Create documents in WebMerge for new proposals in Bidsketch
When this happensStep 1: Proposal Accepted or Declined
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
- A proposal is accepted or declined in Bidsketch
- Zapier sends data to a WebMerge document