I need a Formstack Documents Developer
Budget: $750 – $1,500 AUD
We use Salesforce and Zoho CRM's integrated with Formstack. We want to extract data from our CRM into formstack documents. The freelancer will produce the Formstack Document Template, which is a document production tool, the tool should then extract data from our CRM to fill in the document and ensure it is correctly formatted and ready for print.
The documents have a medium degree of complexity in that they are reasonably long (20-30 pages) & contain variable number of records per client, so loop tables and other text may go over multiple pages and we need formatting to be clean. All records arein a grandparent, parent, child relationship in the CRM and pull from multiple tables/fields.
I've attached a copy of our fact find, which is one of the documents to give you a feel for the look, feela and complexity.
The documents have a medium degree of complexity in that they are reasonably long (20-30 pages) & contain variable number of records per client, so loop tables and other text may go over multiple pages and we need formatting to be clean. All records arein a grandparent, parent, child relationship in the CRM and pull from multiple tables/fields.
I've attached a copy of our fact find, which is one of the documents to give you a feel for the look, feela and complexity.