Formstack Platform
Business Profile
Core Value Proposition
Formstack Platform provides no-code form building, document generation, eSignature, and automated workflows to streamline data collection, document automation, and sign-off processes.
Target Customer
Organizations of various sizes (mid-market to enterprise) that need to collect data via forms, generate documents, collect e-signatures, and automate workflows; includes Salesforce users leveraging native Formstack forms within Salesforce.
Key Differentiator
Market-first native forms solution for Salesforce; AI-powered form builder and AI-powered document builder; all-in-one platform that consolidates forms, documents, eSignatures, and workflows; extensive integrations (100+).
Implementation Timeline
Get up and running in minutes with pre-built templates; start with a free 14-day trial to explore functionality; guided demonstration options available.
Pain Points
- 1Manual data entry and data silos across systems
- 2Inefficient, time-consuming back-office processes (document generation, approvals, and signatures)
- 3Reliance on multiple tools leading to IT dependency and data integration challenges
Key Features
- 1No-code online forms builder with form prefill and multi-step/workflow logic
- 2AI-powered Form Builder for faster form creation
- 3Document generation (AI-powered Builder) to create professional, branded documents
- 4eSignature collection with secure signing
- 5Automated workflows and integrative capabilities (Intellistack), including Salesforce-native forms and Documents for Salesforce
- 6100+ integrations with CRMs, ERPs, and other systems
Target Customer Industries
Decision Makers
- 1Salesforce Admins
- 2Finance
- 3Marketing
- 4Human Resources
- 5IT Security & Compliance
- 6Senior Manager
- 7Specialist - Software Engineering
- 8Salesforce Consultant
- 9Vice President of Branch Operations
- 10Executive Director, Advancement Systems at University of Houston
- 11President, Indiana Health Group
- 12Co-Founder & CEO at Lenderfit
- 13Senior Analyst at Institute for Community Alliances
Client Results
- 1Healthcare customers report saving 13 hours per week with Formstack products
- 2Education customers report saving 17 hours per week
- 3Financial Services customers report saving 14 hours per week
- 4Formstack Documents saves 30+ hours a month on average
- 5Emily Fully Automates Contract Workflows and Saves $50K
Competitive Advantages
- 1No-code platform enabling rapid deployment without IT bottlenecks
- 2AI-powered form and document builders for efficiency
- 3Native Salesforce forms and Salesforce-integrated documents
- 4Extensive integrations reducing data silos and tech sprawl
- 5Consolidates forms, documents, eSignatures, and workflows into a single platform
Key Benefits
Case Studies & Success Stories
Emily Fully Automates Contract Workflows and Saves $50K
Automation of contract workflows leading to significant cost savings
Indiana Health Group Case (Healthcare)
Healthcare customers report time savings (13 hours/week) and improved patient onboarding
University of Houston Case (Education)
Education customers report time savings (17 hours/week) and improved data interoperability
Lenderfit Case (Financial Services)
Co-Founder & CEO highlights benefits of Formstack for data gathering and workflow efficiency
Additional Product Information
Product Description
No-code platform offering online forms, document generation, eSignatures, and automated workflows.
Target Market
Organizations seeking to digitize data collection, automate document workflows, and unify forms, documents, and signatures across their software stack (including Salesforce users).
Unique Value Proposition
An all-in-one, no-code platform with market-leading Salesforce integration, AI-powered form and document capabilities, and extensive integrations to reduce IT complexity and data silos.
Technical Requirements
Supports Salesforce integration; emphasizes data security and encryption; offers API access for automated document generation; AI-powered builders
Pricing Model
Free 14-day trial available; detailed pricing not provided in the provided content
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