Simplifying your sales process can have a huge impact on your business. With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location. Add WebMerge to the process and you can instantly generate documents like contract, quotes, proposals, and more.
In this example, we’re going to show you how to automatically generate a quote when a new opportunity is added to Dynamics CRM. We’ll then email the quote directly to our customer for their review.
To get started, we’re going to setup the template for our quote. We’re going to build the template using a Word document. Inside Word, we’re going to add our repeating information like our logo, contact info, and then for the spots that we want to insert specific information about the opportunity, we’re going to use merge fields that look like: {$OpportunityName}, {$Description}, {$Customer_Name}, etc.
These merge fields can be named anything you’d like, but cannot contain spaces or special characters.
Here’s what our quote template looks like:
Once we have our template ready, we need to upload it to WebMerge. From the Documents page in WebMerge, click the New Document button. Enter a name for the document, then on the next step pick Office Document as the document type then pick the file from your computer.
After you upload your document, 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 produce a PDF and we’re going to include the name of the opportunity in our file name.
Next, we’re going to setup the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, click the Edit button under our default email delivery. For the “To” address, we’re going to select the merge field for our customer’s email address. Feel free to edit any of the other email settings.
After you save your email delivery, we are done with the setup process inside WebMerge and we’re ready to setup the integration with Dynamics CRM. To help with the integration, we’re going to use our friends over a Zapier.
Inside Zapier, we’re going to setup a new Zap. For the Trigger, we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.
After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly. Follow those steps and continue.
Next, we’re going to setup the Action of our zap and we’re going to choose WebMerge as the app, then Create Document Merge as the action.
Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your account. Go ahead and pick the quote document you just setup and Zapier is going to load a list of the merge fields in your document.
For each of the merge fields, you need to pick the corresponding fields from Dynamic CRM. This tells Zapier how to send your Opportunity data over to WebMerge so that it is populated in the correct spot on your template.
Once you have all of your merge fields matched up, we’re going to turn our Zap on and we’re ready to run a test! Open up Dynamics CRM and then create a new opportunity. Zapier will detect the new opportunity and send the data over to WebMerge and your quote will be generated.
Here's what our merged quote looked like:
Congrats, you’re all done! You can now automatically generate all types of documents from Dynamics CRM. Can you think of any other ways that you could utilize WebMerge to simplify your paperwork process?
In this example, we’re going to show you how to automatically generate a quote when a new opportunity is added to Dynamics CRM. We’ll then email the quote directly to our customer for their review.
To get started, we’re going to setup the template for our quote. We’re going to build the template using a Word document. Inside Word, we’re going to add our repeating information like our logo, contact info, and then for the spots that we want to insert specific information about the opportunity, we’re going to use merge fields that look like: {$OpportunityName}, {$Description}, {$Customer_Name}, etc.
These merge fields can be named anything you’d like, but cannot contain spaces or special characters.
Here’s what our quote template looks like:
Once we have our template ready, we need to upload it to WebMerge. From the Documents page in WebMerge, click the New Document button. Enter a name for the document, then on the next step pick Office Document as the document type then pick the file from your computer.
After you upload your document, 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 produce a PDF and we’re going to include the name of the opportunity in our file name.
Next, we’re going to setup the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, click the Edit button under our default email delivery. For the “To” address, we’re going to select the merge field for our customer’s email address. Feel free to edit any of the other email settings.
After you save your email delivery, we are done with the setup process inside WebMerge and we’re ready to setup the integration with Dynamics CRM. To help with the integration, we’re going to use our friends over a Zapier.
Inside Zapier, we’re going to setup a new Zap. For the Trigger, we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.
After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly. Follow those steps and continue.
Next, we’re going to setup the Action of our zap and we’re going to choose WebMerge as the app, then Create Document Merge as the action.
Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your account. Go ahead and pick the quote document you just setup and Zapier is going to load a list of the merge fields in your document.
For each of the merge fields, you need to pick the corresponding fields from Dynamic CRM. This tells Zapier how to send your Opportunity data over to WebMerge so that it is populated in the correct spot on your template.
Once you have all of your merge fields matched up, we’re going to turn our Zap on and we’re ready to run a test! Open up Dynamics CRM and then create a new opportunity. Zapier will detect the new opportunity and send the data over to WebMerge and your quote will be generated.
Here's what our merged quote looked like:
Congrats, you’re all done! You can now automatically generate all types of documents from Dynamics CRM. Can you think of any other ways that you could utilize WebMerge to simplify your paperwork process?
