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December 17, 2015

Send Proposals for New Deals in Highrise

Using Highrise to manage your sales efforts can be a great way to improve your sales process.  From managing your contacts, to organizing your deals, Highrise simplifies the entire process.

In this example, we’re going to show you how use WebMerge to automatically populate a proposal from new deals as you add them to Highrise.  You’ll never have to copy and paste again!

To get started, we’re going to setup our proposal template.  We’re going to build the template using a Word document.  Inside the Word document we’ll add all of our boilerplate proposal information and then we’ll add merge fields in the spots that we want information from Highrise to be inserted.  These merge fields look like {$Company} and {$DealName}.

Here’s what our proposal template looks like:

Once we have the 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, you’re going to pick Office document as the document type and then pick the file from your computer.

After you upload the template, you’ll be taken to the Settings tab where you can update different 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 we’ll include the name of the deal in the file name.

Next, we’re going to setup the delivery of our document so that our client will automatically receive the proposal via email.  Jump over to the Deliver tab and you should see an email delivery already there.  Go ahead and edit that email delivery and customize the To address to be a merge field and then any other settings you’d like to change.

Once you have your email delivery finished, it’s time to setup the integration with Highrise.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, click the New Zap button.  For the trigger, we’re going to pick Highrise as the service and then New Deal as the trigger.

Zapier will have you authenticate your Highrise account so they can pull information about your deals.  Follow those steps and click the Continue button.

Next we’re going to setup the action for the Zap.  Go ahead and pick WebMerge as the service and then pick Create Document Merge as the action.

Zaper will have you authenticate your WebMerge account as well.  On the next step, Zapier will have you pick the document you’d like to merge.  Go ahead and pick the proposal document that you just setup.

Once you pick the document, Zapier will load a list of all the merge fields in your document.  For each of the merge fields, you’ll need to pick the corresponding Highrise field.  This tells Zapier how to send the data over to WebMerge so that it is populated in the correct spot.

After you’ve mapped all of the fields, go ahead and finish the Zap then turn it on.  It’s time for a test!  Log into your Highrise account and then create a new deal.  Zapier will detect the new deal and then send that information over to WebMerge.  Your proposal will be generated and then emailed!

Here’s what our merged proposal looked like:

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

6 min read

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