How to import Upsales data into Scrive contract templates

To auto populate your contracts with CRM data, you need to create a Scrive template and add a custom field for each type of Upsales data you want to import. For general steps on how to create Scrive templates, see these support articles. 

Once you have created a Scrive document template, go to the Fields tab to set up the field mapping as follows:

1. Add a text field to your document.
2. Set the Party to be the sender of the document.
3. From the menu of field types, select New field.
4. Enter the new field name using one of the Upsales fields from the list below. You must use the exact spelling, capitalisation and syntax.
5. Save the Opportunity (or Contact or Company) to the signing process by selecting it either from the drop-down menu for adding more signing parties or the More... drop-down menu. You must do this in order to auto populate the new fields.