Formstack Documents Overview

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

Use Cases

Customers recommend Sales Document Management, Helpdesk Management, Workflow Management, as the business use cases that they have been most satisfied with while using Formstack Documents.

Other use cases:

  • Engagement Management
  • Contact List Management
  • Generation Of New Leads
  • Sending & Publishing Communications
  • Training & Onboarding
  • Products & Pricelist Management
  • Campaign Management
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Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Formstack Documents.

Other priorities:

  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
  • Improve Digital And Social Presence
  • Improve ROI
  • Launch New Products
See all business priorities See less business priorities

Formstack Documents Use-Cases and Business Priorities: Customer Satisfaction Data

Formstack Documents works with different mediums / channels such as Phone Calls. and Mobile.

Formstack Documents's features include Templates, Personalization, Capture Information, etc. and Formstack Documents support capabilities include Email Support, 24/7 Support, Phone Support, etc. also Formstack Documents analytics capabilities include Custom Reports, and Analytics.

Reviews

"...A great time saver creating custom built forms such as invoices, contracts a database or from a spreadsheet...." Peer review by david n., IT Manager, Non-Profit Organization Management

Formstack Documents, eSign PDF, Whatconverts, Ringba, OptiMonk, etc., all belong to a category of solutions that help Other Demand Generation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Formstack Documents

Top Industries

  • Computer Software
  • Information Technology and Services
  • Non-Profit Organization Management

Popular in

  • Small Business
  • Mid Market
  • Enterprise

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

Formstack Documents Customer wins, Customer success stories, Case studies

How can Formstack Documents optimize your Sales Document Management Workflow?

How efficiently Does Formstack Documents manage your Helpdesk Management?

How can Formstack Documents enhance your Workflow Management process?

How does Formstack Documents facilitate Engagement Management?

What Are the key features of Formstack Documents for Contact List Management?

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.

SU Australia - Non Profit Organization Management - Large

Formstack Platform helped SU Australia manage data for 8,500 volunteers and 500 events each year. Andrew used Forms, Documents, and Sign to build nonprofit workflows. The platform saved the finance t...eam 40 minutes per credit card application. SU Australia merged seven entities into one system. Event management, payment processing, and volunteer waivers now run through Formstack.

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AdventHealth - Hospital & Health Care - Very Large

Formstack helped AdventHealth recover from a data breach by providing secure, HIPAA compliant online forms. After a zero-day vulnerability exposed patient data, AdventHealth needed a fast, safe repla...cement. The team used Formstack’s drag-and-drop form builder to quickly deploy over 400 secure forms. This solution supported their rebrand and improved data security. AdventHealth now protects patient information and maintains high-quality care.

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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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eduWeb - Education

Formstack helped eduWeb improve their call for proposals process. eduWeb needed one system to manage data from over 100 speakers and integrate with their tools. They used Formstack as a data hub, wit...h features like conditional logic, custom branding, and MailChimp integration. This made the application process seamless and automated data sharing. Results included faster applicant response times, better user experience, and all data in one secure place.

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YMCA of Delaware - Non Profit Organization Management

Formstack helped YMCA of Delaware automate contract workflows. They used Formstack Forms and Salesforce integration to manage member requests and store data. The YMCA adopted Formstack across all 10 ...locations, collecting over 300,000 submissions. They added advanced security for HIPAA compliance and used Documents and Sign for contracts and childcare releases. This saved them $50,000 and hundreds of staff hours.

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Lenderfit - Financial Services

Formstack helped Lenderfit improve its loan origination process. Lenderfit used Formstack's online forms, document automation, and eSignature tools. This replaced manual, paper-based workflows. The i...ntegration saved months of development time and reduced costs. Lenderfit's clients now manage 10 times more loan applications than before.

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Getting Started with Formstack Documents Webinar

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Frequently Asked Questions(FAQ)

for Formstack Documents

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.
lightning

Peers used Formstack Documents for sales document management and helpdesk management

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)

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.

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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.

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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.

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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

Facebook Linkedin Twitter

Financials

PRIVATE