Formstack
Formstack
TA Score
9.4

Top Formstack Features

What are the Best Formstack Features?

Key features of Formstack include: 

  • Custom Form Creation: Easily create custom forms using pre-designed templates or build from scratch.
  • Workflow Streamlining: Custom workflows and bulk actions to streamline processes.
  • HIPPA-Compliant Tools: Compliance reports, compliance monitoring, data mapping and encryption for industry regulatory compliance.
  • Document Signing: Advanced features like digital document signing, mobile signing, drag-and-drop signatures and signature templates
  • Exceptional Customer Support: Customer success manager, product guides, tutorials and one-on-one support via phone and email.
  • Integration Capabilities: Integration with popular CRM platforms like Salesforce and HubSpot, as well as eSignature solutions like HelloSign, DocuSign, and Zoho Sign.
  • Free Trial: Test the platform before committing.

Signature Management

  • Digital Signatures
  • In-Person Signatures
  • Signer Delegation
  • Signer Redirection/Referrals
  • Signing Order

Signature Types

  • Hand-Drawn Signatures
  • Typed Signatures
  • Image Signatures

File Management

  • Document Display
  • Document Merge
  • File Sharing
  • File Generation
  • Digital Forms

Supported File Formats

  • PDF
  • DOCX

Drag-and-Drop Builders/Designers

  • Form Builder
  • Document Designer
  • Signature Designer

Customizable Items

  • Custom Workflows
  • Custom Signatures
  • Custom Templates

Reminders/Alerts

  • Signature Reminders
  • Signature Requests

Data Management

  • Data Mapping
  • Data Lookup

Data Migration

  • Data Export

Systems/Administrative

  • Bulk Actions

Reporting & Analytics

  • Audit Trail
  • Compliance Reports

Identity and Access Management (IAM)

  • Role Based Access Control (RBAC)
  • Single Sign-On (SSO)

Cybersecurity Features

  • Firewall
  • Encryption

Integration Options

  • APIs

Third-Party Integrations

  • Salesforce
  • HubSpot
  • HelloSign
  • DocuSign
  • Zoho Sign
  • Signable

Microsoft 365

  • Microsoft Word

Adobe

  • Adobe Acrobat Sign

Compliance Accreditations

  • HIPAA

Limits

  • Form Limit

After-Sales Service

  • Phone Support
  • Email Support
  • Web Support
  • Product Guide/Manual
  • Training/Tutorial
  • Dedicated Account Manager

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