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Formstack Reviews

FH
CUSTOMER AGENT REPRESENTATIVE
Mid-Market(51-1000 emp.)
Product Reviewed: Formstack
Validated Reviewer
Verified Current User
Review source: Organic
Products used within Formstack: Formstack Sign
What do you like best about Formstack?

It allows me to reach customers that may be far from our location, we only work with CA customers but it allows us to reach farther than the L.A county. Review collected by and hosted on G2.com.

What do you dislike about Formstack?

Sometimes it has glitches in the end of the customer, got a lot of errors when system changes from eng to spanish, we have to circle around them to get the customer to sign. Review collected by and hosted on G2.com.

What problems is Formstack solving and how is that benefiting you?

Allowing me to conect with the customers on the line, instead of being forced to go to a pyshical location. Review collected by and hosted on G2.com.

Formstack Suite Overview

What is Formstack?

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives - all while saving the average user 17 hours per week. Formstack’s Suite includes everything needed to accelerate digital work including: Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

Included with this Suite
Formstack Details
Languages Supported
English
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Seller Details
Company Website
Year Founded
2006
HQ Location
Fishers, IN
Twitter
@Formstack
6,610 Twitter followers
LinkedIn® Page
www.linkedin.com
231 employees on LinkedIn®
Description

Formstack, LLC is a leading online form-building and data management platform that enables users to create, manage, and optimize forms and workflows. The platform offers tools for form creation, document generation, electronic signatures, and data collection, making it suitable for businesses seeking to streamline processes and improve efficiency. With a focus on user-friendly design and integration capabilities, Formstack serves a diverse range of industries, helping organizations enhance productivity and gather actionable insights through automated data handling. For more information, visit their website at https://www.Formstack.com.


Scott C.
SC
Overview Provided by:

Recent Formstack Reviews

FH
FERNANDA H.Mid-Market (51-1000 emp.)
4.5 out of 5
"GOOD SERVICE FOR CUSTOMERS IN THE DISTANCE"
It allows me to reach customers that may be far from our location, we only work with CA customers but it allows us to reach farther than the L.A co...
Anand A.
AA
Anand A.Enterprise (> 1000 emp.)
4.0 out of 5
"Formstack a friend for corporates"
It provides flexibility of creating custom online forms and works end to end seamlessly. Best part of no coding is required.
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
2.5 out of 5
"Okay"
I love the fact you can merge documents together.
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Formstack Media

Formstack Demo - Map Data to Documents
Map Data to Documents
Formstack Demo - Map Workflow Data
Map Workflow Data
Formstack Demo - Workflow Management
Workflow Management
Formstack Demo - Create Scalable Solutions
Create Scalable Solutions
Formstack Demo - Digitize What Matters
Digitize What Matters
Formstack Demo - Fix Broken Processes
Fix Broken Processes

1,003 out of 1,004 Total Reviews for Formstack

4.6 out of 5
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1,003 out of 1,004 Total Reviews for Formstack
4.6 out of 5
1,003 out of 1,004 Total Reviews for Formstack
4.6 out of 5

Formstack Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for FormstackQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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EP
Manager of Web Development
Mid-Market(51-1000 emp.)
Product Reviewed: Formstack Forms
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Formstack Forms?

I like how simple it is to review multiple forms and data from them on the portal. I really enjoy how easy it is to see simple analytics based on how the form was either submitted or left blank.

I really enjoy the analytics as it is a great way to report to our clients how much interaction the website is getting.l Review collected by and hosted on G2.com.

What do you dislike about Formstack Forms?

Late last year an update was pushed out that made the embedding of forms unstable.

Overnight it seemed that dozens of our forms embedded on websites broke when viewed on mobile or smaller screens. It looks like the form has a forced width on every viewing size. Before I enjoyed how dynamic the forms performed, now we must use a workaround to make it work.

Lastly, when we tried to add UTM parameters into a hidden field it was erased once someone filled out a form. I am pretty disappointed with how we can no longer use this feature. Review collected by and hosted on G2.com.

What problems is Formstack Forms solving and how is that benefiting you?

It gives us good data when people either fill out a form or the form is abandoned. Review collected by and hosted on G2.com.

John W. L.
JL
Information Technology Business Analyst
Non-Profit Organization Management
Mid-Market(51-1000 emp.)
Product Reviewed: Formstack Forms
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Formstack Forms?

My org was using several form-building tools and wanted to consolidate them into one. After extensive research and conversations with multiple vendors, we decided to go with Formstack and it's been a pleasure ever since. We use Formstack every day and its ease of use is a game-changer. Add to that the truly stellar interactions with their team and customer support when we need it. It also integrates with Salesforce! Review collected by and hosted on G2.com.

