Create quotes from new OnePageCRM deals with WebMerge
When this happensStep 1: New Pending Deal
Then do thisStep 2: Create Document Merge
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!
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this OnePageCRM-WebMerge integration works
- A new deal is added to OnePageCRM
- Zapier automatically sends the data to WebMerge