OnePage CRM

Other How-To's


Optimizing your sales process can have a drastic impact on your business.  With a tool like OnePageCRM, you can keep your entire sales team on the same page and focused on closing deals.  From communicating with new leads to tracking the progress of deals, OnePageCRM will keep your business moving forward.

Add Formstack Documents to your sales process and you can automatically generate all types of documents right from OnePageCRM.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically generate a quote when we add a new Deal to OnePageCRM.  We’ll automatically send this quote via email to our customers for their review.

To get started, we’re going to set up the template for our quote using a Word document.  Inside Word, we’re going to add our boilerplate quote information that never changes (like our logo, contact info, etc).  Then, for the spots that we want to insert our customer/deal information, we’re going to use merge fields that look like {$CustomerName}, {$ProjectName}, etc.

Here’s what our quote template looks like:

Once you have your quote 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 then pick the file from your computer.

After you’ve uploaded your template, you’ll be taken to the Settings tab where you change 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 include the name of our customer in the name of the merged document.

Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer.  From the Deliver tab, go ahead and Edit the default email delivery.  For the To address, we’re going to choose the merge fields we used for the customer’s email address in our document. 

If you don’t have a merge field in the template, choose <<Other>> then enter a merge field like {$EmailTo}.   Feel free to customize any of the other email settings.

Once you have your email delivery saved, you’re done with the setup process inside Formstack Documents and you’re ready to integrate with OnePageCRM.  To help with this integration, we’re going to use our friends over at Zapier.

Inside Zapier, go ahead and create a New Zap.  For the Trigger, we’re going to choose OnePageCRM as the app, then New Pending Deal as the trigger.

Once you authenticate your OnePageCRM account, Zapier is going to load a test deal to make sure that everything is working correct.  Follow those steps and continue.

Next, we’re going to set up the Action of our Zap.  For the app, choose Formstack Documents and then Create Document Merge as the action.

Once you authenticate your Formstack Documents account, Zapier is going to load a list of all the documents in your Formstack Documents account.  Go ahead and pick the Quote document that you just set up and Zapier will load a list of the merge fields in your template.

For each merge field, you’ll need to pick the corresponding fields from OnePageCRM.  This tells Zapier how to send the deal info over to Formstack Documents so that it is populated in the correct spot in your template.

After you have matched up all of your merge fields, go ahead and save your Zap and turn it on.  We’re ready for a test!  Login to OnePageCRM and add a New Deal.  Zapier will detect the new deal and then send the info over to Formstack Documents.  Your quote will then be automatically emailed to the customer.

Here’s what our quote looked like ready for the customer:

Congrats, you’re all finished!  You can now generate all kinds of documents from your OnePageCRM account.  Can you think of any other ways that you can use Formstack Documents to simplify your paperwork process?

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