Formstack Form Builder Overview

Formstack simplifies data capture, document generation, and digital signatures with user-friendly workflow automation software. Discover how Formstack enhances efficiency today.

Use Cases

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

Other use cases:

  • Customer Feedback Management
  • Communication Management
  • Generation Of New Leads
  • Capturing Leads
  • Training & Onboarding
  • Conversion Management
  • Lead Qualification
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Formstack Form Builder.

Other priorities:

  • Improve Internal Communications
  • Improve Stakeholder Relations
  • Build Brand Awareness
  • Enter New Markets Internationally Or Locally
  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve Digital And Social Presence
  • Launch New Products
  • Improve Visibility
  • Improve ROI
  • Grow Market Share
See all business priorities See less business priorities

Formstack Form Builder Use-Cases and Business Priorities: Customer Satisfaction Data

Formstack Form Builder works with different mediums / channels such as Phone Calls.

Formstack Form Builder's features include Feedback Surveys, Personalization, Capture Information, etc. and Formstack Form Builder support capabilities include Chat Support, Phone Support, Email Support, etc. also Formstack Form Builder analytics capabilities include Analytics, and Custom Reports.

Reviews

"A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible." - Todd McGregor

Formstack Form Builder, Whatconverts, Ringba, OptiMonk, Convertful, 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 Form Builder

Top Industries

  • Education
  • Financial Services
  • Sports

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Formstack Form Builder is popular in Education, Financial Services, and Sports and is widely used by Small Business, Enterprise, and Mid Market.

Formstack Form Builder Customer wins, Customer success stories, Case studies

How can Formstack Form Builder optimize your Workflow Management Workflow?

How does Formstack Form Builder facilitate Sales Document Management?

What makes Formstack Form Builder ideal for Engagement Management?

How does Formstack Form Builder address your Customer Feedback Management Challenges?

How efficiently Does Formstack Form Builder manage your Communication Management?

11 buyers and buying teams have used Cuspera to assess how well Formstack Form Builder solved their Other Demand Generation needs. Cuspera uses 4414 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.

CUSTOMERS TESTIMONIALS
Formstack Form Builder testimonial

Todd McGregor

Salesforce Platform Manager

Tri Counties Bank

A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible. Testimonial By Todd McGregor
Formstack Form Builder testimonial

David Taliaferro

Co-Founder & CEO

Lenderfit

Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining. Testimonial By David Taliaferro
Formstack Form Builder testimonial

Mark Walcott

Executive Director Advancement Systems

University of Houston

Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually. Testimonial By Mark Walcott
CUSTOMERS TESTIMONIALS
Formstack Form Builder testimonial

Todd McGregor

Salesforce Platform Manager

Tri Counties Bank

A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible. Testimonial By Todd McGregor
Formstack Form Builder testimonial

David Taliaferro

Co-Founder & CEO

Lenderfit

Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining. Testimonial By David Taliaferro
Formstack Form Builder testimonial

Mark Walcott

Executive Director Advancement Systems

University of Houston

Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually. Testimonial By Mark Walcott
 

Modernize the patient consent process with Formstack and Weinfuse

Formstack and WeInfuse have partnered to enhance the patient consent process for Novella Infusion clinics. This integration allows patients to complete intake and consent forms digitally before appoi...ntments, improving efficiency and data security. The streamlined process reduces paperwork, shortens patient visits, and enhances overall patient experience, with 88% of patients adopting the digital workflow.

AdventHealth - Hospital & Health Care - Hospital & Health Care

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.

YETI - Consumer Goods - Consumer Goods

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.

Institute for Community Alliances (ICA) - Non Profit Organization Management - Non-Profit Organization Management

Formstack helped Institute for Community Alliances collect confidential government data across 14 states. ICA used Forms, Documents, and Sign to build secure workflows for over 4,000 users. The platf...orm improved data quality and made complex forms easier with conditional logic. ICA created secure systems and empowered employees to solve data collection challenges. Departments now use Formstack to streamline processes and improve efficiency.

