Features
Document Merge
Send beautifully designed documents with form submissions as attachments to emails.
Build professional-looking documents from form submissions with your own custom document templates. Save time and resources by automating documents like receipts, invoices, contracts and so much more.
Merge form data in documents seamlessly for use in:
- HR Documents
You can create offer letters, onboarding documents as well as other important HR documents.
- Education
Send out certificates, documents, fee receipts, etc. once students and staff fill out your forms.
- Purchase & Sales Orders
Complete purchase orders in minutes once a form is filled out.
- Invoices & Receipts
Issue out branded invoices and receipts for your organization, without manually sending out emails every time.
- Contracts & Agreements
Seal agreements by formatting contracts from details entered in forms.
Steps to start customizing documents with Document Merge:
- Create a form
Start off with a form template or create a form from scratch using the intuitive drag and drop form builder. With Formplus, you can create forms to collect digital signatures, payments, repeating data and more.
- Upload document templates
Download a sample template and customize it how you want. You can add images, logos, and even change the template font if you wish. When you’re done, upload the document template.
- Set up email notifications
To attach your custom documents to emails, set up email notifications for that particular form. You can send out the attachments as PDF or Microsoft Word.
Learn more about Document Merge.
Ready to start merging submissions into custom documents? Sign up for free