Formstack Documents

Formstack Documents is a seamless document generator that puts an end to manual data entry by allowing users to automatically populate documents with data from their central business systems, like CRMs and form builders. With Formstack Documents, organizations can automatically generate and share professional proposals, contracts, applications, registration forms, receipts, event tickets, and more with the information they collect. Additionally, the documents can be connected to hundreds of cloud apps to streamline data collection, eSignatures, advanced data routing, and document storage.

Key Features

  • Law firms populate documents every day and with this Clio-Formstack Documents integration, you can populate any type of document with data directly from Clio Matters and Contacts.