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.
Becoming a member of America’s Christian Credit Union used to take weeks due to paperwork. But Sr. Corporate Banking Specialist Megan knew she could build a better process with Formstack.
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.
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.
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.
Formstack improved document generation and eSigning, saving time on NDAs through versatile online forms and Salesforce integration, enhancing productivity and organization.
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.
Formstack streamlined healthcare workflows using intuitive technology, boosting efficiency. A featured customer saved $50,000 by automating contract workflows.
Formstack helped AdventHealth recover after a data breach. AdventHealth needed a secure, HIPAA compliant forms solution to protect patient data. They switched to Formstack’s drag-and-drop form builde...r. A small team quickly replaced their old tool. When their new website launched, they deployed over 400 secure forms. This improved data security and supported their rebranding efforts.
Formstack helped C2 Call Center and Crossroads Hospice collect healthcare data faster. Nurses needed quick, secure access to patient records in the field. The team switched from paper and spreadsheet...s to Formstack’s HIPAA compliant online forms. This made it easier for call center staff and nurses to share and update patient information. Productivity for triage nurses improved with the new workflow.
Health, Wellness and Fitness Case Studies and Success Stories with Formstack Form Builder
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.
Computer & Network Security Case Studies and Success Stories with Formstack Form Builder
CASE STUDY Enea AdaptiveMobile Security
Formstack Documents for Salesforce helped Enea AdaptiveMobile Security automate price quote and proposal creation. Before, staff spent 30-45 minutes on each document, copying data from Salesforce int...o Word and Excel. The new solution pulls data directly from Salesforce and generates documents automatically when a lead changes status. Now, documents are ready in 2-3 minutes. The company saved hundreds of staff hours and reduced errors in their workflow.
Formstack helped Carabiner Group drive digital transformation for their clients. Carabiner Group used Formstack to remove roadblocks in adopting new technologies. The platform's high ROI, process tim...e reduction, and Salesforce integration were key benefits. Carabiner Group improved customer service for small financial services firms, simplified attribution for tech companies, and transformed operations for collegiate athletics organizations. Formstack's flexibility and customization supported clients across many industries and sizes.
Formstack helped Code Black Indy build no-code workflows for student enrollment, payments, and evaluations. They used Formstack’s form builder to create dynamic forms and collect payments with PayPal..., avoiding high third-party fees. Staff can quickly adapt forms for different programs and schools. Data integrates with Salesforce and Google Sheets for easy reporting. The solution improved collaboration, boosted form conversions, and enabled fast form building with conditional logic.
Formstack helped Azusa Pacific University speed up student background check requests. Before, the process took at least two weeks and involved manual emails and lost threads. Now, employers use a sim...ple online form. Departments are alerted automatically. Formstack Documents creates a final PDF package. The process is one week faster. Manual data entry and email chains are gone. Students get job placements quicker.
Formstack helped eduWeb improve their call for proposals process. eduWeb needed one system to manage data from over 100 speakers and integrate with their tools. They used Formstack as a data hub, wit...h features like conditional logic, custom branding, and MailChimp integration. This made the application process seamless and automated data sharing. Results included faster applicant response times, better user experience, and all data in one secure place.
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.
Formstack helped Brand Interactive Communications digitize nearly 20 paper-based loan applications for a large credit union. The challenge was slow, in-person loan processing that took up to two week...s. Using Formstack Forms and Documents, they built a secure, digital workflow with conditional logic and automated notifications. The new process saved one hour per loan application, cut processing time from two weeks to a few days, and enabled pre-approvals within an hour. Data encryption improved security for all loan applications.
CASE STUDY Institute for Community Alliances (ICA)
ICA uses Formstack's platform to streamline government data collection, document preparation, and e-signature processes, improving efficiency and organization.
CASE STUDY Institute for Community Alliances (ICA)
ICA uses Formstack's platform to streamline government data collection, document preparation, and e-signature processes, improving efficiency and organization.
CASE STUDY Institute for Community Alliances (ICA)
ICA uses Formstack's platform to streamline government data collection, document preparation, and e-signature processes, improving efficiency and organization.
CASE STUDY Institute for Community Alliances (ICA)
ICA uses Formstack's platform to streamline government data collection, document preparation, and e-signature processes, improving efficiency and organization.
Information Technology and Services Case Studies and Success Stories with Formstack Form Builder
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.
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.
