Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

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Webinar

Generating Documents from Salesforce Records Using Formstack Documents

September 10, 2019

Webinar

Generating Documents from Salesforce Records Using Formstack Documents

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September 10, 2019

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Webinar

Generating Documents from Salesforce Records Using Formstack Documents

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Webinar

Generating Documents from Salesforce Records Using Formstack Documents

Using Salesforce to manage your business can help you keep customer information organized and streamline your daily operations.

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Add Formstack Documents (formerly known as WebMerge) to the mix and you can cut the time you spend on paperwork to almost zero! In this webinar, we show you how to map Salesforce data to Formstack Documents. Learn how to run documents from ListView, merge them from Salesforce reports, and more.

Panelists

Christina Adkison

Customer Support Specialist

Formstack

Daniel Pool

Customer Support Specialist

Formstack

Using Salesforce to manage your business can help you keep customer information organized and streamline your daily operations.

‍

Introduction

Using Salesforce to manage your business can help you keep customer information organized and streamline your daily operations.

‍

Great, thank ya!

You can now access the content.

Download Now Download Now

Oops! Something went wrong while submitting the form.

Panelists

Christina Adkison

Customer Support Specialist

Formstack

Daniel Pool

Customer Support Specialist

Formstack

Infographic

Generating Documents from Salesforce Records Using Formstack Documents

In this webinar, we show you how to map Salesforce data to Formstack Documents.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

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Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES

Authorize.Net

Bambora

Chargify

First Data

PayPal

PayPal Pro

PayPal Payflow

Stripe

WePay

Monthly Fees

$25

$149+

Contact First Data

$25

$0-$25

Transaction Fees

$2.9% + 30¢

N/A

Contact First Data

$2.9% + 30¢

10¢

$2.9% + 30¢

Countries

Based on payment gateway

50+

203

USA

Currencies

140

135+

Card Types

Based on payment gateway

Limits

None

Based on payment gateway

None

$10,000

None

Form Payments



Recurring Billing



Mobile Payments



PSD2 Compliant



Meet The Host

Lindsay McGuire

Content Marketing Manager

Formstack

Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.