NEWS FROM OUR PARTNER THE EXCHANGE FORMSTACK WINTER 2022 Streamline your data capture. Manual data entry is extremely tedious and time- consuming. Having a tool that allows forms to be dynamically prefilled with existing data enables you John Dough to easily verify and update records without the manual Submit upkeep. Prefilling a form before a user has to think about it also creates a better, more personalized experience and helps you ensure that your customers’ information is accurate. Generate custom documents. Cutting down on document preparation time helps your teams save and reallocate valuable time. Having a tool like Documents for Salesforce allows you to automate document generation with data from your Salesforce org. With Formstack’s Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object, and then populate your Salesforce data into PDFs, Word documents, Excel sheets, and more. Reclaim Your Workday Simplify your signature collection. When clients, partners, and team members are waiting for final copies, it is important to be able to get With the start of every new year comes a fresh push them signed and delivered quickly. Formstack Sign lets you capture digital signatures on applications, proposals, to accelerate digital work. With increasing demands (both at contracts, agreements, letters, waivers, invoices, and more work and at home), you may find yourself looking for a way without needing a third-party app. By keeping e-signature as part of the Salesforce user experience, you can create a to automate manual processes, deliver solutions faster, and x complete, end-to-end solution for all your data collection, quickly turn concepts into workflows. Our partner Formstack’s document generation, and e-signature needs. workplace productivity platform helps automate key business processes. Here are three ways Formstack recommends The consolidation of multiple siloed softwares into one complete, dynamic solution will help implementing technology to maximize your workday. your teams optimize their time in the coming year. By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects — all without needing special technical knowledge. Learn more About Formstack on AppExchange.

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