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Carrot CRM – Setting up Document Template in Formstack (Video Walkthrough)

mikepalma   Written by mikepalma    Last updated on

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.