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Formstack

Workflow forms with document generation, e-signature and Salesforce-native option

Overview

Formstack is a no-code workflow suite built around forms, now a product of Intellistack, LLC. It says it serves more than 32,000 organisations.[11] Beyond forms it sells document generation and e-signatures, and a Salesforce-native edition for organisations that want forms writing directly into Salesforce.[11]

The Forms plan costs US$99 a month, or US$83 a month paid annually, for one builder user, 25 forms, 1,000 submissions per form and 2 GB of storage, with more than 300 integrations.[11] The Suite plan, at US$299 a month or US$250 annually, adds Documents and Sign: three users, 100 forms, 5,000 submissions per form, 10 GB, 250 document deliveries a month, unlimited e-signatures and approval routing.[11] Salesforce Solutions and Enterprise (unlimited users and submissions, SSO, API and a dedicated customer success manager) are quoted individually.[11] HIPAA compliance is an add-on on Forms and Suite and included on the custom plans.[11] A 14-day trial requires no card.[11]

Formstack’s entry price is the highest of the general builders in this list, and the single included builder user limits collaborative teams. Its value lies in combining forms, documents and signatures for processes such as onboarding and applications.

Formstack features

  • Forms with 300+ integrations
  • Document generation and e-signatures (Suite)
  • Approval routing (Suite)
  • Salesforce-native forms option
  • HIPAA as add-on or included
  • SSO and API on Enterprise

Formstack pricing

Forms: US$99/month or US$83/month annually (1 user, 25 forms, 1,000 submissions per form, 2 GB). Suite: US$299 or US$250 (3 users, 100 forms, 5,000 submissions per form, 10 GB, 250 document deliveries, unlimited e-signatures). Salesforce Solutions and Enterprise: custom. HIPAA add-on on Forms and Suite. 14-day free trial.

Formstack strengths and limitations

Strengths

  • Forms, documents and signatures in one suite
  • Salesforce-native edition
  • HIPAA available
  • Trial without card

Limitations

  • Highest entry price among general builders here
  • One builder user on Forms plan
  • HIPAA costs extra on standard plans
  • Live support only on US weekday hours

Appears in

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