New Plugin: Send Contracts for Closed Potentials in Zoho CRM

We're excited to announce that we have partnered up with Zoho CRM to provide a direct integration to WebMerge.  With the WebMerge plugin, available in the Zoho Marketplace, you can generate documents (invoices, contracts, quotes, etc) with the click of a button right inside Zoho CRM!  You’ll never have to copy & paste data from Zoho into documents again!

For this example, we’re going to show you how you can generate contracts for a Potential that has been closed/won in Zoho CRM.  We’ll also be sending the contract over to DocuSign for signature.  Zoho CRM has released a new plugin that we’ll be using to send data over to WebMerge – more on that in a bit.

To get started, we’re going to setup the template for our contract using a Word document.  Inside our contract template, we’ll add our boilerplate contract info and then for the spots that we want our customer and potential data to go, we’re going to use merge fields that looks like {$FirstName}, {$Amount}, etc.

Here’s what our contract template looks like:
 

Since we’ll be collecting a signature for the contract using DocuSign, we need to add a signature tag to the doc so that DocuSign knows where to place the signature.  This signature tag is just like any other text in our document and looks like:   \s1\
 

Once we have our contract template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name for your document.  On the next step, pick Office Document as the document type and select the file from your computer.
 

After we upload our template, we’ll be taken to the Settings tab where we can change various settings like the type of file that we want to generate 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.
 

Next, we’re going to setup the delivery of our document so that it is automatically sent over to DocuSign for signature.  From the Deliver page, click the New Delivery button and select DocuSign from the list.  After you authenticate your DocuSign account, you’ll need to pick the merge fields for the signer’s name and email address.
 

After you have setup the DocuSign delivery, we are done with the setup in WebMerge and we’re ready to integrate with Zoho CRM.

To integrate with Zoho CRM, we’re going to use the WebMerge plugin that is available from Zoho Marketplace.  You can install this plugin here: https://crm.zoho.com/market/installPlugin.do?portalName=zohoplugin&nameSpace=webmergedocumentgeneration

Inside Zoho CRM, to go the WebMerge Mappings module and create a New Mapping.  Give the mapping a descriptive name and then pick Potential as the module.  We’re going to choose Document as the WebMerge Resource and then choose the document that we just steup in WebMerge.
 

Once you pick your WebMerge document, Zoho will load a list of all the merge fields that are in your document.  For each of the merge fields, you need to pick the corresponding CRM fields.  This tells Zoho how to send your data over to WebMerge so that it gets populated in the correct spot on your template.
 

After you have matched up all of your merge fields, go ahead and save the mapping.  We’re ready to generate the contract!  Open up one of your Potentials and then click the WebMerge button.  This will generate the contact and send it over to DocuSign for signature.

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

Congrats, you’re all finished!  You can now generate all types of documents from your Zoho CRM account.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?

Instantly Populate Sales Quotes from Zoho CRM

With a tool like Zoho CRM, you can easily manage your entire sales cycle from a single interface, leading to improved efficiencies and closing more deals.  Another way you can improve your sales process is to use WebMerge to automatically populate documents like proposals, contracts, quotes, and more.

In this example, we’re going to show you how to automatically populate sales quotes from data in Zoho CRM then we’ll email the quote directly to our customer for their review.

To get started, we’re going to setup the template for our quote using a Word document.  Inside Word, we’re going to add our repeating information like our logo, contact information, and details of our company.  For the spots that we want to insert our deal/customer info, we’re going to use merge fields that look like {$FirstName}, {$Address}, {$Amount}, etc.

Here’s what our quote template looks like:
 

Once we have our 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, select Office Document as the document type and then pick the file from your computer.
 

After you upload your quote template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to use the name of our deal in the file name and we’re going to generate a PDF.
 

Next, we’re going to setup the email delivery for our document so that the quote is automatically emailed directly to our customer.  Under the Deliver tab, we’re going to Edit the default email delivery.  For the To address, we’re going to choose the email merge field for our customer’s email address.  If you don’t have a merge field in your document, you can choose <<Other>> from the dropdown then enter something like {$Email} in the box.

Feel free to edit any of the other email settings.  Here’s what our email delivery looks like:
 

Once we have saved our email delivery, we are done with the setup process in WebMerge and we’re ready to integrate with Zoho CRM.  If you haven’t already, please make sure to install the WebMerge plugin from the Zoho Marketplace.

Inside Zoho, we’re going to go to the WebMerge Mappings module and we’re going to create a New Mapping.  After you give the mapping a name, we’re going to choose the Module we want to use (Potentials), then we’re going to choose the WebMerge Document we want to merge.
 

Next, we’re going to match up the merge fields in our document with the fields from our CRM.  This tells Zoho how to send the data over to WebMerge so that it’s populated in the correct spot on your template.
 

Once you have matched up all of your merge fields, go ahead and save your mapping.  We’re ready for a test!  Open up one of your Potentials and then click the WebMerge button (it might be under the “…” dropdown).  This will generate the quote and email it out!

Here’s what our quote looked like ready for the customer:
 

Congrats, you’re all finished!  You can now instantly generate all kinds of documents from your Zoho CRM data.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?

Populate Sales Proposals for Leads in LeadOutcome

With a tool like LeadOutcome, you can easily setup a marketing engine and keep track of your leads.  Then you can add WebMerge to your sales process and you can automatically populate all types of documents like contracts, letters, and more from LeadOutcome. 

You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a sales proposal when we add a tag to a lead in LeadOutcome.  We’ll then instantly email this proposal directly to our lead for review.

