Formstack

Formstack

Intellistack
+
+

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About

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.

About

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies of all sizes

Audience

Businesses and teams of all types and sizes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Version Not Supported
Free Trial Supported

Pricing

$83/month
Forms - $83 per month
Suite - $250 per month
Enterprise - Custom pricing available
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Formstack is one of the best online form creator. Highly customisable features. No training or video tutorial is required to use this software beginner can also start using without any problems. For highly secured information it provides security feature called HIPPA application. Very much reliable, flexible and secure software.
  • • No effort in creating business forms. • It can create flexible forms for different categories to implement and share. • Hubspot integrated. • Great addons to boost form power.
  • Formstack has complete customization feature. Lots of themes and templates are available. Easy and quick drag and drop form builder. No login required to fill form. It has wonderful data export and insight reporting.

Cons

  • User-friendly software, very easy to use. No complaints till now.
  • • We had an overall positive experience with it.
  • Form stack is full of customization, I liked everything about this tool.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Collect
Founded: 2019
France
www.usecollect.com

Company Information

Intellistack
Founded: 2006
United States
www.formstack.com

Alternatives

Alternatives

Categories

AML Supported
Applicant Tracking Supported
Audit Supported
File Sharing Supported
Loan Origination Supported
Mortgage and Loans Supported
Onboarding Supported

Categories

Data Collection Supported
Forms Automation Supported
Registration Supported
Survey Supported

AML Features

Behavioral Analytics Not Supported
Case Management Supported
Compliance Reporting Supported
Identity Verification Supported
Investigation Management Not Supported
PEP Screening Not Supported
Risk Assessment Not Supported
SARs Not Supported
Transaction Monitoring Supported
Watch List Not Supported

Admissions and Enrollment Features

Application Management Supported
Assessment Management Supported
Candidate Management Not Supported
Colleges / Universities Supported
Evaluation Management Not Supported
Fee Management Not Supported
Financial Aid Management Not Supported
Forms Management Supported
K-12 Not Supported
Recruiting Management Supported
Scoring Not Supported
Self Service Portal Supported

Applicant Tracking Features

Assessments Not Supported
Background Screening Supported
Candidate Management Not Supported
Collaboration Tools Supported
Internal HR Not Supported
Interview Management Not Supported
Interview Scheduling Not Supported
Job Board Posting Not Supported
Job Requisition Not Supported
Onboarding Supported
Recruiting Firms Not Supported
Reference Checking Supported
Resume Parsing Not Supported
Resume Search Not Supported
Self Service Portal Supported
Workflow Management Supported

Audit Features

Alerts / Notifications Not Supported
Audit Planning Not Supported
Compliance Management Supported
Dashboard Supported
Exceptions Management Supported
Forms Management Not Supported
Issue Management Supported
Mobile Access Not Supported
Multi-Year Planning Not Supported
Risk Assessment Supported
Workflow Management Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Not Supported
Encryption Supported
File Synchronization Not Supported
Search Not Supported
User Management Supported
Version Control Not Supported
Workflow Management Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Not Supported
Document Indexing Not Supported
Document Tagging Not Supported
Full Text Search Not Supported
Version Control Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Not Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Not Supported
Online Application Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Not Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Supported
Pipeline Management Not Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Not Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Not Supported
Training Management Not Supported

Workflow Management Features

Access Controls/Permissions Not Supported
Approval Process Control Supported
Business Process Automation Not Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Not Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Not Supported
Collaboration Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Not Supported
Collaboration Tools Not Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Not Supported
HIPAA Compliant Supported
Import Existing Forms Not Supported
Mobile Forms Not Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Not Supported
Signup Forms Supported
Surveys Supported

Registration Features

Activity Registration Supported
Attendance Management Supported
Badge Management Not Supported
Calendar Management Not Supported
Class Registration Supported
Contact Management Supported
Event Registration Supported
Form Builder Supported
Group Registration Supported
Marketing Management Not Supported
Online Registration Supported
Onsite Registration Supported
Payment Processing Supported
Refund Automation Not Supported
Self Check-In Not Supported
Surveys & Feedback Supported

Survey Features

Custom Survey URLs Supported
Data Analysis Tools Supported
Email Marketing Supported
Mobile Survey Supported
Offline Response Collection Not Supported
Paper Survey Not Supported
Question Branching Supported
Question Library Supported
Site Intercept Survey Not Supported
Skip Logic Supported
Supports Audio / Images / Video Supported

Integrations

Slack Supported
Stackreaction Supported
Zapier Supported
Algoworks Task Manager Not Supported
Amp Impact Not Supported
ClinchPad Not Supported
Constant Contact Lead Gen & CRM Not Supported
Convert Experiences Not Supported
Facebook Not Supported
GetAccept Not Supported
Google Slides Not Supported
HelloWorks Not Supported
LeadSimple Not Supported
Make Not Supported
Microsoft Teams Not Supported
Oracle Sales Not Supported
Pointerpro Not Supported
Stripe Not Supported
Touchtown Not Supported
altaFlow Not Supported

Integrations

Slack Supported
Stackreaction Supported
Zapier Supported
Algoworks Task Manager Supported
Amp Impact Supported
ClinchPad Supported
Constant Contact Lead Gen & CRM Supported
Convert Experiences Supported
Facebook Supported
GetAccept Supported
Google Slides Supported
HelloWorks Supported
LeadSimple Supported
Make Supported
Microsoft Teams Supported
Oracle Sales Supported
Pointerpro Supported
Stripe Supported
Touchtown Supported
altaFlow Supported
Claim Collect and update features and information
Claim Collect and update features and information
Claim Formstack and update features and information
Claim Formstack and update features and information