With a tool like ONTRAPORT, you can organize and integrate the different aspects of your business into a single platform. From marketing your business to selling products, ONTRAPORT has all the tools you need to automate your entire sales cycle.
Taking your automation one step further, you can use Formstack Documents to automatically generate documents like letters, contracts, invoices, and more right from your ONTRAPORT account/data. In this example, we’re going to show you how to generate a contract for a contact in ONTRAPORT and get it signed using DocuSign.
To get started, we’re going to setup our contract template using a Word document. Inside the Word document, we’re going to add our boilerplate contract information then for the spots that we want our contact’s information to go, we’re going to use merge fields that look like {$FirstName}, {$LastName}, etc.
Here’s what our contract template looks like:
Since we’ll be signing this document using DocuSign, we need to add a signature tag to the document so that DocuSign knows where to place the signature. This signature tag is just like any other text in the document and looks like: \s1\
Once we have our contract 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, select Office Document as the document type and 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 we’re going to include the name of our contact in the name of the file.
Next, we’re going to setup the delivery of our document to DocuSign so that it is automatically sent out for signature. From the Deliver tab, click the New Delivery button and select DocuSign from the list. After you authenticate your DocuSign account, you’ll need to indicate the signer’s info using merge fields.
Once you have finished the DocuSign delivery, we are done with the setup in Formstack Documents and we’re ready to setup the integration with ONTRAPORT.
Before we leave Formstack Documents, we need to get the Merge URL of our document so that we can use it in ONTRAPORT. Go to the Merge tab and then copy the Merge URL (for later).
Inside ONTRAPORT, we’re going to setup a new Sequence to handle the contract generation. From Contacts > Sequences, go ahead and create a new (step) sequence.
Note: ONTRAPORT has switched from Sequences to Campaigns. Please use Campaigns instead!
https://support.ontraport.com/hc/en-us/articles/115004024728-Campaign-Builder-Introduction
https://support.ontraport.com/hc/en-us/sections/115001770447-Campaigns
Our sequence is only going to have one step and it’s going to be a “Rule”. Go ahead and give the Rule a name, then for the “Then do this” part, we’re going to choose “Ping a URL”. Here’s where we are going to enter our Merge URL, then underneath we’re going to add our merge data in the “Post Data” box using a format like this:
Email=[Email]&FirstName=[First Name]&LastName=[Last Name]&Company=[Company]
Once you have the merge fields setup in the Post Data, go ahead and save your sequence and you’re ready to run a test! Go to one of your contacts and then add the sequence for that contact. This will trigger the contact’s information to be sent over to your contract template and the contract will be sent over to DocuSign.
Here’s what our contract looked like ready to sign:
Congrats, you’re all done! You can now automatically generate all types of documents from your ONTRAPORT account. Can you think of any other ways that you could use Formstack Documents to simplify your paperwork process?