--- 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: '2026-07-07' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Formstack for Salesforce Reviews **Vendor:** Formstack, LLC **Category:** [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) **Average Rating:** 4.1/5.0 **Total Reviews:** 37 ## About Formstack for Salesforce 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. ## Formstack for Salesforce Pros & Cons **What users like:** - Users value the **time-saving** features of Formstack for Salesforce, streamlining data collection directly into their CRM. (9 reviews) - Users commend the **ease of use** of Formstack for Salesforce, allowing quick data collection and intuitive form creation. (7 reviews) - Users praise the **easy integration** with Salesforce, streamlining field mapping and enhancing customizability for various needs. (6 reviews) - Users value the **seamless integration** with Salesforce, enhancing form-building efficiency and data accuracy significantly. (5 reviews) - Users commend the **responsive customer support** of Formstack for Salesforce, enhancing their overall experience with the product. (4 reviews) - Users value the **easy setup** of Formstack for Salesforce, enabling seamless integration and efficient form data collection. (4 reviews) - Customization Options (3 reviews) - Ease of Creation (3 reviews) - Easy Creation (3 reviews) - Easy Editing (3 reviews) **What users dislike:** - Users find the **initial learning curve challenging** , especially for advanced features and customization without adequate documentation. (7 reviews) - Users find the **form issues** frustrating, particularly with complexity, custom object mapping, and outdated interface design. (6 reviews) - Users find the **interface usability lacking** , citing complexity and outdated design that complicates the user experience. (4 reviews) - Users find the **pricing prohibitive** , making Formstack less suitable for smaller teams with limited budgets. (3 reviews) - Users find the **limited customization** options in Formstack for Salesforce restrict their form design flexibility and user control. (3 reviews) - Limited Functionality (3 reviews) - Poor Design (3 reviews) - Integration Issues (2 reviews) - Limited Features (2 reviews) - Not User-Friendly (2 reviews) ## Formstack for Salesforce Reviews ### 1. Easy to use but lacks some options to customize **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2025 **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. **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. **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. ### 2. Hassle free data collection and integration **Rating:** 4.0/5.0 stars **Reviewed by:** Eslam E. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **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. **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. **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. ### 3. The most likely retention surveys **Rating:** 4.5/5.0 stars **Reviewed by:** Juan L. | Customer service agent, Enterprise (> 1000 emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Formstack for Salesforce?** it is very useful, and easy to collect payments and make very good online forms for clients **What do you dislike about Formstack for Salesforce?** That sometimes it has many unspecified options, like icons that are not understood and besides, they have no meaning at all. **What problems is Formstack for Salesforce solving and how is that benefiting you?** Having everything in order and clear allows you to work much better, as well as to better attract clients and easily store important data. ### 4. Seamless Document Automation with Salesforce Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Shane C. | Team Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Formstack for Salesforce?** Formstack for Salesforce offers an incredibly seamless integration that makes document generation, and form submissions effortless. The native experience ensures that data flows directly from Salesforce, eliminating manual entry and reducing errors. The flexibility in automating workflows, combined with robust customization options, allows for a smooth and efficient process. Their support team is also responsive and helpful when needed. **What do you dislike about Formstack for Salesforce?** While the platform is powerful, the learning curve can be steep when setting up more advanced automations or complex document merges. That said, once everything is set up correctly, it works reliably. **What problems is Formstack for Salesforce solving and how is that benefiting you?** What problems is Formstack for Salesforce solving, and how is that benefiting you? Formstack for Salesforce eliminates the need for manual data entry and document generation by pulling real-time information directly from Salesforce. It streamlines workflows for contracts, agreements, and client communications, ensuring accuracy and efficiency. The automation capabilities save time, reduce human errors, and enhance the client experience by delivering polished, professional documents instantly. This has significantly improved productivity, allowing us to focus more on high-value tasks rather than administrative work. ### 5. Unattractive and not user friendly **Rating:** 1.0/5.0 stars **Reviewed by:** Elizabeth J. | Grant Manager and Program Evaluator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Formstack for Salesforce?** I appreciate that Formstack allows me to collect data without a user logging into the system. It CAN reduce errors. **What do you dislike about Formstack for Salesforce?** There are several aspects of Formastack that are not ideal. 1) Look/Presentation- it is very difficult and time consuming to edit the form itself. Even with extensive editing the forms still do not look professional and I receive constant complaints about them. If you add a logo to your form, for example, it removes all of the previous corrections/adjustments to the form. Usually you can't see the adjustments in real time. You have to save them and then reload the page as a preview to see if your logo/font adjustments/etc. worked. 