Build a consistent look for your organization by adding a logo and other brand elements to your letters.
Add an information request form to your site to generate customer service letters with answers to frequently asked support questions.
Easily send letters based on triggers established in your CRM, accounting tool, or other integrated software.
Populate letters with information from Salesforce records, online forms, or other sources with the help of 150+ pre-built integrations.
Generate custom letters automatically through triggers such as changes in project status, the creation of new Salesforce records, and payment submission.
Add a layer of security to your letter generation with powerful security features, including encryption, password protection, and HIPAA compliance.
Eric needs to generate personalized thank-you letters for his most recent event. To create an automated workflow for this process, he builds a document template in Formstack Documents and defines his merge fields with the help of a drag-and-drop interface.
He wants the letters to be generated with data submitted on the event registration form. Eric connects Formstack Documents with Formstack Forms so information from the registration form will be automatically populated into his document template’s merge fields.
To ensure that generated letters are sent to the right attendees, Eric uses email as the delivery method so letters are sent directly to each attendee’s inbox. And that concludes his workflow! Eric now has a seamless letter generation process that will automatically generate custom letters and simplify event management.