Formstack

What is Formstack?

Formstack is a comprehensive digital workflow automation platform that empowers organizations to create custom online forms, generate documents, and collect legally binding electronic signatures without coding. It integrates seamlessly with popular CRMs and business tools to automate data collection, routing, and document workflows, improving operational efficiency and reducing manual tasks. Formstack’s AI-powered form builder and visual workflow tools enable users to build complex, multi-step processes that ensure data accuracy and compliance across industries.

Key Features

• No-Code Online Form Builder

  Drag-and-drop interface with AI-assisted form creation, allowing users to build custom, secure forms quickly without technical expertise.

• Workflow Automation

  Visual workflow builder to automate data routing, approvals, notifications, and multi-step processes, reducing manual intervention.

• Document Generation & eSignatures

  Create dynamic documents from form data and collect legally binding electronic signatures with reusable templates and multi-party signing.

• Robust Integrations

  Connects with hundreds of popular applications including Salesforce, HubSpot, PayPal, and more to streamline data flow and business processes.

• Data Security & Compliance

  Enterprise-grade security features including data encryption and compliance support to protect sensitive information.

• Analytics & Reporting

  Built-in tools to monitor form performance, track workflow progress, and gain actionable insights from collected data.

Use Cases

• Lead Capture & Customer Onboarding : Automate data collection from prospects and new customers with custom forms and streamline onboarding workflows.
• Contract & Agreement Management : Generate contracts from form inputs and collect secure eSignatures to accelerate revenue-generating processes.
• Event Registration & Surveys : Create branded registration forms and feedback surveys with automated data routing and analysis.
• Internal Approvals & HR Processes : Automate employee requests, approvals, and document workflows to improve operational efficiency.
• Payment Collection : Securely collect payments through integrated payment gateways embedded in forms.

FAQs