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Formstack

Formstack

No-code platform for building online forms, generating documents, and collecting e-signatures.

softwareOnline Formsonline-formsesignaturedocument-generation

What is Formstack?

Formstack is a workplace productivity suite for digitizing processes without code, spanning online forms, document generation, and e-signature collection. Its Salesforce-native tools let admins build forms and generate documents directly inside Salesforce, while broader integrations connect to CRMs, payment processors, and storage systems.

SpecificationsAI-estimated

deploymentCloud/SaaS
open source❌ No
api available✅ Yes
support optionsHelp center, live chat, dedicated CSM on Enterprise
key integrationsSalesforce, Stripe, PayPal, HubSpot, Google Sheets

Key Features of Formstack

A no-code form builder with AI assistance lets non-technical users create branded forms quickly.
Document generation automatically produces business documents from form or CRM data.
eSignature collection is included without per-envelope fees on the Suite plan.
Salesforce-native forms and document tools work directly inside Salesforce without leaving the CRM.
Workflow automation routes submitted data to connected business systems automatically.
100+ integrations connect Formstack to Stripe, PayPal, HubSpot, and Google Sheets, among others.

Use Cases for Formstack

1

Healthcare patient intake

Healthcare organizations use HIPAA-compliant forms to collect patient intake data securely.

2

Salesforce data collection

Salesforce admins embed native forms that write directly into Salesforce records.

3

Contract e-signature workflows

Teams generate documents and collect e-signatures without leaving Formstack.

4

Financial services compliance forms

Financial firms use secure forms and workflow automation to meet compliance requirements.

Pros & Cons of Formstack

Pros

  • Combines forms, documents, and e-signature in a single suite
  • Deep native Salesforce integration for admins
  • No per-envelope fees for e-signatures on Suite plan
  • Used by 32,000+ organizations across regulated industries

Cons

  • Suite plan starts at $250/month, pricier than single-purpose form tools
  • Submission and storage limits require upgrading as usage grows
  • Enterprise-grade compliance features require custom pricing

Frequently Asked Questions

Does Formstack support e-signatures?

Yes, e-signature collection is included in the Suite plan without per-envelope fees.

Does Formstack integrate with Salesforce?

Yes, Formstack offers native forms and document generation tools built directly into Salesforce.

Is there a free trial?

Yes, Formstack offers a free 14-day trial of the full suite.

What compliance standards does Formstack support?

Formstack supports healthcare, financial services, and education compliance needs including HIPAA.

Pricing Overview

View full pricing →
Paid (Subscription)

Forms

$83

Suite

$250

Enterprise

Custom

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About the Product

Unclaimed Listing
Platforms
Target AudienceEnterprise teams in healthcare, education, financial services, and Salesforce-driven organizations

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Tags

online-formsesignaturedocument-generationsalesforce-formsno-code-automation

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