phantombot
New Contributor
User Power
Value/Post Ratio
112%
- Nov 7, 2021
- 17
- 19
Howdy everybody, thought I'd post this here since we're all cutting-edge entrepreneurs
I'm looking for an automated way to generate pre-filled contracts.
We use Pipedrive to manage our sales process. Once we get all the info into Pipedrive, and it's a go, we send the customer a contract.
I'm in the process of automating this part.
The tools we use:
- Pipedrive
- Zapier
- Airtable
- Less important: WordPress/NinjaForms
What I'd like to do is suck the custom field data from Pipedrive and pre-fill a template contract with an e-signature solution. (DocuSign, SignNow, etc.)
So far, this has been more complicated to implement than it sounds
Has anybody implemented this kind of solution in their business?
I'm looking for an automated way to generate pre-filled contracts.
We use Pipedrive to manage our sales process. Once we get all the info into Pipedrive, and it's a go, we send the customer a contract.
I'm in the process of automating this part.
The tools we use:
- Pipedrive
- Zapier
- Airtable
- Less important: WordPress/NinjaForms
What I'd like to do is suck the custom field data from Pipedrive and pre-fill a template contract with an e-signature solution. (DocuSign, SignNow, etc.)
So far, this has been more complicated to implement than it sounds
Has anybody implemented this kind of solution in their business?
Dislike ads? Remove them and support the forum:
Subscribe to Fastlane Insiders.