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Formstack Documents

Document generation engine that merges data from any system into PDFs, Word, and Excel files.

About Formstack Documents

Originally launched as WebMerge and now part of Formstack as Formstack Documents, this platform automates document creation by merging data from CRMs, databases, and forms into branded PDFs, Word documents, Excel spreadsheets, and PowerPoint files. Users build templates with merge fields, then trigger generation through integrations with Salesforce, HubSpot, Zapier, Airtable, and webhooks. It serves mid-market businesses generating contracts, proposals, certificates, and invoices in volume without writing custom code.

App Details

Category: Proposals & Documents

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