Formstack Documents + Pipeline CRM
Create WebMerge documents from Pipeline CRM
The sales deal. Something many strive for but can contain many moving parts. By implementing a simple automation, you can free up more time to work on those deals and worry less about all of the tedious tasks.
The sales deal. Something many strive for but can contain many moving parts. By implementing a simple automation, you can free up more time to work on those deals and worry less about all of the tedious tasks.
- When this happens...New Deal
Triggers when a new deal is created in your PipelineDeals account.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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DocumentsAbout Pipeline CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
