Formstack Documents Features
Data Sources (3)
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Software
Integrate with software such as ERP or CRM to use data for document generation
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Spreadsheets
Allows users to generate documents using information from spreadsheets
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Documents
Ability to generate new documents using other documents in multiple formats
Generation (3)
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Templates
Include templates for various types of documents such as invoices or quotes
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Automation
Automate document generation based on customizable rules
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Branding
Allow users to personalize documents for branding purposes
Delivery (3)
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Workflow
Define and manage workflows for document distribution
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Schedule
Create a schedule to deliver documents at predefined times
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Batch
Provide the ability to generate and deliver documents by batch
Integrate & Embed (3)
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Calendar
Integrates with calendars to link relevant documents for meetings or appointments
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Website
Embeds live documents into websites
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Applications
Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software
Edit & Revise (1)
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Document Editor
Provides editing and proof-reading tools such as spell check and grammar check
File Types (3)
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Export
Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format
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Import
Imports documents in multiple file formats for editing
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Web Publishing
Transforms a document into a web page and publish to the internet
Design (3)
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Graphics
Ability to insert graphics, including photos, charts, drawings, graphs, etc.
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Templates
Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.
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Themes
Offer various color themes which can be applied to the document
Operating System (3)
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PC Operating System
Supports Microsoft Windows operating system
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Mac Operating System
Supports macOS operating system
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Linux Operating System
Supports Linux operating system
Generative AI (9)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Text-to-Speech
Simulates human-like speech from text inputs.
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AI Image-to-Text
Converts images into a textual description, identifying key elements.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Image-to-Text
Converts images into a textual description, identifying key elements.
Agentic AI - Document Creation (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input





