Formstack Documents - Document Generation vs CoPilot - A 360 Degree View of Student Success

Enhance your document generation process in 3 easy steps: 1. Upload or create your documents in Formstack Documents. 2. Integrate with your standard or custom Salesforce objects. 3. Generate professional documents from Salesforce with a click. With various file types at your fingertips, you can easily create professional-looking documents that fit right in with your business. Whether you need a dynamically-generated PDF document, or the flexibility of a Word doc, Excel spreadsheet, or PowerPoint presentation, we've got you covered. Seamlessly merge your Salesforce data into a Formstack document to create: ✔ Contracts ✔ Proposals ✔ Invoices ✔ Reports ✔ Quotes ✔ Receipts Multiple delivery options make integrating documents with your workflows a breeze. Whether you need to send docs via email, save them in the cloud, or route them to a 3rd-party app, the possibilities are endless. Formstack is the best way to easily automate your contracts, simplify quotes, streamline proposals, generate reports, and much more. Get a demo today to see for yourself.

A product of College Possible, CoPilot is an industry-leading data information system built on Salesforce that provides institutions with comprehensive, 360-degree insight into the academic, financial and social well-being of their students. Designed and built by some of the most respected leaders in the college access and success industry, the product leverages considerable higher education industry and subject matter expertise. We understand the unique needs of student success teams because we’ve partnered with them for more the 20 years. Highly customizable and adaptable to your evolving needs, CoPilot securely tracks real-time student interactions, monitors student progress, and pinpoints your team’s best opportunities for intervention so you can drive better student success outcomes.