Streamlining your sales process with a tool like GetAccept can be a great way to close more deals faster and make sure you aren’t letting any deals slip through the cracks. With tracking and e-signature, you can track your deal progress and allow your customers to sign on the dotted line.
With Formstack Documents, you can automatically generate customized sales documents like proposals, quotes, contracts, and more with the click of a button. Simply set up a template and you’ll never have to copy & paste again.
In this example, we’re going show you how to automatically generate a proposal out of Salesforce and then instantly send it over to GetAccept for tracking and e-signature.
To get started, we’re going to set up the template for our proposal using a Word document. Inside Word, we’re going to add our boilerplate proposal details like our logo, contact information, service details, etc. Then for the spots that we want to insert our customer/deal info, we need to use merge fields that look like {$CustomerName}, {$OpportunityName}, {$Amount}, etc.
Once you have your template finished, we need to upload it to Formstack Documents. From the Documents page in Formstack Documents, click the New Document button and then enter a name. In the next step, pick Office Document as the document type and then pick the file from your computer.
After you have uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the name of the file and the type of file that is generated. For this example, we’re going to produce a PDF and include the name of our customer in the file name.
Next, we’re going to set up the delivery of our document so that it is automatically sent over to our GetAccept account. From the deliver tab, click the New Delivery button and select GetAccept from the list.
After you authenticate your GetAccept account, you’ll need to indicate the signer’s name and email address, plus the value of the deal. You can use merge fields for those settings.
Once you have saved your GetAccept delivery, we are done with the setup process in Formstack Documents and we’re ready to integrate our proposal with Salesforce.
If you haven’t done so already, go ahead and install our managed package from the AppExchange.
Inside Salesforce, we’re going to set up a new WebMerge Mapping. For the Salesforce Object, we’re going to use Opportunity and then we’re going to choose our proposal template as the WebMerge Resource.
In the next step, you’re going to see a few more options for the mapping, but we’re going to focus on the Field Mapping section. On the left you’ll see a list of the merge fields you have used in your template and on the right there’s a dropdown of all the available Salesforce fields.
For each of your merge fields, you need to pick the corresponding Salesforce field. This tells the system how to send your data over to Formstack Documents 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 & Activate your mapping. We’re ready for a test! Open up one of your opportunities in Salesforce and then click the WebMerge button.
This will generate your proposal and send it over to GetAccept.
Congrats, you’re all finished! You can now automatically generate all kinds of personalized sales documents for GetAccept. Can you think of any other ways you can use Formstack Documents to simplify your paperwork process?