Create quotes from new OnePageCRM deals with WebMerge
Need a way to automatically populate documents from OnePageCRM? Setup this OnePageCRM-WebMerge integration, and whenever you add a new deal to OnePageCRM, Zapier will send the information over to your WebMerge template - automatically generating contracts, quotes, proposals, and more!
Need a way to automatically populate documents from OnePageCRM? Setup this OnePageCRM-WebMerge integration, and whenever you add a new deal to OnePageCRM, Zapier will send the information over to your WebMerge template - automatically generating contracts, quotes, proposals, and more!
- When this happens...
- automatically do this!Create Document Merge
Send data to your Merge URL.
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Contact ID
Try ItFilter by Type
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItContact ID
Try It
Completed Next Action
Triggers when a next action is completed.
Try ItContact ID
Try ItDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try It
Related categories
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.