Using a CRM that integrates directly with your email can be an integral part to simplifying your sales process and ensuring no deals fall through the cracks.  Copper, the simple CRM for Google Apps, is a perfect tool for those teams using Gmail.

With Copper, all of your emails will be automatically tracked, contacts will be suggested to add to your CRM, and you can easily generate opportunities from any of your contacts and track the progress. The integration is seamless.

With the help of Formstack Documents, we can take the automation a step further and automatically populate documents like letters, proposals, contracts, quotes, and more.

In this example, we’re going to show you how you can automatically generate a contract from Copper and send it to the customer for signature via DocuSign when you update an Opportunity to the “Contract Sent” stage.

To get started, we’re going to setup our template contract using a Word document.  Inside our template, we’re going to add our boilerplate contract information, then we’re going to add merge fields in the spots where we want our opportunity information to be inserted.  These merge fields look like {$OpportunityName}, {$FirstName}, etc.

Here’s what our template looks like:

Since we’re going to be collecting a signature for this contract via DocuSign, we’re going add the DocuSign signature tags so that DocuSign knows where to place the signature on your document.  This signature tag looks like:   \s1\

Once we have our template ready, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button.  Give the document a name and then on the next step, you’re going to pick the file from your computer.

Next, you’re going to be taken to the Settings tab where you can update options like the type of file that you want to generate 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 the opportunity in our file.


After we update the settings, we’re going to setup our integration with DocuSign.  Jump over to the Deliver tab and click New Delivery.  Choose DocuSign from the list and then login to your DocuSign account.

After you’ve logged into DocuSign, you’ll need to indicate the signer of the document by adding the merge fields for our customer’s name and email.


Once you have the DocuSign delivery finished, we’re all done with the setup in Formstack Documents and we’re ready to setup the integration with Copper using Zapier.  Zapier is a fantastic tool that allows you to easily integrate hundreds of services and automate many workflows.

Inside Zapier, go ahead and create a New Zap.  For the Trigger, we’re going to choose Copper as the service and then Updated Opportunity Stage as the trigger.


Once we authenticate our Copper account, Zapier will have us choose which stage we want to look for.  We’re going to pick Contract Sent.

Next, we’re going to setup the Action of our Zap.  We’re going to select Formstack Documents as the service and then Create Document Merge as the action.


After 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 select the contract document that you just setup.

Once you pick the document, Zapier is going to load a list of all the merge fields that are in your document.  For each of the merge fields, select the corresponding fields from Copper. This tells Zapier how to send the data over to Formstack Documents so that it is placed in the correct spot in your document.


After you have matched up all of your fields, go ahead and save your Zap and then turn on the Zap!  Now it is time to run a test.  Login to Copper and create a test opportunity. Then update the opportunity to the “Contract Sent” stage and Zapier is going to detect the update and send the opportunity info over to Formstack Documents. Your contract will be generated and then sent to DocuSign for signature.

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

That’s it, you’re all done!  You can now automatically generate all kinds of documents from your Copper account.  Can you think of any other ways that you can use Formstack Documents to simplify your paperwork?

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