Formstack Documents

Formstack Documents

by Formstack

Formstack Documents allows users to automatically populate documents with data from their central business systems, like CRMs and form builders.

Manage contracts, Enable payments and tracking

App screenshot
App screenshot
App screenshot
App screenshot

Description

HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.

With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.

Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.

Installation instructions

Installation is very easy: Click “Install now” at the top of the screen, read the permissions and select “Accept and install” *If you're not logged in or need to create an account, you'll need to go back to the Marketplace page afterward to run the installation again.

Please follow this help article after installation: https://support.webmerge.me/hc/en-us/articles/206526286-Pipedrive&?utm_source=pipedrive.com&utm_medium=referral&utm_campaign=technology+partners

Also popular in this category

If you’re interested in this app, you might also like:

QuarterOne
free
QuarterOne
Free app for automated sales reports, analytics, forecasts and predictions.
Click2Contract
Click2Contract
Adapt and scale the best deal closing practices. Simple process, visual proposals, eSignatures and follow-up in one solution.
DocuSign
DocuSign
Simplify and accelerate the time to reach an agreement by creating DocuSign envelopes in Pipedrive.
Built by Pipedrive

User reviews

User reviews

Empty resultsNo reviews yet.

Sign in to add a review.

Overall rating

No ratings yet

No installs

Can't find the app you need?

Use our powerful API to build awesome apps for either your company or for all Pipedrive users.

Build an app