2) Ease of use-Formstack is not user friendly. Creating a form can be difficult and time consuming. If fields are not labeled properly it is nearly impossible figure out where the information will be collected. While I appreciate that I am able to send a link for the Formstack it would be helpful to have additional formats to pick from. I am a daily user of Salesforce and Formstack. These issues are a pain point for me in my role and frustrating since the Formstack outside of Salesforce seems so much better. **What problems is Formstack for Salesforce solving and how is that benefiting you?** It provides a format to collect data that I would otherwise need to enter manually. ### 6. Effortless Customer Data Collection **Rating:** 4.5/5.0 stars **Reviewed by:** Anees S. | Information Technology Help Desk Analyst, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Formstack for Salesforce?** Easy to collect customer data through Salesforce integration **What do you dislike about Formstack for Salesforce?** There are no downside as such as far as I think **What problems is Formstack for Salesforce solving and how is that benefiting you?** It is solving my customer data collection requirement so I can take necessary steps and implement changes in my business ### 7. Seamless Salesforce Integration Elevates the Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Joywin V. | Lead Generation Executive & Inside Sales Specialist., Enterprise (> 1000 emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Formstack for Salesforce?** Internal integration within Salesforce is what makes it best **What do you dislike about Formstack for Salesforce?** If the small bugs are improvised it can be more better **What problems is Formstack for Salesforce solving and how is that benefiting you?** Since it's internally integrated it's easier for signature in sending email and colating documents ### 8. Easy to use platform (for developers) with intuitive mapping to SF standard objects **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew T. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2025 **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. **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. **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. ### 9. Very good tools for general purposes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2025 **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. **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. **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. ### 10. Effortless Form Building and Data Management in Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Cai P. | Business Applications Admin/Developer III, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Formstack for Salesforce?** Formstack for Salesforce excels in providing an intuitive and seamless form-building experience. Its native integration with Salesforce ensures that data flows directly into the platform without the need for manual intervention or complex data mapping. The drag-and-drop builder simplifies creating dynamic forms, even for non-technical users, and the ability to prefill forms with Salesforce data significantly enhances the user experience. Additionally, the conditional logic and real-time data validation features ensure that only accurate and relevant information gets submitted, saving time and reducing errors. **What do you dislike about Formstack for Salesforce?** While the platform is powerful, its pricing can be prohibitive for smaller teams or organizations with limited budgets. The initial learning curve for configuring more advanced features, like custom objects and complex form logic, can be challenging without sufficient documentation or support. Additionally, the performance of forms with extensive data or complex logic can occasionally lag, which impacts usability. **What problems is Formstack for Salesforce solving and how is that benefiting you?** Formstack for Salesforce is solving the problem of managing and customizing numerous client-facing documents. Previously, we relied on over 30 Microsoft Word templates that required manual updates, creating inefficiencies and increasing the risk of errors. By using Formstack’s form builder, we’ve automated and standardized the process, significantly reducing manual effort and turnaround time. This transition has benefited us by improving data accuracy, ensuring consistent branding, and enhancing client satisfaction with faster response times. The ability to prefill data directly from Salesforce has also minimized redundancies, allowing us to focus on higher-value tasks. It’s a game-changer for document automation and client communication. ### 11. Seamless integration with Salesforce **Rating:** 2.0/5.0 stars **Reviewed by:** Kyle A. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack for Salesforce?** The best part of this product is that it easily integrates with salesforce and the corresponding records and fields. It makes it very easy to update specific records along with automate the input of others. **What do you dislike about Formstack for Salesforce?** There's been quite a few bugs surrounding this application. One of which is the order of operations in which objects are created. It should sequentially check if the record exists in our system before each insert rather than doing it in bulk. Another issue is that there are times when fields for our records just don't show up as an option. **What problems is Formstack for Salesforce solving and how is that benefiting you?** The primary purpose is increasing efficiency for data entry. We have users that don't prefer to manually create records directly in our Salesforce instance and it makes it easier to explicitly list out which fields they need to fill our for specific purposes. ### 12. It's ok **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **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. **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.. **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. ### 13. Learning Curve **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **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. **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. **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. ### 14. Great for simple forms, not quite for forms which require prefilling for example **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **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 **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 **What problems is Formstack for Salesforce solving and how is that benefiting you?** For capturing data from vendors For internal document generation ### 15. Great product for all size businesses. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Formstack for Salesforce?** Works well once setup and generally fairly straight forward to use. A lot of features to utilise which competitors lack. It's a very reliable product that we don't have to worry about breaking. **What do you dislike about Formstack for Salesforce?** Documentation links can sometimes be hard to find but other than that, no dislikes. **What problems is Formstack for Salesforce solving and how is that benefiting you?** Document Generation: Our proposal/quote documents are generated directly from CRM and sent to the customer for signing. Once signed, CRM is automatically updated. This is great from a user, staff and customer experience perspective. We also generate our own our barcodes and tickets. Event RSVP Forms + Comms Preference Forms: Thanks to Formstack, we are able to create a seemless RSVP for for the events we create throughout CRM. We also run our comms subscription page through formstack to enable users to opt in and out of comms. ### 16. Formstack for Salesforce is fantastic for data tracking! **Rating:** 5.0/5.0 stars **Reviewed by:** Alana W. | Product Marketing Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Formstack for Salesforce?** Formstack for Salesforce makes it possible for us to track survey results with the person who fills out the information and makes it easier to analyze data. **What do you dislike about Formstack for Salesforce?** It can be a bit complex to use and only certain people on the team can have access for privacy purposes. **What problems is Formstack for Salesforce solving and how is that benefiting you?** It's helping us connect data with the people it is coming in from. ### 17. Nice Experience throughout the journey with formstack **Rating:** 4.5/5.0 stars **Reviewed by:** Mahendra R. | Senior Techno-Functional CRM Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack for Salesforce?** Seamless integration with Salesforce, so very less failures **What do you dislike about Formstack for Salesforce?** Few more configurable solutions to restrict or make rules on multi picklist fields **What problems is Formstack for Salesforce solving and how is that benefiting you?** Instead of using community portal for external users we wre able to collect needed data. ### 18. Awesome Solution for data collection and surveys! **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel R. | US Based Support Manager and CRM Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack for Salesforce?** I love how easy it is to setup a form and how simple it is to map the data back to the objects in salesforce. This product has been so valuble in keeping information organized! **What do you dislike about Formstack for Salesforce?** The only critique I have is the app doesnt allow you to easily add help text to aid in form submissions . **What problems is Formstack for Salesforce solving and how is that benefiting you?** It is helping us solve the problem of information gathering and removes the manual step of data entry that occurs from gathering this informaiton from other methods. ### 19. Super Solid Solution for Web To Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Photography | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Formstack for Salesforce?** We love that that the solution is native to salesforce – No need for external integrations, making it a seamless experience for our team. We also appreciate the User-Friendly Form Builder that has Drag-and-drop functionality for easy and quick creation. **What do you dislike about Formstack for Salesforce?** Generally speaking - nothing major we dislike. **What problems is Formstack for Salesforce solving and how is that benefiting you?** Web to salesforce solution for customer support and user feedback that is quick and easy. ### 20. Game Changer Form Builder For Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Nikhil J. | Manager of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2024 **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 **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 **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 ### 21. Great tool with minor challenges. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Games | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Formstack for Salesforce?** The powerful tool for automating workflows. **What do you dislike about Formstack for Salesforce?** The pricing is and the lack of documentation. **What problems is Formstack for Salesforce solving and how is that benefiting you?** Manual data entry and document processing. ### 22. Works really well with SF - Frontend look could be better **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Formstack for Salesforce?** Integration into SF works really well from the smallest form to a large survey. **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. **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! ### 23. Easy to integrate and create objects. Difficult to maintain form data. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **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. **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. **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. ### 24. Very great and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Formstack for Salesforce?** Very easy to use and intuitive. Would recommend. We use it for our customer support team. **What do you dislike about Formstack for Salesforce?