Formstack Documents

Formstack Documents is a document generator that fills designed templates with data and produces files that can be sent anywhere. It belongs to the Formstack suite, which also holds a form builder and an eSignature tool. The product is aimed at teams that want to remove manual paperwork.

What Formstack Documents offers

• Document generation — turns form and system data into polished documents.
• Salesforce generation — builds documents from within Salesforce so data need not be copied across by hand.
• Templates — starting points for HR, healthcare, payments, evaluations, client work and education.
• Suite fit — works alongside Formstack's forms and signature products in one workflow.

Who it works with

Teams in any department or industry, with a particular focus on organisations that use Salesforce.

Key facts

• Part of: the Formstack suite of forms, documents and signatures
• Connected systems: Salesforce