Automatically Generate Quotes for Deals in Microsoft Dynamics CRM

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?

Automatically Populate Applications from MySQL Databases

Saving information in a MySQL database is a great way to keep track of a lot of data, but it’s not a very user-friendly way to view the data.  With a tool like WebMerge you can instantly populate templates with data from your database and send off to customers or internal departments.

In this example, we’re going to show you how to automatically populate an application form with data from our MySQL database.  We’ll then automatically email the application to our review team.

To get started, we’re going to setup the template for our application using a Fillable PDF.  This is a PDF with fields that can be filled in with information (like many government forms).  We’re going to use a PDF editor like Nitro to edit the PDF and add the fields we’re going to populate from the database.

Here’s what our application template looks like:
 

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

After you have uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can modify various settings like the type of file that is generated and the name of the file.  For this example, we’re going to output a PDF and include the name of our applicant in the file name.
 

Next, we’re going to setup the delivery of our document so that it is automatically emailed directly to our review team.  Under the Deliver tab, we’re going to Edit the default email delivery.  For the To address, we’re going to enter our review team’s email address, then customize any of the other email settings.
 

Once we have our email delivery updated, we’re done with the setup process in WebMerge and we’re ready to integrate with our MySQL database.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to setup a New Zap.  For the Trigger, we’re going to choose MySQL as the app then New Row as the trigger.
 

Once you authenticate your MySQL database, you’ll have to select the table that you want to monitor.  Follow those steps and continue.

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

Once you authenticate your WebMerge account, Zapier is going to load a list of all the documents you have setup in your account.  Go ahead and pick the Application that you just setup and Zapier will load a list of the merge fields in your template.

For each merge field, you need to pick the corresponding field from your MySQL database.  This tells Zapier how to send the database information over to WebMerge so that it is populated in the correct spot on your template.
 

Once you have matched up all of your merge fields, go ahead and save you Zap and turn it on.  We’re ready for a test!  Open up your database and add a new row to your table.  Zapier will detect this new row and automatically send the data over to WebMerge and your application will be generated.

Here’s what our merged application looked like:
 

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

Automatically Save Documents in SharePoint with Microsoft Flow

SharePoint is a great tool for keeping track of all business documents and integrating with Microsoft Office.  Easily share documents with your entire team and access them from any device.

With WebMerge, you can automatically create documents like contracts, invoices, reports, and more with the click of a button.  Integrate with your favorite CRM, billing system, or other data source and you’ll never have to copy and paste again.

In this example, we’re going to show you how to automatically generate an invoice from Microsoft Dynamics CRMand save the document in SharePoint using a great tool called Microsoft Flow.

To get started, we’re going to setup the template for our invoice using the online document builder in WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, pick the Build Your Own document type and then continue.
 

Next, we’re going to setup our invoice template in the document builder.  We’re going to add our logo, contact information, and then for the spots that we want to insert our customer/invoice details, we’re going to use merge fields that look like {$CustomerName}, {$Address}, {$Amount}, etc.

Here’s what our invoice template looks like:
 

After we’re finished our template and saved it, we’re going to move on to the Settings tab where we can modify various options like the type of file that’s generated and the name of the file.  For this example, we’re going to produce a PDF version of the invoice and we’re going to include the name of our customer in the file name.
 

Next, we’re going to setup the delivery of our document so that it is automatically emailed to our customer (in addition to saving it in SharePoint which we’ll do in a little bit).  From the Deliver tab, click the Edit button on the default email delivery.

For the To address we’re going to use a merge field for the customer’s email address.  If you don’t have a merge field in your template, choose the <<Other>> option then enter something like {$EmailTo}.  Feel free to edit any of the other settings.
 

After we have saved our email delivery, we are done with the setup process inside WebMerge and we’re ready to integrate with Dynamics CRM using Microsoft Flow.

Inside Microsoft Flow, we’re going to create a New Flow.  For the Trigger, we’re going to choose Dynamics CRM and then the “When a record is created” option.
 

Once you have logged into your Dynamics account, Flow will have you pick your organization and then the object that you want to monitor.  We’re going to look for new Opportunities.
 

Next, we’re going to setup the action of our Flow.  We’re going to choose WebMerge then Merge Document as the action.
 

After we’ve authenticated our WebMerge account, Flow is going to load a list of the documents in our WebMerge account.  Go ahead and select the Invoice template that you just setup and then flow will load a list of the merge fields in your template.

For each merge field you need to pick the corresponding fields from Dynamics CRM.  This tells flow how to send the data over to WebMerge so that it gets populated in the correct spot on your template.
 

After you’ve matched up all of your merge fields, we’re going to add one more option so that the file is automatically saved in SharePoint.

Click the Add Action button and then choose SharePoint from the list.  After your authenticate your SharePoint account, you’ll have to pick the folder that you want to save your file in.
 

After you have saved your SharePoint action, go ahead and save your flow.  You’re ready for a test!  Login to Dynamics CRM and then add a new Opportunity.  Flow will detect this new opportunity and send the data over to WebMerge.  Your invoice will be generated and then saved in SharePoint.

Here’s what our invoice looked like:
 

Congrats, you’re all done!  You can now automatically generate all types of documents and save them in SharePoint.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?

Automatically Send Quotes for New Deals in OnePageCRM

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 WebMerge 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 customer for their review.

