Customer stories

Product Business Settings

Formstack Documents is popular in Computer Software, Information Technology And Services, and Non-Profit Organization Management industries and is widely used by Small Business, Mid Market, and Enterprise.

Integrations

CRM
Other Demand Generation
Digital Signature
Marketing Automation

Formstack Documents Product Overview

Formstack transforms data into documents that can be sent anywhere. Document automation tools are offered for efficient document generation.

How satisfied the customers are with Formstack Documents use-cases

Reviews

"...When I have come across a challenge I have reached out to their help desk and they have resolved my issue and gave me a recommendation very quickly...." Peer review by Ben R., Solutions Engineer, Computer Software

Formstack Documents Customer Insights, Testimonials and Case Studies

How can Formstack Documents enhance your Sales Document Management process?

How efficiently Does Formstack Documents manage your Helpdesk Management?

How does Formstack Documents facilitate Workflow Management?

How can Formstack Documents enhance your Engagement Management process?

How can Formstack Documents enhance your Contact List Management process?

What is Formstack Documents used for?

Formstack Documents is a Other Demand Generation Software mainly used by its customers to Increase Sales & Revenue and Enhance Customer Relationships by Sales Document Management, Helpdesk Management and Workflow Management .

What are the top features of Formstack Documents?

Templates, Personalization and Capture information are some of the top features of Formstack Documents.

Who uses Formstack Documents?

Formstack Documents is used by Computer Software, Information Technology And Services and Non-Profit Organization Management among other industries.

What are Formstack Documents alternatives?

ESign PDF, Whatconverts, Ringba and OptiMonk are popular alternatives for Formstack Documents.

Where is Formstack Documents located?

Formstack Documents is headquartered at 11671 Lantern Road, Suite 300 Fishers, IN 46038.

11 buyers and buying teams have used Cuspera to assess how well Formstack Documents solved their Other Demand Generation needs. Cuspera uses 1508 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Other Demand Generation needs.

Pacers Sports & Entertainment - Sports - Large

Formstack for Salesforce helped Pacers Sports & Entertainment save five hours per week per event for each account rep. The team automated ticket data collection, removing manual data entry. Customer ...data now flows directly into Salesforce. Account reps access ticket orders and RSVPs faster. This improved customer communication and data access. The solution optimized Salesforce workflows for ticket automation.

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Lasell University - Education - Small

Formstack's UTM Tracking feature helped Lasell University save 20 hours per month by automating lead tracking for over 30 marketing campaigns. The marketing team no longer creates separate landing pa...ges for each campaign. All lead data now flows directly into their CRM. This improved efficiency and allowed better tracking from form submission to student enrollment. The university now has a standard process for capturing campaign data.

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Central New Mexico Community College - Education - Large

Formstack for Salesforce helped Central New Mexico Community College unify student data across many programs. CNM serves over 22,000 students and needed a better way to track students joining differe...nt programs. The college used Formstack to simplify data collection for coding bootcamps and other student programs. This made their processes more agile and improved student program success. CNM can now manage student and community data more efficiently.

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Enea AdaptiveMobile Security - Information Technology And Services

Formstack Documents for Salesforce helped Enea AdaptiveMobile Security automate price quote and proposal creation. Before, staff spent 30-45 minutes on each document using Word and Excel. Now, docume...nts generate in 2-3 minutes with data pulled directly from Salesforce. This automation saves hundreds of staff hours. The process is now faster, more accurate, and less demanding.

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Tri Counties Bank - Banking - Large

Forms for Salesforce helped Tri Counties Bank launch a secure online PPP loan application in just one week. The bank automated the process, integrated with Salesforce Financial Services Cloud, and el...iminated manual data entry. They processed 2,908 loans totaling $436.7 million. The solution preserved over 25,000 jobs and created a single source of truth in Salesforce. The no-code platform saved time and improved efficiency for the bank.

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YETI - Consumer Goods - Large

Formstack Forms helped YETI save $60–80K per year by removing the need for a full-time developer. YETI used Formstack to embed online forms on its Magento website. This improved data collection for d...ealer applications, warranty issues, and marketing activities. The solution also saved 100 hours each month by streamlining customer support workflows. YETI boosted productivity for its customer service and sales teams with Formstack's no-code form builder.

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Getting Started with Formstack Documents Webinar

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Peers used Formstack Documents for sales document management and helpdesk management

Formstack Documents Competitors

Formstack Documents Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Custom Reports

4.14/5 ★

Read Reviews (172)
Analytics

2.72/5 ★

Read Reviews (13)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Custom Reports

4.14/5 ★

Read Reviews (172)
Analytics

2.72/5 ★

Read Reviews (13)

Formstack Documents Integrations

Formstack Documents integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.67/5 ★

Read Reviews (149)
Data Import

4.63/5 ★

Read Reviews (158)

Salesflare

4.64 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Salesmate Sales CRM

4.61 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Streak

4.54 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Typeform

4.58 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Jotform

4.53 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Formstack Documents

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

OneDesk

4.06 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

FireText

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

KONNEKTIVE CRM

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Poplar

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Formstack Documents

Overall Risk Meter

Low Medium High

Top Failure Risks for Formstack Documents

Formstack LLC News

Product
 

Formstacks Easily-Embedded Forms Connect Your Online Business to Market-Leading Payments Processors

Formstack offers a user-friendly form-building software that integrates with leading payment processors like PayPal and WePay. This allows businesses to create customized, embedded payment forms without technical expertise. Formstack ensures security and usability by carefully selecting its payment partners, emphasizing PCI compliance. The company is expanding its form capabilities to include new verticals and features, such as HIPAA compliance and event management.

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M&A
 

Formstack Acquires Open Raven | Formstack

Formstack has acquired Open Raven, enhancing its platform with data management and security capabilities. This acquisition allows Formstack to integrate data discovery, classification, and visibility into its workflow platform, improving data compliance and security. Dave Cole, Open Raven's founder, will become Formstack's Chief Technology Officer. The acquisition aims to provide customers with greater data control and efficiency.

Read more →
Product
 

Formstack Expands First-to-Market Fully Native Salesforce Forms Platform to Include All Plans | Formstack

Formstack has expanded its native Salesforce forms platform to include all plans: Native Standard, Native Essentials, and Native Professional. This no-code solution allows users to build forms directly within Salesforce, ensuring data security and compliance with standards like GDPR and HIPAA. The platform integrates with payment providers like Stripe and PayPal, enhancing ease-of-use and efficiency for over 32,000 customers.

Read more →
Company
 

Formstack, Now Intellistack, Delivers No-Code Process Automation for Rich, Secure Workflows

Formstack has rebranded as Intellistack, introducing enhanced no-code process automation tools for secure, complex workflows. The platform enables organizations to build and automate forms, document generation, and data collection without coding, supporting compliance and security needs. This move reflects a strategic shift to broaden workflow automation capabilities for enterprise users.

Read more →

Formstack LLC Profile

Company Name

Formstack LLC

Company Website

https://www.formstack.com/

Year Founded

2006

HQ Location

11671 Lantern Road, Suite 300 Fishers, IN 46038

Employees

101-250

Social

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Financials

PRIVATE