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

"...WebMerge has become a critical tool in my process workflow...." Peer review by Andrew S.

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.

Formstack Documents Customer wins, Customer success stories, Case studies

How efficiently Does Formstack Documents manage your 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?

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.

AdventHealth - Hospital & Health Care

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.

Read more →

Azusa Pacific University - Education

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.

Read more →

Brand Interactive Communications - Marketing And Advertising

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.

Read more →

C2 Call Center and Crossroads Hospice - Hospital & Health Care

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.

Read more →

Carabiner Group - Management Consulting

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.

Read more →

Code Black Indy - Education

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.

Read more →

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

Product

Formstacks Easily-Embedded Forms Connect Your Online Business to Market-Leading Payments Processors

Formstack offers a user-friendly form-building software that integrates with leading payment processors like PayPal and WePay. This allows businesses to create customized, embedded payment forms without technical expertise. Formstack ensures security and usability by carefully selecting its payment partners, emphasizing PCI compliance. The company is expanding its form capabilities to include new verticals and features, such as HIPAA compliance and event management.

Read more →
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.

Read more →
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.

Read more →
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.

Read more →

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