All Features

Unify forms, documents, and digital signatures for Salesforce

Explore the features below to learn how Formstack for Salesforce can help you digitize processes at scale.

Forms for Salesforce

Forget external data mappings and frustrating data silos. Use an intuitive drag-and-drop builder to create forms, customize designs, and collect data directly within your Salesforce org.

Admissions Connect

Automate how your admissions office connects with prospective students by seamlessly adding Forms for Salesforce to your Admissions Connect data model.

Admissions Connect

Automate how your admissions office connects with prospective students by seamlessly adding Forms for Salesforce to your Admissions Connect data model.

Combine Formstack for Salesforce with Admissions Connect to meaningfully engage applicants and streamline admissions management natively within Salesforce.

Community Cloud Forms

Collect data from customers, partners, and employees by deploying forms inside your Salesforce Community Cloud.

Community Cloud Forms

Collect data from customers, partners, and employees by deploying forms inside your Salesforce Community Cloud.

Use Formstack’s Salesforce Community Forms feature to collect data from your customers, partners, and employees within Salesforce Community Cloud.

Native Builder

Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.

Native Builder

Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.

Create a seamless data collection experience with Forms for Salesforce, Formstack’s 100% native Salesforce form builder.

Progressive Data Capture

Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.

Progressive Data Capture

Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.

Streamline data capture in Salesforce by connecting forms to any standard or custom object. Dynamically prefill forms and easily verify and update records.

Documents + Sign

Combine the power of Documents for Salesforce with Formstack Sign to create seamless workflows that automate document generation and digital signature collection.

Automated Document Creation

Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.

Automated Document Creation

Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.

Create automated document creation workflows with Documents for Salesforce, our seamless document generator.

Multiple Delivery Options

Send your merged documents to your favorite tools. Easily upload final documents to the cloud, attach to Salesforce records, or send for eSignature.

Multiple Delivery Options

Send your merged documents to your favorite tools. Easily upload final documents to the cloud, attach to Salesforce records, or send for eSignature.

Easily upload documents to the cloud, attach to Salesforce records, or deliver to third-party apps with our electronic document delivery options for Salesforce.

Digital Signature Collection

Use Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.

Digital Signature Collection

Use Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.

Use Formstack Sign to automatically send your Salesforce documents to customers, partners, and employees for eSignature.

Ready to get started?

Learn how our suite of products can help you streamline your Salesforce workflows and automate the processes that matter most to your business.

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