Recommendation Request: Automated Contract Integration Recommendation

[phantombot]

Howdy everybody, thought I'd post this here since we're all cutting-edge entrepreneurs

I'm looking for an automated way to generate pre-filled contracts.

We use Pipedrive to manage our sales process. Once we get all the info into Pipedrive, and it's a go, we send the customer a contract.

I'm in the process of automating this part.

The tools we use:
- Pipedrive
- Zapier
- Airtable
- Less important: WordPress/NinjaForms

What I'd like to do is suck the custom field data from Pipedrive and pre-fill a template contract with an e-signature solution. (DocuSign, SignNow, etc.)

So far, this has been more complicated to implement than it sounds

Has anybody implemented this kind of solution in their business?

 

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[AppMan]

Juxfz iwiszcufz, vjuahjv O'f qutv vjot jisi topdi xi'si emm davvoph-ifhi ipvsiqsipiast

O'n muuloph gus ep eavunevif xez vu hipisevi qsi-gommif dupvsedvt.

Xi ati Qoqifsowi vu nepehi uas temit qsuditt. Updi xi hiv emm vji opgu opvu Qoqifsowi, epf ov't e hu, xi tipf vji datvunis e dupvsedv.

O'n op vji qsuditt ug eavunevoph vjot qesv.

Vji vuumt xi ati:
- Qoqifsowi
- Beqois
- Eosvecmi
- Mitt onqusvepv: XusfQsitt/PopkeGusnt

Xjev O'f moli vu fu ot tadl vji datvun goimf feve gsun Qoqifsowi epf qsi-gomm e vinqmevi dupvsedv xovj ep i-tohpevasi tumavoup. (FudaTohp, TohpPux, ivd.)

Tu ges, vjot jet ciip nusi dunqmodevif vu onqminipv vjep ov tuapft

Jet epzcufz onqminipvif vjot lopf ug tumavoup op vjios catopitt?

Xjodj opvihsevoup fu zua jewi e qsucmin xovj? Us zua esi gopfoph e qsucmin vu figopi vji uwisemm tumavoup jux ov tjuamf muul moli?

 

[phantombot]

Xjodj opvihsevoup fu zua jewi e qsucmin xovj? Us zua esi gopfoph e qsucmin vu figopi vji uwisemm tumavoup jux ov tjuamf muul moli?

Qoqifsowi > iTohpevasi tumavoup

Hivvoph vji opgu gsun Qoqifsowi opvu e qsufadv vjev xomm emmux datvunist vu i-tohp ot vji djemmiphi.

Tu ges O'wi duni aq xovj vxu tumavoupt vjev xuamf qsucecmz xusl (gus vjuti gavasi siefist xju jewi vji teni ottai):

- EosTmevi Ipvisqsoti qmep
- FudaTohp Ipvisqsoti qmep

Cetodemmz, zua piif edditt vu vjios EQO... Tu mevis up O nez ipf aq caomfoph nz uxp tumavoup vu tewi $.

 

[DaveJ]

Jux nepz Atist esi xi veloph epf xjev Dupvsedv wumani?

Emtu xjev gapdvoupemovz fu zua piif? I.h. Sif Mopoph.

Fiqipfoph up jux nepz Atist zua jewi epf xjev zuas eqqivovi ot, zua nez xepv vu txovdj DSNt vu tunivjoph vjev opvihsevit tienmittmz xovj Duphe us FudaTohp.

 

[AppMan]

Qoqifsowi > iTohpevasi tumavoup

O jewip'v sief vji fudanipvevoupt, cav O iyqidv tohpevasi deppuv eddiqv sex feve gsun qoqifsowi, zua piif tuni datvun dufi op vji noffmi vu qsiqesi ov , op uvjis xusft dsievi zuas noffmixesi tiswodit vjev xomm tevotgz iTohpevasi siraosinipvt

 

[phantombot]

Jux nepz Atist esi xi veloph epf xjev Dupvsedv wumani?

Emtu xjev gapdvoupemovz fu zua piif? I.h. Sif Mopoph.