** Possible native feature to have a form expire **What problems is Formstack for Salesforce solving and how is that benefiting you?** For warranty claims, registrations, and normal contact us forms ### 25. Excellent tool for creating easy forms in Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | Director of Marketing and Salesforce, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack for Salesforce?** It is easy to create and modify forms quickly, and the results are saved as a file to the appropriate record. **What do you dislike about Formstack for Salesforce?** There are some functionality pieces we would like to have, such as more complex logic options. **What problems is Formstack for Salesforce solving and how is that benefiting you?** We use Formstack to collect inbound lead information through a variety of forms on our website and various landing pages. ### 26. Awesome tool for Dynamic Forms, Signature functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Charu G. | Associate Tech Lead, Enterprise (> 1000 emp.) **Reviewed Date:** December 29, 2023 **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. **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. **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. ### 27. Flexible Form Solution for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **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. **What do you dislike about Formstack for Salesforce?** Formstack is very easy to use and no dislikes. **What problems is Formstack for Salesforce solving and how is that benefiting you?** Automatic creation of documents within the distribution and sales processes. ### 28. Fantastic tool for creating dynamic forms and incorporating signature features. **Rating:** 4.5/5.0 stars **Reviewed by:** Vikalp S. | Senior Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Formstack for Salesforce?** I have a need to integrate Formstack with Salesforce for our users to sign PDFs, and we require multi-level signature functionality. Formstack for Salesforce provides a seamless solution with a no-code approach, making implementation incredibly straightforward with its click-and-drop functionality. The ease of use extends to their responsive customer support, which typically responds within the same working day. Based on my positive experience, I highly recommend this application to users for frequent use. **What do you dislike about Formstack for Salesforce?** It would enhance the user experience if additional help documents or videos were accessible. I encountered challenges in certain situations due to inadequate availability of help documents. Fortunately, there is a recourse available through the option to submit a ticket to their customer support. **What problems is Formstack for Salesforce solving and how is that benefiting you?** Salesforce lacks built-in capabilities for sending documents directly to users for signatures. To address this limitation, I opted for Formstack for Salesforce. This application facilitated the seamless process of sending PDF and Word documents to users for signatures, and subsequently, we stored the signed documents back in Salesforce. Additionally, the app supported multi-level signature functionality, meeting our diverse signature requirements. ### 29. Formstack for Salesforce is effective for our A/B Testing & performing upserts in existing records **Rating:** 4.5/5.0 stars **Reviewed by:** Ramkumar N. | Salesforce Developer, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Formstack for Salesforce?** * With Formstack, its relatively easy to handle various relationship mappings of our customer records within a short duration. * Multiple attributes & objects can be simultaneously updates with a single form submission for both new records as well as updates in the existing records. * Its Drag-and-Drop builder is convenient for preparing feedback forms for our customers which helps us improve our customer relationship & overall sales. * Formstack platform also provisions offline data capture features which is mobile friendly & we can synchronize the data from our Salesforce platform with ease. **What do you dislike about Formstack for Salesforce?** * Implementing Formstack for our Salesforce platform was straightforward and we had excellent customer support. * It would be excellent to have more enhancements to the lookup fields functionality as it will save a lot of time while working with paramount of customer records. * Apart from this suggestion, the overall experience with Formstack was splendid thanks to its seamless integration with our Salesforce platform. **What problems is Formstack for Salesforce solving and how is that benefiting you?** * Formstack is helpful in creating customized forms to capture pivotal customer data such as Signature Proof of Delivery (SPOD) & Picture Proof of Delivery (PPOD) and to sync them into our Salesforce platform. * With its document templates, we can conveniently generate specific documents that aligns with our branding and customer layout criteria. * Automation triggers are easy to implement & whenever a distinct event such as lead conversion, order placement or client feedback is obtained, document generation process is carried out automatically in Formstack platform. * Formstack platform also improves our A/B testing requirements during our data collection and we can make use of upsert functionality for new records inclusion as well as modifications to the existing records within seconds. ### 30. Simple, elegant and convenient to use **Rating:** 5.0/5.0 stars **Reviewed by:** Gary A. | Senior Quality Associate, Education Management, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Formstack for Salesforce?** It is extremely convenient and quick to use. It helps assemble all information is a beautiful and helpful way. It can be used in multiple occasions and it is a major help for the customer care support for my company **What do you dislike about Formstack for Salesforce?** I feel Formstack for Salesforce can perhaps change the appearance a little. The final data could be tabulated or presented in the form of points **What problems is Formstack for Salesforce solving and how is that benefiting you?