SU Australia - Non Profit Organization Management - non-profit organization management

Formstack Platform helped SU Australia manage data for 8,500 volunteers and 500 events each year. Andrew, the solutions delivery specialist, used Forms, Documents, and Sign to build workflows fast. T...he platform saved the finance team 40 minutes for each credit card application. SU Australia merged data from seven entities into one system. Event registration, payments, and requests are now all managed in Formstack.

Denamico - Marketing And Advertising - Marketing and Advertising

Formstack helped Denamico automate document generation and eSigning for NDAs. Denamico used Formstack to build workflows that integrate with HubSpot. This automation saved their clients 40 hours of a...dmin work per week. The solution also improved HIPAA compliance and made processes more secure. Employees now use easy tools to automate tasks and optimize HubSpot data flows.

Frequently Asked Questions(FAQ)

for Formstack Form Builder

What is Formstack Form Builder?

Formstack is a versatile online form builder & data collection tool for registrations, surveys, payments, leads & more. It helps to increase workplace productivity and also improve internal communications and acquire customers.

Its code free, built using drag and drop form builder and templates at fingertips. Forms are shared online through native apps and custom webhooks for use by customers. Data collections are form integrated to update CRM, collect payments, manage email subscriber lists.

Formstack powerful features assists to collaborate with the team, streamline internal processes, and make better business decisions.

What is Formstack Form Builder used for?

Formstack Form Builder is a Other Demand Generation Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Workflow Management, Sales Document Management and Engagement Management .

What are the top features of Formstack Form Builder?

Feedback surveys, Personalization and Capture information are some of the top features of Formstack Form Builder.

Who uses Formstack Form Builder?

Formstack Form Builder is used by Education, Financial Services and Sports among other industries.

What are Formstack Form Builder alternatives?

Whatconverts, Ringba, OptiMonk and Convertful are popular alternatives for Formstack Form Builder.

Where is Formstack Form Builder located?

Formstack Form Builder is headquartered at 11671 Lantern Road, Suite 300 Fishers, IN 46038.
lightning

Peers used Formstack Form Builder for workflow management and sales document management

Formstack Form Builder Features

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

3.05/5 ★

Read Reviews (1)
Analytics

4.32/5 ★

Read Reviews (102)
Custom Reports

3.91/5 ★

Read Reviews (527)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Analytics

4.32/5 ★

Read Reviews (102)
Custom Reports

3.91/5 ★

Read Reviews (527)

Formstack Form Builder Integrations

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

Data Import

3.98/5 ★

Read Reviews (485)
Data Export

3.60/5 ★

Read Reviews (254)

Few API Integrations for Formstack Form Builder

Software Failure Risk Guidance

?

for Formstack Form Builder

Overall Risk Meter

Low Medium High

Top Failure Risks for Formstack Form Builder

Formstack LLC News

Product

Customize Your Data Exports with Formstacks New Advanced PDFs Feature

Formstack introduces the Advanced PDFs feature, enhancing PDF export capabilities for form submissions. Users can now customize exported PDFs by adding logos, selecting visible fields, and downloading multiple submissions as separate files. The feature also includes a preview option and allows PDF attachments in emails, improving data sharing and presentation.

Partnership

Formstack and Taskray Announce Partnership

Formstack and TaskRay have formed a strategic technology partnership to enhance data collection and project management within Salesforce. This collaboration integrates Formstack's form-building capabilities with TaskRay's project management software, automating workflows and improving efficiency for industries like healthcare and financial services. The solution ensures data security by operating natively within Salesforce, eliminating manual data entry and reducing errors.

Product

The Power of Formstack Documents

Formstack highlights the integration of WebMerge into its platform, enhancing document automation across industries like real estate, legal, and sales. This integration allows users to automate document creation, such as PDFs, from form data, streamlining processes and reducing manual data entry. The combined tools support CRM integration and offer customizable delivery options, improving efficiency in document management.

Partnership

Formstack and TaskRay Announce Partnership to Simplify Data Collection and Project Management in Salesforce

Formstack and TaskRay have formed a strategic technology partnership to enhance data collection and project management within Salesforce. This collaboration integrates Formstack's form-building capabilities with TaskRay's project management software, streamlining workflows for industries like healthcare and financial services. The solution, native to Salesforce, ensures data security and improves efficiency by automating data capture and reducing manual entry errors.

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

Financials

PRIVATE