Document Generation

Automated, Secure Document Generation

Say goodbye to repetitive, manual work. FormAssembly Document Generation integrates directly into your data collection workflows, automating document creation as a natural part of your processes.

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Simplify Your Processes & Cut Costs

FormAssembly Document Generation streamlines workflows, enabling you to eliminate redundant tools and effortlessly create professional, branded invoices, reports, certificates, and more—all while ensuring your data remains secure every step of the way.

We wanted more control and guidance for users and a more professional-looking, printable output. Hats off to you guys on this one. The final PDF output is looking really clean, and the Form Assembly guidance and dynamic buildout we’re able to provide in the form itself (so users almost can’t mess it up) is terrific.

Jon W.

Salesforce Administrator

How It Works

Build Your Own Templates

Upload .DOCX or .PPT templates to FormAssembly, add tags, and easily map data from multiple forms and connectors.

Generate PDFs Instantly & Securely

Form submissions trigger real-time document creation within FormAssembly’s secure platform.

Seamless File Storage

Automatically send generated documents to SharePoint, Google Drive, Box, Dropbox – and the Salesforce workflow connector.

Scale with Ease: Unlimited Documents Available

Eligible plans come with a set number of documents, plus the flexibility to refill or upgrade to unlimited access as your needs grow.

Make document generation a frictionless, automated part of your workflow.

Try FormAssembly today.