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
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