The Ultimate Guide to Seamless Formstack Documents

Introduction

Formstack Documents is an advanced tool for automating document creation, ensuring accuracy and saving time.Automatically generate a new document template with embedded merge fields using a natural language prompt. For real.

Generate beautifully designed documents in minutes using data from online forms, CRMs, marketing automation tools, or other business systems. Automate the creation of tailored document templates with embedded merge fields using natural language prompts.Transform the way you work and empower your team with intelligent, effortless document template creation.

Use the data you collect to automatically generate custom documents and deliver them anywhere.

What is Formstack Documents?

Formstack Documents is an incredibly flexible way to generate professional, dynamic documents with data collected or housed in the systems you use every day. 

You can upload an existing template in the form of a fillable PDF or Microsoft Document or get started by building a document from scratch in our Documents builder.

We offer three ways to build your documents. For highly technical documents users, you can feel free to get as custom as you’d like in our Advanced Editor which allows you to use HTML to create and design your documents. If you’ve been a longtime Documents user, you may be familiar with our “Classic Editor” which uses formatted merge fields like {$name} to capture information.

 If you’re a fan of no-code software, you’ll probably like our drag-and-drop builder best. This builder incorporates Formstack’s iconic drag-and-drop functionality to allow you to quickly and easily build the documents you need. 

Manage Documents with Complex Logic

Similar to the logic available within Forms, documents in Formstack can be generated with conditional sections based on information coming from the record being used to generate the document. 

Often companies have multiple templates for a very similar document, simply because there are different versions based on the specific use case. Formstack allows you to manage a single version of a document and use logic to hide or show certain sections of the document based on fields in Salesforce. This makes administrating templates faster and more reliable, as you’re not having to update multiple templates each time, which increases the likelihood of making mistakes. 

Documents for Salesforce

Eliminate manual data entry with powerful Salesforce document generation solutions.

Level up your Salesforce documents.Eliminate paper and manual data entry from your workflows with a powerful solution for Salesforce document generation.

Create, deliver, and sign documents.Documents for Salesforce lets you automate your Salesforce document generation and cut out manual tasks from your workday. Easily produce contracts, invoices, and more and send them for eSignature as part of the Salesforce user experience.

Launching Formstack Documents for Salesforce:

Step 1: Create Your Document

Begin as you normally would by selecting New Document on the top left and giving your document a title. Then choose “Build from scratch“.

Step 2: Drag-and-Drop Fields onto Your Document

Use the Insert dropdown to add a list of fields you will need on your form. Select the Insert drop down and choose Merge Fields. Give each merge field a name.

Once you’ve added the merge fields that you need in your document. You can use the section of existing merge fields on the right hand side of your document to repeatedly add fields to your document as needed.

Here are a few examples of acceptable fields:

• {$name}
• {$EmailAddress}
• {$Home_Phone}

Here are a few examples that are NOT acceptable

• {$1stName}
• {$email address}
• {$1234}
• {$phone-number}

Step 3: Add Modifiers to Your Merge Fields

Formstack Documents allows users to add modifiers to their merge fields as a way to format the data that is sent to their document. For example, if you have created a document that includes numeric merge fields, but the data comes through without the pretty, formatted numbers that include commas to separate the thousands, you can use modifiers to fix that!

You can add a modifier to your merge field by selecting the field in your document and choosing a modifier from the library or set up a custom modifier.

Step 4: Add Images and Logos to Your Document

Use the Image icon to upload any images or logos you’d like to add to your document.

You can easily format your image to change the alignment, add a caption, resize, or add a shadow or border.

Switch to Text Mode

By default, the builder will display in drag-and-drop mode, meaning Merge Fields will be presented in a pill format. If you prefer building or viewing templates in text mode, you can click the “T” icon in the toolbar to toggle text mode on/off as shown below.

Before

After


Our updated Formstack Documents builder is quicker and easier to use, so you can start automating your most important workflows

Delivery Options

Once you’ve finished with setting up your document template, you’ll want to potentially decide on the destination for the document itself. Formstack Documents has several different delivery options available, from sending the document via email to including it on your CRM of choice like Salesforce – there are a ton of options to consider. For a full list, check out our dedication section on how to set up deliveries here. 

Formstack Sign

Eliminate paper and streamline workflows with Formstack Sign, a digital document signing solution that allows for easy eSignature collection on any device.

Combine the power of Documents for Salesforce with Formstack Sign to create seamless workflows that automate document generation and digital signature collection.

• Mobile Signing: Collect signatures on the go using any device.
• Signer Redirection: Redirect signers as needed to streamline the signing process.
• Auto-Reminders: Send automatic reminders to ensure timely signatures.
• Audit Trails: Maintain detailed records of the signing process for compliance and tracking.

Summary

Formstack Documents is a comprehensive solution designed to streamline the creation, customization, and automation of documents. It offers a user-friendly interface and powerful features that cater to a wide range of business needs.

Formstack Documents is an indispensable tool for any organization looking to automate and optimize their document workflows, offering a blend of simplicity, customization, and robust functionality.