Salesforce Document Generation Made Easy
Formstack Documents automatically imports data from your Salesforce 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.
Populate Incident Reports from Salesforce
Learn how to take all of the information that’s being entered into Salesforce, automatically populate the reports, and immediately deliver them to the correct person.
Why customers choose Formstack Documents
"We've integrated with the Formstack Documents API to allow our customers to easily generate contracts from information calculated by our proposal software."
Oliver M