Formstack is an online form builder with document generation and eSignatures, built for teams routing submissions into Salesforce and approval workflows.
Formstack is a no-code online form builder that collects data and carries it straight into the documents, signatures and systems a business already runs on. It is built for organizations where a form starts a process rather than ends one, and where that process still runs on email, spreadsheets and manual rekeying. The platform is made by Intellistack, LLC, the Denver company founded in 2006 as Formstack and renamed in 2025, which continues to sell this line under its original name. The vendor states that more than 32,000 organizations use it. The platform is sold as four connected areas. Formstack Forms builds the forms, with an AI Form Builder that drafts one from a description, Form Prefill that fills known fields from a shared link, and a Theme Editor that applies a company's logos and colors. Formstack Documents populates data into DOCX, PPTX, PDF and CSV templates and delivers the result. Formstack Sign collects digital signatures on any device, with a signing order and links sent by SMS or email. Workflows, the visual builder inside Formstack Suite, ties the three together with step logic and group approvals, while Forms for Salesforce and Documents for Salesforce run the same jobs inside a Salesforce org. Formstack suits mid-sized organizations doing regulated, paperwork-heavy work, and the vendor points at healthcare, education, financial services and non-profits. It fits teams that have outgrown a simple survey tool and need approvals, prefill and a finished record in a system of record. Salesforce administrators are a particular fit, because the Salesforce products are administered inside the org instead of through an external connector. It is bought per Builder user, on plans whose caps on forms, submissions per form and storage rise from one tier to the next. The everyday jobs are patient intake, student enrolment, grant and loan applications, employee onboarding, event registration and any request that needs a signature before it counts. Formstack connects to more than 100 web applications, so a submission reaches a CRM, a spreadsheet or an email tool without a developer, and the Sign Open API covers what the connectors do not. Teams run it beside Salesforce and beside the storage and help desk tools that hold the finished document.
Features
- Included: Form editor with drag-and-drop fields
- Included: Conditional logic and branching
- Included: Payment collection in the form
- Not included: File upload fields
- Included: Signature capture field
- Included: Calculated fields and scoring
- Included: Multi-page forms with save and resume
- Included: Prefill through URL parameters and hidden fields
- Not included: CAPTCHA and duplicate-response protection
- Not included: Inline, popup and link embeds
- Included: Response notifications and autoresponders
- Included: PDF generation from submissions
- Included: Approval workflows on submissions
- Included: Submission sync to spreadsheets and CRM
- Included: Webhooks on form submission
- Included: Form analytics with drop-off by question
- Not included: Branding removal on forms
- Not included: Offline data collection on mobile
Additional Features
- AI Form Builder
- Form Prefill from shared links
- Theme Editor for brand styling
- Conditional and step logic
- Group approval routing
- Formstack Documents template merge
- DOCX, PPTX, PDF and CSV document templates
- Formstack Sign eSignatures
Best for
- Salesforce teams that want forms administered inside the org
- Healthcare teams collecting patient intake and consent
- Education administrators running enrolment forms
- Financial services teams handling applications
- Non-profits collecting grant and donor data
- Operations teams replacing manual rekeying between systems
- Mid-sized organizations of roughly 50 to 1000 staff
- Processes that need a signature before a request counts
Use cases
- Patient intake and consent collection
- Student enrolment and registration
- Loan and grant applications
- Employee onboarding paperwork
- Event registration with payment
- Generating a contract from form data
- Collecting eSignatures on generated documents
- Routing a request through group approval
- Prefilling a form from a shared link
- Pushing submissions into Salesforce
- Quote requests that need a signature
- Vendor and partner onboarding
Screenshots & Videos
Explore Formstack in action
User Reviews
Compare with Similar Software
Click to compare side by side with Formstack