Automate your contract sending process!


Use placeholders to merge custom text into the contracts

  1. Add Placeholder fields to your contract template and save it (eg: country, city in the example above)
  2. Add matching Placeholder fields to your Zap, and populate it with the information from your CRM (Salesforce, Hubspot, Airtable, etc)

Done! Next time you trigger a contract, the information will all be filled in automatically.