Formstack is a powerful online form builder that allows you to create and manage mobile-responsive web forms. These forms can be used to capture data throughout the entire sales process. Formstack customers can connect their forms to Octiv documents to automate the document creation process by automatically generating Octiv documents using the data from form submissions. Generate documents in PDF, Word or in an online HTML5 format to create quotes, proposals, contracts, presentations, order forms, work orders and more.

Key Benefits

The seamless integration of Formstack and Octiv enables customers to:

  • Generate a Document. Generate custom documents quickly and easily by filling out a formstack form. The data captured in the online form dynamically shows and hides pages/sections of a document.
  • Embed a Form. Quickly search for or drag and drop pre-made forms into the body of your documents without ever having to leave Octiv.
  • Collect Information after Signature. Route signers to complete additional forms as part of the signature process. A powerful file uploader allows customers to upload documents or files as part of the signing process.

The integration handles many different scenarios including:

  • Generating a document from form submissions
  • Collecting order form information
  • Quoting products and services
  • Making product selections
  • Collecting secure credit card payments

The possibilities are endless!

Find out more about the integration on Formstack’s Integration Partners page, or on our integrations page.