WHAT IS FORMSTACK?

Formstack helps you create and manage any of your documents easily and smoothly. Make life easier with CRM document automation.Formstack automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes—all with clicks, not code—with Formstack’s workplace productivity platform.Power your data collection with versatile online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and so much more.

DOCUMENT GENERATION :

Document automation made easy

Formstack helps you create and manage any of your documents easily and smoothly. Make life easier with CRM document automation.With various file types at your fingertips, you can easily create professional-looking documents that fit right in with your business. Whether you need a dynamically-generated PDF document, or the flexibility of a Word doc, Excel spreadsheet, or PowerPoint presentation, we’ve got you covered.

• Simple 

Easily upload your data and pass it to multiple documents at once. Use set conditions to control where they are sent.

• Dynamic 

Dynamically create customized documents based on the data that is being collected.

• Collaborative

Allow your team to easily create new documents, manage those documents, perform merges, and more.

• Smart

Collect information to merge with a document or route data via an online form.

• Flexible

Set up conditions for your delivery options so that the merged documents are only sent to desired recipients.

• Secure 

We do not save any information that is sent to our system for merging, so rest assured your information is secure.

AUTOMATE DOCUMENT WORKFLOWS AND E-SIGNATURES :

Easy digital document signing

Avoid the bottlenecks associated with waiting for signatures. With our digital document signing app, anyone can eSign documents using a computer, tablet, or mobile phone.

Workflow management features

• In-Person Signing

Easily collect signatures in your office, at events, or in other locations with any tablet or mobile device.

• Sign Open API

Formstack’s security features are built to ensure your data is never accessed by unauthorized personnel.

• Signer Redirection/Referrals

Automatically send prospects and clients to social media, review sites, and other pages after they sign a document.

• Mobile Signing

Easily collect mobile signatures from prospects, customers, or coworkers by sending documents for signature via text message.

FORM & MOBILE APPS :

More people are using mobile phones than ever before. To help you reach your customers where they hang out most, Formstack’s mobile-friendly forms are fully responsive and adapt to any device. No more scrolling or pinching!

• Responsive

Build fully responsive forms that automatically adjust to any device. No coding necessary!

• Polished

Use the Theme Editor to build custom mobile forms that are visually pleasing and easy to fill out.

• Streamlined

Add Conditional Logic to make the submission process faster and easier for mobile users.

HOW DOES FORMSTACK DOCUMENT WORK ?

Documents. Put an end to cut and paste with a document generator that lets you populate data into beautifully designed documents that can be sent anywhere. “Time is money. Formstack took this process from one hour to just seconds.

• Simple Document Creation

Import your existing documents and forms, or create professional-looking documents from scratch with our document creator. Set-up is a snap and you’ll be up and running in minutes.

• Automated Cloud Delivery

Merge your Salesforce data into a PDF, Word, Excel, or PowerPoint document instantly. Multiple delivery options allow you to seamlessly integrate document generation into your workflows and deliver information to clients fast.

• No User Minimums

WebMerge fees are based on the number of documents generated in a given month. Pay by usage and not by user.

HOW CAN WE HELP :

Seamlessly merge your Salesforce data into a Formstack document to create:

• Contracts
• Proposals
• Invoices
• Reports
• Quotes
• Receipts

Multiple delivery options make integrating documents with your workflows a breeze. Whether you need to send docs via email, save them in the cloud, or route them to a 3rd-party app, the possibilities are endless.

RESULTS :

Formstack can help you establish access control with these powerful features: Secure online forms that let users systematically request access to servers, files, software, etc. User permissions that give you an easy way to manage access to your Formstack forms, themes, and submissions.