New Capabilities Are Easy As …

We take care of installing and configuring Formstack Documents so that you can have beautiful, accurate digital documents with the click of a button.

Easily create, share, and edit perfect digital documents directly from Salesforce. Using pre-built templates, automatically create engaging, personalized documents with a single click. Send accurate, consistent communications using data from Salesforce to elevate your brand and delight your customers.

New to Formstack Documents?  We can get you a 10% discount.  Just click here

Package #1: “Start Stacking Docs”

Ideal package for those who have just purchased Formstack Documents and are looking to start generating documents

Details:

Installation of Formstack Documents and delivery of your first document. This can be a SOW, Receipt, Contract, Invoice or any other type of document and includes up to 20 fields merged into the document from Salesforce.

Additional customizations on the new document including: 

• Dynamic document capabilities including conditional logic, dynamic tables, custom formatting and more
• Automated delivery of your doc to multiple locations including Salesforce, email delivery, cloud storage and many others
• Additional functionality within Salesforce including posting chatter messages and many others
• Ability to generate, consolidate and/or distribute multiple documents from a single button within Salesforce. The first document is a part of this package. Additional documents are available for an additional cost

For generation of PDF or MSWord document from a MSWord template

Packages starting at $2,500 

Package #2: “Stack More Docs”

Ideal pack for those who already own Formstack Documents and are looking to generate additional documents

Details:

Delivery of a document created with Formstack Documents. This can be a SOW, Receipt, Contract, Invoice or any other type of document and includes up to 20 fields merged into the document from Salesforce.

Additional customizations on the new document including:

• Dynamic document capabilities including conditional logic, dynamic tables, custom formatting and more
• Automated delivery of your doc to multiple locations including Salesforce, email delivery, cloud storage and many others
• Additional functionality within Salesforce including posting chatter messages and many others
• Ability to generate, consolidate and/or distribute multiple documents from a single button within Salesforce. The first document is a part of this package. Additional documents are available for an additional cost

For generation of PDF or MSWord document from a MSWord template

Packages starting at $2,000

Package #3: “Docs Delux”

Ideal package for those who have just purchased Formstack Documents and are looking to start generating documents and more!

Details:

Installation of Formstack Documents and delivery of your first document.  This can be a SOW, Receipt, Contract, Invoice or any other type of document and includes up to 40 fields merged into the document from Salesforce.  PLUS e-signature integration and salesforce configuration support

Additional customizations on the new document including:

• Dynamic document capabilities including conditional logic, dynamic tables, custom formatting and more
• Automated delivery of your doc to multiple locations including Salesforce, email delivery, cloud storage and many others
• Additional functionality within Salesforce including posting chatter messages and many others
• Ability to generate, consolidate and/or distribute multiple documents from a single button within Salesforce. The first document is a part of this package. Additional documents are available for an additional cost

For generation of PDF or MSWord document from a MSWord template

Packages starting at $3,500