflow powerhouse. Learn more about our new Airtable integration.   🎉

April 11, 2017

Instantly Populate Customized Contracts and Sign with eSignLive

Automating your sales process with electronic signatures can be a great way to close more deals and faster.  With a tool like eSignLive you can collect e-signatures with ease on all of your business documents and never chase down a deal again.

Include WebMerge in your workflow and you can dynamically populate your documents with data from your favorite CRM.  You’ll never have to copy & paste info into a template again.  Think of how much time you’ll save!

In this example, we’re going to show you how to automatically generate contracts from Pipedrive when we close a deal and then we’ll send that contract over to eSignLive for e-signature.

To get started, we’re going to setup our contract template using a Word document.  Inside Word, we’re going to add our boilerplate terms, then for the spots that we want to insert our customer/deal info, we’re going to use merge fields that look like {$FirstName}, {$Address}, {$ProjectName}, etc.

Here’s what our contract template looks like:

Since we’ll be sending this contract over to eSignLive for signature, we need to add a signature tag so that eSignLive knows where to place the signature in the document.  This signature tag looks like: {{esl:signer1:signature}}   

Once you have your template finished, 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, pick Office Document as the document type and then pick the file from your computer.

After you’ve uploaded your template, you’ll be taken to the Settings tab where you can customize various options like the type of file that is generated and the name of the file.   For this example, we’re going to generate a PDF and include the name of our customer in the file name.

Once you have updated your settings, we’re ready to setup the delivery of our document to eSignLive so that it is automatically sent out for signature.  Under the Deliver tab, click the New Document button and then select eSignLive from the list.

Once you have entered your eSignLive API Key, you’ll need to define the signer’s name and email address using merge fields.  If you don’t already have merge fields in your template, choose <<Other>> from the dropdown then enter something like {$Email} in the box.

After you’ve saved your eSignLive delivery, we are done with the setup process in WebMerge, and we’re ready to integrate with Pipedrive.

To integrate with Pipedrive, we’re going to use their Webhooks feature.  This will allow you to send deal information over to WebMerge when a deal is “Won”.  We’re going to use this webhook builder: https://www.webmerge.me/scripts/pipedrive

Inside Pipedrive, we’re going to take the webhook URL that was generated in the step above and install the webhook for when a deal is updated.  This will trigger the webhook when we mark a deal as “Won”.

Once you have setup the webhook in Pipedrive, we’re done with the setup process and we’re ready to test!  Go ahead and update one of your deals and mark it as “Won”.  This will trigger the webhook to send data over to WebMerge and your contract will be generated and sent over to eSignLive.

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

Congrats, you’re all finished!  You can now automatically generate all types of documents and get them signed using eSignLive.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?

6 min read

Ready to give Formstack Documents a try?
Start your Free Trial now!


Create Contracts for eSignLive Now

By signing up here, you agree to our Terms of Use