Snapshot
Continue to About ↓- What it does
- Formstack is a no-code suite of products for collecting data with forms, generating documents from that data, and capturing eSignatures, with dedicated Salesforce-native tools.
More detail
- The company positions the products to work together and connect to systems such as CRMs, payment providers, and document storage, replacing manual and paper-based processes.
- Best for
- Salesforce admins and Salesforce-centric teams that want forms, document generation, and eSignatures managed inside their Salesforce org, and mid-market to enterprise teams replacing manual data entry, document work, and pay-per-envelope signature processes.
- Pricing
- Published subscription prices: Forms at $83/month billed annually ($99 monthly) with 1 builder user, 25 forms, 1,000 submissions per form and 2GB storage
More detail
- Suite (Forms + Documents + Sign) at $250/month billed annually ($299 monthly) with 3 builder users, 100 forms, 5,000 submissions per form, 10GB s
- Main limitation
- Very small teams or tight budgets, since the entry Forms plan starts at $83/month billed annually for one builder user and 25 forms, and buyers seeking a permanent free tier, since only a 14-day trial of core Forms is documented.
More detail
- Buyers needing broad multi-source workflow automation or contract lifecycle management should look at Intellistack Streamline rather than Formstack.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- Formstack is a no-code suite of products for collecting data with forms, generating documents from that data, and capturing eSignatures, with dedicated Salesforce-native tools.
- The company positions the products to work together and connect to systems such as CRMs, payment providers, and document storage, replacing manual and paper-based processes.
What it helps with
- Manual, repetitive data entry and paper-based processes
- Disconnected systems and data silos that prevent captured data from reaching CRM, ERP and other core systems
- Slow signature cycles on contracts, invoices and agreements, plus unexpected pay-per-envelope eSignature costs
- Manual copy-and-paste document generation and documents spread across scanners, fax, printers and multiple systems
- IT dependency for building forms and data-collection workflows
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| No-code form builder | Yes | Drag-and-drop building with AI-assisted form creation, form prefill, multi-step workflows, group approvals and step logic |
| Document generation | Yes | AI-powered builder; drag-and-drop templates in DOCX, PPTX, PDF and CSV; data pulled from CRMs, forms, databases; Documents API |
| eSignature | Yes | Multi-participant signing, email or SMS delivery, signing order, field types, auto-reminders and audit trail; no per-envelope fees per vendor claim |
| Salesforce-native forms and documents | Yes | Built and managed inside Salesforce; one-click document generation; Experience Cloud integration; Salesforce Shield compatible |
| Workflows | Yes | Visual automation builder connecting Forms, Documents and Sign |
| Integrations | Yes | 300+ integrations listed, including Salesforce, Amazon S3, PayPal, Stripe, HubSpot, Airtable and Microsoft |
| Security and compliance | Yes | Encryption, secure downloads, audit trails, Trust Center; HIPAA and PCI compliance referenced, with PCI/HIPAA-compliant solutions listed on the Salesforce tier |
| Permanent free tier | No | Only a 14-day free trial of core Forms is documented |
| Published overage prices | Unknown | Users, submissions and document merges can be added as paid add-ons, but prices are not disclosed |
| Contract lifecycle management | No | Vendor directs CLM needs to Intellistack Streamline, a separate product |
Bot trust
How confidently AI systems can verify this profile from public evidence.
—of 100
ChatGPT—/100
Claude—/100
This profile has not completed a Bot Score assessment yet.
Evidence
Where this record came from, when it was reviewed, and how confidently it can be used.
- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- formstack.com
Technical profile details
Record ID
3aa9119f-2489-4503-bdcf-460504ff2aecCanonical URLhttps://profiles.scribble.network/listing/formstack-3aa9119f