With Formstack Documents, you can automatically generate documents in Zoho CRM using the Formstack Documents plugin available in the Zoho Marketplace.
How does this work?
Step 1: Generate a document. Whether you build from scratch or import a template, begin by clicking New Documents, give your document a custom, name, then select how you would like to set up your document template. Modify options like name and file extension within the Settings tab.
Note: To collect a signature using an eSign tool like Formstack Sign, include the signature tag \s1\.
Step 2: Set up delivery. On the Deliver tab, click the New Delivery button and select Formstack Sign from the list for signature. Authenticate the Formstack Sign account and pick the merge fields for the signer's name and email address.
Step 3: Set up the Formstack Documents plugin in Zoho CRM. From the Zoho Marketplace, install Formstack Documents. Once installed, inside Zoho CRM create a New Mapping and include:
- Descriptive name
- Module: Potential
- Formstack Documents Resource: Documents > choose the created document template
Step 4: Match merge fields. Once you pick your Formstack Documents document, Zoho will load a list of all the merge fields that are in your document. For each of the merge fields, pick the corresponding CRM fields and select Save to capture.
Integrating Custom Modules with Formstack Documents
For custom modules of Zoho CRM, you'll need to manually integrate the extension.
Part 1: Identify the API name
Step 1: Click the Settings Icon (Setup) > Customization > Modules and Fields
Step 3: Under Primary, the API name will be displayed.
This value is the required Module name.
Part 2: Integrate the extension
Step 2: Select the Module (for which the custom button has to be created) > Links and Buttons > click New Button.
Step 3: Enter a name for the button (For Ex: Formstack Documents).
Step 4: Enter a description for the button.
Step 5: Select List View Page from the drop-down list.
Step 6: Select Invoke a URL from the drop-down list
Step 7: Paste the URL: https://extensions.zoho.com/plugin/webmerge/handler?action=mergeDocumentP
age&module=ModuleName&rec_id=${Module.Module id}
Step 8: Replace ModuleName and Module ID with the value identified in API name.
Step 9: In Fields List, search your module name. From the drop-down list, select the value with your module name along with "id."
Step 10: Select New Window from the drop-down list.
Step 11: Select the Profile who wants to see the button.
Step 12: Click Save.