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
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

"...I cannot say enough how courteous and helpful the support at WebMerge has been...." Peer review by Loma N., Founder, Marketing and Advertising

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?

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

What makes Formstack Documents ideal for Engagement Management?

What benefits does Formstack Documents offer 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.

 

Modernize the patient consent process with Formstack and Weinfuse

Formstack and WeInfuse have partnered to enhance the patient consent process for Novella Infusion clinics. This integration allows patients to complete intake and consent forms digitally before appoi...ntments, improving efficiency and data security. The streamlined process reduces paperwork, shortens patient visits, and enhances overall patient experience, with 88% of patients adopting the digital workflow.

Read on →

Pacers Sports & Entertainment - Sports - Large

Formstack for Salesforce helped Pacers Sports & Entertainment save five hours per week per event for each account rep. The team automated ticket data collection, removing manual data entry. Customer ...data now flows directly into Salesforce. Account reps access ticket orders and RSVPs faster. This improved customer communication and data access. The solution optimized Salesforce workflows for ticket automation.

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Tri Counties Bank - Banking - Large

Forms for Salesforce helped Tri Counties Bank launch a secure online PPP loan application in just one week. The bank automated the process, integrated with Salesforce Financial Services Cloud, and el...iminated manual data entry. They processed 2,908 loans totaling $436.7 million. The solution preserved over 25,000 jobs and created a single source of truth in Salesforce. The no-code platform saved time and improved efficiency for the bank.

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Central New Mexico Community College - Education - Large

Formstack for Salesforce helped Central New Mexico Community College unify student data across many programs. CNM serves over 22,000 students and needed a better way to track students joining differe...nt programs. The college used Formstack to simplify data collection for coding bootcamps and other student programs. This made their processes more agile and improved student program success. CNM can now manage student and community data more efficiently.

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Lasell University - Education - Small

Formstack's UTM Tracking feature helped Lasell University save 20 hours per month by automating lead tracking for over 30 marketing campaigns. The marketing team no longer creates separate landing pa...ges for each campaign. All lead data now flows directly into their CRM. This improved efficiency and allowed better tracking from form submission to student enrollment. The university now has a standard process for capturing campaign data.

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Enea AdaptiveMobile Security - Information Technology And Services

Formstack Documents for Salesforce helped Enea AdaptiveMobile Security automate price quote and proposal creation. Before, staff spent 30-45 minutes on each document using Word and Excel. Now, docume...nts generate in 2-3 minutes with data pulled directly from Salesforce. This automation saves hundreds of staff hours. The process is now faster, more accurate, and less demanding.

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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

Product

The Power of Formstack Documents

Formstack highlights the integration of WebMerge into its platform, enhancing document automation across industries like real estate, legal, and sales. This integration allows users to automate document creation, such as PDFs, from form data, streamlining processes and reducing manual data entry. The combined tools support CRM integration and offer customizable delivery options, improving efficiency in document management.

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Partnership

Formstack and TaskRay Announce Partnership to Simplify Data Collection and Project Management in Salesforce

Formstack and TaskRay have formed a strategic technology partnership to enhance data collection and project management within Salesforce. This collaboration integrates Formstack's form-building capabilities with TaskRay's project management software, streamlining workflows for industries like healthcare and financial services. The solution, native to Salesforce, ensures data security and improves efficiency by automating data capture and reducing manual entry errors.

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Product

Accept payments securely with the new PayPal Connected Path integration in Formstack Forms

Formstack has introduced the PayPal Connected Path integration in Formstack Forms, enhancing payment security and simplifying the setup process. This integration allows users to connect PayPal accounts directly to forms, enabling automatic payment collection without custom coding. It supports modern PayPal features and aligns with the latest security standards, benefiting event registrations, donations, and service requests.

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Product

Introducing Large File Uploads in Formstack Documents for Salesforce

Formstack introduces a Large File Uploads feature in Formstack Documents for Salesforce, allowing users to include files up to 2GB in document generation workflows. This enhancement overcomes Salesforce's size limits, enabling seamless and secure document creation with large attachments, such as high-resolution images and PDFs, without workflow changes.

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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