Subject: Simplify Your Paperwork Process
From: WebMerge <[email-masked]>
To: Ashish Dabral <[email-masked]>
Date: Tue, 28 Aug 2018 18:26:50 +0000
List-Id: f7f0bf22c6a859f9142b18bd6mc list <f7f0bf22c6a859f9142b18bd6.3865.list-id.mcsv.net>

With WebMerge you can easily populate documents from your favorite cloud apps like CRMs, Online Forms, and more!

At WebMerge, we're all about making your life easier and automating your paperwork.

View this email in your browser (https://mailchi.mp/webmerge/4nvtpjvsd7-913901?e=78b913f92f)

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Simplify Your Paperwork
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At WebMerge, we're all about making your life easier and automating your document creation.  Here are a few more ways that you can use WebMerge to save time, money, and eliminate the headache of paperwork.

Also, make sure to check out our latest developments on our Blog. (https://www.webmerge.me/blog)
https://www.webmerge.me/blog/automatically-populate-sales-proposals-from-smartsheet

** Automatically Populate Sales Proposals from Smartsheet
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Keeping track of all your sales data can be a tough process, but with a tool like Smartsheet (https://www.smartsheet.com/) you can easily organize all of your data in a single spot and focus on closing deals.  Add WebMerge (https://www.webmerge.me/) to the mix and you can instantly populate all kinds of documents with data from Smartsheet.  You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically populate a sales proposal with data from one of our sheets in Smartsheet when we update the status of the row to Send Proposal.  We’ll then automatically email the proposal directly to our client for review.

Read More (https://www.webmerge.me/blog/automatically-populate-sales-proposals-from-smartsheet)

https://www.webmerge.me/blog/automatically-send-an-nda-to-contacts-in-solve-crm

** Automatically Send an NDA to Contacts in Solve CRM
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Using a CRM like Solve (https://solve360.com/) can be an excellent way to track your clients, deals, and other business activities.  All from a single interface, you can keep your entire organization on the same page and closing deals.

Add WebMerge (https://www.webmerge.me/) to the picture and you can instantly populate all kinds of documents with data from Solve.  From letters to contracts to quotes, you’ll never have to copy & paste data into a template again!

Read More (https://www.webmerge.me/blog/automatically-send-an-nda-to-contacts-in-solve-crm)
https://www.webmerge.me/blog/instantly-populate-and-sign-sales-contracts-from-clinchpad

** Instantly Populate and Sign Sales Contracts from ClinchPad
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Using a tool like ClinchPad (https://clinchpad.com/) to manage your sales process can be a great way to keep your entire team on the same page and closing deals.  Add WebMerge (https://www.webmerge.me/) to your sales process and you can instantly populate all kinds of documents from ClinchPad like quotes, contracts, proposals, and more.

In this example, we’re going to show you how to automatically populate a contract when we move a deal to the Send Contract stage and then instantly send the contract over to eversign (https://eversign.com/) for e-signature.

Read More (https://www.webmerge.me/blog/instantly-populate-and-sign-sales-contracts-from-clinchpad)
https://www.webmerge.me/blog/instantly-populate-contracts-for-new-woocommerce-orders

** Instantly Populate Contracts for New WooCommerce Orders
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Looking for an easy way to populate documents from WooCommerce (https://woocommerce.com/) when you receive new orders?  Setup this WebMerge (https://www.webmerge.me/) + WooCommerce integration and you can instantly populate document templates with data from your orders and send them to your customers.

In this example, we’re going to show you how to instantly populate a contract for a customer after they complete an order on WooCommerce.  We’ll then automatically send this contract over to HellSign (https://www.hellosign.com) for e-signature by our customer.

Read More (https://www.webmerge.me/blog/instantly-populate-contracts-for-new-woocommerce-orders)

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