That is also where its strengths lie - Formstack Documents includes connectors to almost forty different tools for pulling data, output delivery, and storage. Overview : Formstack Documents (formerly known as Webforms) presents more as a connected app rather than a full Salesforce app in its own right. Yes, the full experience is available in Lightning and either on the Formstack Documents site (for template management) or in LDSįormstack (webforms), Formstack Sign, Formstack Sync Stash, AWS, box, Dropbox, Egnyte, Google Drive, NetDocuments, ShareFile, SharePoint, SpringCM, Zoho Docsįormstack Sign, Adobe Sign, DocuSign, eversign, GetAccept, HelloSign, OneSpan Sign, RightSiganture, Signable, SignNow, Zoho Sign Yes, as well as data routing to set up logic which template(s) are selected Text, Tables, Chart (using JSON to define) User clicks the Webmerge button from the record and selects the type of document to merge, which is then delivered based on the defined delivery method. tables and conditions, set up mapping of template merge fields to Salesforce fields separately Medium - Build template in an editor that helps insert e.g. Online Document Builder, working from a sample template, from scratch or based on an uploaded MS Office file. Custom objects need to be added to a list so that they can be used in document generation.Īverage Template Creation Estimate (Medium Complexity) Medium - In addition to installing and setting up the app, you have to connect it to Formstack Documents via an API key, and then set up Salesforce as a Delivery method in order to store the output files. Nonprofit discounts available on request. Adding related lists requires using a loop syntax and an object holder merge field. To set up documents, you first have to define your own merge fields, then map each of them to the correct fields. In addition, each tool is further described in more detail with an emphasis placed on the user experience for both the admin setting up the template as well as the end user generating documents from records.Ībility to merge data from multiple sources, not only Salesforce, as well as connect to a wide variety of other tools for delivery. A summary table highlights core attributes, including basic technical capabilities. This document compares six of the most popular tools available on the appexchange today. Companies want to build quotes, contracts, invoices, product sheets, and many other documents off the data they manage through Salesforce, in as few steps as possible. Alternative to Formstack for Salesforce Document Generationĭocument generation is an almost universal need for businesses and nonprofits leveraging the Salesforce platform as a CRM and beyond.
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