Easily automate document generation and storage within Salesforce so you can save time and better meet the needs of customers, partners, and employees.

Say goodbye to manual document creation

Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.

Automated

Quickly generate professional documents in a variety of formats, including PDF, Word, Excel, and PowerPoint.

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Customizable

Create personalized documents using a web form input, via a button on any Salesforce object or report, or through automation such as Process Builder and Flows.

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Seamless

Streamline the management of your document templates, merge fields,and rules so you can better handle simple and complex use cases.

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How It Works

Generate your Salesforce documents in one of three ways

Option 1: Add a button to any Salesforce layout.

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Option 2: Connect to a Forms for Salesforce form.

Option 3: Create an automated workflow in the Process builder.

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To learn more about automating your Salesforce document creation with Formstack, check out this help article.

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Automate your Salesforce document creation