Step 1: Easily build a new document from scratch in our builder, upload your own, or start with a premade template. To prepare your document for merging, just add merge fields to the areas in your document where you want data to populate.
Step 2: Choose how you’d like your document to be merged. You can populate documents with data from Formstack Forms or apps like your CRM.
Step 3: Go to the Deliver tab and choose the eSignature integration that you’d like to use. Formstack Documents integrates with Formstack Sign, Adobe Sign, DocuSign, GetAccept, HelloSign, OneSpan Sign, RightSignature, Signable, Zoho Sign, eversign, and signNow. Enter the names and email addresses of your signers and indicate where the document should be signed.
To learn more about setting up Formstack’s eSignature integrations, check out our help site.