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March 06, 2018

Streamline Your Paperwork with Data from Online Forms

Online forms are a great way to improve the efficiency of your business and easily collect data from your customers.  There are many popular online form services out there to choose from and they each have their own unique features.  Some have workflow built-in, others have advanced calculations/logic, but they all help you collect data through your website and save you a lot of time.

Once you’ve collected the data, you can integrate WebMerge into the process and seamlessly populate all types of documents like contracts, quotes, reports, and more.  You’ll never have to copy & paste data into a template again!

In this post, we’re going to highlight a handful of ways you can use popular online form services to instantly populate all your business documents.  Some of these form builders have direct integrations with WebMerge and for the others we’ll use our friends over at Zapier.

Instantly Populate Student Registration Forms from Formstack

Collecting information from your students can be a difficult and time-consuming process.  With a tool like Formstack, you can make that process much easier.  Build online forms in minutes, and you can post directly on your website for your students can fill out the information from any device.

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Automatically Send Waivers from Typeform Submissions

Running a camp or event can be a time-consuming process and you need to make it as easy as possible for people to signup.  With a tool like Typeform, you can easily build a registration form to collect the necessary info from your participants – even collect payment.

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Automatically Generate Tax Donation Receipts from Wufoo

Collecting donations on your website is a great way for your donors to give back to your non-profit.  With a form tool like Wufoo, you can easily collect their info without picking up the phone and taking down their info or receiving donations via mail.

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Instantly Generate Invoices from FormAssembly Order Forms

Using an online form tool like FormAssembly can be a great way to improve your data collection processes.  Easily build web forms to collect order information from your customers and automate your entire ordering process then send invoices directly from WebMerge.

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Instantly Generate a Sales Proposal from Gravity Forms

Automating your sales process can be a great way to save your sales team precious time and help them close more deals.  With an online form tool like Gravity Forms you can easily collect information from leads, then you can use WebMerge to automatically populate documents like contracts, quotes, proposals and more.

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Instantly Populate Quotes from Jotform Submissions

Using an online form tool like Jotform can be an easy way to collect data from customers and prospects via your website.  Add a tool like WebMerge to your sales process and you can automatically populate sales documents with data from Jotform submissions.  You’ll never have to copy & paste again!

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Populate Contracts and Agreements from Ninja Forms

Collecting data from your customers can be a difficult task if you don’t have the right tools in place.  One great online form tool you can use to collect data is Ninja Forms.  With Ninja Forms, you can easily build a form that you can embed directly on your Wordpress website to collect information from customers for new deals.

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5 min read

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