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Getting Started with Formstamper

Formstamper is an enterprise document automation platform that lets you fill PDF templates with data from spreadsheets, APIs, or workflow triggers — and generate hundreds of completed documents in seconds.

What You Can Do​

  • Stamp PDFs at scale — Upload a PDF template, map its fields to your data columns, and generate filled documents for every row in your dataset.
  • Build automated workflows — Create event-driven pipelines that trigger document generation from webhooks, API calls, or scheduled events.
  • Manage teams — Organize users into organizations with role-based access, share templates, and track usage.
  • Integrate via API — Use the REST API to programmatically manage templates, trigger workflows, and download generated documents.

Quick Start​

1. Create Your Account​

Visit formstamper.com and sign up with your email address. You'll receive a verification email — click the link to activate your account.

2. Choose a Plan​

After verification, you'll be prompted to select a subscription plan. Each plan includes a monthly action limit. See Plans & Pricing for details.

3. Create or Join an Organization​

Organizations are the primary grouping mechanism in Formstamper. Templates, subscriptions, and team members all live under an organization.

  • Create one: Navigate to the admin panel and click Create Organization.
  • Join one: Ask your organization admin to send you an invite link.

4. Upload Your First Template​

  1. Go to Templates from the sidebar.
  2. Click Create New Template.
  3. Upload a fillable PDF (with AcroForm fields).
  4. The Template Creator will automatically detect all form fields.
  5. Map each field to a data column, set static values, or mark fields to ignore.
  6. Save your template configuration.

5. Stamp Your First Document​

  1. Open your saved template.
  2. Import a data file (Excel .xlsx or .csv) with matching column headers.
  3. Click Stamp to generate one filled PDF per data row.
  4. Download the generated documents as a ZIP archive.
tip

For a detailed walkthrough, see the Template Creator Overview.

Key Concepts​

ConceptDescription
TemplateA PDF form configuration with field mappings and naming patterns
Field MappingThe connection between a PDF form field and your data source
ColumnA data column from your imported spreadsheet or webhook payload
WorkflowAn automated pipeline with triggers, logic, and actions
WebhookAn HTTP endpoint that receives external event data to trigger workflows
OrganizationA team grouping that owns templates, subscriptions, and members
ActionA single document generation event (counted against your plan limit)

Next Steps​