Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

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Webinar

Generating Documents from Salesforce Records Using Formstack Documents

/
September 10, 2019
Webinar

Generating Documents from Salesforce Records Using Formstack Documents

MIN
/
September 10, 2019
About the Episode
Episode Highlights
Meet our Guest
Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Using Salesforce to manage your business can help you keep customer information organized and streamline your daily operations.

Add Formstack Documents (formerly known as WebMerge) to the mix and you can cut the time you spend on paperwork to almost zero! In this webinar, we show you how to map Salesforce data to Formstack Documents. Learn how to run documents from ListView, merge them from Salesforce reports, and more.

Panelists
Customer Support Specialist
Customer Support Specialist
Introduction

Using Salesforce to manage your business can help you keep customer information organized and streamline your daily operations.

Add Formstack Documents (formerly known as WebMerge) to the mix and you can cut the time you spend on paperwork to almost zero! In this webinar, we show you how to map Salesforce data to Formstack Documents. Learn how to run documents from ListView, merge them from Salesforce reports, and more.

Panelists
Customer Support Specialist
Customer Support Specialist
Infographic

Generating Documents from Salesforce Records Using Formstack Documents

In this webinar, we show you how to map Salesforce data to Formstack Documents.
Download InfographicDownload Infographic

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
Meet The Host
CEO of
Connect
Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.