Formstack

This Formstack review covers what Formstack is used for, its key features, Formstack pricing, the Forms, Documents and Sign products, compliance, where it shines and falls short, and how it compares with other form tools. Formstack is designed for organizations that need more than a quick survey: conditional logic and payments, collected data that flows into a CRM, files created from that data, and signatures that close the process. The approach is simple: one platform to simplify the processes around data collection. No coding is required. Formstack says more than 32,000 organizations use it, and in June 2025 the company behind it renamed itself Intellistack while keeping the Formstack products and name.

What is Formstack used for?

Formstack is used for data collection and the business processes that follow it. Typical examples are client intake and onboarding, applications and registrations, order forms with payments, event registrations, HR requests with approval workflows, surveys and market research, and patient or student forms in healthcare and education. Marketing teams also use it for lead capture on their website and for market research, because every submission can go straight into the CRM, where marketing and sales both see it. Teams build forms quickly with drag and drop, route each submission to the right people, and send the form data to the business tools they already rely on, such as Salesforce, HubSpot or a spreadsheet.

The difference from a simple form builder is what happens after the submission. Formstack can create a contract, invoice or letter from the collected data, send it for signature and store the result, so one step replaces several manual ones. That is why organizations in regulated fields, such as healthcare, finance, insurance and government, use it to reduce errors and save time on paperwork. It is also a common choice for education services such as admissions and financial aid.

Key features

• Formstack Forms: a drag-and-drop form builder with conditional logic, calculations, file uploads, save-and-resume, payment fields (Stripe, PayPal and others) and templates. Forms can be embedded on a website or shared as a link.
• Workflows and approvals: route a submission through approval steps, assign user roles and permissions, and send notifications at each step.
• Formstack Documents: generate PDFs and Word files from form data or CRM records, including AI-assisted document generation.
• Formstack Sign: legally binding eSignatures with audit trails and no per-envelope fees.
• Integrations: more than 100 native integrations, including Salesforce, HubSpot, Microsoft, Google Drive, Airtable, Amazon S3, Stripe and PayPal, plus Zapier and Make for other tools. The API on Enterprise plans can connect Formstack to ERP systems and other internal services.
• Salesforce-native versions: Formstack for Salesforce runs inside Salesforce and writes to Salesforce objects directly (AppExchange listing).
• Security controls: data encryption, access control per individual user and features for compliance requirements such as HIPAA, PCI and GDPR.
• Reports and analytics: see submission counts, drop-off and partial submissions, and export data to spreadsheets or other services.

Formstack pricing

Formstack sells Forms on its own and Documents and Sign only as part of the Suite. The plans differ in features, builders and limits, so it is important to compare them against your processes. The plans below come from the Formstack pricing page as of September 2026.

• Forms: $83 per month billed annually, or $99 month to month. One builder user, 25 forms, 1,000 submissions per form and 2 GB of storage.
• Suite (Forms + Documents + Sign): $250 per month billed annually, or $299 month to month. Three builder users, 100 forms, 5,000 submissions per form, 10 GB of storage, 250 document deliveries a month and unlimited eSignatures.
• Enterprise and Salesforce plans: custom pricing. Enterprise adds a success manager, SSO, unlimited users and submissions and API access.

There is no free plan. Formstack offers a 14-day free trial of Forms with no credit card required.

The cost surprise to check is how the limits map to your use. The Forms plan counts builder users, forms and submissions per form, so a team that needs a second builder or more than 25 forms moves to the Suite or Enterprise. Documents and Sign can't be bought separately. Compliance needs, such as HIPAA with a business associate agreement, are usually handled on higher plans, so confirm with sales before you commit.

Formstack Forms, Documents and Sign: from data collection to signature

The three products are designed to work together. Forms collects the data. Documents turns it into a finished file: for example, an insurance application becomes a filled-in policy PDF, or a sales order becomes a contract with the customer's details. Sign then sends that file for signature and returns the signed copy with an audit trail. Each product also works on its own inside the Suite, so a team can generate files from Salesforce records without a form, or send any PDF for signature. Because the three parts are integrated, the same data is typed once, which cuts errors.

For low-code teams, this chain replaces a stack of separate tools and simplifies the change from paper to digital processes. The trade-off is that each step is a Formstack product, so switching one part later means rebuilding the connection.

Compliance requirements and security

Formstack is often chosen for its compliance features. It supports HIPAA, PCI and GDPR requirements with data encryption, audit trails and access control, and it publishes a HIPAA page for Formstack Sign. Healthcare accounts limit integrations to services that meet the same data-protection standards. Formstack is cloud only; there is no self-hosted version.

Getting started with Formstack

Start the 14-day trial, pick a template close to your process and adjust the fields. The drag-and-drop editor is intuitive for simple forms; conditional logic, calculations and approval steps take longer to learn. Connect the business tools the data has to reach before you share the form, test a few submissions and check what each individual user can see. Decide on a paid plan only once you understand how many builders, forms and submissions you need, because those limits set the price. Many teams create and publish a first form quickly, often the same day, and discover the more advanced features later.

Where Formstack shines — and where it falls short

Strengths:

• Forms, documents and eSignatures in one platform, with no coding required.
• Strong compliance features for healthcare, finance and education.
• Deep Salesforce integration, including Salesforce-native versions.
• Approval workflows, user roles and permissions for larger teams.

Trade-offs:

• Expensive for small teams, with no free plan, so it is most suitable for larger budgets.
• Plan limits on builder users, forms and submissions per form.
• Documents and Sign are only sold in the Suite.
• Less design flexibility than Typeform-style form builders; some teams find the editor feels dated and lacks modern layout options.
• Cloud only, no self-hosting.

How Formstack compares

• Google Forms: free and simple, for quick surveys without workflows or compliance controls.
• Microsoft Forms: the Microsoft 365 option for internal surveys and quizzes.
• Cognito Forms: a cheaper form builder with calculations, payments and document output.
• Typeform: conversational forms with stronger design, less focus on documents and compliance.
• Tally: a generous free form builder for simple use.
• airSlate: document workflow and eSignature automation as an alternative to Documents and Sign.
• Knack: a database and app builder when forms are part of a larger internal tool.

Is Formstack worth it?

Formstack is worth it for organizations that run regulated, repeatable processes, such as intake, applications or approvals, and want forms, documents and signatures in one secure platform. It is a strong choice for teams on Salesforce and for healthcare or finance, where compliance matters more than price. It is less of a fit for small teams that simply need online forms or surveys, where Google Forms, Tally or Cognito Forms cost far less and are suitable for most basic needs. If you want help to build forms, document templates or workflows, the low-code agencies and developers on LowCodeDevs can take it on.

Sources

• Formstack pricing: plans, prices, limits and the free trial.
• Formstack Sign HIPAA page: HIPAA-compliant eSignatures.
• Formstack on Salesforce AppExchange: the Salesforce-native version.
• Intellistack announces name change, Business Wire: the June 2025 company rename.
• Formstack, Wikipedia: founding in 2006 and the FormSpring name.
• What Is Formstack?, OMN1 Solution: use cases and features.
• Formstack alternatives, FormGrid: pricing and alternatives (written by a competitor).