--- 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 Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") UN Verified User in Non-Profit Organization Management Mid-Market (51-1000 emp.) 9/24/2025 "Easy to use but lacks some options to customize" 4/5 What do you like best about Formstack for Salesforce? Very quick and easy to map fields to Salesforce. Also, when the submission of a form generates an exception in Salesforce (such as when two contacts have the same email address), it is easy to make the necessary correction in Salesforce and then resubmit the form. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? Occasionally we have situations where we would like more flexibility or customization when designing a form. For example, we have a custom object that accepts submissions from several forms that include a "Question or comments" field. The field is defined as a long text area field in Salesforce with a field size of 32,000 characters. This works well for our Contact Us form where we want to enable users to enter lengthy questions. However, we use the same object for a Publicity feedback form where we would like to limit the response to 4,000 characters. Formstack for Salesforce automatically sets the input field size to match the Salesforce field length. We would like to be able to customize that to suit the context of the form, but Formstack for Salesforce doesn't appear to support that option other than creating a separate custom field in Salesforce. In another case, we mistakenly failed to map a field before activating a form. We received several hundred submissions before identifying and fixing the mistake. There does not appear to be any simple way to export the submitted form data so we can import it into Salesforce other than drilling down to each form submission and copying the input data one record at a time. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? Construction of Name Acquisition and simple Survey forms that feed data directly to Salesforce. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Eslam E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eslam E.") EE Eslam E. Business Development Manager Small-Business (50 or fewer emp.) 7/9/2025 "Hassle free data collection and integration" 4/5 What do you like best about Formstack for Salesforce? Integration with Salesforce! very easy to use, and the form builder is very intuitive. The mapping fields into Salesforce records saves so much time without extra coding. It is also very reliable and customizable, which means it can be easily modified for other business needs. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? Setting this up to begin with. It can be a little tricky at times, especially for users who do not practice with the architecture of Salesforce specific options. There's so much going on and sometimes, these features are hidden behind several hidden settings, and more documentation could have gone a little deeper on some aspects. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? Formstack automates the transfer of form submissions directly into Salesforce so you can eliminate repetitive manual data entry. This effectively reduces human error, improves speed, and increases the accuracy of data processing. Collecting e-signatures and generating documents within Formstack saves time and operational costs. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Andrew T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrew T.") AT Andrew T. Project Manager Mid-Market (51-1000 emp.) 2/26/2025 "Easy to use platform (for developers) with intuitive mapping to SF standard objects" 4/5 What do you like best about Formstack for Salesforce? Since our organization is Salesforce Centric it has been great having a form tool within SF that easily helps to collect form data and connect it to SF Accounts and Contacts. The mapping to SF standard objects is easy to set up for each form. Formstack has many features that allow us to build multiple types of forms from simple name / email captures to large surveys. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? It is a not a business user friendly tool like other form solutions we have used. Our business partners would like to be able to create their own forms but are currently dependent on our developers / admin to do so. Mapping to SF custom objects has been a little bit of trial and error. For some forms we do have a complex setup and mapping which has made it difficult to map form data to SF. To be fair this isn't really a Formstack limitation. It's more an issue with our custom set up. It would be nice if there was better capability to map to custom objects and fields. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? we use Formstack for all online forms. Mostly name / email acquisition but also surveys and other internal data collection forms. It has been beneficial for our organization to have one form solution that meets our needs. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Consumer Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Services") UC Verified User in Consumer Services Enterprise (\> 1000 emp.) 7/9/2025 "Very good tools for general purposes" 4/5 What do you like best about Formstack for Salesforce? It is very easy to collect some straightforward information as created forms for internal purposes is very quick. Also users say that the autofill feature is very useful. For non confidential and internal purposes, document signing is frequently used to streamline our work. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? For advanced purposes, this is not suitable as detailed configuration is not intuitive. For corporate level external and confidential purposes, we use other tools as they are stronger. We are also moving to these tools because I've heard this is pricey for our purposes. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? Building internal forms and getting e-signatures for internal purposes. Within the SFDC environment, it is very convenient to you for creators and end users. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![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 Mid-Market (51-1000 emp.) 2/20/2025 "It's ok" 4/5 What do you like best about Formstack for Salesforce? I like that I'm able to add in the objects I need to create records for in the form and then easily select the related fields to add. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? They have a section for javascript code which is essential for the forms functionality but the formstack for salesforce support team does not help you troubleshoot javascript issues. Which makes no sense since you need it in the forms. Why include an area for javascript code and not support it? Instead they suggest for you to pay a professional services team in order to get simple code help.. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? Allows users to easily submit issues which then creates case records and contacts in our salesforce. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Nikhil J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikhil J.") NJ Nikhil J. Manager of Operations Mid-Market (51-1000 emp.) 12/13/2024 Guest users or non-business users of the software, not included in G2 scores. "Game Changer Form Builder For Salesforce" 4/5 What do you like best about Formstack for Salesforce? How it is beneficial to save green energy saving papers and helping fill any sort of forms it automates process on salesforce from data collection to digital signature, It saves time for user by eliminating repetitive and time consuming tasks Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? Sometimes its glitchy and takes us to create over month to create a form and still glitches Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? Its integration with salesforce allows us to build a form and then connect through salesforce additionally whatever data we save it saved directly in formstack which is benefiting us Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Games](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Games") IC Verified User in Computer Games Small-Business (50 or fewer emp.) 7/10/2025 "Great tool with minor challenges." 3.5/5 What do you like best about Formstack for Salesforce? The powerful tool for automating workflows. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? The pricing is and the lack of documentation. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? Manual data entry and document processing. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![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.) 2/27/2025 "Easy to integrate and create objects. Difficult to maintain form data." 4/5 What do you like best about Formstack for Salesforce? Probably the easiest way to get information into your CRM. Forms are easy to create and mapping values are also easy. Great for getting leads and other items in. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? I dislike that I have map responses to object fields. I would much prefer a standardized way to intake form data where we can process the values post fact. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? It is one of the easiest way to get leads into our CRM through our website for things like newsletter sign-ups, updates, etc. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Charu G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charu G.") CG Charu G. Associate Tech Lead Enterprise (\> 1000 emp.) 12/29/2023 "Awesome tool for Dynamic Forms, Signature functionality" 4/5 What do you like best about Formstack for Salesforce? I have a requirement to integrate formstack with Salesforce as we need our users to sign some PDFs. We need multi level signature functionality also. With Formstack for Salesforce, it is very easy to achieve the above functionality with no code. Implementation is really easy and just click and drop functionality. Their customer support is also very good. They respond usually within same working day. So I will highly recommend this app to users in their frequent use. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? It would be great if there are more help documents/videos available. In some scenarios, I faced issues as help documents are not available properly. But we have option to raise ticket to their customer support. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? We don't have direct functionality in salesforce to send documents to user for signature. That's why I used Formstack for Salesforce. We used this app to send PDF and word documents to the user for signature and then we stored those documents back in Salesforce. We also used this app to have multi level signature functionality. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Pharmaceuticals](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Pharmaceuticals") AP Verified User in Pharmaceuticals Small-Business (50 or fewer emp.) 11/15/2024 "Flexible Form Solution for Salesforce" 4/5 What do you like best about Formstack for Salesforce? Formstack can flexibly integrate standard or individual attributes from all objects to create Word or PDF forms and proves to be a very flexible tool. Review collected by and hosted on G2.com. What do you dislike about Formstack for Salesforce? Formstack is very easy to use and no dislikes. Review collected by and hosted on G2.com. What problems is Formstack for Salesforce solving and how is that benefiting you? Automatic creation of documents within the distribution and sales processes. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: 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);)