Automated document assembly

Formstack Documents won’t restrict you to a certain file type. Simply upload a premade document or build your own with our drag-and-drop builder.

Generate dynamic documents that use conditional logic, calculations, pictures, and more to create a more personalized and streamlined experience.

Automatically generate documents based on triggers such as the creation of new Salesforce records, changes in project status, or payment submission.

Populate your documents with data from forms, Salesforce records, or another preferred data source that you can access through 150+ prebuilt connections or our open API.

Get documents delivered with the help of data routing and automated deliveries. . Attach files to emails, store them in the cloud, send them to Formstack Sign, and more.

Ensure your documents remain protected with powerful security features, including encryption, password protection, and HIPAA compliance.

Melissa works in sales and wants to help her team overhaul their customer lifecycle process in Salesforce. Her team is struggling with paper documents and wants a way to automate the contract process when a deal is moved to closed/won.

The team is already using Formstack for Salesforce to capture new customer data and generate records in Salesforce. Melissa adds Formstack Documents to the mix so contracts will be automatically generated when a status is moved to closed/won.

After the contracts are generated, they are sent to customers for signature and attached to the appropriate Salesforce records after being signed. Melissa uses delayed deliveries to ensure only signed documents are sent back to Salesforce.