Formstack Documents

Formstack Documents

Intellistack
altaFlow

altaFlow

airSlate
+
+

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About

Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.

About

altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays.

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 Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Businesses that want a tool to upload, merge, and deliver smart documents instantly

Audience

Business teams in sales, HR, finance, and legal that need to automate document-heavy workflows and approvals without coding while maintaining compliance

Support

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

Support

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

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version Supported
Free Trial Supported

Pricing

$399/month
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 4.0 / 5
ease 2.0 / 5
features 5.0 / 5
design 4.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • The ability to quickly build forms and pseudo apps that perform well and integrate into a Microsoft 365 Domain. With Power Automate and a "bot" account bridging the integration gaps as a caveat. Delivery on the promise of automation. Vastly reduces the amount of time, tasks and training required for an end user to perform a cornucopia of business processes. Once a given process has been assembled. With few and slight exceptions, a very well polished and smooth experience for the end users of forms created with this product. Forms function on any device and can be managed from any device.

Cons

  • The user experience for the creators of forms and workflows of this product. There is a lot of jank. Ranging from UI problems when setting up variables in the workflow and bots section. To unexpected behavior on certain characters between elements and integrations. Nearly non-existent documentation for any specific part of any item in this package. Much trial and error and tribal knowledge needs to be acquired to use this product to its potential. Poor performance in a certain few areas. Especially large forms when regarding the variables when setting up bots. Forms with 100+ variables begin to take significant amounts of time (1m+) for every single update to a given mapping table. This is exacerbated by slower PCs. 0 version control and 0 ability to move elements from one flow into another in the same workspace.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Intellistack
Founded: 2006
United States
www.formstack.com/products/documents

Company Information

airSlate
Founded: 2008
United States
altaflow.com

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd

Alternatives

ThinkAutomation

ThinkAutomation

Parker Software
PDF Generator API

PDF Generator API

Actual Reports
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation
Formstack

Formstack

Intellistack

Categories

Categories

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

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

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Not Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Not Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Not Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Not Supported
Workflow Management Not Supported

Document Generation Features

Batch Processing Not Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not 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 Supported
Version Control Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Not Supported
Periodic Review Not Supported
Version Control Supported

Document Version Control Features

Access Controls/Permissions Supported
Approval Process Control Supported
Archiving & Retention Supported
Audit Trail Supported
Commenting / Notes Supported
Document Check-in / Check-out Supported
For Engineering Documents Not Supported
Revision History Supported
Version Comparison Supported
Version Rollback Supported

Forms Automation Features

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

Low-Code Development Features

AI-Assisted Development Not Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Not Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Not Supported
Performance Monitoring Not Supported
Requirements Management Not Supported
Templates Supported
Visual Modeling Not Supported
Web / Mobile App Development Not Supported
Workflow Management Supported

No-Code Development Features

AI-Assisted Development Not Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Not Supported
Deployment Management Not Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Not Supported
Templates Supported
Visual Modeling Not Supported
Web / Mobile App Development Not Supported
Workflow Management Supported

Robotic Process Automation (RPA) Features

Analytics Supported
Attended Automation Supported
Code-free Development Supported
Image Recognition Not Supported
Optical Character Recognition Not Supported
Process Builder Supported
Third Party Application Integration Supported
Unattended Automation Supported

Workflow Management Features

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

Integrations

ActiveCampaign Supported
Airtable Supported
Box Supported
Docusign Supported
Egnyte Supported
Formstack Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Insightly Supported
NetSuite Supported
Pipedrive Supported
ShareFile Supported
Shopify Supported
Smartsheet Supported
Sugar Sell Supported
Make Supported
Microsoft Dynamics 365 Not Supported
Podio Supported
Process Street Supported
Realvolve Supported

Integrations

ActiveCampaign Supported
Airtable Supported
Box Supported
Docusign Supported
Egnyte Supported
Formstack Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Insightly Supported
NetSuite Supported
Pipedrive Supported
ShareFile Supported
Shopify Supported
Smartsheet Supported
Sugar Sell Supported
Make Not Supported
Microsoft Dynamics 365 Supported
Podio Not Supported
Process Street Not Supported
Realvolve Not Supported
Claim Formstack Documents and update features and information
Claim Formstack Documents and update features and information
Claim altaFlow and update features and information
Claim altaFlow and update features and information