4 Smart Ways to Transform Data into Documents

Written by Lacey Jackson on July 30, 2019

Posted in Workflow Automation

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform. Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for the Formstack + WebMerge integration. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal 
  4. Small Business / Salesforce

 

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack and WebMerge, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to WebMerge and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

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Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets. Formstack and WebMerge can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

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NDA Signature Collection

With Formstack,WebMerge and our recent acquisition, InsureSign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. WebMerge has a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to WebMerge where the NDA document template will be automatically populated. It will then be sent to InsureSign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting nda digital signatures.

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Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Formstack + WebMerge is the way to go. With Formstack and WebMerge, your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

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Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?


 
Formstack and WebMerge can transform how you collect data and generate documents. Try any of these workflows and many more with a
14-day free trial.