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Octiv Integration

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:


What You Need


How It Works

Build

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.

Connect

Integrate Formstack with Octiv by logging into your Formstack account within the Octiv app. You'll need your username and password. Connect Salesforce to Octiv to create powerful, advanced workflows between the three systems.

Collect

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 Octiv and easily generate pre-populated documents.

Try Formstack

Get Started with Octiv

Want to experience the integration in action? Take it for a test drive today and create a personalized document from an online form.

Try Octiv