Automate Salesforce Document Generation

Automatically generate documents with data populated directly from Salesforce records by selecting fields within your Salesforce org to merge fields on document templates.

Easily create rules that let you route data to multiple documents, add conditional logic, and send completed files to third-party software.

Use Formstack Sign with Documents for Salesforce to automatically send your Salesforce documents to customers, partners, and employees for signature.

Create document templates in
minutes with our powerful, secure AI
builder. Simply enter a prompt, and AI
instantly generates a ready-to-use
template—no formatting required.

Generate documents effortlessly by adding a custom Documents button to any Salesforce object to create documents based on individual records with a single click.

Leverage Salesforce document
automation tools like Process Builder
or Flow to automatically generate
documents triggered by events
within your Salesforce environment.