Creating the template
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 template, go to the Document tab to set up the field mapping as follows:
- Add a text field to your document.
- In the textfield options, set the Party to be the sender of the document.
- From the menu of field types, select New field.
- Enter the new field name using one of the Upsales fields from the list in the link below. You must use the exact spelling, capitalisation and syntax.
- Save your template.
Template field names:
Using the template
When you have a template ready, make sure you are connected to the Scrive account in Upsales.
See how to connect here.
If you are already connected you can create a process either from an opportunity by clicking "Send E-sign" or via the "E-Sign" tab and clicking "New E-sign". After you have followed the steps and selected the Scrive 2.0 app you can specify the recipients, the related opportunity and if the sender should sign the document.
Note: It's important that you have a "Related opportunity" selected, otherwise you will not be able to retrieve the data from the Upsales object.
After you have clicked, "Create E-sign" choose "Select from template" and select the newly created Scrive template, then select which parties from Upsales should populate the Scrive template parties and then click "Next".
The document should now have the imported Upsales data as well and be ready for send out.
If you have any further questions, you can reach out to our support at email@example.com