comprehensive and trustworthy tool for security and compliances
We use Formstack for compliances and security on our organization. It helps us in automating the workflow and safety-security of our …
Overview
What is Formstack for Salesforce?
Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data…
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What is Formstack for Salesforce?
Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data…
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Product Details
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- Tech Details
What is Formstack for Salesforce?
Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data entry and uploads required.
Formstack for Salesforce Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Formstack has proven to be a valuable tool for users in a variety of industries, offering a range of use cases that have helped streamline processes and improve efficiency. Users have reported generating full documents from form fields, allowing for seamless document creation, signature, and storage in a document repository. This feature has been particularly useful for businesses that frequently need to create and manage legal contracts, agreements, and other important documents.
Another key use case of Formstack is its ability to create embedded forms for clients. Users have found this feature helpful in facilitating communication with merchant stores and capturing important merchant data. By embedding these forms directly into websites or online platforms, businesses are able to collect information from their clients or customers without the need for manual data entry.
In addition, the software's form-building capabilities have been utilized for creating feedback and survey forms. This has enabled businesses to gather valuable insights from their customers and stakeholders, helping them make informed decisions and improvements to their products or services. The drag-and-drop interface and various form-building options provided by Formstack have made it incredibly simple for users to create forms, saving them time and effort.
Furthermore, Formstack's integration capabilities with other tools such as email marketing and advertising software have been important for users in streamlining their workflows. This integration allows for seamless data transfer between different platforms, reducing the need for manual data entry and ensuring that information is updated across all systems in real-time.
Overall, customers have reported using Formstack for many years without experiencing any issues, indicating its reliability and stability as a form-building solution. These positive user experiences highlight the versatility of Formstack and its ability to meet the diverse needs of businesses across different industries.
Many users have found Formstack for Salesforce to be an incredibly powerful tool for leveraging the data capability in Salesforce. It has been praised by several reviewers for its ability to handle and utilize data effectively.
Users appreciate the ability to create custom forms with a good user interface directly on Salesforce, without the need for integration. This feature has been mentioned by multiple users as a major advantage of using Formstack.
The availability of easy-to-use templates provided by Formstack allows users to create embedded forms that can be integrated with other software to record data in Salesforce. Several reviewers have highlighted this feature as one of the key benefits of using Formstack.
Limited Formatting Options: Some users have mentioned that the formatting options for forms in the software's interface are limited, which can be a drawback when trying to customize the appearance of forms.
Payment Gateway Connectivity: Several reviewers have expressed dissatisfaction with the payment gateway connectivity of the software. They feel that it could be improved, particularly in terms of the user interface and its compatibility with multiple devices.
Integration with Other Marketing Tools: The integration with other marketing tools has been cited as an area for improvement by a number of users. They believe that better integration capabilities would enhance their overall experience with the software.
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