To get started, we’re going to setup 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 WebMerge.  From the Documents page in WebMerge, 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 setup 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 WebMerge 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 setup the Action of our Zap.  For the app, choose WebMerge and then Create Document Merge as the action.
 

Once you authenticate your WebMerge account, Zapier is going to load a list of all the documents in your WebMerge account.  Go ahead and pick the Quote document that you just setup 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 WebMerge 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 WebMerge.  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 WebMerge to simplify your paperwork process?

Automatically Generate Contracts and Agreements from Microsoft Dynamics CRM

Managing your sales process can be a difficult task unless you have the right tools in place.  With a CRM like Microsoft Dynamics CRM, you can manage your leads, contacts, and opportunities from a single interface.  Plus, your whole team can always be in sync.

Another way you can improve your sales process is to add WebMerge to the mix to automatically generate documents like contracts, invoices, quotes and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how you can automatically generate NDA agreements for each new contact that we add to our CRM.  We’ll also automatically send out the contract for e-signature via DocuSign.  To help with the integration between Dynamics and WebMerge, we’ll be using our friends over at Zapier.

To get started, we’re going to setup the template for our NDA agreement using a Word document.  Inside the Word document, we’re going to add our boilerplate agreement terms, and then for the spots that we want our contact’s information to go, we’re going to use merge fields that look like {$FirstName}, {$LastName}, {$Address}, etc.

Here’s what our template looks like:
 

Since we’ll be collecting a signature using DocuSign, we need to add a signature tag to our document as well so that DocuSign knows where to embed the signature.  This signature tag is just like any other text in your document and looks like:  \s1\
 

Once we have our template all 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, select Office Document as the document type and then pick the file from your computer.
 

After you’ve uploaded your template, you’ll be taken to the Settings tab.  Here, you can update various 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 include the name of our contact in the file name.
 

Next, we’re going to setup the integration with DocuSign so that our document is automatically delivered to DocuSign for signature.  Under the Deliver tab, click the New Delivery button and select DocuSign.

After you authenticate your DocuSign account, you’ll need to define the signers using merge fields.  If you don’t have these merge fields in your document, simply select <<Other>> from the dropdown and then type in new merge fields.
 

After we’ve finished up the Docusign delivery, we’re done with the setup inside WebMerge and we’re ready to setup the integration with Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Microsoft Dynamics CRM as the service and then New Contact as the trigger.
 

After you authenticate your Dynamics CRM account, Zapier will load a test contact to make sure everything is working correctly.

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

After you authenticate your WebMerge account, Zapier is going to load a list of all the documents in your WebMerge account.  Go ahead and pick the NDA template that you just setup.  Once you pick the document, Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Microsoft Dynamics CRM.  This tells Zapier how to send data over WebMerge so that it gets 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.  It’s time to run a test to make sure everything is working correctly.  Login to Dynamics CRM and add a new contact.  Zapier will detect this new contact, send the data over to WebMerge, and your contract will be generated and sent over to DocuSign.

Here’s what our NDA looked like ready for signature:
 

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

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Instantly Send Proposals for New Opportunities in Microsoft Dynamics CRM

Streamlining your sales process can have huge benefits to both your customers and your sales team.  From helping your sales team track leads to closing deals faster, with a tool like Microsoft Dynamics CRM you can put your best foot forward.

Along with the sales process comes the paperwork and with a tool like WebMerge, you can automatically generate all kinds of documents like invoices, quotes, contracts, and more.  In this example, we’re going to show you how to automatically generate a proposal for new opportunities that are added to Dynamics CRM.

To get started, we’re going to setup the template for our proposal using a Word document.  Inside our Word document, we’re going to include our boilerplate proposal information, and then for the spots that we want data from our opportunity to be inserted, we’re going to add merge fields like {$FirstName}, {$OpportunityName}, etc.

Here’s what our proposal template looks like:
 

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

After you upload your template, you’re going to be taken to the Settings tab where you can update various settings 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 opportunity in the name of the file.
 

Next, we’re going to setup the Email delivery so that our proposal is automatically emailed to our client when it is generated.  Under the Deliver tab, go ahead and Edit the default email delivery.  For the “To” address, we’re going to change that to the merge field for our contact’s email address.  Feel free to change any of the other settings for the email.
 

After we have our email delivery saved, we’re ready to integrate our proposal template with Microsoft Dynamics CRM.  To help with the 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 Microsoft Dynamics CRM as the service and then New Opportunity as the trigger.
 

After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity from Dynamics CRM to make sure everything works correctly.  Follow those steps and move on.

Next, we’re going to setup the Action of our Zap.  For the service, select WebMerge and 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 proposal template that you just setup in WebMerge.  Once you pick the template, Zapier will load a list of all the merge fields in your template.

For each of the merge fields you need to pick the corresponding field from Dynamics CRM.  This tells Zapier how to send the data over to WebMerge so that it gets populated in the correct spot on your template.
 

Once you have matched up all of your merge fields, go ahead and save your zap and then turn it on.  We’re ready for a test! Login to Dynamics CRM and create a new opportunity.  Zapier will detect this new opportunity and send the data over to WebMerge.

Here’s what our proposal looked like:
 

Congrats, you’re all finished!  You can now automatically generate all kinds of documents from Microsoft Dynamics CRM.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?

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