Blog

How to Create Automated Sales Workflows

Blog

How to Create Automated Sales Workflows

Blog

How to Create Automated Sales Workflows

Blog

How to Create Automated Sales Workflows

Blog

How to Create Automated Sales Workflows

Blog

How to Create Automated Sales Workflows

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Blog

How to Create Automated Sales Workflows

Lacey Jackson
/
April 16, 2020
Blog

How to Create Automated Sales Workflows

MIN
/
April 16, 2020
About the Episode
Episode Highlights
Meet our Guest

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Blog

How to Create Automated Sales Workflows

Blog

How to Create Automated Sales Workflows

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Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Panelists
No items found.
Infographic

How to Create Automated Sales Workflows

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business…
Download InfographicDownload Infographic

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Airtable is a great tool to help you organize, store, and share your spreadsheet data. It helps your organization avoid data silos by making business data accessible from anywhere. Connecting your Airtable and Formstack Documents account is quick and easy to set up. After the initial set up, you can start generating documents with the click of a button.

In today’s Builders tutorial, I’m going to show you how to use Formstack Documents to automate sales workflows such as monthly invoice generation and sales agreement eSignature collection.

Builders blog time requirements

This workflow will take about 20 minutes to create.

Builders blog tools requirements
Builders blog instructions


1. Upload your sales documents. Upload your customer invoice and sales agreement templates complete with merge fields to your Formstack Documents account.

NOTE: The merge fields in your document must match the fields in your Airtable account exactly. Make sure everything is spelled and capitalized correctly.

2. Set up your delivery. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can also send     customers a copy of their submission.

3. Add the Formstack Documents Block to your Airtable account. Authenticate your Formstack Documents account by adding your API Key and Secret.

4. Select your record. Select the record(s) with the data you want in your document and select “Create Document.” It’s that easy!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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