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in this video you will learn how to bulk generate and send agreements via docusign in less than 15 seconds [Music] hi it's sofian from solid sign the place where we help you automate your business and the bloody paperwork if you're new here make sure to subscribe and all the links of the things that i mention in this video are available in the description down below if you're watching this video you're probably interested in saving time when sending bulk envelopes using docusign and when using a csv upload the issue is that the document that you're creating in the end doesn't look as polished as if you would have prepared it from scratch in microsoft word for example because you can clearly see the space that there is between the merge field and the rest of the body of the text but what if you no longer had to choose between creating polished agreements and speed well that's exactly what i'm about to show you the mail merge tool that i use to create the documents is called docupilot and i will be sharing with you coupon code towards the end of the video so that you can get 10 discount on the lifetime of your subscription so make sure you keep watching until the end so let's get started to create a mail merge automation with docker sign i'm going to be using a couple of different tools the first one is google sheets google sheet is going to serve us as our database that's basically where all the information that you want to merge on your document is going to sit then i'm going to be using zapier to take that information and do a web merge using docupilot docupilot is the app that takes information from a database and creates your actual mail merge document and docupilot also allows us to send those documents for signature using docusign so the first step will be to create our database in google sheet but before we do that i'll show you the example that i'm going to be using in this tutorial it's an nda that i send to all my clients before i start working with them and on this document what i want to happen is i want their names they being the clients to appear just right here at the top and at the bottom of the document just near the acceptance part and i also want the date by which i have sent and prepared and sent the agreement to appear here on that line and so instead of doing all of this manually which would cost me a lot of copy and paste and toggling between apps i'll show you a way that takes me less than 15 seconds so the first thing we need to do is to create our database so i'm going to give a name to our to my google sheets and call it nda database you can also use air table if you want to it doesn't matter which database you use as long as it connects with zapier and so here we want to set up our google sheet so that every time you enter a new role which corresponds to one client then that information which is contained in the various sales of your google sheet will flow into docupilot and then docusign without you having to do anything so we're going to start by giving a name to or to our headers and the name should relate to the field that we want to merge with our documents so the first one was if you remember the client name i also want the date of preparation and i also need to add fields that include the recipient's details so the the next one will be called recipient name and recipient email and i'll include another column that we can use as a trigger i'll call it send via docusign and i'll change the formatting a little bit so um i know this is my header and i'll phrase the header as well the next step is to go to docupilot and create a template it's totally free to create a trial with docupilot and it does not expire it's actually great all your documents will be watermarked though if you're not using a paid subscription and it can get you a 10 discount on for the lifetime of your subscription here we're going to create a new template in docker pallet and instead of using the upload word file i will be using the document builder because it gives more flexibility in terms of formatting and so i'll call this one an nda and from here i'm going to go quickly to my word document and copy the information and paste it back into my docupilot template great so from here we need to tell docupilot where we want our mail merge to merge so i want my client name to appear here and i want to make sure that there is a space before and after the the field so i'm gonna place my cursor very carefully um in the right spot and then i will insert a mail merge and i need to enter a field name here what i can do is simply go back to my google sheet and copy the name of the header and paste it here and i'm going to click insert now when you do this as you can see the formatting of the merge field is different comparing with the rest of the body of the text so i want to change this back to the font of my normal document and the client name also needs to appear just right here so i'm gonna copy the merge field from the right here and i also want to change the formatting because that's not the one i want all right so now let's do the date field so i want my date to appear here so i'll do insert merge field and i'm just going to copy the date and paste it here and you don't have to copy paste from google sheet i'm just doing it because um i'm lazy but you don't have to so now docupilot knows exactly where the field should merge we now need to tell docusign where we want the docusign tags to appear on the envelope and for this i'm going to be using anchor text if you're not sure what anchor text store you can check my other tutorial just on that but it's basically a word that allows docusign to know where you want to place a field and so here because i want the recipient name to appear i'm going to be using the anchor text n1 because the client is signing first for the title i'm going to use the t1 for date d1 and so what do you think signature is s1 obviously and now i'll do exactly the same thing for the second recipient who's myself in this example but i'll change the number from one to two and now i'm gonna change the font color of those anchor text to white so that my recipients can't see them on the document and we also need to create another two merge fields one for the recipient name and one for the recipient email address so that docusign will be able to pick it up from the document but don't worry we'll hide them in white as well so that they won't show on the nda so let's create the recipient name and the recipient email and now i'm going to hide them in white right so the template in docupilot is almost done we now need to tell dr pilot what to do with the document once it's been completed so if we go to new delivery we can then choose docusign and here we can give a name to our delivery so i'll just call it nda you will need to sign into your docusign account you can either use your sandbox or your production account and here we can customize the email subject you can insert merge fields if you want to so that you can really customize the experience for your customer um or whoever you're sending the envelope to but i'm just going to keep it simple and call it please docusign your nda and the little thank you message and now the next step is to tell docusign what to do with this envelope so we're going to set assigning order and first we want our client to sign so we're going to find the client name from our document using the merge field and so that's going to be the recipient name and we're going to do the same thing for the email once the our client has signed i want to sign myself so i'm going to set myself as the second signer and enter my name and email as well and that's it for the docupilot setup so you can save and go to zapier it's up here we're going to create a news app to connect our docupilot and our google sheet we'll start by the google sheet because that's our trigger so select google sheet and select either new spreadsheet or new or updated spreadsheet depending on what you want i'm going to go with new spreadsheet and continue you're then going to have to sign into your google sheets google drive account then i'm going to choose my nda database spreadsheet and i've only got one worksheet inside of it and continue and before i set up the automation with docupilot i want to add a filter to my zap and so why do i want to do this well if you don't add a filter and a filter in zapier for those who don't know um it's basically a condition that is met or not met so if you don't have a filter and you start filling out those um information right here but you're only halfway through and zapier decides to trigger the zap well what happens is your you end up sending documents that are not going to be complete so you do want to have the control um in terms of when is the zap triggered and so that is why i've added an extra column here in which we can enter something or tick a box so that the zap only gets triggered when you know that the row has been fully filled out so if we go back to zap here we can tell our zap that we only want the zap to continue if the cell sent via docusign contains or exactly matches actually might work better the word yes and continue now we can create our action so in the list just select docupilot and from here we're going to choose our document and map the sales of our google sheets to our merge fields in docupilot so i'm going to select my nda and i'm going to map my client name field um in docupilot with my client name colin in google sheets i'll do the same thing for the date for the recipient name and the recipient email great so now let's continue and do a test and i've just added two rows in my database so um i'm gonna turn this up on and see what happens and i've just received two emails from docusign let's open one of the two and so as you can see i've got the client name just right here you can't tell the difference you can't tell it's been done using mail merge um the font is exactly the same as the rest of the body of the text same for the date and here i've got the client's name as well and those are different font that's because they were created using docusign and not mail merge and there you go this is how i send beautiful mail merge documents via docusign in less than 15 seconds so now go ahead and try this automation for yourself you'll see how powerful that is if you do want to sign up for docupilot you can use the coupon code solusign10 to get a 10 discount on the lifetime of your subscription and if you want to learn more about docusign please check my other tutorial videos and you can also explore our consulting options using the link in the description of this video i will see you in the next lesson