Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Download PDFDownload PDF
Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Lacey Jackson
/
December 30, 2019
Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

MIN
/
December 30, 2019
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Get the Report

Great, thank ya!

You can now access the content.
Oops! Something went wrong while submitting the form.
Blog

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

Panelists
No items found.
Introduction
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Panelists
No items found.
Infographic

Automatically Generate Sales Quotes with Microsoft Dynamics CRM

It only takes three simple steps to start automatically generating custom sales quotes from Microsoft Dynamics CRM with Formstack Documents.
Download InfographicDownload Infographic

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add Formstack Documents to the process, and you can instantly generate documents like contracts, quotes, proposals, and more.

Today, we’re going to share how you can automatically generate a sales quote when a new opportunity is added to Dynamics CRM.

For this tutorial, you’ll need:

  1. Microsoft Dynamics CRM account
  2. Formstack Documents account
  3. Zapier account
  4. Formstack Documents API/Secret Key
  5. Sales Quote template with merge fields.

Here’s what our example sales quote template looks like:

sales quote


Step 1: Create your delivery.

Once your template is ready, upload it to your Formstack Documents account.  After you upload your document, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to produce a PDF, and include the company name in the title of our file.

sales quote template


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer. Under the Deliver tab, select “New Delivery,” and choose email.  For the “To” address, we’re going to select the merge field for our customer’s email. See our example email below.

sales quote template to document creation


Step 2: Set up your Zap.

Now, we’re done with the setup process inside Formstack Documents, and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use Zapier.

Inside Zapier, we’re going to set up a new Zap. For the “Trigger,” we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.

sales quote zapier trigger


After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow the steps outlined by Zapier and continue.

For the “Action,” we’re going to choose Formstack Documents as the app and “Create Document Merge” as the action.

Step 3: Turn on your Zap.

Once you authenticate your Formstack Documents account, Zapier will load a list of your documents. When you select your sales quote document, Zapier will load all of the merge fields in your document. You’ll need to match each of the merge fields to corresponding fields in Dynamics CRM.  This tells Zapier how to send your data to your document.

Once you have all of your merge fields matched up, go ahead and turn on your Zap to run a test! Open up Dynamics CRM, and create a new opportunity.  Zapier will detect the new opportunity and send the data over to Formstack Documents where your quote will be generated.

Here's what our merged quote looked like:

Formstack Documents merged documents


Wasn’t that easy? It only takes three steps to start automatically generating documents with Dynamics CRM. If you have additional questions about how you could apply these steps to your business, we’re here to help. Please reach out to us, and we’ll work to address any of your concerns as soon as possible.


If you’re interested in testing out this workflow, you can get started today with a free trial of Formstack Documents.

Lacey Jackson
As a Product Marketing Manager at Formstack, Lacey is dedicated to creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
More Articles
Meet The Host
CEO of
Connect
Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.