![]() ![]() Now you should have an idea of what are the differences between the two. Overall, the Page Designer's editor is not very flexible and is unlikely to be suitable for creating large or complex documents. ![]() You set up your templates by dragging the elements onto a grid it's relatively easy to use, but it might take a while to smooth out and add beauty to the overall picture. This allows you to create versatile and beautifully designed documents, and saves you a great deal of time.Ī straightforward step-by-step configuration interface with the functionality to test both your template and process won't let you make any mistakes:ĭocument templates are built with Page Designer's custom grid-based editor. Several options are available to help you tailor the document to your needs, such as setting the number of records to export, choosing their layout, changing page orientation, and a few other options:Īll document templates are created and configured using Microsoft Word, Excel, and PowerPoint - the tools you likely already know. ![]() Here are just a few of them:Ĭreated documents can be exported by manually saving or printing them. There are a lot of built-in delivery methods in Plumsail Documents. Once the document is populated with data from Airtable, it can be saved to the cloud, sent by email, or sent for the e-signature. There are no ready-made templates available in Airtable Page Designer. For each of these formats, there are also dozens of ready-to-use templates that you can create your documents from: Now let's compare Plumsail Documents to Airtable Page Designer by the following parameters:ĭocument generation is available in multiple formats, including Word DOCX, PowerPoint PPTX, Excel XLSX, and PDF formats. The created documents can be printed or exported as PDFs. What is Airtable Page Designer?Īirtable Page Designer lets you create a variety of documents using data from your records, ranging from business cards to catalogs and invoices. Learn how to automatically generate contracts from Airtable data in Zapier in the documentation. With Zapier, you can fully integrate Plumsail Documents with Airtable. Plumsail Documents is a tool that allows you to automatically generate documents from templates, send the result by e-mail, collect e-signatures, or save to your favorite apps. Throughout this article, we will compare both and explain their strengths and weaknesses so you can decide if you need an alternative. If you'd like to extend the functionality of Page Designer and streamline your document generation processes, you've come to the right place. You just won't have to lift an extra finger to do it.In this article, we'll look at Plumsail Documents, a more functional alternative to Airtable's built-in Page Designer tool. You'll still have incoming leads, and you'll still get those contracts out. You can connect that directly to DocuSign with a Zap, sending out signature requests when a new lead signs up. You can then have Zapier create a signature request through DocuSign.Īnother option here is Facebook Lead Ads. When LeadConnector changes a contact's status in your lead pipeline, this becomes a Zapier trigger event. It serves as a funnel for all sorts of campaigns like new TikTok leads or even offline conversions with Google Ads. For instance, LeadConnector integrates a variety of incoming leads from incoming sources. This way, you don't have to manually send out new contracts every time a lead might become a customer you can simply set up a Zap to ship off the contract for a lead to review.ĭoing so will require that you have some method of obtaining leads in the first place. You can use automation to create signature requests from new leads. But what if you're a growing business looking to acquire the signatures that turn potential clients into paying clients? Storing and setting notifications for signatures is one thing. For starters, once a contract is ready for storage, you can use that updated envelope status to upload the file to your Google Drive or Dropbox folder, and voila-you don't have to handle manual backups. When using Zapier, this trigger can handle just about everything. For example, a contract moving from an unsent "Draft" to a "Sent" contract awaiting signature means there's been an update in its envelope status. This status refers to where the contract is in the signing process. ![]() And while you can organize them manually when you only have a few contracts to review, contract organization becomes untenable as your business grows.ĭocuSign has a specific Zapier trigger-the event that starts a Zap-that can help: Envelope Status Updated. You may sign contracts with vendors, subcontractors, B2B businesses, and consultants. But if you run a business, the number of contracts you sign can get overwhelming. If you sign and save one electronic contract, it's not hard to remember where you put it. ![]()
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