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Creating a document assembly workflow

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I need to collect data from several different sources, organize it, and then send data to WebMerge to create documents.

Some data will come from Infusionsoft, some will come from a questionnaire from we will send to clients and some will need to be manually entered.

Thanks,

Jim Logan

2 Replies 2

Hi Jim, definitely can assist there. Reach out at dan@openside.com and we can explore.

Hi Jim,

Sounds like an interesting project, and something that is well within my expertise.
I would definitely be interested in this.

Feel free to reach out to me on andrewjohnson56782@gmail.com

Best Wishes,
Andrew