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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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Instantly Populate Customer Presentations from Salesforce

Learn how to instantly generate a PowerPoint presentation from an Opportunity you have in Salesforce.

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Why customers choose Formstack Documents

Accelerate Document Workflows
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"Formstack Documents has been integral to my company in streamlining the process of document creation."

Stephanie L

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

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