Formstack is unclaimed —

Formstack

Secure and Easy-to-use Forms, Docs & eSignatures·formstack.com

Formstack is a no-code productivity suite that lets organizations build online forms, generate documents, and collect eSignatures. It offers standalone products (Forms, Documents, Sign) as well as a bundled Suite, with dedicated Salesforce-native editions and over 100 integrations to CRMs, payment processors, and cloud storage tools. The platform is used to automate data collection, document generation, and signature workflows without writing code.

What it's for

Patient onboardingClaims & reports handling for financial firmsStudent engagement and admissions workflowsAlumni engagementLead generationCustomer satisfaction surveysEmployee onboardingContract, invoice, and proposal generation from Salesforce data

Features 20

100+ integrations with CRMs, payment processors, and storage tools
AI-powered document template builder
AI-powered form creation
API access for custom integrations
Automated document generation from form or Salesforce data
Automated triggers via Salesforce Process Builder or Flow
Conditional data routing rules
Custom branding (logos, colors, style)
Data mapping to Salesforce records
Encryption and SMTP security requirements
eSignature collection with no per-envelope fees
Form prefill functionality
HIPAA, PCI, GDPR, and WCAG-related compliance features
Multi-step workflows with group approvals and logic
No-code online form builder
One-click document generation from Salesforce objects
Salesforce-integrated document generation (Documents for Salesforce)
Salesforce-native forms (Forms for Salesforce)
Subaccount model for team management
White-label/embedded forms, document, and eSignature tools for ISVs

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

ForSalesforce admins, Finance teams, Marketing & sales teams, Human resources teams, IT teams, Security & compliance teams, Healthcare organizations, Higher education institutions, Financial services firms, Software companies

CompanyIntellistack, LLC · 2006

Integrations

SalesforceHubSpotMicrosoft DynamicsAmazon S3StripePayPalAirtable

Complianceself-reported

HIPAAPCIGDPRWCAGCCPA

Resources

Pricing

Forms and Suite plans show two price points: a standard monthly rate and a lower rate when billed annually. Salesforce Solutions and Enterprise plans are custom-quoted and not publicly priced.

Forms$99/mo

Launch secure forms in minutes and simplify how you collect data.

1 Builder user, 25 Forms, 1,000 Submissions per form, 2GB Storage

Suite$299/mo

Combines Forms + Documents + Sign for end-to-end workflows.

3 Builder users, 100 Forms, 5,000 Submissions per form, 10GB Storage

Salesforce SolutionsQuote

Custom pricing, flexible plans; quote required.

EnterpriseQuote

Custom pricing tailored to enterprise needs; quote required.

A nonprofit discount applies to invoices (does not combine with the annual discount).