Use Formstack Documents with Salesforce

The Formstack Salesforce App provides a number of ways to create beautiful documents. Please review the breakdown of each method in the following article

This article contains some quick-start links to describe how you can use the Formstack Documents product with Salesforce.  

Once your form submissions or manual entry put data into Salesforce successfully, you can use a number of other methods to generate and deliver documents that may be better for your use case.

Here are some examples of when you may want to consider using a more advanced approach to generate documents:

Information about the Formstack Documents integration with Salesforce can be found here.
Formstack Documents AppExchange package support articles can be found here.

 

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