documents for salesforce

Level up your Salesforce documents

Automate your Salesforce document generation processes with Formstack Documents for Salesforce.
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DOCUMENTS FOR SALESFORCE

Create, deliver, and sign documents

Documents for Salesforce allows users to automate paper processes, from Salesforce document generation to digital signatures. Produce contracts, invoices, and more and send them for signature as part of the Salesforce user experience.
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Set it and forget it

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One-Click Salesforce Documents
Add a custom Documents button to any object to create documents based on individual records with a single click.
One-Click Salesforce Documents
Add a custom Documents button to any object to create documents based on individual records with a single click.
Automated Document Creation
Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.
Automated Document Creation
Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.
Flexible-Rules Engine
Build rules directly in your templates. Route data to multiple documents, add conditional logic, and send completed files to third-party apps.
Flexible-Rules Engine
Build rules directly in your templates. Route data to multiple documents, add conditional logic, and send completed files to third-party apps.
Easy-to-Use Templates
Get started with a pre-built template, build a document in our document builder, or upload your own Word, PowerPoint, Excel, or PDF document.
Easy-to-Use Templates
Get started with a pre-built template, build a document in our document builder, or upload your own Word, PowerPoint, Excel, or PDF document.
Multiple Delivery Options
Send your merged documents to your favorite tools. Easily upload final documents to the cloud, attach to Salesforce records, or send for eSignature.
Multiple Delivery Options
Send your merged documents to your favorite tools. Easily upload final documents to the cloud, attach to Salesforce records, or send for eSignature.
Digital Signature Collection
Automatically populate multiple documents at once and send them for a Salesforce digital signature with the click of a button.
Digital Signature Collection
Automatically populate multiple documents at once and send them for a Salesforce digital signature with the click of a button.
Customer Story

Creating an Online Paycheck Protection Program Loan Application

Learn how Tri Counties Bank launched an online PPP loan application by completely automating the entire process from data collection to documentation.
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Solutions to fit any need

Increase your lead generation.

Convert more leads into customers with Formstack's smart lead forms and powerful conversion rate optimization tools.
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Brilliant forms made even better by integration with Docs for Salesforce and Formstack Sign. It completely eliminates the pain and delays involved by anything that might involve paper. It's amazing.
Chris Austin
PracticeBoom, Community Review on Salesforce AppExchange

Ready to get started?

Get in touch to see how Formstack for Salesforce can help you simplify your day and achieve efficiency in the workplace.
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Relevant Resources

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Customer Story
Creating an Online Paycheck Protection Program Loan Application
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Partner Interview Series: Seamus Ruiz-Earle of Carabiner Group
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