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

"A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible." - Todd McGregor

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

How efficiently Does Formstack Form Builder manage your Workflow Management?

What benefits does Formstack Form Builder offer for Sales Document Management?

How can Formstack Form Builder optimize your Engagement Management Workflow?

How can Formstack Form Builder optimize your Customer Feedback Management Workflow?

How efficiently Does Formstack Form Builder manage your 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

Todd McGregor

Salesforce Platform Manager

Tri Counties Bank

A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible. Testimonial By Todd McGregor
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

Cliff Joseph

Owner of Brand Interactive Communications

Brand Interactive Communications

Time is money. Formstack took this process from one hour to just seconds. Processing is so much faster, meaning we can go from thousands of loans a month to doing that many in a day. Testimonial By Cliff Joseph
CUSTOMERS TESTIMONIALS
Formstack Form Builder testimonial

Todd McGregor

Salesforce Platform Manager

Tri Counties Bank

A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible. Testimonial By Todd McGregor
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

Cliff Joseph

Owner of Brand Interactive Communications

Brand Interactive Communications

Time is money. Formstack took this process from one hour to just seconds. Processing is so much faster, meaning we can go from thousands of loans a month to doing that many in a day. Testimonial By Cliff Joseph
 

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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