Map fields from your forms into Salesforce to create new records or upsert existing records.
Collect offline data via the Formstack Go mobile app and sync the data you collect into Salesforce.
Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.
Free your team from having to manually copy and paste information into your documents.
Enjoy the ease of a unified workflow that can pass information to multiple documents at once.
Read this help article to learn how to set up your own Salesforce document generation workflows.
Deliver documents to prospects, customers, and employees for digital signature via email or text.
Sync signed documents back to Salesforce and seamlessly update records.
Collect data, create documents, and capture signatures with a single, compliant workflow.
Read this help article to learn how to set up your own Salesforce and Formstack Sign connection via Formstack Documents.