Fill any document without leaving Salesforce.
Point at a record, and 4orm fills the exact PDF you need (contracts, agreements, applications, forms) from data you already have. Rendered on-platform, so nothing ever leaves your org.
Your team is re-typing record data into documents by hand.
The record already holds the answers. But the document lives outside Salesforce: in Box, in Acrobat, on a shared drive. So someone copies each field across, one PDF at a time.
- Hours of manual re-keying, and one typo means a document you redo.
- Sensitive data leaves the org the moment the document does.
- Every template change means updating documents by hand, everywhere.
Map a document once. Generate it forever.
Point at a record
Open any Opportunity, Case, or custom object. 4orm shows the documents that apply to that record.
Opportunity → ContactMap fields once
Drop your blank PDF in and the studio auto-detects its fields. Map each to Salesforce, or combine them, like a full name from two fields.
{{FirstName}} {{LastName}}Generate & attach
One click fills the exact PDF and attaches it to the record in Files, ready to send, e-sign, or file.
→ Files · DocuSignA real authoring studio, inside Salesforce.
Drag a field onto the document, watch it fill with a live record's values, and see exactly what will print, before anyone files a thing.
If it's a fillable PDF, 4orm fills it.
Drop in the PDF your team already uses. The studio auto-detects its fields and maps them to Salesforce, from a one-page form to the most complex multi-page document. These are examples of what you can build, not a fixed library.
+ Auto-detects AcroForm fields, or drag values onto flat and scanned pages.
The document never leaves your org.
Every document is rendered on-platform: no external document service, no subprocessor, nothing new for your vendor review. Likely the shortest security review your team runs this year.
- 100% on-platform rendering
Data and documents stay inside Salesforce, client-side and Apex, never a third-party API.
- Field-level security enforced
Every generation runs in the user's context. If they can't see a field, it can't reach the document.
- Audit trail on every document
Who generated what, from which record, and when, all captured for compliance and accountability.
- Versioned templates
Reproduce the exact document you generated last quarter, on the template version current then.
Priced for teams, not enterprises.
- One flat rate for the whole org
- Fill any fillable PDF
- On-platform rendering
- Everything in Team
- Full Template Studio and live preview
- Unlimited documents and templates
- Audit trail and versioned templates
4orm plan has a $3,000/yr minimum. No AI or template-library add-ons yet.
Stop re-typing the same data into every document.
See 4orm fill a real document from one of your records in a 20-minute demo.