Formstack for Salesforce Features

Custom branding can be applied through signature process 10 reviewers of Formstack for Salesforce have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 10 Formstack for Salesforce reviews.

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

Based on 25 Formstack for Salesforce reviews. Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers This feature was mentioned in 24 Formstack for Salesforce reviews.

As reported in 24 Formstack for Salesforce reviews. Allows users to create forms with more than one page

As reported in 25 Formstack for Salesforce reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

As reported in 24 Formstack for Salesforce reviews. Enables forms to be embedded onto a website without having to create code from scratch

Sends notifications when a completed form is recieved This feature was mentioned in 25 Formstack for Salesforce reviews.

Based on 22 Formstack for Salesforce reviews. Contains integrations with payment processors, enabling users to accept payments through forms

Based on 22 Formstack for Salesforce reviews. Allows users to build, distribute and access forms from a mobile device

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives