Formstack for Salesforce Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Manage, store and organize emails within the system or via third-party apps

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Store, manage and track all forms in a centralized location

Manage, organize, and store contact information

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Track and manage expiration of various items including products, warranties, licenses, and contracts

Ability of websites, web applications, or mobile applications to function without an active internet connection

Store and manage online video content

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Share documents with different users to collect multiple signatures

Digitally sign online documents

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Enables forms to be embedded onto a website without having to create code from scratch

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Customize contracts and forms to collect specific information

Notifications that are delivered to users as soon as an event occurs

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Verify the identity of users/devices to enable secure access

Protect sensitive data for digital privacy

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Track revisions and updates made to files and navigate between different versions

Allow users to access multiple services after entering their login credentials once

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Convert data into a code for security

Digitally capture and store a person's handwritten signature

Convert documents and images into editable file formats

Assemble applications and processes by dragging over and arranging pre-built components

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Allow multiple team members to edit and work on the same document

Use AI to generate content in the form of text, images, videos, etc.

Track the status over time for a request, process, asset, or transaction

Customize data fields to support various needs and use cases

A collection of records that can be retrieved based on specific queries

Matrix barcode that stores information

Extra layer of security that requires not only a password and username but also something specific to that user

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and support multiple locations

Receive data and information in real time

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

A way for institutions and businesses to check the age of their customers/clients.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Securely stores data to prevent data loss or breaches

Set up computers on location to help users sign waivers on-site

Import and export data to and from software applications

Capture photos for any type of use case

Capability of a software or system to make decisions and perform actions based on specified conditions

Pre-designed layouts that can be customized to match preferences and requirements

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Add customized logos and colors to align with company branding

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Provides a channel for team members to share media files, communicate, and work together

Import, collect, and capture data from multiple sources

Automatically populating fields or sections within a form

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Create, edit, convert to and from PDF files

Pre-designed layouts that can be customized to match preferences and requirements

Collection of images, videos and other digital content that can be used

Use AI to generate content in the form of text, images, videos, etc.

Search for specific words or phrases within a document or database

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Store, manage and track all forms in a centralized location

Digitally sign online documents

Set up connections to third-party platforms to improve business processes

View and track pertinent metrics to find patterns and gain insights from data

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages