Create documents in seconds.
Upload your own PDF, Word, Excel, or PowerPoint files, start with a pre-built template, or build a fresh document from scratch in our builder. To ready your document for a merge, just add fields to the areas in your doc that you want to populate with data.
Merge your data automatically.
Connect Formstack Documents to dozens of CRMs like HubSpot or Salesforce to seamlessly pass data into your documents. You can use information from deals to create personalized contracts for different clients, generate custom invoices for customers, and more.
Send your documents anywhere.
Use custom triggers to route your merged documents to different places when certain conditions are met. Store files in your CRM or your favorite cloud app, attach them to your emails, or send them to various third-party applications. The choice is yours.