Last updated on
Company health
Ratings
Formstack for Salesforce description
Formstack for Salesforce helps businesses streamline and automate their document processes without leaving Salesforce. It allows you to automatically generate polished documents like contracts and invoices pre-populated with Salesforce data. You can collect e-signatures, route documents for approval, and track their status all within Salesforce. Formstack for Salesforce is suitable for mid-sized companies in any industry looking to boost productivity and reduce manual work related to document creation and management.
Who is Formstack for Salesforce best for
Formstack for Salesforce automates document creation and management within Salesforce. Ideal for mid-sized businesses, it generates documents like contracts and invoices pre-filled with Salesforce data. Users can collect e-signatures, manage approvals, and track document status, boosting productivity and reducing manual work.
-
Best fit for enterprise companies.
-
Suitable for businesses in any industry.
Formstack for Salesforce features
| Supported Formstack Documents, integrated with Salesforce, automates document generation by mapping Salesforce data to document templates. |
| Supported Formstack supports generating PDF documents from reusable templates and Salesforce data. |
| Supported Formstack allows managing document templates and mapping Salesforce data. |
| Supported Formstack integrates directly with Salesforce CRM. |
| Supported Formstack automates document generation, management, and delivery within Salesforce. |
| Supported Conditional document routing is likely supported. |
| Supported Formstack for Salesforce supports e-signatures and fillable forms, accelerating contract and form completion. |
Formstack for Salesforce pricing
The commentary is based on 2 reviews from Formstack for Salesforce G2 reviews.
Users find Formstack for Salesforce pricing to be higher than alternatives, particularly considering the limited training resources. Despite the cost, it effectively streamlines digital document management and generation within Salesforce.
See the Formstack for Salesforce pricing page.
-
Formstack for Salesforce has a free trial.
Forms
Collect information you need with a no-code, drag-and-drop form and workflow builder.
Suite
Access Forms, Documents, and Sign together in a single plan.
Enterprise
Create a custom package from our portfolio of products to best meet your organization's needs.
Documents For Salesforce
Streamline and automate your document generation and digital signature collection directly within Salesforce.
Native Standard
For small businesses needing to securely collect and manage data within Salesforce using native, no code forms.
Native Essentials
For growing businesses and growing data collection needs. Works with Salesforce Experience Cloud Sites.
Native Professional
For professionals and larger teams needing to scale and enhance security with Salesforce Shield and encrypted fields.
Documents
Automate document generation and delivery by integrating with your existing systems.
Formstack for Salesforce alternatives
LaserficheBetter for enterprise customers. Wider industry applicability including healthcare, manufacturing, education, and government. Not Salesforce-specific.Read more
S-DocsBetter ratings and user reviews. Has HubSpot integration. Growing slower and has fewer features.Read more
Xodo SignBetter for individuals, small businesses, and enterprises not solely reliant on Salesforce integrations. A more user-friendly and affordable Formstack for Salesforce alternative, with stronger ratings and positive user feedback. Offers broader integrations beyond Salesforce.Read more
PandaDocBetter for a wider range of industries and has more momentum. A popular Formstack for Salesforce competitor with more user reviews and a higher average rating.Read more
DocomotionHas a drag-and-drop editor, better user interface, and wider output format support. Offers more integrations with other Salesforce tools. Higher rated by users but more expensive. A Formstack for Salesforce competitor and alternative.Read more
Formstack for Salesforce FAQ
What is Formstack for Salesforce and what does Formstack for Salesforce do?
Formstack for Salesforce automates document creation and management within Salesforce. It generates documents pre-filled with Salesforce data, collects e-signatures, and manages approvals, boosting productivity by reducing manual work. It's ideal for mid-sized businesses seeking streamlined document workflows.
How does Formstack for Salesforce integrate with other tools?
Formstack for Salesforce integrates seamlessly with Salesforce, allowing data mapping, document generation, and e-signatures within the platform. It automates document workflows, eliminating manual work and boosting productivity.
What the main competitors of Formstack for Salesforce?
Top Formstack for Salesforce competitors include S-Docs, Docomotion, and Laserfiche. These alternatives offer similar Salesforce-integrated document automation and e-signature features, catering to businesses seeking streamlined document workflows. PandaDoc and Xodo Sign are also viable alternatives.
Is Formstack for Salesforce legit?
Yes, Formstack for Salesforce is a legitimate product. It integrates with Salesforce to automate document generation and management. It's a safe and efficient way to handle contracts, invoices, and e-signatures, boosting productivity by reducing manual work.
How much does Formstack for Salesforce cost?
Formstack for Salesforce offers Native Standard, Native Essentials, and Native Professional plans, all with custom pricing. Other Formstack plans include Forms for $99/month, Documents for $99/month, and Suite for $299/month. Contact Formstack for enterprise-level options and pricing.
Is Formstack for Salesforce customer service good?
Formstack for Salesforce receives positive feedback for its customer support responsiveness and helpfulness. Users appreciate the quick responses, often within the same business day. While some users desire more help documentation, support effectively addresses questions and issues.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.