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Formstack

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Formstack is a no-code productivity platform that empowers businesses to automate data collection, streamline document generation, and enable secure digital signatures—all without writing a single line of code. Founded in 2006, the platform has grown into a trusted solution for over 32,000 organizations across industries including healthcare, finance, education, and nonprofit. It enables non-technical teams to build custom workflows, replace paper processes, and integrate with popular tools like Salesforce, HubSpot, and Google Workspace. With intuitive design, drag-and-drop functionality, and strong compliance capabilities (including HIPAA options), Formstack reduces administrative friction and accelerates digital transformation from lead capture to contract closure.

Key Features

Online Forms
Formstack’s core product is its drag-and-drop form builder, allowing users to create custom forms for data capture, surveys, lead generation, and onboarding. The builder supports conditional logic, calculated fields, and prefilled answers, helping personalize the experience and reduce input errors. Users can also enable A/B testing to optimize form performance and integrate with over 250 apps to automatically push data into CRMs, email tools, or spreadsheets.
Document Automation
The Documents module takes submitted form data and instantly transforms it into polished PDFs, Word files, or custom templates. Use cases include contracts, invoices, and offer letters. With dynamic fields, conditional sections, and template logic, documents are tailored to each user interaction. This module seamlessly integrates with the eSignature component to create fully automated, paperless flows.
E-Signatures (Formstack Sign)
Users can send documents for secure, legally binding signatures with Formstack Sign. The signing experience is mobile-friendly and supports in-person or remote signing. Features include audit trails, signer authentication, reminders, and automatic document routing—ideal for HR, finance, or client services that require timely approvals or authorizations.
Workflow Builder
Formstack Suite users can connect forms, documents, and signatures into end-to-end automated workflows. The visual workflow editor allows teams to set up task routing, assign roles, build conditional flows, and manage approvals—all without coding. This feature is especially valuable for employee onboarding, procurement, grant applications, or customer intake processes.

Use Case Highlights

Healthcare: Automate patient intake, collect consent forms, and maintain HIPAA compliance with secure digital workflows.
Education: Manage student registration, course evaluations, and faculty onboarding efficiently.
Sales and Marketing: Capture leads, generate personalized proposals, and close deals with digital signatures.
HR and Operations: Standardize employee onboarding, leave requests, and compliance forms across departments.
Nonprofits: Streamline volunteer sign-ups, donation tracking, and grant submissions.

Benefits

Saves Time: Automation tools help teams save an average of 17 hours per week by removing manual tasks and data entry.
Increases Accuracy: Prefilled fields, conditional logic, and validation rules reduce human error in form submissions and documents.
Scales Easily: From startups to enterprise-level organizations, Formstack can handle increasing complexity and data volumes.
Improves Compliance: Supports data security standards including encryption, user permissions, and audit logs. HIPAA-compliant plans are available.
Reduces IT Dependency: Business users can design and deploy workflows on their own, freeing up developer resources.

User Experience

Formstack is designed with simplicity in mind. The interface is clean, intuitive, and easy to navigate, making it accessible to users with minimal technical background. Templates and AI suggestions speed up the setup process, while real-time collaboration tools enhance team productivity. The platform offers responsive support, a robust knowledge base, and in-app guidance to ensure smooth adoption. Users frequently praise the platform’s flexibility, reliability, and ability to centralize multiple tools into one cohesive ecosystem. Whether you’re collecting data, generating contracts, or automating HR tasks, Formstack delivers a seamless, professional experience from start to finish.

2025-07-03 17:43:00: Intellistack Streamline: Expert Insights on Healthcare Workflows Youtube

2025-06-30 20:02:54: Intellistack Streamline Platform Demo Youtube

2025-06-25 13:47:59: Introducing Intellistack Streamline | Intellistack Youtube

2025-05-22 16:50:11: How Formstack Helps Improve the Healthcare Customer Experience | Formstack Youtube

2025-05-21 23:14:05: Building Secure, No-Code Workflows With Formstack Streamline | Formstack Youtube

2025-05-01 18:44:41: Formstack and Centro - Beyond CRM- Activating Salesfoce Data in Slack| Formstack Youtube

2025-04-21 19:03:45: Formstack & Appluent Episode 4: How Appluent Uses Formstack to Streamline Their Business| Formstack Youtube

2025-04-21 19:03:28: Formstack & Appluent Episode 3: Formstack Forms for Salesforce| Formstack Youtube

2025-04-21 19:02:44: Formstack & Appluent Episode 2: Formstack Documents for Salesforce| Formstack Youtube

2025-04-21 19:01:02: Formstack & Appluent Episode 1: The Formstack and Appluent Partnership| Formstack Youtube

2023-03-29 22:05:14: Don't worry. We're here to help. 😎 Get step-by-step guidance for building efficient workflows that can power all areas of your business with our Workflow Inspiration Guide for Business Process Automation. https://t.co/00eowIj9M6 https://t.co/EuM8OxS7cXTwitter

2023-03-29 22:05:13: A recent study by Salesforce found that 88% of customers say the experience a company provides is as important as its products or services—up from 80% in 2020. In other words, customer demands for a digital-first approach are at an all-time high. 👇Twitter

2023-03-27 22:10:40: 🚨TOMORROW: We've made updates to our platform and can't wait to show you how grandchild objects in NativeCloud, SSO user management, and Workspace can refresh your org-wide processes. Don’t miss your chance to learn more about our Spring 2023 Release! 👉https://t.co/8Xd4mzsZwA https://t.co/HcYXL1BlPYTwitter

2023-03-22 18:52:44: Are you looking for ways to speed up org-wide collaboration? We've got you covered.😎 Join us for our Spring '23 Release Webinar. We’ll demonstrate how to boost productivity, simplify processes, and create personalized experiences for customers and staff: https://t.co/SruPdkvpRC https://t.co/wmfD44VgYYTwitter

2023-03-16 23:26:39: Don't forget to register now so you can join the Genius Lab of your choice (spots limited)! https://t.co/gUUv8aYpSuTwitter

2023-03-16 23:26:38: In just 30 minutes, they share some of their favorite, and most impactful Formstack use cases, features, and shortcuts. If you’re a Formstack user who loves discovering hacks, tips, and tricks, join us on March 28 during our Spring 23 Release webinar. 👇 https://t.co/6GDEHXDHDaTwitter

2023-03-16 23:26:37: You know those life-changing tips you find out from LinkedIn or colleagues? The ones that make your workday a million times better—things like keyboard shortcuts, app settings, and Chrome extensions. 👇Twitter

2023-03-14 16:47:25: Will Benny make an appearance this time? 👀🐶 https://t.co/zjH6f6kztU https://t.co/XSA6KDYKFiTwitter