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Formstack

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Platform for building online forms, AI-powered document generation, and e-signatures to streamline data collection and workflows.

ウェブサイト:https://formstack.com/
追加日:2026年7月13日
月間訪問者数:
6.9M
ソーシャルと電子メール:
online formsAI form builderdocument generatione-signaturesworkflow automationSalesforce

ツール情報

Formstackとは何ですか?

Formstack enables organizations to collect data securely with online forms, generate documents with AI, capture electronic signatures, and connect to systems like Salesforce for end-to-end workflow automation. Forms, docs, and e-signatures are designed to work together so teams can move from data capture to signed documents faster.

コア機能

  • AI-Powered Form Builder

    Effortlessly craft digital data capture experiences and go from idea to solution instantly with enhanced AI form building.

  • Field Prefill

    Optimize data collection and improve employee and customer experience with SSO-powered field prefill.

  • Mobile-Friendly Forms

    Build fully responsive forms that automatically adjust to any device for a positive mobile visitor experience.

  • Saved Fields

    Create a seamless form-building process by saving settings of frequently used fields across an account.

  • Section 508 Compliant Forms

    Ensure online forms are accessible to all internet users regardless of disability status.

  • Themes and CSS

    Style forms with professional branding using a Theme Editor or CSS tools for advanced styling.

  • Electronic Signatures

    Easily capture electronic signatures from any device for contracts, payments, releases, and more, with no per-envelope fees.

  • AI-Powered Document Generation

    Generate polished documents as part of connected forms, docs, and sign workflows.

  • Salesforce-Native Tools

    Dedicated Salesforce tools for forms and documents, including Salesforce-native forms and document generation and automation managed inside Salesforce.

  • No-Code Form Building

    Intuitive no-code builders with advanced AI technology to quickly build online forms and automate processes.

使用例

  • #1

    Healthcare Patient Onboarding and Consent

    Modernize patient consent processes and support HIPAA-related data security and healthcare marketing workflows.

  • #2

    Employee Onboarding

    Streamline employee onboarding processes for software and other organizations.

  • #3

    Lead Generation and Customer Surveys

    Collect leads and run customer surveys with online forms.

  • #4

    Salesforce Automation and Document Generation

    Automate forms, documents, and e-signatures connected to Salesforce and other systems.

  • #5

    Education Engagement

    Support student engagement, prospective students, and alumni experiences.

  • #6

    Financial Services Claims and Reports

    Handle claims, reports, and related automation in financial services.

  • #7

    Contract and Order Form Automation

    Capture signatures for contracts and reduce manual document generation time.

以下に最適:Organizations of various sizesSalesforce AdminsFinance teamsMarketing and Sales teamsHuman ResourcesIT Security and Compliance teamsHealthcare organizationsEducation institutionsSoftware providers

料金プラン

Free 14-day trial available for the full suite. Site promotes starting free today and talking to sales for more. No detailed plan pricing is clearly published on the official source.

代替案

よくある質問

What is Formstack?
Formstack is a platform for building online forms, AI-powered document generation, and e-signatures to help organizations collect data securely and streamline end-to-end workflows, including connections to systems like Salesforce.
Does Formstack offer a free trial?
Yes. A free 14-day trial of the full suite is available. Detailed plan pricing is not clearly published on the official source; users can talk to sales for more information.
What are the main features of Formstack?
Key features include an AI-powered form builder, field prefill, mobile-friendly and Section 508 compliant forms, electronic signatures with no per-envelope fees, AI-powered document generation, Salesforce-native tools, and no-code form building.
Who is Formstack designed for?
Formstack serves organizations of various sizes, including Salesforce Admins, finance, marketing and sales, human resources, IT security and compliance teams, healthcare organizations, education institutions, and software providers.
Does Formstack integrate with Salesforce?
Yes. Formstack offers dedicated Salesforce-native tools for forms and documents, including form building, document generation, and automation that can be managed inside Salesforce.
Can Formstack forms be used on mobile devices?
Yes. Forms are fully responsive and automatically adjust to any device for a positive mobile visitor experience.

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ツール情報

料金モデルUnknown
カテゴリ生産性向上
タグ
online formsAI form builderdocument generatione-signaturesworkflow automationSalesforce
言語英語
最終更新日2026年7月16日