Solutions
/
Document Generation
/
Letter Generation

Simplify workflows with automated letter generation

Put Formstack Documents to work for you as letter automation software so you can spend less time on document prep and more time supporting your customers.

Generate letters instantly

Tired of manually entering data into Microsoft Word when you need to generate letters? It's time for an upgrade. With Formstack Documents, you can create an automated letter generation process. Shave hours off your document prep time and meet customer needs faster.

Streamline your letter automation

Formstack’s letter generation software tool is packed with powerful features to help you cut manual work from your day and simplify the creation of custom letters.
Create standardized templates
Create standardized templates

Build a consistent look for your organization by adding a logo and other brand elements to your letters.

Speed up customer service
Speed up customer service

Add an information request form to your site to generate customer service letters with answers to frequently asked support questions.

Consistently engage with customers
Consistently engage with customers

Easily send letters based on triggers established in your CRM, accounting tool, or other integrated software.

Create standardized templates
Merge data instantly

Populate letters with information from Salesforce records, online forms, or other sources with the help of 150+ pre-built integrations.

Create automated workflows
Create automated workflows

Generate custom letters automatically through triggers such as changes in project status, the creation of new Salesforce records, and payment submission.

Protect your documents
Protect your documents

Add a layer of security to your letter generation with powerful security features, including encryption, password protection, and HIPAA compliance.

Create seamless workflows

Letter automation is easy with Formstack. Here’s an example of a workflow that can help you simplify your letter generation process.
1

Eric needs to generate personalized thank-you letters for his most recent event. To create an automated workflow for this process, he builds a document template in Formstack Documents and defines his merge fields with the help of a drag-and-drop interface.

2

He wants the letters to be generated with data submitted on the event registration form. Eric connects Formstack Documents with Formstack Forms so information from the registration form will be automatically populated into his document template’s merge fields.

3

To ensure that generated letters are sent to the right attendees, Eric uses email as the delivery method so letters are sent directly to each attendee’s inbox. And that concludes his workflow! Eric now has a seamless letter generation process that will automatically generate custom letters and simplify event management.

4
5
6
Trusted by these industry leaders

No items found.

Create seamless Salesforce financial services workflows

Salesforce higher education automation solutions

Seamless Salesforce healthcare automation solutions for every need

Compliance

Meet industry standards

No items found.
Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
I love having Formstack as something I can just reach for when my utility bag is empty. Formstack is a workplace productivity platform that you use to kind of reimagine how you do things and just make everything simpler.
Carolyn Swartz
HR Analyst
Formstack
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack gave us a turnkey solution around health screenings, testing, and health security. It’s allowed us to serve patients in a way that is not cumbersome and gets them in and out quicker.
Dr. Jonathan Spero
President, Founder, and CEO
InHouse Physicians

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.