Formstack

Formstack is a no-code workplace-productivity suite for forms, document generation, e-signatures and workflow automation. Used by more than 32,000 organizations, it lets teams digitize paper processes, collect data, generate documents and route approvals — all without writing code — and reports saving the average user around 17 hours a week.

What is Formstack?

Formstack combines several tools that usually require separate products. Its Forms product collects data with an AI-powered no-code builder; Documents generates finished paperwork automatically from that data; Sign adds e-signatures with no per-envelope fees; and built-in workflows route information between people and systems. Together they turn a manual, paper-based process into an automated digital one.

Who it's for

Formstack serves enterprise and mid-market organizations, with specific solutions for healthcare, education, financial services and software companies, and role-based fits for Salesforce admins, finance, marketing, HR, IT and compliance teams. It suits organizations that handle a lot of forms, documents and approvals and need them digital, automated and secure.

Key features

• No-code, AI-powered form builder
• Automated document generation from captured data
• E-signatures (Formstack Sign) with no per-envelope fees
• Built-in workflows and data routing
• Native Salesforce forms and documents
• 100+ integrations (Salesforce, HubSpot, Stripe, PayPal, Google, Microsoft)
• Pre-built templates and a developer API

From data collection to finished document

Formstack's real power is chaining its products into one flow. A form captures data, Documents merges it into a finished contract or report, Sign collects the signature, and a workflow routes it for approval and delivery — entirely automatically. That end-to-end automation is what removes the manual copying, printing and chasing that eats hours out of a team's week, and it keeps data accurate because it is never re-typed.

Built for regulated industries

Because Formstack is used heavily in healthcare, finance and education, it is built with the security and compliance those sectors demand. That makes it a safe choice for collecting sensitive information — patient intake, financial applications, student records — where a generic form tool would be a liability. Native Salesforce support also makes it a natural fit for organizations that run on that platform.

No-code, so anyone can build

The whole suite is no-code, so marketing, HR, operations or compliance staff can build forms, documents and workflows themselves without waiting on developers. Pre-built templates get processes live quickly, while a developer API is there for teams that want deeper customization. That balance lets an organization move fast without sacrificing control.

Integrations that connect your stack

Formstack is built to plug into the systems an organization already runs. With more than 100 integrations — Salesforce, HubSpot, Stripe, PayPal, Google Workspace and Microsoft tools among them — data captured in a form can flow straight into a CRM, trigger a payment, or update a spreadsheet without manual re-entry. Its native Salesforce forms and documents are a particular strength, letting Salesforce teams collect and generate data inside the platform they live in.

Real time savings, measured

The whole point of Formstack is giving teams their time back, and it quantifies that: the company reports the average user saves around 17 hours a week by replacing manual data collection, copying and paperwork with automation. Beyond the hours, automating these steps protects data integrity — information entered once and routed automatically is far less error-prone than the same data re-typed across several disconnected tools.

Why choose Formstack

For an organization drowning in forms, documents and approvals, Formstack is a strong, security-conscious way to digitize and automate all of it in one suite. Its forms-to-documents-to-signature-to-workflow chain, deep Salesforce integration and no-code accessibility — trusted by 32,000+ organizations — make it a practical productivity multiplier for mid-market and enterprise teams.