Easily create custom templates for recurring contract automation to help your team avoid duplicate efforts and data errors.
Pull data from online forms, Salesforce records, or dozens of third-party apps to automate the creation of unique contracts.
Deliver contracts to customers and employees with the help of data routing and automated deliveries via apps like Formstack Sign.
Create a more personalized and seamless customer experience with the help of conditional logic, pictures, and more.
Automatically generate contracts through triggers such as the creation of new Salesforce records and changes in project status.
Easily protect client contracts with powerful security features, including password protection, encryption, and HIPAA compliance.
Todd wants to help his sales team streamline their customer lifecycle process in Salesforce. The team struggles with paper and wants to create an easy process that automates the creation of contracts when deals are moved to closed/won.
The team is already using Formstack for Salesforce to collect customer data and generate records in Salesforce. To automate his team’s contract generation, Todd adds Formstack Documents to the workflow so contracts will be created when a status is moved to closed/won.
With the help of Formstack Sign, the generated contracts are delivered to customers for signature and attached to their respective Salesforce records. To ensure only signed documents are sent back to Salesforce, Todd enables the delayed deliveries feature. And with that, Todd’s team now has a complete workflow!