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
See all use cases See less use cases

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

"...Especially, if they plan to use a signature service after the merge...." Peer review by Aaron W., Marketing Operations Manager

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.

Comprehensive Insights on Formstack Documents Use Cases

How does Formstack Documents facilitate Sales Document Management?

What Are the key features of Formstack Documents for Helpdesk Management?

How does Formstack Documents address your Workflow Management Challenges?

How can Formstack Documents enhance your Engagement Management process?

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

17+ more Business Use Cases

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.

Case Studies

Education

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 stud...ents 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.

Financial Services

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 i...ntegration saved months of development time and reduced costs. Lenderfit's clients now manage 10 times more loan applications than before.

Non-Profit Organization Management

CASE STUDY YMCA of Delaware

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.

Banking

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 documents. 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.

Non-Profit Organization Management

CASE STUDY SU Australia

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.

Sports

CASE STUDY Pacers Sports & Entertainment

Formstack for Salesforce helped Pacers Sports & Entertainment automate ticket data collection. Before, account reps spent hours on manual data pulls and entry. Now, ticket data goes straight into Sal...esforce from branded forms. Each rep saves five hours per week per event. Reps access customer data faster and give better service. Manual data entry is gone, and Salesforce updates happen automatically.

Video

Getting Started with Formstack Documents Webinar

Video Thumbnail

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

?

for Formstack Documents

Overall Risk Meter

Low Medium High

Top Failure Risks for Formstack Documents

Formstack LLC News

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.

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.

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.

Product

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

Formstack has expanded its Salesforce forms platform to include all its plans, offering a fully native solution.

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