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Formstack Platform
Streamline tedious tasks and keep your team organized with Formstack’s suite of productivity solutions.
Forms
Power your data collection with versatile online forms that don't require any coding to set up.
Documents
Simplify document preparation so you can focus your efforts elsewhere.
Sign
Eliminate paperwork for good by letting people review and sign documents from anywhere.
Other Products
Formstack for Salesforce
Sync
See All Products
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Salesforce
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Insurance
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Lead Generation
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FORMStack for salesforce /
All Features
Unify forms, documents, and digital signatures for Salesforce
Explore the features below to learn how Formstack for Salesforce can help you digitize processes at scale.
Feature Segments
Form Builder
Data & Analytics
Payments
Security
Teams
Forms for Salesforce
Forget external data mappings and frustrating data silos. Build a form, customize the design, and collect data directly within your Salesforce org.
Community Cloud Forms
Collect data from customers, partners, and employees by deploying forms inside your Salesforce Community Cloud.
Community Cloud Forms
Payment Processing
Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS to seamlessly process payments.
Payment Processing
Powerful Security
Protect your data with multiple security features, including data encryption, reCAPTCHA, and compliance for HIPAA, FedRamp, and FERPA.
Powerful Security
Salesforce Drag-and-Drop Form Builder
Build Salesforce forms quickly and accurately with our intuitive drag-and-drop form builder.
Salesforce Drag-and-Drop Form Builder
Progressive Data Capture
Prefill data from any object so users can verify and update records without having to complete repetitive Salesforce forms.
Progressive Data Capture
Native Builder
Our Salesforce form builder is 100% native, meaning you can avoid the hassle of ever having to map fields or sync data.
Native Builder
Documents for Salesforce
Automate paper processes right from your Salesforce org, from document generation to digital signature collection.
Digital Signature Collection
Automatically populate multiple documents at once and send them for a Salesforce digital signature with the click of a button.
Digital Signature Collection
Multiple Delivery Options
Send your merged documents to your favorite tools. Easily upload final documents to the cloud, attach to Salesforce records, or send for eSignature.
Multiple Delivery Options
Flexible-Rules Engine
Build rules directly in your templates. Route data to multiple documents, add conditional logic, and send completed files to third-party apps.
Flexible-Rules Engine
Easy-to-Use Templates
Get started with a pre-built template, build a document in our document builder, or upload your own Word, PowerPoint, Excel, or PDF document.
Easy-to-Use Templates
Automated Document Creation
Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.
Automated Document Creation
One-Click Salesforce Documents
Add a custom Documents button to any object to create documents based on individual records with a single click.
One-Click Salesforce Documents
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