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Formstack Documents - Document Generation

Automate your document generation process from start to finish.

Overview

Formstack Documents automates your document generation so your sales team can easily generate contracts and proposals. Merge Salesforce data into documents and speed up your time to close by never copying and pasting data or contact information again!

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See How Formstack Documents - Document Generation Works

  • Simple Document Creation Import your existing documents and forms, or create professional-looking documents from scratch with our document creator. Set-up is a snap and you’ll be up and running in minutes.

  • Automated Cloud Delivery Merge your Salesforce data into a PDF, Word, Excel, or PowerPoint document instantly. Multiple delivery options allow you to seamlessly integrate document generation into your workflows and deliver information to clients fast.

  • No User Minimums Formstack Documents fees are based on the number of documents generated in a given month. Pay by usage and not by user.

Enhance your document generation process in 3 easy steps: 1. Upload or create your documents in Formstack Documents. 2. Integrate with your standard or custom Salesforce objects. 3. Generate professional documents from Salesforce with a click. With various file types at your fingertips, you can easily create professional-looking documents that fit right in with your business. Whether you need a dynamically-generated PDF document, or the flexibility of a Word doc, Excel spreadsheet, or PowerPoint presentation, we've got you covered. Seamlessly merge your Salesforce data into a Formstack document to create: ✔ Contracts ✔ Proposals ✔ Invoices ✔ Reports ✔ Quotes ✔ Receipts Multiple delivery options make integrating documents with your workflows a breeze. Whether you need to send docs via email, save them in the cloud, or route them to a 3rd-party app, the possibilities are endless. Formstack is the best way to easily automate your contracts, simplify quotes, streamline proposals, generate reports, and much more. Get a demo today to see for yourself.

Categories

Business Needs
Document Generation
Industries
Education
Financial Services
Healthcare & Life Sciences
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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