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
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.
