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
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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

"...We have over 1000 templates housed in Webmerge and have built out a rather intricate workflow automation...." Peer review by Kendra V., Business Systems Analyst, Real Estate

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?

What makes Formstack Documents ideal for Workflow Management?

How can Formstack Documents enhance your Engagement Management process?

What makes Formstack Documents ideal 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

Hospital & Health Care

CASE STUDY Novella Infusion

Formstack integrates with WeInfuse to help Novella Infusion modernize patient consent. Before, patients filled out paper forms and staff scanned them into the system. Now, patients get a link to comp...lete forms on their phone before appointments. Data goes straight into their WeInfuse profile. Staff no longer scan or file paper. The process is faster and easier for patients and administrators.

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Information Technology and Services

CASE STUDY Formstack HR

Formstack suite helps Formstack HR automate work and boost productivity. Caitlin uses Formstack Copilot, Forms, and Docs to cut time spent on performance reviews with less admin work. Antonio uses Fo...rms to build employee engagement surveys with conditional logic and easy data transfer. The team gathers feedback with less oversight, streamlines reviews, and launches low-cost surveys. Visually engaging, secure forms save time and energy for everyone.

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Health, Wellness and Fitness

CASE STUDY Little Star ABA

Formstack helped Little Star ABA move from paper-based incident reports to digital forms. The team eliminated the need for physical storage and improved data security. Formstack's workflow automation... reduced human error and made data analysis easier. The solution ensured HIPAA compliance. Staff saved time and focused more on patient care.

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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.

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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.

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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.

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Video

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

?

for Formstack Documents

Overall Risk Meter

Low Medium High

Top Failure Risks for Formstack Documents

Formstack LLC News

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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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.

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Formstack's Acquisition of Open Raven - Global Legal Chronicle

Weil advised PSG and its portfolio company Formstack on the deal.Formstack, a leading form, document, and eSignature software provider, ...

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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