FORMStack for salesforce /
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. Build a form, customize the design, and collect data directly within your Salesforce org.
Community Cloud Forms
Collect data from customers, partners, and employees by deploying forms inside your Salesforce Community Cloud.
Community Cloud Forms
Payment Processing
Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS to seamlessly process payments.
Payment Processing
Powerful Security
Protect your data with multiple security features, including data encryption, reCAPTCHA, and compliance for HIPAA, FedRamp, and FERPA.
Powerful Security
Salesforce Drag-and-Drop Form Builder
Build Salesforce forms quickly and accurately with our intuitive drag-and-drop form builder.
Salesforce Drag-and-Drop Form Builder
Progressive Data Capture
Prefill data from any object so users can verify and update records without having to complete repetitive Salesforce forms.
Progressive Data Capture
Native Builder
Our Salesforce form builder is 100% native, meaning you can avoid the hassle of ever having to map fields or sync data.
Native Builder

Documents for Salesforce

Automate paper processes right from your Salesforce org, from document generation to digital signature collection.
Digital Signature Collection
Automatically populate multiple documents at once and send them for a Salesforce digital signature with the click of a button.
Digital Signature Collection
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
Flexible-Rules Engine
Build rules directly in your templates. Route data to multiple documents, add conditional logic, and send completed files to third-party apps.
Flexible-Rules Engine
Easy-to-Use Templates
Get started with a pre-built template, build a document in our document builder, or upload your own Word, PowerPoint, Excel, or PDF document.
Easy-to-Use Templates
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
One-Click Salesforce Documents
Add a custom Documents button to any object to create documents based on individual records with a single click.
One-Click Salesforce Documents

Ready to get started?

Get in touch to see how Formstack for Salesforce can help you simplify your day and achieve efficiency in the workplace.