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Microsoft Word Document Automation
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Microsoft Word Document Automation
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Microsoft Word Document Automation

Start automating your documents

Generate automated Word documents in seconds, and send them anywhere.

Generate Word docs with ease

Step up your productivity with convenient, Microsoft Word document automation. Use data from central business systems, such as you CRM, accounting software, or form tool. Simplify your projects and make quick work of gathering information.

Easily assemble documents

Simplify your Microsoft Word document automation assembly process to enable efficient processes and workflows.
Personalized

Personalize your Word files for different clients or partners by dynamically showing or hiding sections in your document

Cohesive

Embed signatures in your document as an image file, or send it to an app like DocuSign for easy eSignature capture.

Versatile

Populate multiple Word docs with data at once, and send them to different places depending on the conditions you set.

Customized

Don't see the integration you need? Use our open API to create custom integrations with your favorite applications.

How It Works

Create custom Word documents in a snap

Step 1: Easily build a new Word document from scratch in our builder, upload your own, or start with a pre-made template. To prepare your document for merging, just add fields to the areas in your document.

Step 2: Send data to a Word document via a variety of third-party services, such as your CRM. If you need to make changes after a merge, simply edit the file locally and re-upload it to Formstack Documents.

Step 3: Store your documents in the cloud, send them via email, or route them to dozens of third-party apps. Easily control when and where documents are sent based on pre-defined conditions.

Learn more about Formstack's document features.

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