Create and publish your forms from scratch or start with a premade template to initiate form workflows. All our forms are mobile-friendly and can be completed anywhere.
Pair your forms with Formstack Documents to feed data into custom PDFs, Word documents, Excel sheets, and PowerPoint presentations in seconds.
Create personalized experiences for customers with the help of dynamic features such as conditional logic, data routing, images, and more.
Automate your document generation with triggers such as changes in project status, the creation of new Salesforce records, or payment submission.
Ensure your forms and documents stay secure with powerful security features such as encryption, password protection, and various types of compliance.
Emily completes a sales form on your company’s website. Her information is routed to a member of your sales team, who sets up a meeting to go over her needs. After her initial consultation, Emily completes a proposal form to provide final details on her requirements.
Emily's info is populated into a pre-built proposal automatically. After the document is generated, it is sent to the sales rep for review before being routed to Emily for signature via Formstack Sign.
After the proposal has been signed, it is automatically attached to Emily’s record in Salesforce. This ensures that the sales rep has fast, easy access to her data. No manual data entry required!