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July 05, 2018

Instantly Populate Sales Proposals for Deals in OnePageCRM

Using a CRM like OnePageCRM can have a drastic impact on your sales team and the entire sales process from lead to deal.  Keep everyone on your team organized and help them close deals faster from a single platform.

Add WebMerge to your sales process and you can automatically populate all kinds of sales documents with data from OnePageCRM.  You’ll never have to search for a template or copy & paste again!

In this example, we’re going to show you how to automatically populate a sales proposal when we add a new deal to OnePageCRM.  We’ll then instantly email that proposal directly to our customer.

To get started, we’re going to setup the template for our proposal using a Word document.  Inside Word, we’re going to insert our standard proposal information like our company logo, contact info, and service descriptions.  For the spots that we want to customize with our customer details, we’re going to use merge fields that look like: {$FirstName}, {$Amount}, etc.

Here’s what our proposal template looks like:
 


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


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


Next, we’re going to customize the email delivery so that our merged proposal is automatically emailed directly to our customer.  Under the Deliver tab, click the Edit button for 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 for the email address in your document, choose <<Other>> from the list and enter something like {$Email}.

Feel free to edit any of the other email settings.
 


After you have updated your email delivery, you are done with the setup process in WebMerge and we’re ready to integrate with OnePageCRM.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to setup a New Zap.  For the Trigger, we’re going to choose OnePageCRM as the app, then New Pending Deal as the trigger.
 


Once you authenticate your OnePageCRM account, Zapier is going to load a test deal to make sure that everything is working correctly.

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


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

For each merge field, you’ll need to pick the corresponding fields from OnePageCRM by clicking the button on the right side of each box.  This tells Zapier how to send the data over to WebMerge so that it is populated in the correct spot on your template.
 


Once you have matched up all of your merge fields, go ahead and save your zap and turn it on.  We’re ready for a test!  Login to OnePageCRM and add a new deal.  Zapier will detect the deal and send the data over to WebMerge and your proposal will be generated.

Here’s what our proposal looked like ready for our customer:
 


Congrats, you’re all finished!  You can now instantly populate all types of documents from your OnePageCRM deals.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?
 

6 min read

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