Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time.

We also support Google Sheets!

Google Docs

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.

Quip

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

DocSend

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.

Formstack Documents

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Insightly

Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.

Contactually

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

Solve CRM

Looking for a way to automatically generate proposals when you add a new contact in Solve CRM?  Setup this Solve-WebMerge integration and each time you add a contact, Zapier will send the data to your template in WebMerge.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Solve-WebMerge integration works

Zapier automatically sends data to WebMerge

Formstack Documents

Solve CRM

Formstack Documents

Solve CRM

Create proposals for new Solve contacts with WebMerge

How this Solve-WebMerge integration works

Apps involved

Create Personalized Documents from Solve 360 with WebMerge

Merge WebMerge documents with new tagged contacts on Solve CRM

Automatically populate WebMerge templates from new tagged contacts in Solve

Connect Formstack Documents + Solve CRM in Minutes

All Triggers & Actions

Connect the apps you use every day