Blog

Automatically Send Out New Client Agreements from Wave Accounting

Blog

Automatically Send Out New Client Agreements from Wave Accounting

Blog

Automatically Send Out New Client Agreements from Wave Accounting

Blog

Automatically Send Out New Client Agreements from Wave Accounting

Blog

Automatically Send Out New Client Agreements from Wave Accounting

Download PDFDownload PDF
Blog

Automatically Send Out New Client Agreements from Wave Accounting

Formstack
/
March 30, 2017
Blog

Automatically Send Out New Client Agreements from Wave Accounting

MIN
/
March 30, 2017
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

Blog

Automatically Send Out New Client Agreements from Wave Accounting

Blog

Automatically Send Out New Client Agreements from Wave Accounting

Get the Report

Great, thank ya!

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

Automatically Send Out New Client Agreements from Wave Accounting

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.

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

Panelists
No items found.
Infographic

Automatically Send Out New Client Agreements from Wave Accounting

Learn how you can automate your business with Formstack Documents and Wave Accounting
Download InfographicDownload Infographic

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

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

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add Formstack Documents to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a new client agreement when we add a new customer to Wave and then we’ll get that eSigned using SignNow.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to insert our boilerplate agreement information, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our agreement template looks like:



Since we’re going to be collecting signature via SignNow, we need to insert a signature tag in the document where we want the signature to go.  This tag is just like any other text and looks like: {literal}{{t:s;r:y;o:"Signer";}}{/literal}.



Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you upload your template, you’ll be taken to the Settings tab where 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 output a PDF and we’ll include the name of our customer in the file name.



Next, we’re going to setup the delivery of our document to SignNow so that our agreement is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and then select SignNow.

After you authenticate your SignNow account, you’ll need to indicate the signer’s email address.  We’re going to use a merge field for the signer’s email address.  If you don’t have an email merge field in your document, choose <> from the dropdown then enter something like {$Email}.



Once you have saved your SignNow delivery, we are done with the setup process inside Formstack Documents and we’re ready to setup the integration with Wave.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Wave as the app, then New Customer as the trigger.



After you authenticate your Wave account, Zapier is going to load a test customer to make sure everything is working properly.  Follow those steps and move on. Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.



Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the agreement template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wave.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wave and add a new customer.  Zapier will detect this new customer and your agreement will be populated and sent to SignNow.

Here’s what our agreement looked like ready to sign in SignNow:



With this workflow, you can  automatically generate all kinds of documents with Formstack Document and your Wave account. Start a free trial today, and see how Formstack Documents can simplify your paper processes.

Formstack
Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
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.