With Formstack’s integration, you can connect powerful forms to your Conga account to generate documents in an online HTML5, PDF, or Word format to create quotes, proposals, contracts, presentations, order forms, work orders, and more. Additionally, you can use your forms to quickly collect data from document recipients, including billing information, credit card authorization, new customer registration information, and more.
Use Formstack’s Conga integration to:
- Automate the creation of contracts, quotes, purchase orders, partnership agreements, and invoices via your form submissions.
- Embed forms in your documents for recipients to complete. Collect data including online orders, payment details, customer information, and more.
- Connect your forms to Salesforce, and populate information from cases and contacts into your documents.
- Collect legally binding signatures on your documents via Formstack, Docusign, or Conga’s built-in e-signature tool.
What You Need
How It Works
Quickly build mobile-ready forms with Formstack's intuitive builder. Easy drag-and-drop functionality allows you to add fields and create a ready-to-go form in minutes.
Integrate Formstack with Conga by logging into your Formstack account within the Conga app. You'll need your username and password. Connect Salesforce to Conga to create powerful, advanced workflows between the three systems.
Quickly fill out and submit Formstack forms to populate your documents. Setup is simple with tools to help you map your form fields to the document fields you want to populate.
To learn more about setup, please read this Help article
Get Started with Formstack
Don’t have a Formstack account? Sign up for a free, 14-day trial to connect your forms to Conga and easily generate pre-populated documents.
Get Started with Conga
Want to experience the integration in action? Take it for a test drive today and create a personalized document from an online form.