Step 1: Easily build a new Word document from scratch in our builder, upload your own, or start with a pre-made template. To prepare your document for merging, just add fields to the areas in your document.
Step 2: Send data to a Word document via a variety of third-party services, such as your CRM. If you need to make changes after a merge, simply edit the file locally and re-upload it to Formstack Documents.
Step 3: Store your documents in the cloud, send them via email, or route them to dozens of third-party apps. Easily control when and where documents are sent based on pre-defined conditions.
Learn more about Formstack's document features.