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You`ll never have to copy and paste again! In this example, we`ll show you how to automatically generate NDA agreements for each new contact we add to our CRM. We also automatically ship the electronic signature contract through DocuSign. To facilitate the integration between Dynamics and Formstack documents, we will start our friends to Zapier.To, we will configure the template for our NDA agreement with a Word document. In the Word document, we add our default contractual conditions, and then for the places where we want our contact`s information to be displayed, we use merge fields that look like {$FirstName}, {$LastName}, {$Address}, etc. Here`s what our template looks like: Reduce the time it takes to create Word documents by downloading these free Microsoft Word document templates With Elements, you can get everything you need for a flat rate. .