Using online forms on your website can be a great way to collect information form new leads and customers. With a tool like Zoho Forms you can easily build mobile-friendly forms that can be embedded directly in your website.
Add Formstack Documents to the mix and you can automatically take the information being collected through Zoho Forms and populate templates that you have setup in Formstack Documents. You can easily generate PDF & Word documents like invoices, proposals, contracts, letters, and more.
In this example, we’re going to show you how to automatically generate a sales proposal with data collected through the Zoho Form on our website.
To get started, we’re going to setup the template for our proposal using a Word document. In our Word document, we’re going to add our repeated information like our logo, address, and company details. For the spots that we want to insert our lead’s details, we’re going to use merge fields that look like {$FirstName}, {$LastName}, {$Address}, etc.
Here’s what our proposal template looks like:
Once we have our template finished, we need to upload it to Formstack Documents. From the Documents page in Formstack Documents, 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 to Formstack Documents, 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 lead in the file name.
Next, we’re going to setup the delivery of our document so that the proposal is automatically emailed to our lead. From the Deliver tab, click the Edit button under the default email delivery. For the To address, we’re going to choose the merge field we have in our document for the lead’s email address.
If you don’t have a merge field for the email address, choose <
Feel free to modify any of the other email settings. You can add merge fields there too.
Once you have your email delivery setup and saved, you’re done with the setup process in Formstack Documents and we’re ready to hook up the document with our Zoho Form.
Inside Zoho Forms, we’re going to add the Formstack Documents integration to our form.
First, let's log into our Zoho Forms account.
We will select "Form" from the top icon bar. We will then select "Settings" under the Zoho Form that we want to integrate with our Formstack Documents document.
On the icon bar at the top, select the "Integrations" button. A list of Integrations will appear on the left-hand side of the screen. We then select "WebMerge." Next, we will select the blue "Integrate" button.
After we select the "Integrate" button, we will log into our Formstack Documents account.
The next screen will show "Template Selection." There will be a drop-down menu that lists our Formstack Documents documents. We will select our Formstack Documents document and select the "Save" button.
Congrats, you’re all finished! You can now automatically populate all kinds of documents with data from your Zoho Forms entries. Can you think of any other ways that you can use Formstack Documents to simplify your paperwork process?