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
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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

"We evaluated build vs buy and scored vendors based on five key categories. Formstack was chosen as it was built on Force.com and would maximize our return on the build out of our Real Estate and Workplace Services Salesforce org." - Fawn Perazzo

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.

Comprehensive Insights on Formstack Form Builder Use Cases

How does Formstack Form Builder facilitate Workflow Management?

Why is Formstack Form Builder the best choice for Sales Document Management?

What benefits does Formstack Form Builder offer for Engagement Management?

How efficiently Does Formstack Form Builder manage your Customer Feedback Management?

How can Formstack Form Builder enhance your Communication Management process?

44+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Formstack Form Builder testimonial

Fawn Perazzo

Senior Manager, Real Estate Technology

Salesforce

We evaluated build vs buy and scored vendors based on five key categories. Formstack was chosen as it was built on Force.com and would maximize our return on the build out of our Real Estate and Workplace Services Salesforce org. Testimonial By Fawn Perazzo
Formstack Form Builder testimonial

Sean McKenna

Director, Business Analysis and Assessment

Simon Fraser University (SFU)

Formstack allowed us to create an engaging prospect strategy, and allowed our functional users to create forms. It’s easy to use and effective! Testimonial By Sean McKenna
Formstack Form Builder testimonial

Eberhard Keihl

Global Product Manager

Bentley

Salesforce in combination with Formstack makes our processes so much more efficient and traceable. Formstack is an intuitive, comprehensive but still lean tool, making us more professional and faster in our daily life. Testimonial By Eberhard Keihl
CUSTOMERS TESTIMONIALS
Formstack Form Builder testimonial

Fawn Perazzo

Senior Manager, Real Estate Technology

Salesforce

We evaluated build vs buy and scored vendors based on five key categories. Formstack was chosen as it was built on Force.com and would maximize our return on the build out of our Real Estate and Workplace Services Salesforce org. Testimonial By Fawn Perazzo
Formstack Form Builder testimonial

Sean McKenna

Director, Business Analysis and Assessment

Simon Fraser University (SFU)

Formstack allowed us to create an engaging prospect strategy, and allowed our functional users to create forms. It’s easy to use and effective! Testimonial By Sean McKenna
Formstack Form Builder testimonial

Eberhard Keihl

Global Product Manager

Bentley

Salesforce in combination with Formstack makes our processes so much more efficient and traceable. Formstack is an intuitive, comprehensive but still lean tool, making us more professional and faster in our daily life. Testimonial By Eberhard Keihl

Case Studies

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.

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.

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.

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.

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.

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.

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

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'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, ...

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