Introducing Formstack Streamline for Healthcare IT
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Our Salesforce form builder is 100% native, meaning you can avoid the hassle of ever having to map fields or sync data.
Streamline your data collection process and continuously build upon your client database without having to complete repetitive Salesforce forms.
Use the data you collect from financial forms to auto-generate custom contracts and deliver them to clients with the click of a button.
Automatically populate data into multiple documents at once and send them to clients to sign from any device.
Formstack for Salesforce offers a FINRA compliant plan so you can collect and manage sensitive data and keep your peace of mind.
Integrate your Salesforce forms with PayPal, Stripe, Authorize.net, and iATS to process client payments.
Streamline the referral process to boost advisor productivity and enhance the client experience.
Save clients time by prefilling risk assessments with data from prior years that has been saved in your Salesforce instance.
Manage the change request process so clients can easily move from one account to another.
Simplify the loan application process to improve the quality and efficiency of data collection in your Salesforce instance.
Use progressive data capture, automated document generation, and digital signatures to simplify your insurance processes and track data back to Salesforce.
Collect client feedback to improve internal systems and processes and create better customer experiences.
Learn how our no-code suite of products can help you automate
the processes that matter and boost productivity.
