Google Slides

Automating your sales process can be a great way to improve the efficiency of your sales team and help them close more deals.  With Formstack Documents, you can automatically generate all of your sales documents (contracts, invoices, presentations, and more) with the click of a button from your favorite CRMs or online forms.

In this example, we’re going to show you how to automatically generate a sales presentation from information that’s submitted by a prospect via a Formstack form.  We’ll then save this presentation in Google Slides for review and then share it with our prospect.

To get started, we’re going to set up the template for our presentation using a PowerPoint presentation file.  We’re going to add merge fields to our presentation so that we can insert our prospect’s information.  These merge fields look like {$Name}, {$CompanyName}, {$Phone_Number}, etc.

Here’s what our presentation 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 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 type of file that is generated and the name of the file.  For this example, we’re going to output a PPTX file and then 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 saved in Google Drive as a Google Slide.  Under the Deliver tab, click the New Delivery button, then select Google Drive from the list.

After you authenticate your Google account, you’ll be asked to pick a folder to save the file to.  Then under More Options, we’re going to check the box to convert the file to Google Docs format.

Once you save your Google Drive delivery, we are done with the setup process inside Formstack Documents, and we’re ready to integrate with our Formstack form.

Inside Formstack, under the Settings page for our form, we’re going to go to the Integration Hub and add the Formstack Documents integration to our form.  After you enter your API Key and Secret (you can create an API Key here), you’ll need to pick the document you want to merge.   Go ahead and pick the presentation template that you just set up in Formstack Documents.

Next, we’re going to match up each of our merge fields with the corresponding form fields in the dropdowns.  This tells Formstack how to send the form data over to Formstack Documents so that it’s populated in the correct spot on our template.

Once you have matched up all of your merge fields, go ahead and turn on the integration at the top of the page.  Now, each time you get a new submission for this form, Formstack will send the information over to WebMerge and your presentation will be generated.

Let’s run a test!  Submit a new submission to your form and then within a few seconds you should be able to login to Google Drive and your presentation will be there waiting for you!

Here’s what our merged presentation looked like, ready for the customer:

Congrats, you’re all done!  You can now instantly generate all kinds of presentations and save them in Google Slides.  Can you think of any other ways you can use Formstack Documents to simplify your paperwork process?

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