Formstack for Salesforce is an all-in-one forms, documents, and eSignature solution. Eliminate data silos, save time, and improve customer experiences with dynamically pre-filled forms, automated document generation, and streamlined digital signature capture.
Eliminate data silos
Forget about paper forms and data silos. Use Formstack for Salesforce to automate processes, from data collection to digital signature.
Save valuable time
Eliminate repetitive, time-consuming tasks with an all-in-one Salesforce solution. Formstack for Salesforce easily automates your most tedious processes.
Consolidate your tools
Access a comprehensive suite of tools for Salesforce. Build digital forms, automate documents, and collect eSignatures without leaving Salesforce.
How things work
How does a free trial work?
If you’re trying out Forms for Salesforce, you can trial the app for 14-days and start your trial directly via the Appexchange. Interested in learning more about our Formstack for Salesforce platform solution including Documents for Salesforce and Formstack Sign?Contact salesand our team can get you started
I need more users and usage before purchasing a plan. What do I do?
We have you covered. Contact us and we’ll work with you to find a plan and add-ons that meet your business needs.
What does “User” mean?
A user is anyone who needs to create or modify Salesforce forms for your organization. They are the individual who will use the product. If you have multiple people on the team responsible for creating or modifying your forms, you’ll need to purchase each individual their own user.
If I buy one product, can I add on other products, users, or usage later on?
Absolutely. Once you get your plan, you can update usage and users at any time.
Do you provide customer support?
We offer a variety of support channels, including a support site with full documentation, feature requests, and walk-through videos. We also provide email support during normal business hours (7 a.m. - 7 p.m. ET on Monday - Friday) to give you personalized customer service. Depending on your plan, you can also get scheduled phone support.
Do you offer a nonprofit discount?
Yes nonprofit discounts are available for Starter and Pro level plans.
A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible.
Todd McGregor
Salesforce Platform Manager at Tri Counties Bank
Ready to get started?
Get in touch to see how Formstack for Salesforce can help you simplify your day and achieve efficiency in the workplace.