Salesforce Document Generation & Automation

Create, deliver, and sign documents

Documents for Salesforce lets you automate your Salesforce document generation and cut out manual tasks from your workday. Easily produce contracts, invoices, and more and send them for eSignature as part of the Salesforce user experience.

One-Click Documents

Add a custom Documents button to any Salesforce object to create documents based on individual records with a single click.

Easy-to-Use Templates

Get started with a pre-built template; build a document in our drag-and-drop document builder; or upload your own Word, PowerPoint, Excel, or PDF document.

Flexible-Rules Engine

Easily create rules that let you route data to multiple documents, add conditional logic, and send completed files to third-party apps.

Automated Document Creation

Use Salesforce document automation tools to save time and better meet the needs of customers, partners, and employees.

Multiple Delivery Options

Easily upload documents to the cloud, attach to Salesforce records, and deliver copies to customers and employees via email.

Digital Signature Collection

Use Formstack Sign to automatically send your Salesforce documents to customers, partners, and employees for eSignature.

Automate your Salesforce document generation

Use Documents for Salesforce to automatically populate your Salesforce data into professionally designed documents and send them for eSignature.

Try It Free

Hundreds of orgs rely on Documents for Salesforce

Formstack’s Salesforce document automation tools help teams save time and digitize processes at scale.

“What I love about Formstack Documents is its ability to provide multiple solutions for the same use case. Being able to solve complex problems from many different directions is refreshing.”

“Highly recommend this app for everybody who wants the best bang for their buck and is looking for a sleek, simple, yet very intuitive document generation app.”

“We use this app to generate our multiple-page quotations. It is really great to use, and the documents are impressive.”

“The user interface is extremely simple to use for both admins setting up the service and the end-users generating the documents.”

“This is a great app—easy to learn and easy to use! We were able to use our existing templates, which saved tons of time in the initial programming.”

“It's simple to adopt and use, but of course can do a lot more, and besides that offers great and precious support.”

See all reviews on the AppExchange

Level up your Salesforce documents

32,000+ organizations have automated 500+ interactions

Create, deliver, and sign documents

Increase your lead generation.

Hundreds of orgs rely on Documents for Salesforce

Ready to get started?