Formstack Documents

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.