Written by Mike Palma 
This Carrot CRM feature is only available for Scale and Team plan users.
Our Scale (InvestorFuse Pro) and Team (InvestorFuse Premium) plans are perfect for teams who want deeper insights into their lead flows and closed deals. If you’re interested in upgrading your Carrot CRM account, choose your new plan here. If you’re interested in upgrading your InvestorFuse account, please email billing@investorfuse.com
Introduction
Formstack is one of the required tools to integrate contracts into InvestorFuse/Carrot CRM along with 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.