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Formstack salesforce pricing11/22/2023 ![]() “If people need to take the data they’ve collected and turn that into a document such as a stylized PDF, they can have their customers fill out the form, click submit, and it will auto generate the document. ![]() “We have a partner company called WebMerge,” Byers said. We’re a great way for people to get that done quickly.” Image via įorms that generate documents are also frequently used. ![]() “People often create forms to collect data but need to take a payment at the same time. ![]() “That’s why we have payment integrations with the likes of Stripe, PayPal and Autorize.Net,” he said. You can also connect with the Formstack support team for assistance 24/7.įorms built with Formstack are easy for your customers to complete as well thanks to built-in conditional logic, which allows users to skip irrelevant questions and save time, and the ability to save their progress and return later.īyers noted that forms resulting in payments are particularly common among Formstack’s users. A support center is available with comprehensive resources. Themes and CSS make it possible to design branded forms from scratch or use pre-made templates. Formstack makes it very easy with drag and drop capabilities that enable anyone to build forms without any coding knowledge. You don’t have to be tech expert to do all this and more, either. “You can push that into Salesforce and communicate with those people later on.” “You can also build forms to get people’s feedback on the speakers and collect payment for the event,” Byers explained. Formstack can help you create a form that will do that. Image via įor example, imagine you are organizing an event and need to register the participants. “When you package a form with integrations, payments and workflow, all of a sudden, you can create all kinds of solutions to problems,” Byers explained. Easy to Use Features and IntegrationsĪt its core, Formstack allows users to easily create customized and branded digital forms and seamlessly route the data collected to wherever they need it to go-be that a payment portal, email subscriber list, CRM or other database system. “Any industry that tends to lag behind because of regulation or other reasons, we’re able to come in and help them advance very quickly,” he said. That allows us to take an industry that tends to be behind in a lot of ways and advance it by automating more tasks.”īyers noted that usage by higher education and the insurance industry is also growing. “They can collect patient data and feel like it’s safe and reliable. “We’ve had some really good success helping professionals in healthcare,” Byers explained when asked about Formstack’s biggest market segments. Form Solutions for Any Industryįormstack currently serves more than 650,000 users all over the world-from small businesses and nonprofits to larger organizations in industries ranging from consulting and higher education to healthcare and government. RewardExpert recently sat down with Formstack’s CEO Chris Byers to learn more. While computers and digital technology have made data collection and databases simpler, some companies are still wasting valuable hours manually completing tasks that could be automated.Įnter Formstack, an Indiana-headquartered organization founded in 2006 that offers a versatile software-as-a-service solution to streamline the process of capturing and managing information. Before anything could be done with it, the collected data would need to be entered into a physical database-a process that was very manual and took a lot of time. In the old days, the only way to collect customer or prospect data was on paper, usually through the completion of forms.
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