Automate Your Document Creation From Capsule CRM
Formstack Documents automatically imports data from your Capsule CRM objects and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes.
How It Works
Create a Template
Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within Formstack Documents.
Choose Delivery
Choose a third-party integration, email, and more to easily save and send documents anywhere.
Merge Form Data
Integrate with Formstack Documents and automatically send data from Formstack online form submissions to populate your documents.
Automatically Generate Quotes for New Opportunities in Capsule CRM
Learn how Formstack Documents streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
Why customers choose Formstack Documents
"Before Formstack Documents, we were manually processing documents. Now, we save 3 hours a day."
Terrence O