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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.

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How It Works

Create a Template

Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within Formstack Documents.

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Choose Delivery

Choose a third-party integration, email, and more to easily save and send documents anywhere.

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Merge Form Data

Integrate with Formstack Documents and automatically send data from Formstack online form submissions to populate your documents.

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Automatically Generate Packing Slips from Salesforce Opportunities

Learn how to automatically send a packing slip to your shipping department when an Opportunity in Salesforce is updated.

Show Me An Example

Why customers choose Formstack Documents

Accelerate Document Workflows
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"The best feature is that I don't have to think about it. It works perfectly every single time!"

Chris H

Automatically Create Documents
from Salesforce Now

Try Formstack Documents completely FREE. Connect Salesforce and Formstack Documents today.

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