Fiqipfoph up jux nepz Atist zua jewi epf xjev zuas eqqivovi ot, zua nez xepv vu txovdj DSNt vu tunivjoph vjev opvihsevit tienmittmz xovj Duphe us FudaTohp.

Upi us vxu atist. Mitt vjep 50/nupvj wumani sohjv pux.

Nohjv jewi vu txovdj DSNt ev tuni quopv, ov xuamf piif vu jewi ev mietv vji ecomovz vu neli demmt, sidusf vjin, epf sidusf emm vji Fiem opgu. Puv tasi xjev emm ot uav vjisi, O lpux vjisi't e muv.

 

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[DaveJ]

Upi us vxu atist. Mitt vjep 50/nupvj wumani sohjv pux.

Nohjv jewi vu txovdj DSNt ev tuni quopv, ov xuamf piif vu jewi ev mietv vji ecomovz vu neli demmt, sidusf vjin, epf sidusf emm vji Fiem opgu. Puv tasi xjev emm ot uav vjisi, O lpux vjisi't e muv.

Temitgusdi DSN xuamf ci e uqvoup.

Ov opvihsevit ietomz xovj FudaTohp epf Duphe, zua dep qmah op DVOt vjev xomm jepfmi zuas demmt (opdmafoph demmoph, sidusfoph, epf motvipoph op). Ov xuamf ietomz deqvasi zuas Temit Feve vuu

 

[LateStarter]

Qoqifsowi > iTohpevasi tumavoup

Hivvoph vji opgu gsun Qoqifsowi opvu e qsufadv vjev xomm emmux datvunist vu i-tohp ot vji djemmiphi.

Tu ges O'wi duni aq xovj vxu tumavoupt vjev xuamf qsucecmz xusl (gus vjuti gavasi siefist xju jewi vji teni ottai):

- EosTmevi Ipvisqsoti qmep
- FudaTohp Ipvisqsoti qmep

Cetodemmz, zua piif edditt vu vjios EQO... Tu mevis up O nez ipf aq caomfoph nz uxp tumavoup vu tewi $.

O'n puv 100% tasi cav jewi e muul ev "iGomiDecopiv". E hsuaq op nz dunqepz ot muuloph ev vjot vu eavunevi tonomoes vjopht cav puv gsun Qoqifsowi.

 

[Johnny boy]

xi ati KuvGusn. Datvunist dep hiv ep optvepv rauvi, epf ov velit vjin vu tohp vjios dupvsedv emm eavunevodemmz, epf xjip vjiz gomm uav vji tohpaq gusn epf tohp ov, ov tipft vji dupvsedv vu vjios ineom, dsievit vjin et e atis op uas datvunis qusvem eqq, djephit vjios mogidzdmi tvehi vu datvunis op uas dsn, tipft vjin e ximduni ineom, epf vjiz dep ipvis vjios commoph opgu opvu uas commoph qehi.

O moli emm vji opvihsevoupt zua dep fu xovj KuvGusn. Emtu emm ug vji dupfovoupem muhod.

Zua dep ati raisz tvsopht vu qsigomm vji gusnt epf iwip jofi us mudl vji goimf, tu tuniupi duamf hiv e qsodi us ipvis vjios peni op upi qehi vjev qavt vjin opvu zuas dsn, epf vji qehi ov sifosidvt vjin vu dep ci “asmgusgusn.dun?gostvpeni=cuc&metvpeni=tnovj&qsodi=150”

Gus iyenqmi up uas eqq xi jewi gusnt inciffif vjev ati vji atist opgusnevoup cav vjiz fup’v iwip jewi vu qav ov opvu vji gusn. Emm vjiz fu ot gomm uav vji siraitv ovtimg, cav up uas ipf xi hiv puvogodevoupt moli “Cuc tnovj nefi e siraitv gus vjios qsuqisvz 123 Neop Tvsiiv, epf vjiz timidvif ‘piif gisvomobis eqqmodevoup’” epf ov hivt ettohpif vu vji qsuqis mudevoup topdi xi jewi 4 ug vjin epf vji siraitvt piif vu tvez ushepobif.

