Formstack
No-code suite for online forms, document generation and eSignatures, with tools built for Salesforce.
Formstack is a no-code suite for building online forms, generating documents from the collected data and gathering eSignatures. Formstack is used by creating a form, connecting it to systems such as Salesforce, and letting submissions produce documents that are sent for signing. Plans are subscriptions, with a 14-day trial.
Best for Organisations, particularly Salesforce users, that want forms, document generation and eSignatures from one vendor without writing code.
- Platforms
- Web, API
- Pricing model
- Subscription
- Free plan
- No
- Free trial
- Yes
- API
- Yes
- Made by
- Intellistack, LLC
- Added
Last verified: . Information taken from formstack.com.
What is Formstack?
Formstack is a no-code software suite for collecting data through online forms, turning that data into documents and gathering electronic signatures. It is sold as three connected products: Forms, a builder that the company says uses AI to speed up form creation; Documents, which generates documents from collected data with AI assistance; and Sign, an eSignature service that does not charge per envelope. Separate editions of Forms and Documents run natively inside Salesforce and are administered from within the Salesforce org. Submissions can be routed for approval and pushed into CRMs, payment services, storage and other business systems through a catalogue of integrations. The brand now sits under Intellistack, which also offers a workflow automation and contract lifecycle product called Streamline. A 14-day trial is available, and an API is listed for developers.
Key Features
Form Builder
Creates branded online forms without code, with AI help and ready-made templates to start from.
Document Generation
Fills document templates automatically using the data captured in forms or held in Salesforce.
eSignatures
Collects legally signed documents with no fee charged per envelope.
Salesforce-Native Tools
Runs forms and documents inside a Salesforce org, with prefilled fields and Experience Cloud support.
Integrations
Sends submissions to CRM, payment, email, CMS and storage tools such as HubSpot, Stripe, PayPal and Amazon S3.
Compliance Options
Offers HIPAA and PCI oriented configurations, with single sign-on and custom SLAs on the Enterprise tier.
Use Cases
- Patient Intake
- Replace paper onboarding forms in a healthcare practice with secure digital ones.
- Contracts From Form Data
- Generate an agreement from submitted details and send it out for signature.
- Lead Capture
- Publish a form whose entries flow straight into the CRM.
- HR Paperwork
- Collect new-hire information and signed documents in one sequence.
- Approval Routing
- Pass a submitted request to the right people for sign-off.
Things to know
- Trial covers Forms
- The pricing FAQ describes the 14-day trial as applying to the core Forms product, with no card needed.
- Limits are per plan
- Builder users, submissions per form and storage are capped on each tier, and more can be added after sign-up.
- Annual discount and invoices
- Annual plans are advertised as saving two months. Invoiced accounts can receive the nonprofit discount, though not the annual one.
- Live support hours
- Live agents are available Monday to Friday, 8 a.m. to 4 p.m. ET, alongside a support site and an AI assistant.
FAQs
What is Formstack?
Formstack is a no-code suite that combines online forms, automated document generation and eSignatures.
What is Formstack used for?
Formstack is used to capture data with forms, produce documents from that data and collect signatures, often connected to Salesforce or other business systems.
Is Formstack free?
Formstack is a paid product with a 14-day free trial of its Forms product that needs no credit card. No permanent free plan is listed on the pricing page.
How much does Formstack cost?
Salesforce and Enterprise options are priced on request.
Does Formstack work with Salesforce?
Yes. Formstack sells Forms for Salesforce and Documents for Salesforce, which are managed inside the Salesforce org.
Does Formstack have an API?
Yes. Formstack lists developer and Documents API resources, and API access with custom integrations is part of the Enterprise offering.
Do I need coding skills to use Formstack?
No. Formstack describes its tools as no-code and aimed at non-technical teams, with extra functionality for technical users.
Who makes Formstack?
Formstack is a brand of Intellistack, LLC, which is named in the site's copyright notice.
Who it's for
- Salesforce admins
- Operations teams
- HR departments
- Healthcare providers
- Marketing and sales teams
Comments
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