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
See all business priorities See less business priorities

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

"Formstack allowed us to create an engaging prospect strategy, and allowed our functional users to create forms. It’s easy to use and effective!" - Sean McKenna

Peer review evidence (same sources as the product rating summary)

"...There are a lot of field types that make it easy to construct complex forms and workflows...." Peer review by Anonymous Reviewer, Automotive
"...We are told about or shown new features, or proposed features, several times a year...." Peer review by Tim Roe, Project Manager, Web Services, Butler University
"...UNICEF Engages Infotools to Integrate Multi-Country Data and Easily Access Insights ..." Formstack Acquires WebMerge, Enhances Document Creation and Automation Capabilities

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.

Formstack Form Builder Customer wins, Customer success stories, Case studies

What Are the key features of Formstack Form Builder for Workflow Management?

How can Formstack Form Builder optimize your Sales Document Management Workflow?

How can Formstack Form Builder optimize your Engagement Management Workflow?

What solutions does Formstack Form Builder provide for Customer Feedback Management?

How does Formstack Form Builder facilitate Communication Management?

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.

CUSTOMERS TESTIMONIALS
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

Mark Walcott

Executive Director Advancement Systems

University of Houston

Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually. Testimonial By Mark Walcott
Formstack Form Builder testimonial

Andrew Meyers

eduWeb

Having used Formstack for a couple of years now and knowing that I can count on it to do what I need to do really matters to me. It frees me up to think creatively about what is possible. Testimonial By Andrew Meyers
CUSTOMERS TESTIMONIALS
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

Mark Walcott

Executive Director Advancement Systems

University of Houston

Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually. Testimonial By Mark Walcott
Formstack Form Builder testimonial

Andrew Meyers

eduWeb

Having used Formstack for a couple of years now and knowing that I can count on it to do what I need to do really matters to me. It frees me up to think creatively about what is possible. Testimonial By Andrew Meyers
 

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 →
 

LittleStar ABA - Hospital & Health Care - Medium

USA

Formstack helped LittleStar ABA digitize their incident report forms, eliminating the need for physical storage. The team improved data security and ensured HIPAA compliance. Automating workflows red...uced human error and made data analysis easier. Integrations with tools like SmartSheet and SharePoint increased efficiency. Staff now spend more time focusing on patients and families.

 

YETI - Consumer Goods - Medium

Austin, USA

Formstack Forms helped YETI save $60–80K a year by replacing the need for a full-time developer. YETI used Formstack to embed online forms on its Magento site for dealer applications, warranty reques...ts, and marketing campaigns. The Salesforce integration automated data routing, speeding up customer service. YETI saved two minutes per support case, totaling 100 hours monthly. The marketing team now collects leads more efficiently and gains better insights.

 

LoveYourBrain - Non Profit Organization Management - Small

Burlington, USA

Formstack helped LoveYourBrain automate course registration for its yoga program. The nonprofit replaced manual Google forms and spreadsheets with Formstack integrated with Salesforce. This change cu...t manual work and enabled automated eligibility screening and email communications. LoveYourBrain increased program offerings by 140% in one quarter. The new system expanded their reach to 19 states and 3 Canadian provinces, processing nearly 1,000 enrollments.

 

WCG Inc. - Financial Services - Small

Colorado Springs, USA

Formstack helped WCG Inc. replace slow, inflexible PDFs with secure online forms. The firm needed to collect sensitive client data like social security numbers and banking details. Formstack's encryp...ted forms and drag-and-drop builder made this easy and safe. With help from Formstack’s professional services, WCG launched 25 forms quickly. The new process improved security, eliminated paper, and made tax data collection simple for clients.

 

Red Tab Foundation - Non Profit Organization Management - Small

San Francisco, USA

Formstack and Salesforce helped Red Tab Foundation save over $20,000 per year by consolidating software tools. The nonprofit automated data flows for fundraising and program management, reducing manu...al work and errors. Their call center processed over 750 requests more efficiently with new online forms. Event registration became easier, leading to a 27% increase in attendees and $22,000 raised. Staff gained better insights into donor and grantee relationships.

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
Data Export

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

Product

Customize Your Data Exports with Formstacks New Advanced PDFs Feature

Formstack introduces the Advanced PDFs feature, enhancing PDF export capabilities for form submissions. Users can now customize exported PDFs by adding logos, selecting visible fields, and downloading multiple submissions as separate files. The feature also includes a preview option and allows PDF attachments in emails, improving data sharing and presentation.

Partnership

Formstack and Taskray Announce Partnership

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, automating workflows and improving efficiency for industries like healthcare and financial services. The solution ensures data security by operating natively within Salesforce, eliminating manual data entry and reducing errors.

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.

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.

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