Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Download PDFDownload PDF
Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Annie Sullivan
/
March 29, 2022
Blog

4 Ways to Generate Documents in Salesforce Using Formstack

MIN
/
March 29, 2022
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Get the Report

Not a valid e-mail address

Great, thank ya!

You can now access the content.
Oops! Something went wrong while submitting the form.
Blog

4 Ways to Generate Documents in Salesforce Using Formstack

Panelists
No items found.
Introduction
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

Panelists
No items found.
Infographic

4 Ways to Generate Documents in Salesforce Using Formstack

Discover quick, easy ways to create documents in Salesforce.
Download InfographicDownload Infographic

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)



To learn more about workflow solutions, see what Formstack can help you automate today.

Annie Sullivan
Annie Sullivan is the Growth Marketing Copywriter at Formstack. She lives in Indianapolis and loves writing, reading, and traveling.
More Articles
Meet The Host
Content Marketing Manager
Connect
Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Ripple Effect. She manages Formstack's blog and long-form reports, like The Rise of the No-Code Economy.