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February 25, 2016

Populate a Contract for Deals Won in OnePageCRM

Closing deals quickly is an important part of the success of any sales person.  With a tool like OnePageCRM, you can easily manage leads and deals from a single app.  By managing your deals with OnePageCRM you can make sure that no deals fall through the cracks.

Another way that you can close deals faster is by using WebMerge to automatically generate documents when deals hit certain stages.

In this example, we’re going to show you how to use WebMerge to automatically create a contract when a deal is updated to Won.  We’ll then send this contract over to HelloSign for e-signature.

To get started, we’re going to setup the contract template using a Word document.  Inside our Word document, we’re going to add our boilerplate contract details and then for the spots where we want our customer’s information to go, we’re going to use Merge fields.  These merge fields look like {$FirstName}, {$LastName}, etc.

Here’s what our contract template looked like:

Since we’re going to be collecting a signature from our customer with HelloSign, we need to add a signature tag in our document so that HelloSign knows where to embed the signature.  The signature tag looks like this:  [sig|req|signer1]

Once our template is 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.

Next, you’re going to be taken to the Settings tab.  On this page, you can modify 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 the deal in the file name.

Also, we’re going to turn on Debug Mode and the Field Map (under Advanced Settings).  We’re going to use those settings in a little bit.

In order to automatically send our merged contracts over to HelloSign, we need to setup a HelloSign delivery.  Under the Deliver tab, go ahead and add a New Delivery and select HelloSign from the list.  After you authenticate your HelloSign account, you’ll need to define the signer and save the settings.

In order to integrate WebMerge with OnePageCRM, we need to grab our document’s Merge URL.  This URL can be found under the Merge tab.  Go ahead and save that URL for the next step.

We’re going to utilize the Webhook functionality that OnePageCRM offers.  To generate the webhook URL, we’re going to use: https://www.webmerge.me/scripts/onepagecrm

On this page, we’re going to enter our OnePageCRM login information, our Merge URL, and then we’re going to filter out the status is “Won”.

After you’ve filled out all the information, go ahead and copy that webhook URL and add a new webhook in OnePageCRM.

Once you have the webhook setup, it’s time to run a test so we can see the data that is coming over from OnePageCRM and map it to our merge fields using the field map.

Go ahead and create a deal in OnePageCRM then update the status to Won.  OnePageCRM will fire off the webhook and send data over to WebMerge.  To view the data that’s being received, go to the Overview tab for your document.

Now that you can see the data that’s being sent over, you need to take those merge codes and add them to the Field Map.  This tells the system which data to use in your document.

After you have updated your Field Map, you’re ready for a real test!  Go ahead and update another deal to Won and your document will be generated and sent over to HelloSign.

Here’s what our contract looked like ready for signature:

That’s it!  You’re ready to generate all kinds of documents from OnePageCRM.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?

7 min read

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