Formsite

Collecting information from your customers can be a time consuming task unless you have the right tools.  With an online form tool like Formsite, you can build forms for your website to collect info from leads, current customers, and more.

Add in WebMerge to the mix and you can take all that information you’re collecting and populate documents like invoices, letters, receipts, and more.  In this example, we’re going to show you how to automatically populate a contract with buyer info we collect through an online form.

To get started, we’re going to setup the template for our contract using a Word document.  Inside the Word document, we’re going to add our boilerplate contract info then for the spots that we want our customer’s info to go, we’re going to add merge fields that look like: {$FirstName}, {$LastName}, etc.

Here’s what our contract template looks like:
 


Since this document is a contract, we’re going to be collecting a signature using HelloSign.  We need to add a signature tag to our document so that HelloSign knows where to place the signature in the document.  This signature tag is just like any other text in your document and looks like: [sig|req|signer1]
 


Once you have your template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name.  On the next step, click Office Document for the document type and select the file from your computer.
 


After you’ve uploaded your file, you’ll be taken to the Settings tab where you can modify 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 customer in the file name.
 


Next, we’re going to setup the HelloSign delivery so that our merged contract is automatically sent over to HelloSign for signature.  On the Deliver tab, click the New Delivery button and select HelloSign.  After you enter your HelloSign API Key, you’ll need to setup the signers using merge fields.  If the merge fields are not in your document, you can select <<Other>> from the dropdown and enter a new merge field.
 


Once you have the HelloSign delivery finished, it’s time to setup the integration with Formsite so that form submissions are automatically sent over to WebMerge.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, click the New Zap button.  For the Trigger, we’re going to pick Formsite as the service and then New Form Result as the trigger.
 


After you authenticate your Formsite account, Zapier is going to have you pick the form that you want to monitor.  Go ahead and pick the form.
 


Next, we’re going to setup the Action of our Zap.  For the service we’re going to pick WebMerge and then Create Document Merge as the action.
 


After you have authenticated your WebMerge account, Zapier is going to load a list of the merge fields that are in your account.  Go ahead and pick the contract document that you setup.  Once you pick the document, Zapier is going to list of merge fields in your document.

For each of the merge fields in your document, pick the corresponding Formsite form fields. This tells Zapier how to send your form data over to WebMerge so that it gets populated in the correct spot in your template.
 


Once you have matched up all of your merge fields, go ahead and save your Zap and turn it on.  It’s time to run a test!  Login to your Formsite form and submit a test submission.  Zapier will detect the new result and then automatically send the data over to WebMerge.  Your contract will be generated and then sent over to HelloSign for signature.

Here’s what our contract looks like ready for signature:
 


Congrats, you’re all done!  You can now automatically generate all kinds of documents from your Formsite forms.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?
 

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