Features of Formstack Documents to Save Time
Formstack Documents/WebMerge has a superb feature set that can truly automate document generation and delivery for any industry. We’ll break down its features into three groups:
1. Document Generation
Formstack lets you automatically generate documents based on the data or files fed into the system. Pre-built templates are available, or you can customize to suit your branding. You can utilize conditional logic to hide or show content in your documents, as well as control how the documents are shared. Finally, data routing lets you pass data through multiple documents with ease.
Formstack Documents covers all the document generation you need:
- Native salesforce plugin
- Word, Excel, PowerPoint, PDF generation
- Native integration to 11 e-Sign solutions (includes DocuSign, HelloSign, Adobe Sign)
- Native integration to 10 storage solutions (includes Gdrive, Dropbox, Box, Amazon)
2. Document Automation
Document automation software offers a plethora of tools to populate, sign, store, or send your documents. It includes features such as:
Automated Microsoft Word Document Generation
Generating documents through CRM data
Auto-generated custom forms
Electronic signature integration
Protect data in sensitive documents and ensure their compliance with security standards through Formstack Documents’ security features. You can use SSL, encryption, firewalls, and passwords to secure your documents depending on your requirements.
Formstack Documents also complies with HIPAA requirements for secured patient records under the healthcare industry use.
Upgrade Your Subscription Plans To Get More Automated Templates
Formstack automated document creation tool is available in five subscription tiers. Experience more features as you upgrade to a higher subscription plan:
Micro – 30 document merges per month with 3 templates, 1 user
Starter – 150 document merges per month with 10 templates, 2 users
Pro – 500 document merges per month with 20 templates, 5 users
Business – 2,000 document merges per month with 50 templates, 15 users
Enterprise – more than 2,000 document merges per month with more than 50 templates and greater than 15 users, full feature set
Micro and Starter plans are suitable for smaller businesses. Pro and Business plans are suitable for medium to large businesses. Big organizations can invest in the customized Enterprise plan that’s worked out with the Formstack Documents team.
Formstack offers a free trial for automated document creation for 14 days. It’s a great chance to check 6 Formstack documents integration and see if the tool is indeed a good fit for your business needs.