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Formstack Documents - Document Generation
by IntellistackSalesforcePaid
Generate PDF, Word, Excel, and PowerPoint documents from Salesforce standard or custom object data.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Formstack Documents lets users upload or create documents, connect them to standard or custom Salesforce objects, and generate files from Salesforce. It combines Salesforce data with Formstack documents to produce PDF, Word, Excel, or PowerPoint files. Generated documents can be sent by email, saved in the cloud, or routed to a third-party app.
Key capabilities
from the Salesforce AppExchange listingDocument creation
Users can import existing documents and forms or create documents in Formstack Documents.
Salesforce data merge
The add-in combines data from standard or custom Salesforce objects with Formstack documents.
Multiple output formats
Documents can be generated as PDF, Word, Excel, or PowerPoint files.
Document delivery
Generated files can be sent by email, saved in the cloud, or routed to a third-party app.
In the catalog
206 plugins in Salesforce Platform · Documents and content
Price distribution: 42 free, 19 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«1. Upload or create your documents in Formstack Documents. 2. Integrate with your standard or custom Salesforce objects. 3. Generate professional documents from Salesforce with a click. With various file types at your fingertips, you can easily create professional-looking documents that fit right in with your …»