Step 1: Create documents by uploading a PDF, Word, Excel, or PowerPoint file, start with a pre-built template, or build a document from scratch in our builder. Add fields to your doc as needed to merge.
Step 2: Connect Formstack Documents to dozens of CRMs like HubSpot or Salesforce to seamlessly pass data into your documents, create personalized contracts, generate custom invoices for customers, and more.
Step 3: Use triggers to route your merged documents, store files in your CRM or your favorite cloud app, attach them to your emails, or send them to various third-party applications. The choice is yours.
Learn more about our document generation features.