Connect your forms to Octiv to automate your document creation process.Try It Free
With Formstack’s integration, you can connect powerful forms to your Octiv 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 Octiv 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 Octiv’s built-in e-signature tool.
What You Need
How It Works
To learn more about setup, please read this Help article
Don’t have a Formstack account? Sign up for a free, 14-day trial to connect your forms to Octiv and easily generate pre-populated documents.
Want to experience the integration in action? Take it for a test drive today and create a personalized document from an online form.