Formstack

AI Automation Salesforce Commerce Cloud

Secure, no-code forms, documents, and eSignatures

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Summary

Form and landing page builder for capturing leads, processing orders, and creating conversion-focused pages without code.

Overview

Formstack is a no-code platform that helps organizations collect data, generate documents, and capture eSignatures. It includes dedicated Salesforce-native tools and a suite that combines Forms, Documents, and Sign to automate end-to-end workflows. The product emphasizes ease of use, AI-powered document generation, and broad integrations to connect data into central business systems. Formstack offers subscription pricing with options for Forms-only, a full Suite, and custom Salesforce and Enterprise plans.

Pros & Cons

Pros:
✓ Intuitive, no-code form builder that reduces IT dependency and speeds implementation.
✓ Native Salesforce tools allow forms and document generation to be managed inside a Salesforce org.
✓ AI-powered document generation to automate creation of polished documents from collected data.
✓ No per-envelope fees for eSignatures and unlimited eSignatures on the Suite plan.
✓ 300+ integrations enable seamless data routing to CRMs, payments, storage, and other systems.
Cons:
✗ Entry plans impose limits on builder users, number of forms, submissions per form, and storage.
✗ Suite includes a monthly limit on document deliveries (250/month) which may not suit high-volume needs.
✗ Advanced Salesforce-native and high-volume needs require contacting sales for custom pricing.
✗ Live human support hours for some plans are limited to business hours (Mon–Fri, 8 a.m.–4 p.m. ET).
✗ Free trial applies primarily to core Forms; there is no permanently free plan listed.

Pricing

PlanMonthlyAnnualFree TrialPricing ModelSetup Fee
Forms $99/mo $83/mo billed yearly 14 days Subscription (monthly or annual billing) (per account monthly rate (includes specified users/forms/submissions/storage)) $0
Suite $299/mo $250/mo billed yearly 14 days Subscription (monthly or annual billing) (per account monthly rate (includes specified users/forms/submissions/storage/document deliveries)) $0
Salesforce Solutions Custom pricing - - Custom / Contact Sales $0
Enterprise Custom pricing - - Custom / Contact Sales $0

Features

AI
Automation
API
Templates
Webhook
GDPR Compliant
Drag & Drop

Integrations

Stripe
PayPal
Salesforce
HubSpot
Amazon
Airtable

Problems Solved

Paper-based and manual form/document workflows that cause delays
Data silos and lack of integration between forms and central systems
Slow signature collection and per-envelope eSignature costs
Time-consuming manual document generation

Capabilities

300+ third-party integrations
Online, secure form builder with templates and drag-and-drop
AI-powered document generation and one-click merges
eSignature collection with no per-envelope fees on Suite
Salesforce-native forms and document generation tools
No-code automation and workflow routing

Best For

Business Size: Startup, SMB, Mid-Market, Enterprise
Industry: Health & Wellness, SaaS
Use Case: Lead Generation, Marketing Automation, Customer Support, Helpdesk

Not For

Not a good fit for organizations that need a full contract lifecycle management (CLM) platform or extremely high-volume document delivery without contacting sales.

Sources

This profile was put together with AI assistance from public information about Formstack, mainly the pages below. Prices and features change, so check the vendor's website before you buy.

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