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Description
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, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations.
Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.
Description
In today's digital-first landscape, static fillable PDFs and web forms feel outdated. It's essential to evolve traditional forms-based procedures into engaging, conversational experiences for users. By offering smooth, mobile-friendly, and guided interactions, businesses can not only attract new customers but also enhance loyalty, all while improving internal processes, mitigating risks, and reducing the need for support services. The outcome is a larger pool of customers eager to engage and less friction throughout the journey—from account creation and onboarding to ongoing service. Failing to rethink the approach to forms at every stage of the customer lifecycle means missing significant opportunities for improvement. This eBook delves into how conventional static forms stifle customer interaction and showcases how innovative companies are redefining the methods used to gather and verify customer information during engagements. Furthermore, it encourages you to re-envision your customers' experiences amid the ongoing wave of digital transformation, ensuring your organization stays competitive and relevant.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
Yes
Salesforce
Yes
4Degrees
Yes
Aaniie
Yes
Bit.ai
Yes
ClinchPad
Yes
Desktop.com
Yes
Donately
Yes
EMMA
Yes
Follow Up Boss
Yes
Integrations
Docusign
Yes
Salesforce
Yes
4Degrees
No
Aaniie
No
Bit.ai
No
ClinchPad
No
Desktop.com
No
Donately
No
EMMA
No
Follow Up Boss
No
Pricing Details
$83/month
Forms - $83 per month
Suite - $250 per month
Enterprise - Custom pricing available
Suite - $250 per month
Enterprise - Custom pricing available
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Intellistack
Founded
2006
Country
United States
Website
www.formstack.com
Vendor Details
Company Name
Smart Communications
Country
United Kingdom
Website
www.smartcommunications.com/products/smartiq/
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
Yes
Export to PDF
No
HIPAA Compliant
Yes
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
Yes
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
Yes
Surveys
Yes
Registration
Activity Registration
Yes
Attendance Management
Yes
Badge Management
No
Calendar Management
No
Class Registration
Yes
Contact Management
Yes
Event Registration
Yes
Form Builder
Yes
Group Registration
Yes
Marketing Management
No
Online Registration
Yes
Onsite Registration
Yes
Payment Processing
Yes
Refund Automation
No
Self Check-In
No
Surveys & Feedback
Yes
Survey
Custom Survey URLs
Yes
Data Analysis Tools
Yes
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
No
Paper Survey
No
Question Branching
Yes
Question Library
Yes
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
Yes
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
No
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
