Easily upload your data and pass it to multiple documents at once. Use set conditions to control where are sent.
Dynamically create customized documents based on the data that is being collected.
Allow your team to easily create new documents, manage those documents, perform merges, and more.
Collect information to merge with a document or route data via an online form.
Set up conditions for your delivery options so that the merged documents are only sent to desired recipients.
We do not save any information that is sent to our system for merging, so rest assured your information is secure.
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.