Forms
/
Features
/
Auto-Generated Forms
Documents
/
Features
/
Auto-Generated Forms
Formstack For Salesforce
/
Features
/
Auto-Generated Forms
Platform
/
Features
/
Auto-Generated Forms
Sign
/
Features
/
Auto-Generated Forms

Save time with auto-generated forms

Easily populate data into your documents with auto-generated forms that are based on your document fields.

Simplify document data capture

Looking for a simpler way to send data to your documents? The Data Capture tool in Formstack Documents lets you build online forms that can be used to populate documents with data submitted by customers and coworkers.

Accelerate your data collection

Use Formstack’s auto-generated forms to quickly capture information that can be merged with letters, proposals, contracts, and more.

Easy-to-Use

Set up your form in a matter of minutes by adding and customizing fields from your document.

Versatile

Easily customize different aspects of your form, including field types, logic, submit buttons, and the URL.

Automated

Create a seamless workflow that automatically triggers a document merge every time someone submits your form.

How It Works

Create auto-generated forms in three easy steps:

Step 1: Create a document by uploading a PDF, Word, Excel, or PowerPoint file, starting with a pre-built template, or building a document from scratch in our builder. Add merge fields to complete your document.

Step 2: After you have your document set up, go to the Data Capture tab and click the New Data Capture button. This is where you can add fields from your document to your form and adjust your form’s settings.

Step 3: After you have set and saved your form settings, go to the Publish tab to retrieve your form URL. Send the URL to customers and employees to quickly collect their data and merge it into your documents.

To learn more about Formstack’s document data capture feature, 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.

All Features

Hi there! 👋 How can I assist you today? 🤖 ✨

drift bot drift bot
1