** Our freelance editors can log into this portal and express their comments and share their views on a respective assignment ### 31. About Salesforce product **Rating:** 5.0/5.0 stars **Reviewed by:** Kiran D. | Salesforce Technical Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Formstack for Salesforce?** We can break down data silos, save time and improve the custo.er experience with dynamically prefilled forms automated document generation and streamlined digital signature collection **What do you dislike about Formstack for Salesforce?** Right now we don't have any diskies found **What problems is Formstack for Salesforce solving and how is that benefiting you?** We can replace our Salesforce web-to-lead, web-to-case, or web-to-anything forms with a forms tack form ### 32. Forms capabilities meet business needs , service is good **Rating:** 4.0/5.0 stars **Reviewed by:** Alex Z. | Salesforce Product Manager - ForeSight LoB at Panaya - Change Intelligence for Salesforce, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack for Salesforce?** Easy to manage, decent level of flexibility and customization, good customer support service **What do you dislike about Formstack for Salesforce?** Not the best ui I met on salesforce which is not aligned to Lightening UI **What problems is Formstack for Salesforce solving and how is that benefiting you?** Creating web forms from SF data and signing the forms electronically ### 33. Powerful Tool Where Salesforce Lacks **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole C. | CEO & Founder, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Formstack for Salesforce?** Formstack for Salesforce is such an incredibly powerful tool to leverage the data capability in Salesforce. Forms, Docs, or Sign, Formstack is a clean and fully functional solution to gather data in a way that actually feeds clean into SFDC. **What do you dislike about Formstack for Salesforce?** I would love to see a quicker native interface **What problems is Formstack for Salesforce solving and how is that benefiting you?** The generation of full documents from purely form fields, all the way through signature and then back into a doc repository. It completes any solution. ### 34. Can easily manage digital forms and documents with help of Formstack **Rating:** 4.0/5.0 stars **Reviewed by:** Abhishek V. | Salesforce Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Formstack for Salesforce?** This is perfect tool to build a digital form inside Salesforce and easily connecting to multiple Salesforce objects at a time. **What do you dislike about Formstack for Salesforce?** It lacks training and the costing is more compared to use **What problems is Formstack for Salesforce solving and how is that benefiting you?** The problem of managing and using digital form with and ease is solved by Formstack. **Official Response from Scott Crabb:** > Hello Abhiskek! Thanks you for leaving us a review and some feedback for Formstack for Salesforce. We're so glad you're finding value from our tool. Just in case you aren't aware, we have a lot of training/help articles available for all our our solutions. Please visit this page to see more https://help.formstack.com/s/formstack-topics?subtopic=0mt4w000000wk3FAAQ Thank you! ### 35. A Great Workflow Automation Software! **Rating:** 4.5/5.0 stars **Reviewed by:** Kunal K. | Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Formstack for Salesforce?** The best thing about FormStack is it's easy to use templates to create embedded forms and then integrate them with other software to record data like Salesforce. **What do you dislike about Formstack for Salesforce?** There is no downside to Formstack. But, the thing which can be improved is formatting forms in a way we want them to look with fewer options available in the interface of the software. **What problems is Formstack for Salesforce solving and how is that benefiting you?** It helped us create embedded forms for our clients and to have a company survey. It really benefited our clients to communicate with their merchant stores and to have the merchant data captured. ### 36. Survey Form builder for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Ashish P. | Technical Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 25, 2022 **What do you like best about Formstack for Salesforce?** We can create custom forms with good UI natively on Salesforce, without any integration. **What do you dislike about Formstack for Salesforce?** All was good. It fits well to our requirements. **What problems is Formstack for Salesforce solving and how is that benefiting you?** Creating Feedback and survey forms. ### 37. One click documentation Salesforce tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Formstack for Salesforce?** Document generation Automated flows and other use cases **What do you dislike about Formstack for Salesforce?** Payment gateway connectivity could have improved, especially UI **What problems is Formstack for Salesforce solving and how is that benefiting you?** Document generation and business use cases with flows - [View Formstack for Salesforce pricing details and edition comparison](https://www.g2.com/products/formstack-for-salesforce/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-08+05%3A54%3A42+-0500&secure%5Bsession_id%5D=fbc50d79-d289-4cad-8db2-59fbba8d076e&secure%5Btoken%5D=e2f33e7f7b0b3ea6bf2331bd82d90bd1e750e34191e3334aa5512fd357b37243&format=llm_user) ## Formstack for Salesforce Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) ## Formstack for Salesforce Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Additional Functionality** - Embedded Forms - Notifications - Payments - Mobile Forms **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs ## Top Formstack for Salesforce Alternatives - [Adobe Acrobat Sign](https://www.g2.com/products/adobe-acrobat-sign/reviews) - 4.4/5.0 (1,017 reviews) - [SurveyMonkey](https://www.g2.com/products/surveymonkey/reviews) - 4.4/5.0 (23,141 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,421 reviews)