Comprehensive documents solution built for Salesforce

Robust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.

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.

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.
Formstack's Document Generation tool seamlessly integrates with Salesforce, offering compatibility across all Salesforce objects. This seamless integration ensures that users can generate documents effortlessly, regardless of the Salesforce data they need to incorporate. The tool's flexibility caters to a wide array of document generation use-cases, empowering organizations to streamline processes such as contract/invoice/quote creation, proposal generation, and more!
Nick M.
Salesforce Consultant
Salesforce AppExchange

Meet industry standards

Formstack products are designed and built to meet your security and compliance requirements.

Integrate Documents for Salesforce with leading business software

Easily expand your Salesforce capabilities by integrating with the tools your business uses everyday, from file storage and marketing automation to PCI compliant payment tools.

Formstack Can Solve More For You

In addition to offering a comprehensive documents solution built for Salesforce, we provide a market-first native, no-code forms solution for Salesforce and digital signature.

Ready to get started with Formstack Documents for Salesforce?

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