In a world where digital expectations move faster than most business processes, teams often struggle to juggle spreadsheets, paper forms, and manual workflows that slow everything down. Whether you’re collecting customer feedback, managing internal approvals, or preparing documents for signature, inefficiencies cost time, money, and trust.
Formstack
Formstack exists to eliminate these inefficiencies with a simple but powerful promise: to help businesses automate their work without writing a single line of code.
Formstack is a no-code productivity platform designed to streamline how teams collect data, generate documents, and capture eSignatures—all in one connected suite. With over 32,000 organizations using Formstack, the platform has become a go-to solution for digitizing manual processes and building scalable, secure, and seamless workflows.
At the core of Formstack’s value is the ability to turn complex, paper-based processes into smooth digital experiences. Teams use Formstack to accelerate approvals, simplify data entry, remove redundant tasks, and create professional documents that look great and perform better. Whether you’re in HR, sales, healthcare, finance, or higher education, Formstack empowers non-technical users to build what they need—fast.
Here are the key features that make Formstack a standout solution for teams looking to automate and scale:
Documents: End repetitive copy-paste tasks with a document generator that automatically populates data into professional, branded templates. These can be delivered via email or cloud storage or used within a workflow.
Forms: Build drag-and-drop forms that collect payments, leads, or survey responses without coding. Embed them anywhere and make use of conditional logic, calculations, and integrations to boost engagement and accuracy.
Integrations: Formstack connects with over 100+ popular applications—including Salesforce, HubSpot, Google Workspace, and Slack—so you can pass data seamlessly across platforms and automate without switching tools.
Security: Data privacy and protection are built-in. Formstack complies with HIPAA, GDPR, and CCPA, and includes advanced features like encryption, secure user authentication, and audit trails to keep your data safe.
Sign: Collect legally binding electronic signatures (e-Signature) on any device, from any location. Formstack Sign supports drag-and-drop fields and automated delivery, making the signature experience fast and mobile-friendly.
Suite: The full Formstack Suite combines Forms, Documents, Sign, and Workflows into a single, unified experience. This is ideal for businesses that want to automate across departments without juggling multiple vendors.
Workflows: Use the visual workflow builder to connect forms, documents, and eSignatures into end-to-end processes. Set up automated approvals, feedback loops, and data routing—all with clicks, not code.
Formstack’s flexible, scalable nature makes it especially powerful for marketing and sales teams looking to move faster and convert more. Whether you’re optimizing a single lead capture form or orchestrating a complex, multi-touch campaign with automated document delivery and eSignatures, Formstack adapts to your workflow. From simplifying campaign approvals to automating proposal generation and client onboarding, it grows with your pipeline and scales with your goals.
To get started, teams simply sign up for a free trial or request a demo. From there, they can drag, drop, and deploy a workflow within minutes—no developer needed. Step-by-step tutorials and a robust support center make it easy to succeed from day one.
Formstack has revolutionized the way we do business. We’ve saved countless hours and improved our data accuracy significantly.
Jillian Burgess, Associate Director of Admissions, California College of the Arts
Formstack’s no-code platform helps you reduce manual tasks, eliminate paperwork, and digitize what matters. If your organization is still relying on outdated processes, now’s the time to step into smarter work.
Start Your Free Formstack Trial or Book a Demo now
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Originally Published on Martech Zone: Formstack: Transform How You Collect Data, Create, and Sign Documents With This No-Code Platform