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.
Instantly Populate Customer Presentations from Salesforce
Learn how to instantly generate a PowerPoint presentation from an Opportunity you have in Salesforce.
Why customers choose Formstack Documents
"Formstack Documents has been integral to my company in streamlining the process of document creation."
Stephanie L