Forms
/
Features
/
Microsoft Word Document Automation
Documents
/
Features
/
Microsoft Word Document Automation
Formstack For Salesforce
/
Features
/
Microsoft Word Document Automation
Platform
/
Features
/
Microsoft Word Document Automation
Sign
/
Features
/
Microsoft Word Document Automation

Start automating your documents

Generate automated Word documents in seconds, and send them anywhere.

Watch The Overview

Generate Word docs with ease

Step up your productivity with convenient, Microsoft Word document automation. Use data from central business systems, such as you CRM, accounting software, or form tool. Simplify your projects and make quick work of gathering information.

Easily assemble documents

Simplify your Microsoft Word document automation assembly process to enable efficient processes and workflows.

Personalized

Personalize your Word files for different clients or partners by dynamically showing or hiding sections in your document

Cohesive

Embed signatures in your document as an image file, or send it to an app like DocuSign for easy eSignature capture.

Versatile

Populate multiple Word docs with data at once, and send them to different places depending on the conditions you set.

Customized

Don't see the integration you need? Use our open API to create custom integrations with your favorite applications.

How It Works

Create custom Word documents in a snap

‍

Step 1: Easily build a new Word document from scratch in our builder, upload your own, or start with a pre-made template. To prepare your document for merging, just add fields to the areas in your document.

Step 2: Send data to a Word document via a variety of third-party services, such as your CRM. If you need to make changes after a merge, simply edit the file locally and re-upload it to Formstack Documents.

Step 3: Store your documents in the cloud, send them via email, or route them to dozens of third-party apps. Easily control when and where documents are sent based on pre-defined conditions.

‍

Learn more about Formstack's document features.

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.
Connect With UsStart Your Free Trial

All Features

Form Building
The Ultimate AI-Powered Solution for Form Building
Saved Fields
Field Prefill
Smart Lists
One Question at a Time
Electronic Signatures
Themes and CSS
Subdomains
Save and Resume
Mobile-Friendly Forms
Form Importer
Drag and Drop
Section 508 Compliant Forms
Conditional Logic
Data And Analytics
Power your Data with our API Connector
Advanced Integrations
Conversion Kit
Email Confirmations and Notifications
Campaign Tracking
Partial Submissions
Import/Export
File Uploads
Field Validation
Field Bottlenecks
Data Routing
Forms API and Webhooks
Analytics
Payments
PCI Compliant Forms
Payment Processors
Discount Codes
Calculating Fields
Security
Enhanced Data Security Add On
SCIM
Form Security
Invisible reCAPTCHA
Forms for HIPAA Compliant Organizations
GDPR Compliant Forms
Data Encryption
Teams
Subaccounts
Workflows
Portals
User Permissions
Approvals

Hi there! 👋 How can I assist you today? 🤖 ✨

drift bot drift bot
1