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. Use an intuitive drag-and-drop builder to create forms, customize designs, and collect data directly within your Salesforce org.
Financial Services Cloud
Build digital-first experiences for your clients by adding native Salesforce forms, documents, and eSignatures to Financial Services Cloud.
Financial Services Cloud
Powerful Security
Protect your data with multiple security features with Forms for Salesforce, including data encryption, reCAPTCHA, and compliance for HIPAA.
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
Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.
Progressive Data Capture
Streamline data capture in Salesforce by connecting forms to any standard or custom object. Dynamically prefill forms and easily verify and update records.
Native Builder
Collect data and improve the customer experience with forms that can be built directly in Salesforce. No tedious mapping or integrations required.
Native Builder
Create a seamless data collection experience with Forms for Salesforce, Formstack’s 100% native Salesforce form builder.
Health Cloud
Meaningfully collect and manage health data with comprehensive healthcare forms that match the Salesforce Health Cloud data model.
Health Cloud
Community Cloud Forms
Collect data from customers, partners, and employees by deploying forms inside your Salesforce Community Cloud.
Community Cloud Forms
Use Formstack’s Salesforce Community Forms feature to collect data from your customers, partners, and employees within Salesforce Community Cloud.
Payment Processing
Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS to seamlessly process payments.
Payment Processing
Admissions Connect
Automate how your admissions office connects with prospective students by seamlessly adding Forms for Salesforce to your Admissions Connect data model.
Admissions Connect
Combine Formstack for Salesforce with Admissions Connect to meaningfully engage applicants and streamline admissions management natively within Salesforce.

Documents + Sign

Combine the power of Documents for Salesforce with Formstack Sign to create seamless workflows that automate document generation and digital signature collection.
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
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
Digital Signature Collection
Use Formstack Sign to automatically send Salesforce documents to customers, partners, and employees for eSignature via text or email.
Digital Signature Collection
Use Formstack Sign to automatically send your Salesforce documents to customers, partners, and employees for eSignature.
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
Easily upload documents to the cloud, attach to Salesforce records, or deliver to third-party apps with our electronic document delivery options for Salesforce.
Flexible Rules Engine
Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.
Flexible Rules Engine
Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.
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
Create automated document creation workflows with Documents for Salesforce, our seamless document generator.

Ready to get started?

Learn how our suite of products can help you streamline your Salesforce workflows and automate the processes that matter most to your business.