Formstack Documents
Formstack Documents is an online document generation platform that lets you create documents of several types with dynamic content. You can send these document easily through the third party integrations provided. Formstack Documents lets you create Word Documents, Excel Sheets, Fillable PDF forms and HTML Document Builder.
With the Zoho CRM extension for Formstack Documents, you can easily merge fields from Zoho CRM and auto populate documents with a single click. You can then send your documents using any of the third party option provided by the Formstack Documents.
Note: Please note that the Formstack Documents extension for Zoho CRM is available in US, IN, AU, CA, SA, and JP datacenters.
Installing the extension
You can either go to the Zoho Marketplace and install the Formstack Documents extension or log in to your Zoho CRM account and install.
To install the extension
- Go to Setup > Marketplace > All.
- Click All Extensions, browse and click Formstack Documents. The details about the extension will be available.
- Click Install Now.
- Agree to the terms of service and click Continue.
- In Choose users/profiles, select the users you want to install the extension and click Confirm.
- You can install it for users with administrative profile only.
- You can install it for all users.
- You can choose for which profiles you want the extension to be installed.
- The extension will be installed automatically for the specified users.
- After installation, three tabs, i.e., Formstack Documents, Formstack Mappings, and Formstack Settings, will be created.
Authorizing the extension
In order to start using Formstack Documents in Zoho CRM, you need to Authorize it first.
- After installing the extension, click Formstack Settings Tab.
- You will be asked to enter the API Key and the API Secret.
For generating these keys, go to your Formstack account: - Go to My Account > API.
- Click on the link to generate the API key.
- Enter a name for the API key in the dialog box and click Create Key.
- Copy the generated keys to your Zoho CRM account.
- In Formstack Settings page, copy and paste the keys, and click Authorize.
The Admin has the option to allow access to other members of the organization and the option will be available only for the first-time authorization. - With access given for all users by the admin, the org members can authorize using either the Admin account or their own credentials.
- Without access given, every member of the organization will have to use their own credentials to authorize.
Creating documents in Zoho CRM
Once the authorization of the extension is successful, you can start accessing Formstack Documents in your Zoho CRM by clicking on the Formstack Documents tab.
To create documents in Formstack
- In the Formstack Documents tab, you can either choose a document that you have already created or create a new document based on your needs. Know more.
- Go to the Formstack Mappings tab and click New Formstack Mapping.
- In the Create Formstack Mapping page:
- Enter the Mapping Name.
- Enter Description.
- Select the Module with which the mapping has to take place from the drop-down list.
- Select if the Formstack Resource Type is Document or Route.
- Select the Formstack Resource from the drop-down list.
- Map the fields from the template to the Zoho CRM fields.
- Click Save.
- Click on a record form the module for which you have created the Formstack.
- Click Formstack.
- You will get the list of Formstack documents that are present for that module from which you can select the one that you need.
- The document will be automatically sent to the record, based on the delivery option chosen in the Formstack Delivery page.
Uninstall the extension
To uninstall the extension
- Go to Setup > Marketplace > All > Installed Extensions.
- Find the Formstack Documents extension and click Uninstall.
- Click OK to confirm.
The extension will be uninstalled.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Managing Mail Merge Templates
Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (forms, letters, address labels, envelopes, etc.). You can create a mail merge template which contains variables (merge fields), which will merge ...Types of Custom Fields
In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...Working with Custom Fields
In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...Standard Modules & Fields
The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...Standard Merge Fields
The following are the standard merge fields that can be used in templates in order to retrieve relevant data. Inventory Template Tags While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, ...
New to Zoho LandingPage?
Zoho LandingPage Resources