I am currently looking into Formstack for our proposal and contract integration, and there aren't any reviews with the integration capabilities. Is anyone utilizing Formstack as their proposal and contract solution? If not, what are others using?
Formstack Documents (WebMerge)Discussion on Formstack Documents, a tool which allows you to populate documents like contracts, quotes, proposals and more.
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Discussion on Formstack Documents, a tool which allows you to populate documents like contracts, quotes, proposals and more.
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0 questions
3 posts
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Apps and IntegrationsFeedback & SuggestionsProposalsFormstack Documents (WebMerge)Proposals & contractsHi All. Im pulling data from pipedrive to formstack documents to create automated doecument merges. So far, all field values show correctly except the fields that have "person type". Those are showing up as numbers instead of text/string. I have made sure im using the exact same merge tags for my document mappings.Can anyone help please?
If so, what do you use it for and what's the integration with Pipedrive like?