Formstack
Workplace productivity platform with native Salesforce forms, documents, and e-signatures
Founded
2006
Starting Price
\u002483
Category
Forms & Surveys
Last updated April 3, 2026
About Formstack
Formstack is a workplace productivity platform offering form building, document generation, and electronic signatures. Its standout feature is a 100% native Salesforce form builder that lets teams create forms, collect data, and generate documents entirely within their Salesforce org — no external data storage or middleware required.
Pros & Cons
Pros
- 100% native Salesforce form builder — data never leaves the Salesforce org
- Combined forms, documents, and e-signatures in one platform streamline end-to-end workflows
- Dynamic prefill from Salesforce records reduces errors and speeds up data entry
- HIPAA compliance available for healthcare and regulated industries
- Offline data collection syncs to Salesforce when connectivity restores
Key Features
Native Salesforce Forms
Build forms directly inside Salesforce that read and write to any standard or custom object without external data storage
Drag-and-Drop Builder
No-code form creation with conditional logic, calculations, and multi-page layouts
Dynamic Prefill
Auto-populate form fields with existing Salesforce data to reduce errors and speed up completion
Document Generation
Create branded PDFs, proposals, contracts, and invoices from Salesforce data with merge fields
E-Signatures
Collect legally binding electronic signatures within the Salesforce workflow
Workflow Automation
Trigger Salesforce workflows, create records, and route approvals based on form submissions
HIPAA Compliance
HIPAA-compliant data collection for healthcare organizations
Pricing
Forms
\u002483/month
- 1 user
- 25 forms
- 1,000 submissions per form
- 2 GB storage
- 14-day free trial
