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.
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.
Why customers choose Formstack Documents
"The best feature is that I don't have to think about it. It works perfectly every single time!"
Chris H