To get started, we’re going to setup the template for our proposal using a Word document.  Inside Word, we’re going to add our repeating proposal details then for the spots that we want to customize for each lead, we’re going to use merge fields like {$FirstName}, {$Company}, etc.

Here’s what our document looks like:
 

Once we have our 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, pick Office Document as the document type then pick the file from your computer.
 

After you’ve uploaded your document, 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 file.  For this example, we’re going to produce a PDF and include the name of our lead in the file name.
 

Next, we’re going to setup the delivery of our document so that it is emailed directly to our lead.  Under the Delivery tab, go ahead and Edit the default email delivery.  For the “To” address, we’re going to use a merge field for the lead’s email address.  If you don’t have a merge field in your document for the email, select <<Other>> from the dropdown then enter something like {$Email}.

Feel free to edit any of the other email settings.
 

Once you have updated the email delivery, we are done with the setup process in WebMerge and we’re ready to integrate with LeadOutcome.  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 select LeadOutcome as the app, then Lead Tag Added as the trigger.
 

Once you authenticate your LeadOutcome account, Zapier will load a test lead to make sure that everything is working.  Follow those steps and continue.

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

After you authenticate your WebMerge account, Zapier is going to load a list of the documents in your account.  Go ahead and pick your proposal you just setup and Zapier will load a list of the merge fields in your template.

For each merge field, you need to pick the corresponding fields from LeadOutcome.  This tells Zapier how to send your 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 LeadOutcome and add a tag to one of your leads and Zapier will send that data over to WebMerge.

Here’s what our merged proposal looked like ready for our lead:
 

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

Instantly Populate Contracts from PayPal Payments

PayPal makes it easy to collect payments from anywhere and can be a great way for your customers to pay for your services.  Add WebMerge to your payment process and you can automatically populate all kinds of documents.  You’ll never have to copy and paste or manually fill out a document again!

In this example, we’re going to show you how to automatically populate a contract when we receive a payment from a customer.  We’ll then automatically email the contract directly to our customer for their review.

To get started, we’re going to setup the template for our contract using a Word document.  Inside our template, we’re going to add our logo, company info, and repeating contract info.  For the spots that we want to customize with our customer’s information, we’re going to use merge fields that look like {$FirstName}, {$LastName}, {$Address}, etc.

Here’s what our contract template looks like:
 

Once we have our 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, click Office Document then select the file from your computer.
 

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

Once you have saved your settings, we need to setup the email delivery so that the merged document is automatically sent to our customer via email.  From the Deliver tab, go ahead and Edit the default email delivery.  For the To address, you’ll want to choose the merge field for the customer’s email address.

If you don’t have a merge field in your document for the email address, choose <<other>> from the dropdown then enter something like {$Email}.

Feel free to edit any of the other email settings.
 

After you saved your email delivery, we’re done with the setup process inside WebMerge and we’re ready to setup the integration with PayPal.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose PayPal as the app then Successful Sale as the trigger.
 

Once you authenticate your PayPal account and setup your IPN, Zapier will run a test to make sure everything works correctly.  Follow those steps and continue.

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

After you authenticate your WebMerge account, Zapier will load a list of the documents in your WebMerge account.  Go ahead and pick the contract that you just setup and Zapier will load a list of the merge fields in your document.

For each merge field, you need to pick the corresponding fields from PayPal.  This tells Zapier how to send your PayPal information over to WebMerge so that it is populated in the correct spot on your template.
 

After you’ve matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Submit a new test transaction through PayPal and Zapier will send that transaction information over to WebMerge and your contract will be emailed out.

Here’s what our merged contract looked like:
 

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

Instantly Send Welcome Letters to New Clients in Freshbooks

Making a first impression is an important part of the sales process, but continuing that impression can be instrumental in building a strong relationship with your customer. 

Using a tool like Freshbooks to manage your business accounting can be a great way to maximize your time and your bottom line, but you can also add WebMerge to automatically populate professional looking documents like contracts, quotes, letters and more.

In this example, we’re going to show you how to automatically populate a welcome letter when we add a new client to Freshbooks.  We’ll then mail this letter (yes, real mail) to our client via Lob.  Talk about an impression!

To get started, we’re going to setup the template for our letter using a Word document.  Inside Word, we’re going to add our repeating information for the letter (logo, contact info, etc) then for the spots that we want to customize with our client’s information, we’re going to use merge fields that look like {$FirstName}, {$Address}, etc.

Here’s what our letter template looks like:
 

Once we have our 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, pick 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 modify 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 client in the PDF file name so we can easily track in Lob.
 

Next, we’re going to setup the Delivery of our document so that it is automatically sent over to Lob for printing and mailing.  Under the Deliver tab, click the New Delivery button and select Lob from the list.  After you enter your Lob API Key, you’ll need to enter the merge fields for your client’s address.

If you don’t have merge fields in your doc for a certain address setting, simply type in a new merge field in the box like {$City}.
 

Once you have saved your Lob delivery, we are done with the setup process inside WebMerge and we’re ready to integrate with Freshbooks.  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 Freshbooks as the app, then New Client as the trigger.
 

Once you authenticate your Freshbooks account, Zapier is going to load a client 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’ve authenticated your WebMerge account, Zapier is going to load a list of the documents in your account.  Go ahead and pick the letter that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Freshbooks.  This tells Zapier how to send your 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, you can save your Zap then turn it On.  We’re ready for a test!  Login to Freshbooks and add a new client.  Zapier will detect this new client and send the information over to WebMerge.  Your letter will be generated and sent over to Lob for mailing.

Here’s what our merged letter looked like ready to mail!
 

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