Setting up Document Template in Formstack (Video Walkthrough)
This Carrot CRM feature is only available on the Scale and Team plans.
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Introduction
Formstack is one of the required tools to integrate contracts into Carrot CRM, alongside an e-sign tool like Docusign. Below is a video that will walk you through the process of integrating your contracts via Formstack.
Requirements
- Formstack Document account
- Document template in PDF or MS Word
After watching the video, you should be able to integrate your contracts on your own but since this is a complex setup, feel free to reach out to our Support Team in Live Chat.