Formstack

Formstack

Intellistack
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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.

About

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

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

Audience

Businesses and teams of all types and sizes

Audience

Organizations in any industry that run on Salesforce and need forms automation, document generation, eSignatures, web portals, surveys, CLM, and workflow management.

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$150 per month
Document Studio

Starter - Basic doc generation & eSign from $150/month
Growth - Smart docs & eSign with advanced permissions from $350/month

Experience Studio

Starter - Basic forms and landing pages from $250/month
Growth - Web apps from $450/month
Free Version Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

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

Pros from Real Users

Pros

  • Form Titan is easy to use because it provides complete training about the product. It provides training in the form of documentation, webinars, in person and videos. We attend the training and use the product without any difficulty.
  • I mostly love the Microsoft OneDrive integration features, which allows me to access, share and collaborate on files with our team.
  • I love this product because it helps to manage our workflow effectively. Using this single product, we can handle many tasks efficiently. From document generation to surveys, all the workflows can be managed easily.
  • I love this app because due excellent interface, easy to use. it allows me to quickly create custom docs, forms, apps, e-signatures, and surveys and i can integrate with seamlessly with Salesforce.
  • Form Titan requires no coding experience to integrate and use. Anyone can use it with a small amount of training. we are extremely happy on it.
  • Titan provides round-the-clock online support, so we don’t have to worry much. We can easily communicate and get a quick solution.
  • This product is very much easy to use and excellently interface — a friendly support team to help you.
  • This product is amazing and consistently evolves over time. Its user-friendly interface effortlessly navigates through a complex data model, proving invaluable in addressing our most intricate business requirements.
  • The product is awesome and constantly evolving. Easy to use with complex data model, It helped us to solve very complex business needs.
  • It has everything I need and more. I mostly love the word add-in option, it allows me to build the template VIA Microsoft Word and keep the formatting we are used to.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Intellistack
Founded: 2006
United States
www.formstack.com

Company Information

Titan
Founded: 2016
Israel
titandxp.com

Alternatives

Alternatives

Categories

Data Collection Supported
Forms Automation Supported
Registration Supported
Survey Supported

Categories

App Makers Supported
Customer Feedback Supported
Data Collection Supported
Data Entry Supported
Digital Signature Supported
eCommerce Supported
Forms Automation Supported
Government Supported
Healthcare Supported
Higher Education Supported
HIPAA Compliance Supported
Nonprofit Supported
PDF Supported
Registration Supported
Survey Supported
Website Builder 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

Forms Automation Features

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

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Supported
Pre-made Templates Supported
Quizzes / Questionnaires Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

Registration Features

Activity Registration Supported
Attendance Management Supported
Badge Management Supported
Calendar Management Supported
Class Registration Supported
Contact Management Supported
Event Registration Supported
Form Builder Supported
Group Registration Supported
Marketing Management Supported
Online Registration Supported
Onsite Registration Supported
Payment Processing Supported
Refund Automation Supported
Self Check-In Supported
Surveys & Feedback Supported

Survey Features

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

App Makers Features

Collaboration Tools Supported
Compatibility Testing Supported
Deployment Management Supported
Drag & Drop Supported
For eCommerce Supported
Forms Creation Supported
Iteration Management Supported
Mobile Apps Supported
No-Code Supported
Pre-Built Templates Supported
Visual Modeling Not Supported
Web Apps Supported
Workflow Management Supported

Contract Management Features

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

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Sentiment Analysis Not Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Supported

Customer Feedback Features

Alerts / Notifications Supported
Behavior Analytics Supported
Bug Reports Supported
Community Feedback Tools Supported
Live Chat Supported
Negative Feedback Management Supported
Net Promoter Score (NPS) Supported
Screenshot / Screen Capture Supported
Surveys Supported
User Testing Tools Supported
Video Feedback Supported
Visual Feedback Tools Supported
Voice of the Customer (VoC) Supported
Website Feedback Supported

Data Entry Features

Abbreviation Detection Not Supported
Data Capture and Transfer Supported
Data Cleansing Supported
Data Entry Verification Supported
Data Search Flexibility Supported
Duplicate Detection Supported
Flexible Search Supported
Image Entry Supported
Library Conversion Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Supported

Digital Experience Platforms (DXP) Features

Alerts / Notifications Supported
Auto-Tagging Supported
Blogs Supported
Calendar Supported
Content Modeling Not Supported
Digital Asset Management Supported
File Sharing Supported
Form Builder Supported
Forums / Message Boards Supported
Headless CMS Not Supported
Knowledge Base Supported
Performance Monitoring Supported
Personalization / Segmentation Supported
Reporting / Analytics Supported
Surveys / Polls Supported
Templates Supported
User Management / Permissions Supported
Version Control Supported
Wiki Not Supported
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 Not Supported

Document Generation Features

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

Donation Management Features

Campaign Management Supported
Donation Tracking Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Supported
Mobile Donations Supported
Online Donations Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Government Features

Budgeting & Forecasting Supported
Code Enforcement Not Supported
Compliance Management Supported
Fixed Asset Management Not Supported
Inventory Management Supported
License Issuance Supported
Permit Issuance Supported
Purchasing & Receiving Supported
Self Service Portal Supported
Taxation & Assessment Supported
Utility Billing Supported
Work Order Management Not Supported

HIPAA Compliance Features

Access Control / Permissions Supported
Audit Management Supported
Compliance Reporting Supported
Data Security Supported
Documentation Management Supported
For Healthcare Supported
Incident Management Supported
Policy Training Not Supported
Remediation Management Supported
Risk Management Supported
Vendor Management Supported

Higher Education Features

Admissions Management Supported
Alumni Management Supported
Assessment Management Supported
Curriculum Management Supported
Faculty / Staff Management Supported
Financial Aid Management Supported
Fundraising Management Supported
Housing Management Supported
Scheduling Supported
Student Information / Records Supported
Student Portal Supported

No-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Nonprofit Features

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Supported
Volunteer Management Supported

PDF Features

Annotations Supported
Convert to PDF Supported
Digital Signature Supported
Encryption Supported
Merge / Append Supported
PDF Reader Supported
Watermarking Supported

Website Builder Features

Auto Update Supported
Content Import / Export Supported
Drag & Drop Supported
Invoices Supported
Landing Pages / Web Forms Supported
Newsletter Management Supported
Online Booking Supported
Online Store Builder Supported
Pre-built Templates Supported
Real Time Editing Supported
SEO Supported
Survey Builder Supported
White Label Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Adobe Acrobat Sign Supported
Amazon S3 Supported
Amp Impact Supported
Authorize.Net Supported
Box Supported
Constant Contact Supported
Dropbox Supported
Google Drive Supported
Mailchimp Supported
Microsoft Excel Supported
Microsoft OneDrive Supported
PayPal Supported
Salesforce Supported
Salesforce Agentforce Marketing Supported
Slack Supported
Stripe Supported
WordPress Supported
Wufoo Supported
Zapier Supported
Pipeline CRM Supported

Integrations

Adobe Acrobat Sign Supported
Amazon S3 Supported
Amp Impact Supported
Authorize.Net Supported
Box Supported
Constant Contact Supported
Dropbox Supported
Google Drive Supported
Mailchimp Supported
Microsoft Excel Supported
Microsoft OneDrive Supported
PayPal Supported
Salesforce Supported
Salesforce Agentforce Marketing Supported
Slack Supported
Stripe Supported
WordPress Supported
Wufoo Supported
Zapier Supported
Pipeline CRM Not Supported
Claim Formstack and update features and information
Claim Formstack and update features and information