Generate and automate documents from within Salesforce
Formstack Documents for Salesforce seamlessly integrates with your Salesforce org and offers powerful mapping capabilities so that you can easily produce contracts, invoices, and more and send them for signature.
1
Data Mapping
Automatically generate documents with data populated directly from Salesforce records by selecting fields within your Salesforce org to merge fields on document templates.
2
Data Routing
Easily create rules that let you route data to multiple documents, add conditional logic, and send completed files to third-party software.
3
Digital Signature Collection
Use Formstack Sign with Documents for Salesforce to automatically send your Salesforce documents to customers, partners, and employees for signature.
4
AI-Powered Document Builder
Create document templates in
minutes with our powerful, secure AI
builder. Simply enter a prompt, and AI
instantly generates a ready-to-use
template—no formatting required.
5
One-Click Documents
Generate documents effortlessly by adding a custom Documents button to any Salesforce object to create documents based on individual records with a single click.
6
Automated Document Generation
Leverage Salesforce document
automation tools like Process Builder
or Flow to automatically generate
documents triggered by events
within your Salesforce environment.
FormsPower your data collection with versatile online forms that don't require any coding to set up.
DocumentsSimplify document preparation so you can focus your efforts elsewhere.
SignEliminate paperwork for good by letting people review and sign documents from anywhere.
Formstack SuiteStreamline tedious tasks and keep your team organized with Formstack’s suite of productivity solutions.
Forms for SalesforceSecurely collect and manage data all within your Salesforce org with our market-first native forms solution.
Documents for SalesforceRobust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.
