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Create documents in WebMerge for new proposals in Bidsketch

  1. When this happensStep 1: Proposal Accepted or Declined

  2. Then do thisStep 2: Create Document Merge

Need a way to populate letters, invoices and other documents automatically the moment proposals are accepted or declined in Bidsketch? Setup this Bidsketch-WebMerge integration so that each time a client accepts your proposal in Bidsketch, Zapier will pull information from the application to complete a WebMerge template.

How this Bidsketch-WebMerge integration works

  1. A proposal is accepted or declined in Bidsketch
  2. Zapier sends data to a WebMerge document

Apps involved

  • Bidsketch
  • WebMerge
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