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.
Generate an Invoice from an Opportunity Won in Salesforce
Learn how to use Formstack Documents to generate an invoice from your Opportunity data and email it directly to our customer with just a click of a button.
Why customers choose Formstack Documents
"With the help of Formstack Documents, we have cut document prep time to minutes instead of hours and that has had a major impact on our business."
Jessica C