Formstack

While the basics are user-friendly, we bring expertise in workflow architecture and automation. We can save you dozens of hours by correctly setting up complex conditional logic, designing automated document templates, and configuring deep integrations with your other systems, ensuring a seamless and efficient final solution.

Yes. This is a powerful feature of the Formstack Documents product. We can create custom templates (e.g., contracts, applications, certificates), and when a user submits a form, the system will automatically merge their data into the template to generate a final, branded PDF.

Formstack has one of the most robust, native Salesforce integrations available. We can build forms that not only create or update any standard or custom object in Salesforce but also allow for complex data mapping. It's an incredibly powerful tool for automating your sales and service data entry.

Yes. By combining Formstack Forms, Documents, and Sign, we can create a complete, end-to-end digital workflow. For example, a new client can fill out an onboarding form, which auto-generates a contract, and then routes it to them for a legally-binding e-signature, all in one seamless process.

Our process is focused on your business outcome. We start with a discovery session to map your current manual process. We then design the optimal digital workflow, build the forms and document templates, set up the integrations, and work with you through a testing phase before launch.

While all are great form builders, Formstack's key differentiators are its integrated suite (Forms, Docs, Sign) for end-to-end workflow automation, its strong focus on security and compliance (like HIPAA), and its exceptionally deep integration with CRM platforms like Salesforce.

To get started, we need a clear understanding of the manual process you're looking to automate. We'll need you to walk us through the steps, the data you need to collect, and the other software you want to connect to. We will also need collaborative access to your Formstack account.

Our Formstack services are typically offered as a fixed-price project. The price is based on the complexity of the forms, the number of steps in the workflow, and the depth of the required integrations. We provide a clear, upfront quote for every project.