Automatically create sales proposals from Wufoo forms and send by email using Zapier

In this article, we’ll review how to create personalized sales proposals from online web forms. It’s a useful approach to capture and handle leads right away before they go cold. We’ll use the mix of Wufoo forms and Plumsail Documents in Zapier.

Brief description of use case: There is a lead capture Wufoo form on your site. The goal is to create personalized sales proposals and email directly to potential customers having completed the form. We’ll use Wufoo form submission data to populate a sales proposal template, then will send the resulting document by email.

Before we start, let’s revise involved apps and required accounts:

Please, make sure you have all the accounts to follow the steps described below.

Wufoo form overview

You can create a Wufoo form from scratch. But there is a gallery of form templates you can use as they are or modify according to your needs.

We picked up a sales lead form from the gallery and customized it a bit:

wufoo sales lead form

Create new process in Plumsail Documents

To start with, let’s create and configure the process which will trigger on Wufoo form entries. It will populate a sales proposal template and will deliver the ready document attached to the personalized email to our customer. It all will happen automatically.

Go to the Processes section in your Plumsail account and click on the Add process button:

add process button

Give a name to the process. Select a template type. We’ll pick DOCX as we’re going to create sales proposals from a Word template and then convert to PDF.

new process for sales proposals from Wufoo

Configure template

Continue by clicking Next. You’re on the Configure template step now. It consists of two substeps:

  • Editor;

  • Settings.

In Editor, you can compose templates from scratch or upload a pre-made ones. It’s also possible to modify the uploaded template online.

We have already prepared a sales proposal template in a DOCX format. It’s not a sophisticated one, just to demonstrate the case of how you could automate the process. Here is the picture of our sales proposal template:

DOCX sales proposal template

Feel free to download this sales proposal template to test the same case. Then upload the sales proposal template to the process:

upload template file

Templating syntax

You can see from the picture that the template has tokens enclosed in {{curly brackets}}. We highlighted them purple to attract your attention. These tokens will be replaced by Wufoo form entry data.

Before you create a template for your sales proposals, consult how the Word DOCX templates work. You already know that everything in {{double curly brackets}} is variables where the templating engine applies your source data. You may find useful other features of Plumsail Documents templates like the support of tables, lists, charts, and many more.

Test template

You can instantly check how the resulting file will look.

For that, click on the Test template. You’ll see the dialog where you need to insert some data in JSON format. This data represents what the templating engine should paste instead of {{tokens}}. So, this data must correspond to tokens from the template.

test template

To test the sales proposal template from this example, copy and paste the JSON data presented below.

Note

This is JSON for testing. We will pass data from Wufoo forms to our process. See the Start process section.

{
  "customerName": "Jessica Adams",
  "customerCompany": "Coffee shop",
  "customerEmail": "j.adams@coffeeshop.com",
  "date": "2020-09-03T18:25:43-05:00"
}

After you clicked on the Generate document button, you’ll be redirected to the new tab showing the document preview.

If you’re satisfied with it, click on the Save&Next. Now you’re on the Settings substep.

configure template

Here you customize the following parameters:

Template mode. It is Testing by default. It means you won’t be charged for this process runs, but result documents will have a Plumsail watermark. Change it to Active to remove the watermark.

Output filename. Use tokens to make it personalized. They work the same way as in the template.

Output type. By default, it is the same as your template’s format. In this particular case, it’s DOCX. We’re changing it to PDF to send the resulting sales proposal in PDF.

Test template. You can test the template from the Settings as well - to check how the customized settings will appear in the final sales proposal. The procedure is the same as we did before.

Delivery

The next step is delivery. We need to send our sales proposals to customers by email. Select an email delivery and customize it according to your needs.

That’s how we did it:

  • We used token {{customerEmail}} to the specify the recipient email. It will adjust automatically each time someone submits out Wufoo form.

  • We also used some tokens from our template in the email body to make the message more personalized.

  • And we expanded Advanced settings to customize Display name and Reply-to address.

email delivery for sales proposals

You can add as many deliveries as you need. Check out the full list of available deliveries.

Start process

We’ll start our process from Zapier.

Create Zap

Zap is an automated connection between apps in Zapier. Every Zap has a trigger - an event that makes this Zap launch. And after the trigger, an action or a series of actions to perform.

In our case, the zap has just two steps - trigger and action. This is how it looks:

zap Wufoo and Plumsail Documents

New entry in Wufoo

The zap triggers on new Wufoo form entries. Please, search for Wufoo, then select an action - New entry.

assign wufoo trigger

On the next step, you’ll need to connect to your Wufoo account from Zapier. And then, you’ll be able to select the form you’d like to track:

select Wufoo form to track

After that, test the trigger to find data. To succeed, you need to have at least one entry done.

test wufoo to find data

It’s needed for using the trigger output in the next step.

Start process in Plumsail Documents

To add an action, search for Plumsail Documents. Assign the Start process action.

start process in plumsail documents

Click Continue. If this is your first Zap, at this point, you’ll need to sign in to your Plumsail Account from Zapier to establish a connection between the app and your account. If you already have a Plumsail account tied to the app, you can add another one at this step, and use it instead.

Customize Start Process

Choose the process you want to start by this Zap from the dropdown.

You may see fields to complete - they have the same names as tokens from the template. Actually, these fields are created based on tokens.

To fill in them, use the output from the Wufoo trigger:

trigger output to populate template

Our zap is ready! Just turn it on.

turn zap on

From that moment, every time your potential customer completes the Wufoo form on your site, they’ll receive an email with a personal sales proposal attached.

incoming email with sales proposal attached

Hint

Check out other Forms integrations examples to find out more ways of making your work easy.