Document automation uses automated workflow processes to create electronic documents at scale. Formstack Documents connects to your most valuable business systems to automate document generation based on pre-established parameters, such as a form submission or the creation of a new record in your CRM.

It’s easy to create documents with Formstack. Our platform enables you to use data from form submissions, your CRM, or other critical business systems to create dynamic proposals, contracts, invoices, reports, and more. Once documents are generated, they can be delivered to cloud storage solutions, uploaded to records in your CRM, or sent for eSignature.

Formstack Documents can be used to automatically generate dynamic PDF documents from your form submissions, CRM records, or other valuable data sources. You can upload your own PDFs or create custom documents with our document builder. Other formats that we support include Microsoft Word documents, Excel sheets, and PowerPoint slides.

With Formstack Documents, there are several ways to create a document online. You can start from scratch using our document builder, get a headstart with customizable templates, or upload your own Word, PowerPoint, Excel, or PDF files.

Formstack Documents has HIPAA-friendly features that can help automate the management of sensitive information. All your data is transferred by SSL—an encryption security protocol—and protected with a firewall. Once your data is merged into a document, it is deleted from our system. We constantly monitor our database and track logins to prevent unauthorized access. Finally, Formstack never shares your data.