Quickly generate professional documents in a variety of formats, including PDF, Word, Excel, and PowerPoint.
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.
Streamline the management of your document templates, merge fields,and rules so you can better handle simple and complex use cases.
Option 1: Add a button to any Salesforce layout.
Option 2: Connect to a Forms for Salesforce form.
Option 3: Create an automated workflow in the Process builder.
To learn more about automating your Salesforce document creation with Formstack, check out this help article.