How to Build Your Own Formstack

Advanced customization options for branding forms, documents, and signature interfaces

Advanced prefill capabilities to search and populate form fields from Salesforce records

Create smart online forms that react to user input by showing or hiding fields to personalize the form experience

Customize forms, documents, and workflows with company branding and custom colors

Build no-code online forms in minutes with a user-friendly, drag-and-drop builder without IT resources

Automatically send reminders to signers via SMS and email to complete signature requests

Generate certificates of completion for signed documents

Provide electronic record disclosures to comply with regulatory requirements

Easily capture electronic signatures from any device for contracts, payments, releases, and more

Automatically assign signers and send invitations via email

Choose where data goes after form submission using routing options like Email Logic to customize the experience

Dynamically assign tasks within workflows based on form data and conditions

Notify customers and employees that their form submission was successful through automated follow-up emails

Prefill form fields from data submitted in other forms to create connected workflows

Route submissions to groups for approval with configurable approval workflows

Gather actionable insights from form data to improve conversion rates and optimize marketing strategy

Scale successful projects and improve conversion rates by attributing form submissions to specific campaigns

Power forms with conversion rate optimization features that unlock key insights to help business succeed

Pinpoint which fields are causing form abandonment and discover ways to boost conversions

Capture real-time data from users who abandoned forms before hitting submit to improve form conversions

Manage user access and implement single sign-on for secure authentication

Support for Salesforce encrypted fields for sensitive data

Implement additional controls that ensure teams maintain best-in-class security practices

Protect documents with passwords for additional security

Compatible with Salesforce Shield for enhanced security and encryption

Create and edit documents directly within the Salesforce interface

Automate revenue-generating documents and transform data into professional, dynamic documents

Robust document generation for business needs integrated with Salesforce from proposals to contracts and invoices

Generate documents with one click directly from Salesforce records

Create and reuse document and signature templates across multiple workflows

Automate data flow and put an end to manual uploads by syncing form data to critical business systems

Take workflow automation to the next level by pre-filling and populating data from key systems using API connector

Create custom form integrations with open API and Webhooks for integrations not included in standard offerings

Securely collect and manage data all within Salesforce org with market-first native forms solution

Build and publish forms for Salesforce Experience Cloud Sites

Make simple work of processing and managing payments by automating calculations on forms

Level up customer experience with easy-to-use discount codes for seamless savings and promotions

Create a secure and reliable payment process by connecting preferred payment gateway to transaction forms

Use PCI compliant credit card fields to reduce risk and collect payment data safely