Formstack Documents (formerly WebMerge) is a document generation and automation platform that enables businesses to automatically populate and deliver customized documents like contracts, invoices, proposals, surveys, and more. It integrates with various tools to simplify data collection, streamline workflows, and eliminate manual document creation processes. By integrating Formstack Documents with Frends iPaaS, businesses can transform data into professional documents and seamlessly connect document workflows with CRMs, ERPs, or other platforms, ensuring automated delivery and real-time synchronization.

Business use cases

Automated document generation and delivery

Formstack Documents enables businesses to generate documents like contracts, invoices, and quotes automatically. Frends can enhance this by integrating it with CRMs like Salesforce, HubSpot, or Dynamics 365. For example, when a deal is closed in the CRM, Frends can pull contact and deal data, send it to Formstack Documents to generate a contract, and automatically deliver it to the customer via email or required cloud storage.

Integration with e-signature platforms

Many organizations require documents to be signed digitally. Frends workflows can integrate Formstack Documents with e-signature platforms like DocuSign, Adobe Sign, or HelloSign. For instance, once a contract is generated by Formstack Documents, Frends can send the document to an e-signature platform, track the signing status, and notify stakeholders once the process is complete. The finalized document can then be archived or stored in cloud systems.

Data synchronization with CRMs

Frends can synchronize data from CRMs like Salesforce, Zoho, or Pipedrive with Formstack Documents. For example, when a new lead or customer record is created in a CRM, Frends workflows can automatically populate a Formstack Documents template to generate welcome letters, pricing lists, or agreements. Additionally, signed documents can be returned automatically to the CRM and associated with the correct customer profile.

Integration with HR systems for employee onboarding

Formstack Documents is widely used for creating employee onboarding documents like offer letters, NDAs, and HR policies. Frends can integrate Formstack Documents with HR systems like BambooHR, Workday, or SAP SuccessFactors. For example, when a new hire is added to an HR system, Frends can generate personalized onboarding documents using Formstack templates and send them to the employee and HR team. Completed documents can then be stored in the HR system.

Invoice and billing automation

Formstack Documents can generate invoices or billing statements using customer data. Frends can connect Formstack with accounting systems like QuickBooks, Xero, or NetSuite to automate invoicing workflows. For instance, when billing data is processed in QuickBooks, Frends can trigger the generation of an invoice in Formstack and automatically email it to the client or store it in a cloud platform for record-keeping.

Event registration and ticket generation

For organizations hosting events, Formstack Documents can be used to generate registration confirmations, tickets, or badges. Frends can integrate registration platforms like Eventbrite or Zoom with Formstack Documents to automate the process. For example, when someone registers, Frends workflows can collect their data, create a custom ticket or badge via Formstack Documents, and send it to the registrant via email or SMS.

Compliance and audit reporting

Businesses operating under strict regulatory frameworks often need well-documented compliance records. Formstack Documents can generate audit-ready reports, and Frends can automate the entire creation and storage process. For instance, Frends workflows can periodically collect data from multiple platforms, generate compliance reports in Formstack Documents, and store them in long-term archives like AWS S3 or Azure Blob Storage.

Integration with ecommerce platforms

For ecommerce stores, Formstack Documents can generate order confirmations, invoices, or shipping labels. Frends can integrate Formstack Documents with platforms like Shopify, WooCommerce, or Magento. For example, when an order is placed, Frends can pull data from the ecommerce platform, pass it to Formstack Documents for generating invoices or labels, and ensure proper delivery to customers and logistics providers.

IT asset and license management

Organizations using Formstack Documents to manage IT asset tracking or software license agreements can integrate it with ITSM platforms like ServiceNow or Jira. For instance, when a new software license request is filed in ServiceNow, Frends can trigger the generation of a Formstack-generated license agreement, route it for approval, and store the finalized document in a centralized repository.

Real-time notifications for document workflows

Timely document updates are critical in dynamic environments. Frends can connect Formstack Documents with collaboration tools like Slack, Microsoft Teams, or email platforms to notify users about document progress. For example, when a document is generated or signed, Frends workflows can notify stakeholders in real-time with relevant updates or access links.

Multi-language and localization support

For companies operating in global markets, Frends can automate document localization workflows with Formstack Documents. For example, when customer data from a particular region is processed, Frends can select the appropriate language template in Formstack Documents, generate the document, and ensure compliance with local language and formatting requirements.

Vendor and procurement management

Procurement teams often require NDAs, contracts, or purchase orders when collaborating with vendors. Frends can connect Formstack Documents with procurement platforms like Coupa or SAP Ariba to automate these workflows. For example, when a new vendor is onboarded, Frends can trigger Formstack Documents to generate an NDA or contract, send it to the vendor, and store the final document in the procurement platform.

Customer feedback or survey responses

Formstack Documents can be integrated into customer surveys or other feedback systems to generate detailed reports. Frends can automate the consolidation of survey data from platforms like Typeform, SurveyMonkey, or Google Forms, and pass it into Formstack Documents to generate branded reports summarizing the responses. These can then be emailed to stakeholders or stored for analysis.

Archiving and record retention

Document retention is critical for compliance and business continuity. Frends workflows can integrate Formstack Documents with storage solutions like SharePoint, Google Drive, or Dropbox to automate archiving. For example, whenever a document is generated in Formstack, Frends can automatically label and store the document in the appropriate folder, ensuring proper categorization and long-term retrieval.

Integration with analytics tools

Organizations leveraging Formstack Documents for data-heavy workflows often require analytics dashboards to track usage, progress, or trends. Frends can automate the extraction of data from Formstack Documents into analytics tools like Tableau, Power BI, or Google Data Studio. For instance, workflows can generate metrics on document generation frequency, e-signature completion rates, and SLA adherence, visualized in real-time dashboards.

Sales proposal generation

Sales teams often rely on Formstack Documents to generate customized proposals. Frends can integrate it with sales platforms like Salesforce CPQ, Pipedrive, or HubSpot to streamline the sales process. For example, when a salesperson selects a package or service, Frends can pull corresponding pricing and terms from the CRM, populate a proposal template in Formstack Documents, and deliver the document to the prospective client.

Grant management for nonprofits

Nonprofits using Formstack Documents for grant applications can automate their workflow with Frends. For example, when a new grant application is created in a CRM or donor management platform, Frends can trigger the generation of personalized acknowledgment letters or grant contracts in Formstack Documents. Afterward, the document can be shared with stakeholders and archived automatically.

Renewal reminders and recurring agreements

For organizations relying on recurring contracts, Frends can integrate Formstack Documents with systems like ERP or subscription platforms. For instance, Frends workflows can monitor contract renewal dates, trigger the creation of updated agreements, and notify relevant stakeholders about the renewal using documents generated by Formstack Documents.