Solutions
/
Document Generation
/
Form Automation

Generate seamless documents with form automation

Use powerful form workflows to generate custom contracts, proposals, invoices, and other documents.

An easy-to-use form automation solution

An optimized document generation process starts with the information you collect. Automate your document creation with sleek online forms that can be completed anywhere.

Turn form data into documents

Formstack makes form automation and document generation easy with the help of powerful features.
Streamline data capture
Streamline data capture

Create and publish your forms from scratch or start with a premade template to initiate form workflows. All our forms are mobile-friendly and can be completed anywhere.

Generate dynamic documents
Generate dynamic documents

Pair your forms with Formstack Documents to feed data into custom PDFs, Word documents, Excel sheets, and PowerPoint presentations in seconds.

Manage your files anywhere
Manage your files anywhere

Use automated delivery tools to keep your processes fast and efficient. Send documents to Formstack Sign for signature, attach them to a Salesforce record, and more.

Streamline data capture
Create smarter workflows

Create personalized experiences for customers with the help of dynamic features such as conditional logic, data routing, images, and more.

Put processes on autopilot
Put processes on autopilot

Automate your document generation with triggers such as changes in project status, the creation of new Salesforce records, or payment submission.

Protect your information
Protect your information

Ensure your forms and documents stay secure with powerful security features such as encryption, password protection, and various types of compliance.

Create seamless form workflows

With Formstack, you can automate your form and document processes from start to finish. Here's an example of how you can use online forms to streamline your sales proposal process.
1

Emily completes a sales form on your company’s website. Her information is routed to a member of your sales team, who sets up a meeting to go over her needs. After her initial consultation, Emily completes a proposal form to provide final details on her requirements.

2

Emily's info is populated into a pre-built proposal automatically. After the document is generated, it is sent to the sales rep for review before being routed to Emily for signature via Formstack Sign.

3

After the proposal has been signed, it is automatically attached to Emily’s record in Salesforce. This ensures that the sales rep has fast, easy access to her data. No manual data entry required!

4
5
6
Trusted by these industry leaders

No items found.

Create seamless Salesforce financial services workflows

Salesforce higher education automation solutions

Seamless Salesforce healthcare automation solutions for every need

Compliance

Meet industry standards

No items found.
Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
I love having Formstack as something I can just reach for when my utility bag is empty. Formstack is a workplace productivity platform that you use to kind of reimagine how you do things and just make everything simpler.
Carolyn Swartz
HR Analyst
Formstack
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack gave us a turnkey solution around health screenings, testing, and health security. It’s allowed us to serve patients in a way that is not cumbersome and gets them in and out quicker.
Dr. Jonathan Spero
President, Founder, and CEO
InHouse Physicians

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.