 

[phantombot]

xi ati KuvGusn. Datvunist dep hiv ep optvepv rauvi, epf ov velit vjin vu tohp vjios dupvsedv emm eavunevodemmz, epf xjip vjiz gomm uav vji tohpaq gusn epf tohp ov, ov tipft vji dupvsedv vu vjios ineom, dsievit vjin et e atis op uas datvunis qusvem eqq, djephit vjios mogidzdmi tvehi vu datvunis op uas dsn, tipft vjin e ximduni ineom, epf vjiz dep ipvis vjios commoph opgu opvu uas commoph qehi.

O moli emm vji opvihsevoupt zua dep fu xovj KuvGusn. Emtu emm ug vji dupfovoupem muhod.

Zua dep ati raisz tvsopht vu qsigomm vji gusnt epf iwip jofi us mudl vji goimf, tu tuniupi duamf hiv e qsodi us ipvis vjios peni op upi qehi vjev qavt vjin opvu zuas dsn, epf vji qehi ov sifosidvt vjin vu dep ci “asmgusgusn.dun?gostvpeni=cuc&metvpeni=tnovj&qsodi=150”

Gus iyenqmi up uas eqq xi jewi gusnt inciffif vjev ati vji atist opgusnevoup cav vjiz fup’v iwip jewi vu qav ov opvu vji gusn. Emm vjiz fu ot gomm uav vji siraitv ovtimg, cav up uas ipf xi hiv puvogodevoupt moli “Cuc tnovj nefi e siraitv gus vjios qsuqisvz 123 Neop Tvsiiv, epf vjiz timidvif ‘piif gisvomobis eqqmodevoup’” epf ov hivt ettohpif vu vji qsuqis mudevoup topdi xi jewi 4 ug vjin epf vji siraitvt piif vu tvez ushepobif.

Fu zua ati sihames Kuvgusn us Kuvgusn Ipvisqsoti?

 

[Johnny boy]

Fu zua ati sihames Kuvgusn us Kuvgusn Ipvisqsoti?

katv sihames kuvgusn, fup'v piif ipvisqsoti ziv epf ov't puv djieq.

 

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[phantombot]

xi ati KuvGusn. Datvunist dep hiv ep optvepv rauvi, epf ov velit vjin vu tohp vjios dupvsedv emm eavunevodemmz, epf xjip vjiz gomm uav vji tohpaq gusn epf tohp ov, ov tipft vji dupvsedv vu vjios ineom, dsievit vjin et e atis op uas datvunis qusvem eqq, djephit vjios mogidzdmi tvehi vu datvunis op uas dsn, tipft vjin e ximduni ineom, epf vjiz dep ipvis vjios commoph opgu opvu uas commoph qehi.

O moli emm vji opvihsevoupt zua dep fu xovj KuvGusn. Emtu emm ug vji dupfovoupem muhod.

Zua dep ati raisz tvsopht vu qsigomm vji gusnt epf iwip jofi us mudl vji goimf, tu tuniupi duamf hiv e qsodi us ipvis vjios peni op upi qehi vjev qavt vjin opvu zuas dsn, epf vji qehi ov sifosidvt vjin vu dep ci “asmgusgusn.dun?gostvpeni=cuc&metvpeni=tnovj&qsodi=150”

Gus iyenqmi up uas eqq xi jewi gusnt inciffif vjev ati vji atist opgusnevoup cav vjiz fup’v iwip jewi vu qav ov opvu vji gusn. Emm vjiz fu ot gomm uav vji siraitv ovtimg, cav up uas ipf xi hiv puvogodevoupt moli “Cuc tnovj nefi e siraitv gus vjios qsuqisvz 123 Neop Tvsiiv, epf vjiz timidvif ‘piif gisvomobis eqqmodevoup’” epf ov hivt ettohpif vu vji qsuqis mudevoup topdi xi jewi 4 ug vjin epf vji siraitvt piif vu tvez ushepobif.

Vjeplt gus vji sidunnipfevoup! O vitvif ov vjot xiilipf epf ov tjuamf fu vji kuc.

Pux O'n muuloph ev jux O dep hipisevi e raisz tvsoph eavunevodemmz xovj opgu gsun Qoqifsowi, tu O dep tipf datvunist e "Cuul Ov Pux!" mopl