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CRM Document Generation
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CRM Document Generation
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CRM Document Generation

Turn CRM data into documents

Use your CRM data to generate dynamic proposals, contracts, invoices, reports, and more.

Automate your CRM document generation

Flexibility will keep you moving quickly. Formstack Documents provides you with customizable options for any document type. Choose from a PDF, WordDoc, Excel spreadsheets, PowerPoint presentation or create your own using our simple document builder.

Document automation made easy

Formstack helps you create and manage any of your documents easily and smoothly. Make life easier with CRM document automation.
Simple

Easily upload your data and pass it to multiple documents at once. Use set conditions to control where are sent.

Dynamic

Dynamically create customized documents based on the data that is being collected.


Collaborative

Allow your team to easily create new documents, manage those documents, perform merges, and more.

Smart

Collect information to merge with a document or route data via an online form.





Flexible

Set up conditions for your delivery options so that the merged documents are only sent to desired recipients.

Secure

We do not save any information that is sent to our system for merging, so rest assured your information is secure.


How It Works

Generate documents from your CRM in three easy steps:

Step 1: Create documents by uploading a PDF, Word, Excel, or PowerPoint file, start with a pre-built template, or build a document from scratch in our builder. Add fields to your doc as needed to merge.

Step 2: Connect Formstack Documents to dozens of CRMs like HubSpot or Salesforce to seamlessly pass data into your documents, create personalized contracts, generate custom invoices for customers, and more.

Step 3: Use triggers to route your merged documents, store files in your CRM or your favorite cloud app, attach them to your emails, or send them to various third-party applications. The choice is yours.

Learn more about our document generation features.

Ready to get started?

Start a 14-day free trial to see how Formstack’s productivity solutions can help you simplify your day and achieve efficiency in the workplace.

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