Forms
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Features
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Multiple Delivery Options
Documents
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Features
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Multiple Delivery Options
Formstack For Salesforce
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Features
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Multiple Delivery Options
Platform
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Features
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Multiple Delivery Options
Sign
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Features
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Multiple Delivery Options

Save time with seamless document delivery automation

Easily upload documents to the cloud, attach to Salesforce records, or deliver to third-party apps with our electronic document delivery options for Salesforce.

Watch The Overview

Delivery methods you can rely on

With over 40 different delivery options to choose from, generating documents within Salesforce and sending them to your customers, partners, and employees is a breeze.

Streamline workflows

With the click of a button, you can upload documents to records in Salesforce, share with clients via email, send out for eSignature, upload to the cloud, and more. Easily build seamless document delivery automation workflows that save time and help you create a smooth experience for customers, partners, and coworkers.

Seamless

Quickly generate dynamic proposals, contracts, reports, invoices, letters, and more with your Salesforce data and deliver them via one or multiple delivery methods.

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Versatile

Send merged documents to your favorite tools with over 40 electronic document delivery methods to choose from, including several storage and eSignature options.

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Customized

Put your document delivery on autopilot by creating different delivery paths that shift depending on the type of document that is generated or when certain conditions are met.

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How It Works

Set up your delivery method in three easy steps:

Step 1: Log in to your Documents account.

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Step 2: Choose your document template and select New Delivery.

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Step 3: Choose from over 40 different delivery options, including email, eSignature, and third-party apps.

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To learn more about document delivery automation with Formstack, check out this help article.

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.
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All Features

Form Building
The Ultimate AI-Powered Solution for Form Building
Saved Fields
Field Prefill
Smart Lists
One Question at a Time
Electronic Signatures
Themes and CSS
Subdomains
Save and Resume
Mobile-Friendly Forms
Form Importer
Drag and Drop
Section 508 Compliant Forms
Conditional Logic
Data And Analytics
Power your Data with our API Connector
Advanced Integrations
Conversion Kit
Email Confirmations and Notifications
Campaign Tracking
Partial Submissions
Import/Export
File Uploads
Field Validation
Field Bottlenecks
Data Routing
Forms API and Webhooks
Analytics
Payments
PCI Compliant Forms
Payment Processors
Discount Codes
Calculating Fields
Security
Enhanced Data Security Add On
SCIM
Form Security
Invisible reCAPTCHA
Forms for HIPAA Compliant Organizations
GDPR Compliant Forms
Data Encryption
Teams
Subaccounts
Workflows
Portals
User Permissions
Approvals

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