What do you dislike about Formstack Forms?

Things can get a little dicey when you're using custom CSS styling, but Formstack's support team is available to help! Review collected by and hosted on G2.com.

What problems is Formstack Forms solving and how is that benefiting you?

Through Formstack, we now have a one-stop shop to collect actionable data for our slate of programs. Program data was once scattered across multiple tools and spreadsheets; this saves us a large amount of time and streamlines our processes. Review collected by and hosted on G2.com.

Ashley T.
AT
Director of Student Transitions
Mid-Market(51-1000 emp.)
Product Reviewed: Formstack Forms
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Formstack Forms?

I love how easy it is to use the system, it's super user friendly and not complicated to figure out! We use Formstack for every form (which is a lot) in our office and I am constantly in the system pulling data and information. There are lot's of options for question types and data, which I love! Review collected by and hosted on G2.com.

What do you dislike about Formstack Forms?

I truly don't think there are a lot of downsides to using Formstack Forms. We use Forms all the time and rarely have issues! Review collected by and hosted on G2.com.

What problems is Formstack Forms solving and how is that benefiting you?

We don't have to use paper and pencil anymore, and all of our data is stored in one place. Truly the best part is having all of our past forms in one place and we can just reuse what we need and make copies! Review collected by and hosted on G2.com.

Cai P.
CP
Business Applications Admin/Developer III
Enterprise(> 1000 emp.)
Product Reviewed: Formstack for Salesforce
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Formstack for Salesforce?

Formstack for Salesforce excels in providing an intuitive and seamless form-building experience. Its native integration with Salesforce ensures that data flows directly into the platform without the need for manual intervention or complex data mapping. The drag-and-drop builder simplifies creating dynamic forms, even for non-technical users, and the ability to prefill forms with Salesforce data significantly enhances the user experience. Additionally, the conditional logic and real-time data validation features ensure that only accurate and relevant information gets submitted, saving time and reducing errors. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

While the platform is powerful, its pricing can be prohibitive for smaller teams or organizations with limited budgets. The initial learning curve for configuring more advanced features, like custom objects and complex form logic, can be challenging without sufficient documentation or support. Additionally, the performance of forms with extensive data or complex logic can occasionally lag, which impacts usability. Review collected by and hosted on G2.com.

What problems is Formstack for Salesforce solving and how is that benefiting you?

Formstack for Salesforce is solving the problem of managing and customizing numerous client-facing documents. Previously, we relied on over 30 Microsoft Word templates that required manual updates, creating inefficiencies and increasing the risk of errors. By using Formstack’s form builder, we’ve automated and standardized the process, significantly reducing manual effort and turnaround time.

This transition has benefited us by improving data accuracy, ensuring consistent branding, and enhancing client satisfaction with faster response times. The ability to prefill data directly from Salesforce has also minimized redundancies, allowing us to focus on higher-value tasks. It’s a game-changer for document automation and client communication. Review collected by and hosted on G2.com.

GN
Systems Support Alignment & Dev Manager
Mid-Market(51-1000 emp.)
Product Reviewed: Formstack Forms
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Formstack Forms?

I've been using Formstack Forms for some time, and it has truly transformed how our team collects and manages data. The platform is incredibly user-friendly and offers a wide variety of customization options that make it easy to create professional and effective forms. The integrations with other platforms save us time and streamline our workflows, and the conditional logic feature ensures we’re only gathering the information we need. Customer support has been responsive and helpful whenever I’ve had questions. Formstack Forms is a powerful tool that has increased our efficiency and improved our data management processes immensely. Highly recommended for anyone looking for a reliable, flexible, and well-supported form-building solution! Review collected by and hosted on G2.com.

What do you dislike about Formstack Forms?

Advanced features often require higher-tier plans, which can be a drawback. Review collected by and hosted on G2.com.

What problems is Formstack Forms solving and how is that benefiting you?

Formstack Forms has been a game-changer for us in streamlining workflows and managing approvals efficiently. Previously, our approval processes were manual and time-consuming, leading to delays and miscommunication. Formstack’s workflow and approval features have automated these processes, ensuring that each form submission is routed to the right person and approved quickly.

The platform also allows us to set up conditional logic, so only relevant information reaches each team member, reducing unnecessary back-and-forth and improving overall productivity. This automation has saved us significant time and reduced errors, allowing our team to focus on higher-priority tasks. Overall, Formstack Forms has made our workflow far more efficient and reliable. Review collected by and hosted on G2.com.

JH
Producer
Small-Business(50 or fewer emp.)
Product Reviewed: Formstack Sign
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Formstack Sign?

