RightSignature + Webmerge Integration: Create and Send Custom Documents for Online Signing Automatically
Webmerge is the document automation service designed for the integrated web. Acting as the routing station for your business documents, Webmerge pulls your data from anywhere, including your CRM or spreadsheets, and automatically merges it into stylish customizable templates for invoices, contracts, and more.
Webmerge sets itself apart by teaming up with your favorite online software to deliver your documents wherever they need to go. Front and center is the RightSignature + Webmerge integration, which lets you send your documents for your contacts to sign online with fast, easy electronic signatures.
To get started, just follow these simple steps:
- Create a Webmerge account.
- Use Webmerge’s document builder to create a new template. Or, upload your own template design in HTML, PDF, or Microsoft Word format, and specify your merge fields.
- Click the Delivery tab in Webmerge and click the “+ New Delivery” button. Then, click the RightSignature icon and click the “Login to RightSignature” button. Enter your RightSignature login credentials to connect your RightSignature account to your Webmerge account. Then, select the Webmerge fields that correspond to your signer’s name and email address and add a subject to your document. You can also add additional signers or turn on sequential signing. When you are finished, click Save Delivery.
- Click the Merge tab in Webmerge to pull in data from your CRM or other system, or upload a spreadsheet. You can also enter your data manually. Webmerge instantly and automatically creates a new customized document by merging your data into the template of your choice, then automatically sends it to your signer with RightSignature.
With the RightSignature + Webmerge integration, a beautiful new proposal or customized contract is just minutes away from the hands of your client or customer, saving you unnecessary work and retyping. Webmerge’s integrated delivery system saves you time and let you get deals done faster by automating the creation of your document as well as the document’s delivery in a single simple workflow.
Jeremy Clarke, Founder at Webmerge, says:
RightSignature is the fastest, easiest way to get documents signed online, and an important integration for Webmerge. Webmerge is designed to create stylish, well-designed custom documents and send them in a single step, and to do so, we knew we needed to team up with RightSignature. The end result is an integration that lets our users turn their loose data into a finished proposal or contract that’s delivered to a client for signature in minutes."