Does the text of your documents change constantly? Need to collect form information to populate a changing word document? Now SignNow can help you with a wider range of document types with our newest integration partner: WebMerge. Webmerge lets you upload a Fillable PDF, a customized Word document, or build one from scratch using an online Document Builder. it supports flexible document types, dynamic content, and deliverability options.
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Below we’re going to show you how easy it is to generate a contract using Webmerge and send it to SignNow. The first step is to setup the document in WebMerge. We’ve taken a pretty boilerplate contract and put in our template variables for the customized information (name, company, pricing, terms, etc) that will be unique to each specific contract.
Our next step is to setup the Delivery option that will send the merged contract to SignNow. For this step, you’ll need to go to the Delivery tab, then click New Delivery and choose SignNow. Next, authorize Webmerge to send documents to your account.
After you have authorized WebMerge, you will be redirected back to the Delivery setup. Here is where you will indicate who should be signing the document. This can be a specific person/email address or you can use a variable that you have setup in your document. For our example, the signer will be the client, so we are going to use the “email” variable we have setup in our document. There are also a few other settings your can setup under the Advanced Options.
Once you have the Delivery setup, our next step is to generate a sample contract to see this all working! Let’s jump over to the Merge tab and click the Manual Entry option. Here, you’ll see a Merge URL, go ahead and click that and you’ll see a simple form that lists all of the variables that are in your document. Enter in the information you’d like merged to the contract and click Merge. This will send that information to your document and then send the document to your client via SignNow. They should see the document ready for signature in seconds.
Now you have more power and flexibility than ever in getting new and unique types of documents signed. If you are interested in help setting up this integration, simply contact email@example.com.