At Formstack, we love how easy it is to automate data collection. Gone are the days of manually entering data into a database or CRM. But if you’re only using forms, you’re only solving half of the puzzle.
For Forms power users who want to level up their workflow automation, we recommend Formstack Documents. Formstack Documents is a document automation solution that takes data from your central business systems, such as forms, CRMs, and other databases, and turns it into custom, branded documents that can be delivered anywhere.
By combining the power of Formstack Forms and Documents, your workflow automation options are endless! Here are just a few popular use cases to help you turn your data into documents:
- Donation Submission → Personalized ‘Thank You’ Letter
- Services Request → Automated Quote Generation
- Event Registration → Liability Waiver
- New Hire Form → New Hire Paperwork
- Annual Performance Review → Salary Adjustment Offer Letter
Tools Needed
In this video demo, we’re using:
We’re integrating this workflow with Google Drive.
Instructions
Step 1: Build your forms. Simply drag and drop the field you need into the form builder. Formstack offers dozens of pre-built form templates to help you get started.
Step 2: Upload your document. When it comes to Formstack Documents, you have a lot of flexibility when it comes to uploading documents. You can use Documents to populate any Microsoft Word, Excel, or Powerpoint, or fillable PDF document, you can start with a pre-built template, or you can use the document builder to create a document directly in the app with either the no code or the advanced code builder.
Step 3: Set up your deliveries. Once you’re happy with our document, its time to set up your document deliveries. Documents directly integrates with dozens of tools for cloud storage, eSigning, and other document management needs, such as uploading to your CRM.
Ready to get started?
Users report saving 24 hours a week by automating their document generation with Formstack Documents. How much time could you be saving if you put your document creation on auto-pilot?
Want to see more Formstack tutorials? Check out all our product tutorials to learn even more about what you can achieve with Formstack products.
