You know how you sometimes look right past something very useful/valuable that’s been staring you in the face all along? That’s what Form2Doc is.  Form2Doc automatically turns form responses into polished documents, certificates, invoices, contracts, and more. Just provide a template, and let it do the rest.

Previously called Document Merge, Form2Doc is one of those useful features that quietly sits there, doing its job and minding its business, until someone shows you what it can actually do.

What is Form2Doc?

Form2Doc is a feature that allows you to automatically generate custom documents like certificates, invoices, contracts, offer letters, receipts, and more from the responses submitted through your forms.  You start with a form. Your respondents fill it out. Then Form2Doc does the heavy lifting by taking those answers and using them to populate a branded PDF or DOCX document that looks just the way you want it.

If you’ve ever spent hours copying data into Word templates, formatting certificates, or manually personalizing letters, Form2Doc was built with you in mind. This powerful tool saves you time, reduces errors, and ensures your documents always look consistent and professional.

Every submission generates a clean, ready-to-go document with no formatting errors, eliminating the need for manual edits or starting from scratch every time.

How Teams Use Form2Doc.

Form2Doc is used across many industries and workflows. If you work in education, HR, legal, or client services, this feature makes it easier to create professional documents at scale.

Here are just a few ways teams are using Form2Doc:

• Education – Automatically generate completion certificates after students submit final assessments.
• HR & Recruitment – Create personalized offer letters or onboarding documents based on submitted employee information.
• Consulting & Agencies – Deliver branded invoices and contracts from project request forms.
• Event Management – Send confirmation slips or participation certificates after registration.
• Finance – Generate receipts or payment breakdowns tied to transaction forms.

Once you’ve designed your document template and connected it to your form, every submission automatically turns into a polished, customized attachment.

How to Set It Up in Minutes

Getting started with Form2Doc is simple:

• Step 1: Open the Form2Doc Tab

In the Formplus builder, select the form you want to work with and click on the Form2Doc tab on the left sidebar.

• Step 2: Download the Sample Template

Click Download Sample Template to get a base file that contains all the necessary merge tags. These tags represent the fields in your form.

• Step 3: Customize Your Template

Open the downloaded DOCX file and edit it with your branding, add your logo, headings, formatting, etc. Just don’t remove the tag fields (like {{full_name}}).

• Step 4: Upload It

Return to the Form2Doc section and upload your customized document.

• Step 5: Attach It to Emails

Connect the generated document to any autoresponder or admin notification. That way, the document is automatically sent out when a user submits the form.

Let’s Talk About Wayne for a Second…

Wayne is a program coordinator at an online school that runs short-term certification courses. Every time a student completes a course, they need to receive a certificate. With over a hundred completions every month, his team was stuck in a time-consuming loop:

• Manually opening Word templates, copying & pasting student details, saving individual files, double-checking formatting, and emailing them one by one.

It was repetitive, error-prone, and mostly exhausting. Then one day, while exploring his form settings, Wayne noticed something he’d never paid much attention to before: Document Merge. He clicked on it, followed a few simple steps, and just like that, his form started generating branded, error-free certificates automatically, based on student responses. To top it all, each document was emailed instantly, without any manual work.

His words? “Oh wow. This changes everything.”

Now, we’ve renamed this behind-the-scenes workhorse to Form2Doc, a clearer, more direct name for a feature that transforms form responses into ready-to-use documents, automatically.

Benefits of Using Form2Doc

• Save Time

Instead of editing certificate templates one by one, Wayne set it up once, and every submission after that auto-generated a complete, ready-to-send document. No more manual editing or repetitive tasks. You can generate hundreds of documents in minutes, all based on live form responses.

• Eliminate Errors

Because the data came straight from the form, every student’s name, course, and completion date were always correct. With automated data mapping, there’s less room for typos, incorrect names, or missing details.

• Brand Consistency

Wayne designed the certificate to match his school’s style; logo, fonts, layout, etc, and Form2Doc kept it consistent across every document. You design your templates once with your logo, color palette, and preferred layout. Every document sent will follow the same style.

• Flexible Use Cases

Once he saw how easy it was, Wayne expanded usage to other documents like letters of participation, course transcripts, & workshop acknowledgements. From certificates to contracts, Form2Doc adapts to almost any kind of document generation need.

• Multiple Templates Per Form

With multiple template support, Wayne added a second certificate style for advanced programs. Platinum and Enterprise users can upload multiple document templates for one form. This is ideal for multi-stage workflows or different document formats.

To wrap up,

If you’ve used Document Merge before, nothing changes about your existing documents or setup. It’s just the name. If you’re new to the feature, now’s the perfect time to explore it and turn your submissions into ready-to-send, professionally branded documents instantly.

Now you can start building your forms, creating your templates, and let Form2Doc handle the rest. Head over to your Formplus account to get started, or read the full help article for step-by-step instructions.

Let your forms do more. Build smarter, automated forms that take the work off your hands. Try Form2Doc today.