Favorite part is being able to copy the link to text. A little bit of a pain that have to go in and get it in the "remind" stage. Would like to be able to put in a phone number from the initial send screen to have a link texted along with the email. Review collected by and hosted on G2.com.

What do you dislike about Formstack Sign?

I would like to be able to put in a text box and type something into it before I send it. It's a pain to have to cancel the document and then go out and edit the document and then start over again if I forgot to put something on a form.

*could use more training, don't know how to integrate the product into any of the things we use, we use it as a standalone product. But we do have Vertafore AMS360, Agency Zoom, EzLynx, and Quoterush. Review collected by and hosted on G2.com.

What problems is Formstack Sign solving and how is that benefiting you?

In the insurance industry we need signatures for everything so it is making it easier/faster to conduct business. Review collected by and hosted on G2.com.

Trista M.
TM
Marketing Director
Small-Business(50 or fewer emp.)
Product Reviewed: Formstack Sign
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Formstack Sign?

I love that with Formstack Sign, you can create a template for frequently used forms. This saves so much time as there are several forms that we send to clients on a regular basis. I also appreciate that they have a text option to send the forms as many of our customers say they miss or don't see emails we send. Overall, this is one of the best signature platforms that have been used in the agency. Review collected by and hosted on G2.com.

What do you dislike about Formstack Sign?

When placing some of the fields, due to the rectangle guide used to place it, they don't always end up in the exact spot you would like. This is mostly an issue with the radio and checkbox buttons. With the recent changes they have made, that is really the only issue I have currently. Review collected by and hosted on G2.com.

What problems is Formstack Sign solving and how is that benefiting you?

We needed the ability to not only sign, but fill out other fields as well. This platform did a much better job of solving that issue. The delay between submitting, sending, and e-signing is minimal. Review collected by and hosted on G2.com.

Sean M.
SM
Marketing Manager
Mid-Market(51-1000 emp.)
Product Reviewed: Formstack Forms
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Formstack Forms?

I love how Formstack makes it incredibly easy to create new forms. With pre-built templates and even pre-built sections, the drag and drop feature allows me to create a new form in minutes. The customizations I can implement with color and formatting allow me to deploy a new form to my website in a seamless experience that doesn't make it look out of place. With the provided iFrame codes and URLs to shares, it's so easy to add a form to a webpage or email. Using it to collect leads is also great, the provided Salesforce integration is easy to connect and manage, allowing me to collect submissions automatically to Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Formstack Forms?

Sometimes, the UI can be a little tough to navigate. I wish it was easier to login to the Forms module without logging into my admin panel, then navigating to the Forms module. Beyond that, I have no complaints! Review collected by and hosted on G2.com.

What problems is Formstack Forms solving and how is that benefiting you?

First and foremost, it saves me time. Second, the integration with Salesforce allows me to collect information on webpages without using Salesforce Marketing, which is incredibly expensive and cost prohibitive. It also allows me to use UTMs and other such features like pre-populated forms very easily, where I now keep a library of links to deploy at my leisure. Review collected by and hosted on G2.com.

Kyle A.
KA
Salesforce Administrator
Mid-Market(51-1000 emp.)
Product Reviewed: Formstack for Salesforce
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Formstack for Salesforce?

The best part of this product is that it easily integrates with salesforce and the corresponding records and fields. It makes it very easy to update specific records along with automate the input of others. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

There's been quite a few bugs surrounding this application. One of which is the order of operations in which objects are created. It should sequentially check if the record exists in our system before each insert rather than doing it in bulk. Another issue is that there are times when fields for our records just don't show up as an option. Review collected by and hosted on G2.com.

What problems is Formstack for Salesforce solving and how is that benefiting you?

The primary purpose is increasing efficiency for data entry. We have users that don't prefer to manually create records directly in our Salesforce instance and it makes it easier to explicitly list out which fields they need to fill our for specific purposes. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
Product Reviewed: Formstack Documents
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Formstack Documents?

Formstack has a great partner network and a great product team that has built a set of tools that have helped us automate our historically paper-based processes. The integration with CRM platforms like Salesforce has made the tool useful in helping us bridge the gap between where data resides and where we need to import it. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Sometimes, support can be lacking in areas where there are product gaps, but they have the right points of escalation and run a relatively flat organization, which allows you to directly communicate with key stakeholders to make changes and help the community of users stronger. Review collected by and hosted on G2.com.

What problems is Formstack Documents solving and how is that benefiting you?

The specific issues that Formstack Documents has assisted with are client onboarding, client feedback and fund subscriptions. These have historically been processes that take our teammultiply hours to aggregate data and process between teams. With the streamlineing of the process we now see less errors and more throughput Review collected by and hosted on G2.com.