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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
Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Acrobat Sign
Yes
Docusign
Yes
Microsoft 365
Yes
OneSpan Sign
Yes
Amp Impact
Yes
Bidsketch
Yes
Campaign Monitor
Yes
Flow XO
Yes
Grow
Yes
Keap
Yes
Integrations
Adobe Acrobat Sign
Yes
Docusign
Yes
Microsoft 365
Yes
OneSpan Sign
Yes
Amp Impact
No
Bidsketch
No
Campaign Monitor
No
Flow XO
No
Grow
No
Keap
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
No
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
No
iPad App
No
Android App
No
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)
Yes
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)
No
In Person
Yes
Vendor Details
Company Name
Intellistack
Founded
2006
Country
United States
Website
www.formstack.com
Vendor Details
Company Name
Xpertdoc Technologies Inc.
Founded
2000
Country
Canada, with subsidiaries in the United States and Belgium
Website
www.xpertdoc.com
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
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
Yes
Digital Asset Management
Yes
Document Management
Yes
Electronic Signature
No
Information Governance
No
Mobile Access
Yes
Search
Yes
Version Control
Yes
Workflow Management
No
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
No
Version Control
Yes
