Formstack for Salesforce Reviews

11 buyers and buying teams have used Cuspera to assess how well Formstack for Salesforce solved their business needs. Cuspera uses 0 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 business needs.

Case Studies

COMPANY CASE STUDIES
Formstack for Salesforce case study
CASE STUDY Lenderfit

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 integration saved months of development time and reduced costs. Lenderfit's clients now manage 10 tim...es more loan applications than before.

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Formstack for Salesforce case study
CASE STUDY Tri Counties Bank

Forms for Salesforce helped Tri Counties Bank launch an online PPP loan application in just one week. The bank needed a no-code solution that integrated with Salesforce Financial Services Cloud. They used Forms for Salesforce to collect data and Documents for Salesforce to generate official documen...ts. The automated process originated and funded 2,908 loans totaling $436.7 million. This saved countless hours, eliminated manual data entry, and preserved over 25,000 jobs.

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Formstack for Salesforce case study
CASE STUDY Simon Fraser University

Formstack for Salesforce helped Simon Fraser University collect student lead data directly in Salesforce. The university needed a digital way to gather information and documents from prospective students while meeting FOIPPA compliance. Formstack enabled staff outside IT to create and adjust forms ...easily. The solution improved student engagement, boosted data security, and eliminated manual data entry. SFU also saved money by consolidating software in their tech stack.

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IT and Other Capabilities

for Formstack for Salesforce

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (OTHER) RATINGS AND REVIEWS
CAPABILITIES (OTHER) RATINGS AND REVIEWS

Software Failure Risk Guidance

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for Formstack for Salesforce

Top Failure Risks for Formstack for Salesforce

Vendor Profile Details

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

Financials

PRIVATE