Formstack is a comprehensive no-code platform aimed at automating workflows and delivering seamless digital experiences. With capabilities that stretch beyond form creation, it serves as an all-in-one solution for online data collection, document generation, and eSignature collection, all while emphasizing a user-friendly experience.
Key Features
- No-Code Workflow Automation: Create forms, surveys, and gather eSignatures without the need for coding, adaptable to any skill level.
- Dynamic Form Building: An intuitive drag-and-drop interface with conditional logic to craft smart web forms responsive to user input.
- Integration Capabilities: Compatibility with over 250 popular applications, including platforms like Airtable and Paypal, ensuring comprehensive workflow automation.
- Data Routing and Workflows: Personalize where the data should go post-submission, with dynamic workflow processes allowing multiple collaboration points.
- Templates and Portals: Access to over 300 pre-built templates and the ability to group forms in hubs, simplifying the data collection process.
- Analytics and Data Insights: Tools that offer actionable insights from form data, pinpointing bottlenecks and enhancing conversion rates.
- Team Collaboration Tools: Features such as user permissions, subaccounts, and approval workflows to ensure a streamlined team collaboration experience.
Use Cases
- Healthcare: Patient onboarding, HIPAA data security, and healthcare marketing.
- Financial Services: Handling claims & reports, Salesforce automation, and eSignatures.
- Education: Engaging students, prospective student onboarding, and enhancing alumni experiences.
- Software: Streamlining employee onboarding, lead generation, and customer surveys.
Pros and Cons
Pros
- Centralized platform for multiple functions.
- Extensive integration capabilities.
- User-friendly with drag-and-drop functionality.
- Can manage workflows beyond just form collection.
Cons
- The vast range of features might overwhelm beginners.
- Pricing can be higher compared to simpler alternatives.
Pricing
Free 14-Day Trial: All Formstack plans come with a 14-day trial. Ensure you select the right plan to continue accessing your desired features post-trial.
Choosing the Right Plan: If you need a specific solution like form creation, document automation, or eSignatures, go for individual plans. For a comprehensive set of tools, the Suite plan at $66/month is recommended. Organizations seeking extensive digital solutions should consider the customizable Enterprise offering.
Pricing Overview:
- Forms ($50/month): Digital data collection with a no-code form builder for 1 user, 20 digital forms, and 1,000 submissions per form.
- Documents ($92/month): 2 users can automate document workflows using 10 templates and execute 150 merges.
- Sign ($18/month): eSignature functions for 1 user with unlimited eSignatures and mobile signing capabilities.
- Suite ($66/month): Comprehensive bundle for 1 user, offering 10 digital forms, unlimited document templates, and eSignatures. Features like Copilot and dynamic task assignment included.
- Enterprise: Custom-tailored plan focusing on holistic organizational needs, with features emphasizing security, single sign-on, and dedicated account management.
You can check out their pricing page for more information about each plan to make the best decision for your business.
User Experience
The tool is known for its user-friendly drag-and-drop interface, making form creation straightforward. However, with its vast range of features, there might be a slight learning curve for complete beginners.
Customer Support
Email support is available during standard business hours (7 a.m. – 7 p.m. ET, Monday – Friday). Depending on the subscribed plan, users might also access scheduled phone support.
Community and Learning Resources
The platform provides a rich Resource Center, a collection of documents, and an active blog to guide users in maximizing the tool’s potential.
Security and Reliability
Formstack prioritizes data security with features like data encryption, GDPR compliant forms, HIPAA compliance, SCIM, and invisible reCAPTCHA.
Integration
Formstack boasts integration capabilities with over 250 web applications, ensuring seamless connectivity and workflow with popular tools, including CRM platforms like Salesforce, payment gateways like PayPal and Stripe, and other tools like Slack, Google Sheets, and more.
Alternatives
Alternatives might include tools like Typeform, Google Forms, JotForm, etc., which are mainly form-centric platforms.
