![]() Formstack has been relied on by over 25,000 people worldwide to increase their efficiency at work. People invest their trust in Formstack and use their platform because they believe that the company’s goal of simplifying the work of all workers will boost productivity. Advanced security features in Formstack ensure that operations may be sped up without compromising security or compliance.įormstack began in 2006 with the idea that “there has to be a better way.” A more effective method of data collection, a more effective process of automating routine tasks, and a more convenient approach to finding answers to common issues without the need for technical training or code. Formstack combines collaborative work tools, including electronic forms, documents, signatures, and data sync, to help organizations be more productive and use the data they gather. Users from all industries may decrease data confusion and address pressing business issues with the help of its versatile, secure data collection and process automation technologies. ![]() Start your free 14-day trial today with no credit card required.Formstack is a platform for office products designed to revolutionize how individuals gather and use information. Merge Salesforce data into documents and speed up your time to close by, never copying and pasting data or contact information again!ĭescription: Drive Connect is the simplest way to link Google Drive files to Salesforce records and generate Google Docs for your proposals, quotes, contracts, and invoices from Salesforce data. Dynamically prefill forms, generate and update records, and connect to any standard or custom object without leaving your Salesforce account. Quotes, proposals, NDAs, order forms, contracts, and invoices-are just a few clicks away.ĭescription: Formstack Documents automates your document generation so your sales team can easily generate contracts and proposals. Realize your Salesforce vision with Formstack Forms for Salesforce Forms for Salesforce is a 100 native Salesforce form builder. Send consistent and personalized documents that elevate your brand and delight your customers.ĭescription: Nintex Drawloop DocGen® makes it easy for anyone to automate the creation of mission-critical documents-regardless of technical prowess or IT availability. This makes the signing process as easy as a single click once connected with a notary!įor more information on enabling White Text Tags in your Proof account, contact your customer success manager or Commonly Used Applications for Salesforce Document Generation CONGA COMPOSERĭescription: With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Adding Notarize with Proof Flags to your Document TemplatesĪfter you decide on a solution for document generation, you can optionally implement White Text Tags in your document templates, which allows you to generate documents prefilled with customer information from Salesforce that includes pre-placed signer/notary fields. You can use Salesforce data to prefill your documents, improving the signer experience and reducing errors. The Salesforce document generation tool allows you to generate POAs, leasing documents, contracts, and more within Salesforce. Once you have implemented the Notarize with Proof Salesforce App, implementing a Salesforce document generation tool is the next step in automating your document signing process. □Primary Audience: Proof for Business Notarize with Proof & Salesforce: Document Generation Commonly used applications for Salesforce Document Generation.Adding Notarize with Proof Designations to your Document Templates.Notarize with Proof & Salesforce: Document Generation.This article walks you through the following steps after you download the Salesforce App.
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