--- title: Formstack for Salesforce Reviews meta\_title: 'Formstack for Salesforce Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 37 reviews by the users' company size, role or industry to find out how Formstack for Salesforce works for a business like yours. aggregate\_rating: rating\_value: 4.1 review\_count: 37 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Content Management url: https://www.g2.com/categories/content-management ---

# Formstack for Salesforce Reviews & Product Details

Visit Website

What if your end user only had to fill out the same information once? If Salesforce is at the center of how your organization operates, you can build more efficient, streamlined processes with Formstack for Salesforce, a modular platform for data collection, automated document generation, digital signature and workflows where you can use prefill alongside your data to power end user experiences Formstack for Salesforce is a set of dynamic, customizable modules that allow Salesforce customers to digitize processes at scale, in and around their Salesforce org.

* * *

Product Website
Formstack for Salesforce
Seller
[Formstack, LLC](https://www.g2.com/sellers/formstack-llc)
Discussions
[Formstack for Salesforce Community](https://www.g2.com/products/formstack-for-salesforce/discuss)
Languages Supported

English

Solution Type

All-in-One

Overview by
Scott Crabb

Show More

## Value at a Glance

Averages based on real user reviews.

### Time to Implement

3 months

[
View More Pricing Information
](https://www.g2.com/products/formstack-for-salesforce/pricing)

 ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education")
AH

Verified User in Higher Education

Small-Business (50 or fewer emp.)

2/21/2025

"Learning Curve"

3/5

What do you like best about Formstack for Salesforce?

The ability to integrate a form program at all. It does have some helpful features. Customer Support is responsive. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Lack of functionality in a user friendly manner based on the Admin. There seems to be a lot less functionality compared to standard Formstack, and the communication between systems is problematic. One of my biggest complaints is that the design settings/interface are outdated and overly complex. Although customer support is responsive, they only answer emails and there is often much lost in translation. Review collected by and hosted on G2.com.

What problems is Formstack for Salesforce solving and how is that benefiting you?

It allowed me to integrate a survey system previously external. Now all of our surveys are attached to the appropriate records in Salesforce and are easily reported. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Airlines/Aviation](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Airlines/Aviation")
AA

Verified User in Airlines/Aviation

Small-Business (50 or fewer emp.)

2/21/2025

"Great for simple forms, not quite for forms which require prefilling for example"

3/5

What do you like best about Formstack for Salesforce?

- Forms for simple requirements such as creating new records, are easy to setup/implement

- Alert options are sufficient Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

- While you can achieve a lot with custom code, this can be intimidating for someone without coding experience. More features needed around advanced customization, so that coding won't be required.

- The functionality for prefilling existing records needs better error handling, even if one record has an issue the entire prefill fails. An option to proceed with successful records and view the failed records along with failure reason would be better.

- Styling interface could use a revamp Review collected by and hosted on G2.com.

What problems is Formstack for Salesforce solving and how is that benefiting you?

For capturing data from vendors

For internal document generation Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management")
AN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

2/24/2025

"Works really well with SF - Frontend look could be better"

3/5

What do you like best about Formstack for Salesforce?

Integration into SF works really well from the smallest form to a large survey. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

The frontend looks outdated. Would love for some improvements to make it look a bit more like Microsoft forms. Review collected by and hosted on G2.com.

What problems is Formstack for Salesforce solving and how is that benefiting you?

The easy integration and rollout from form intake to salesforce is great! Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

## Pricing Insights

Averages based on real user reviews.

### Time to Implement

3 months

### Return on Investment

8 months

### Perceived Cost

$$$$$

[
View More Pricing Information
](https://www.g2.com/products/formstack-for-salesforce/pricing)

##### 
##### Formstack for Salesforce Features

Platform

Custom Branding

Performance and Reliability

Customization

Custom Fields

Conditional Logic

Multi-page Forms

Additional Functionality

Embedded Forms

Notifications

Payments

[
View More Features
](https://www.g2.com/products/formstack-for-salesforce/features)

## Top-Rated Alternatives

[

 ![Adobe Acrobat Sign](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adobe Acrobat Sign")

Adobe Acrobat Sign

4.4/5(1,070)

](https://www.g2.com/products/adobe-acrobat-sign/reviews)

[

 ![SurveyMonkey](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SurveyMonkey")

SurveyMonkey

4.4/5(23,900)

](https://www.g2.com/products/surveymonkey/reviews)

[

 ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc")

PandaDoc

4.7/5(3,644)

](https://www.g2.com/products/pandadoc/reviews)

[
View All Alternatives
](https://www.g2.com/products/formstack-for-salesforce/competitors/alternatives)

##### Categories on G2

[Online Form Builder](https://www.g2.com/categories/online-form-builder)[E-Signature](https://www.g2.com/categories/e-signature)[Salesforce CRM Document Generation](https://www.g2.com/categories/salesforce-crm-document-generation)

##### Explore More

[Which sales onboarding app is rated highest](https://www.g2.com/discussions/which-sales-onboarding-app-is-rated-highest)[CLM platforms](https://www.g2.com/discussions/help-me-learn-more-about-clm-platforms)[What integrations should you look for in an intelligent content management platform such as Box?](https://www.g2.com/discussions/what-integrations-should-you-look-for-in-an-intelligent-content-management-platform-such-as-box)

[Which event ticketing platforms are good for music venues or festivals that need to manage tiered pricing, reserved seating and high-volume sales at once?](https://www.g2.com/discussions/which-event-ticketing-platforms-are-good-for-music-venues-or-festivals-that-need-to-manage-tiered-pricing-reserved-seating-and-high-volume-sales-at-once)[Which contractor payment platforms meet GDPR and local data protection requirements for companies paying contractors in the EU without putting legal at risk?](https://www.g2.com/discussions/which-contractor-payment-platforms-meet-gdpr-and-local-data-protection-requirements-for-companies-paying-contractors-in-the-eu-without-putting-legal-at-risk)[Pros and Cons Details](https://www.g2.com/products/formstack-for-salesforce/reviews?qs=pros-and-cons)

[Show MoreShow Less](javascript:void(0);)