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.
Set it up once. Then it just runs.
We install and configure 4orm in your Salesforce org and map it to the documents your team actually sends. A simple license keeps it running, supported, and improving.
One-time implementation
- Installed and configured in your org
- Up to 3 templates built and mapped
- Admin training session
- 30 days of support
- Everything in Quick Start
- Discovery workshop
- Up to 8 templates built and mapped
- E-signature handoff (DocuSign and more)
- 60 days of support
- Everything in Standard
- Unlimited templates
- Custom automation and integrations
- Priority support
Keeps 4orm live in your org, with updates, new features, and support when you need it. Flat per org, no per-document fees.
Implementation is a one-time setup fee. The license bills monthly or annually and can be cancelled anytime.
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.