Overview

Formstack Documents for Salesforce is a comprehensive, no-code document generation and automation tool designed to seamlessly integrate with Salesforce. This solution enables organizations to automate the creation, routing, and signing of documents directly within their Salesforce environment, ensuring data accuracy and improving workflow efficiency. With powerful mapping capabilities, Formstack Documents for Salesforce allows users to effortlessly generate contracts, invoices, proposals, and more, using data from Salesforce records.

Features

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.

Data Routing

Easily create rules that let you route data to multiple documents, add conditional logic, and send completed files to third-party software.

Digital Signature Collection

Use Formstack Sign with Documents for Salesforce to automatically send your Salesforce documents to customers, partners, and employees for signature.

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.

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.

Automated Document Generation

Leverage Salesforce document automation tools like Process Builder or Flow to automatically generate documents triggered by events within your Salesforce environment.