Overview
One of the best features of Formstack is it’s ability to integrate with your existing systems and transfer data. This gives you the power to collect chosen and specified information in order to put it to work the way you choose. Fully integrate your Formstack products in order to prefill data and ultimately eliminate unnecessary hours spent simply creating information collection processes. Empower yourself with the analytics features in order to make knowledgeable decisions on where to scale and save your work so Formstack can scale with you.
Formstack has combined collaborative work products and created automatic remote team workflows so you won’t have to worry about it until it’s your turn in the process. We also boast a drag-and-drop style customization across all products with a wide array of provided data fields, so even the most novice user on your team can take advantage of these products. Supplying you with advanced security features in order to accelerate your operations without sacrificing security or compliance.
Features
FORMS Choose from a blank canvas or a set of data-specific templates to customize the way you collect the information you’re after. Like all Formstack products, Forms offers Drag-and-Drop style coding, which makes the form-building process intuitive and quick. Add your brand and save settings on frequently used forms to send out when you need. With the ability to integrate with several different applications, Formstack or third-party, you can create seamless process automation, highlighted here:
Field Prefill Whenever a user provides their log-in credentials, the single sign-on (SSO) data will automatically prefill fields with corresponding information they have already stored. Take this one step further and embed forms with customer portals.
Saved Fields Even with multiple users, remain consistent while simplifying the form-build process by saving certain fields that you anticipate using repeatedly. Set up your field settings, and they will automatically be available to every user on your account.
Gather Analytics Create custom visual reports or activate the Field Bottlenecks feature to pinpoint trouble areas on your forms. Formstack also includes UTM Tracking with each of its forms in order to identify successful campaigns and allow you to decide the best place to scale.
SIGN Designed to move business transactions forward, Formstack Sign enables organizations to gather legally-binding signatures through several different channels, including tablets, smartphones, and even text messages. Files of any type can be converted into a singable document, or you could leverage the Open API to pair with your favorite document generation application (Formstack Documents, perhaps) while ensuring safe and strong security for your data.
Schedule Auto-Reminders Set yourself up for success by scheduling personalized auto-reminders to customers via text or email and collect your signatures more quickly.
Signature Templates create an overlay template for frequently used documents to automate your process and add signatures to multiple fields at the same time with a single click
Mobile Signing This feature is a game-changer, especially for those with unconventional office settings, by allowing someone to collect signatures via text message.
DOCUMENTS Not only can you seamlessly generate HIPAA-compliant documents, but also automatically fill them in by connecting Formstack Documents to one or more of hundreds of cloud-based apps. Connect Documents to your central business system, and within minutes, you can generate professional proposals, applications, registration forms, contracts, receipts, or even tickets.
CRM & Microsoft Word Document Automation These time-saving features allow you to integrate with your favorite CRM (or other applications) to upload data and create multiple personalized documents for different clients while at the same time sending them to different places based on the conditions you can preset.
Dynamic Document Content Create If/Then scenarios within your documents by taking advantage of the conditional logic rules without having to understand how to code.
Use Cases
Formstack is ideal for organizations that are looking for any of the following features. First, a low-code solution that allows your team to create robust web-based forms without the need for a programmer to get involved (in most cases). Second, a simple front-end user interface to bridge the user experience between complex systems like Enterprise Resource Planning (ERP), Human Resource Management Systems (HRMS), or Job Management Systems, where the normal user interface is highly complex, but you have a subset of occasional or low-skilled workers that you need to collect data from. Third, a way to build a simple web-based database that does not require a complex user interface, but provides an easy way to export the data for analysis or import into another system. Lastly, as a tool to create complex workflows that interlace between multiple systems. This last option does require true programming capabilities, but the team at Process Distillery stands ready to assist.
Pros and Cons
Pros:
- Software as a Service (SaaS)
- Low-code solution
- Does not require programming knowledge to build many forms
- Dozens of pre-built integrations
- Forms signatures (think delivery confirmation, vs signing a contract)
- Document integration available (add-on license)
- Electronic Signature available (add-on if part of document)
- Robust API that allows for limitless integration into other systems
- REST API
Cons:
- Not a premise install
- Subscription-based pricing
- Programming knowledge is required for some advanced features
- Limitations to formatting on forms
- Not an enterprise solution on its own