Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

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Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

Lacey Jackson
/
May 11, 2021
Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

MIN
/
May 11, 2021
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Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

Blog

Eliminate Paper Invoices with Formstack Documents for Salesforce

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Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


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Eliminate Paper Invoices with Formstack Documents for Salesforce

We’re collaborating with Formstack partner Venn Technologies to show you how to eliminate paper invoices using the power of Formstack Documents for Salesforce.
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Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


Does manual data entry and paper workflows slow your organization down? Today, we’re collaborating with Formstack partner and integration gurus Venn Technology to provide a solution to one of your most irksome paper workflows: invoicing. 

In today’s demo, we’ll walk through how to:

  • Add your customized Formstack Documents invoice template to Salesforce
  • Establish a trigger to send invoices when an Opportunity is set to Won
  • Expand this workflow using Workato to connect your accounting software

This tutorial was inspired by Venn Techology’s own invoice generation workflow. In this example, we’re using Salesforce data to generate our invoices, but you can also use tools like Workato to connect to accounting software like Quickbooks or Sage Intacct



Learn More: Love working with Sage Intacct, but want to connect to Salesforce? Venn Technology has you covered! Check out this video to learn more

If you get started with a Formstack Documents for Salesforce template or have already built your own, set up for this workflow will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

 

This workflow uses Formstack Documents for Salesforce and Salesforce.com. You can expand this workflow by looping in Workato or your preferred accounting software


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience. 


Lacey Jackson
As a Product Marketing Manager at Formstack, Lacey is dedicated to creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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