Formstack Forms

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 documen...ts. 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.

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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 an...d used Documents and Sign for contracts and childcare releases. This saved them $50,000 and hundreds of staff hours.

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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 complete 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.

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