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Formstack

by Formstack
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OVERVIEW

A no-code workplace productivity platform for secure data collection, workflow automation, document generation, and electronic signatures.

Formstack is a versatile, no-code workplace productivity platform that helps organizations, particularly those in regulated industries like healthcare and finance, to digitize and automate their business processes. The platform is built around a suite of core products: Formstack Forms (an intuitive, drag-and-drop online form builder), Formstack Documents (for automated document generation from collected data), Formstack Sign (for secure electronic signatures), and Formstack Workflows (a visual builder to connect the products and automate processes).

Key Benefits for Healthcare/Biotech:

  • HIPAA Compliance: Formstack offers an Enterprise-level solution that is compliant with HIPAA and HITECH, including the willingness to sign a Business Associate Agreement (BAA) and providing features like data encryption and access controls for ePHI.
  • Workflow Automation: It streamlines critical healthcare processes such as patient acquisition, patient intake/registration, medical consent forms, patient referrals, and medical invoicing, which can save teams an average of 17 hours per week.
  • Data Security: The platform uses 256-bit SSL, AES-256 data encryption for data at rest, access controls, auditing, and SSO-powered data management.

Main Capabilities:

  • Data Capture: Build custom, mobile-ready online forms with conditional logic, payment collection, and file uploads.
  • Document Automation: Automatically populate contracts, reports, proposals, and invoices from form data using customizable templates (Word, PDF, Excel).
  • E-Signature: Collect legally binding electronic signatures quickly and securely.
  • Integration: Seamlessly connect data to CRMs, ERPs, and other business systems like Salesforce, Google Suite, and Dropbox.

Formstack serves a wide range of company sizes, from small businesses to large enterprises, and is recognized for its ease of use and robust integration options.

RATING & STATS

User Rating
4.5/5.0
1080 reviews
Customers
30,000+
Founded
2006

SCREENSHOTS

Formstack screenshot 1Formstack screenshot 2Formstack screenshot 3

KEY FEATURES

  • No-Code Online Form Builder
  • Automated Document Generation
  • Electronic Signatures (eSign)
  • Workflow Automation
  • Conditional Logic
  • Secure Payment Collection
  • Native Salesforce Integration

PRICING

Model: subscription
Starting at: USD 83.00
Offers multiple product plans (Forms, Documents, Sign) and a bundled Suite plan. The Forms plan starts at $83/month (billed annually). Custom pricing is available for the Enterprise plan, which includes HIPAA compliance.
FREE TRIALFREE TIER

TECHNICAL DETAILS

Deployment: saas, cloud
Platforms: web, ios, android
📱 Mobile Apps🔌 API Available

USE CASES

Patient Intake and RegistrationMedical Consent and ReferralsContract and Proposal GenerationInternal HR/Operations WorkflowsSecure Data Collection for Compliance

INTEGRATIONS

SalesforceGoogle SuiteDropboxZapierMicrosoftHubSpotPayPalStripeEHR systems (via Intellistack Streamline)

COMPLIANCE & SECURITY

Compliance:
HIPAAHITECHPCI ComplianceGDPRPIPEDASOC2
Security Features:
  • 🔒AES-256 Data Encryption
  • 🔒256-bit SSL
  • 🔒Single Sign-On (SSO)
  • 🔒Access Controls
  • 🔒Auditing and Logging
  • 🔒Password Protection

SUPPORT & IMPLEMENTATION

Support: email, phone
Implementation Time: < 1 week
Target Company Size: small, medium, enterprise
TRAINING AVAILABLE

PROS & CONS

✓ Pros:
  • +High level of security and compliance (HIPAA, PCI, GDPR)
  • +All-in-one platform for Forms, Documents, and Signatures
  • +Intuitive drag-and-drop no-code builders
  • +Robust integration options with major CRMs (e.g., Salesforce)
  • +Mobile apps for offline data collection (Formstack Go)
✗ Cons:
  • -Pricing can be complex and expensive for small businesses needing advanced features
  • -Limited reporting and analytics compared to dedicated BI tools
  • -Customization of form design requires some CSS knowledge for advanced branding

ABOUT FORMSTACK

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