Formstack Sign Reviews & Product Details

I love that Formstack Sign feels intuitive to use, making the process straightforward and user-friendly. It is gratifying that it is secure, providing me with confidence and peace of mind when handling important documents. Also, it enhances organization throughout the process, which is essential for efficient workflow management. I appreciate its capability to integrate with other software, particularly Google Suite, as my team primarily uses it for drafting and processing documents. This integration significantly enhances productivity and convenience. The initial setup was smooth, especially with the available training, which really helped us get started without much hassle. Overall, these features make Formstack Sign a valuable tool for our team. Review collected by and hosted on G2.com.

Sometimes the customization options in Formstack Sign are limited, especially when it comes to features I would like to have, such as enabling custom branding or advanced layout options. Review collected by and hosted on G2.com.

can be coded and customized to support unique salesforce architecture Review collected by and hosted on G2.com.

Incredibly clunky - poor integrations with salesforce. Not a tool I would ever implement at a company. Not admin friendly. Review collected by and hosted on G2.com.

Formstack makes it very simple to gather signatures very quickly. What used to take weeks now takes hours. Review collected by and hosted on G2.com.

Formstack gets everything right with this product. Review collected by and hosted on G2.com.

I use the most basic plan and primarily for requesting approvals and obtaining e-signatures. It has made my workflow faster - no more trying to catch people and losing paper forms. Everything is sent out, signed, and tracked in real time. I appreciate the activity logs which show who has opened/signed and when. This has saved me so much time and keeps things organized! As far as implementation goes, there's no coding required, which is a plus. Review collected by and hosted on G2.com.

I don't use it beyond signatures and approvals, but I could see how someone with more complex needs may have issues setting up a logic-heavy form - it takes a bit to map things out. Review collected by and hosted on G2.com.

Favorite part is being able to copy the link to text. A little bit of a pain that have to go in and get it in the "remind" stage. Would like to be able to put in a phone number from the initial send screen to have a link texted along with the email. Review collected by and hosted on G2.com.

I would like to be able to put in a text box and type something into it before I send it. It's a pain to have to cancel the document and then go out and edit the document and then start over again if I forgot to put something on a form.

*could use more training, don't know how to integrate the product into any of the things we use, we use it as a standalone product. But we do have Vertafore AMS360, Agency Zoom, EzLynx, and Quoterush. Review collected by and hosted on G2.com.

I love that with Formstack Sign, you can create a template for frequently used forms. This saves so much time as there are several forms that we send to clients on a regular basis. I also appreciate that they have a text option to send the forms as many of our customers say they miss or don't see emails we send. Overall, this is one of the best signature platforms that have been used in the agency. Review collected by and hosted on G2.com.

When placing some of the fields, due to the rectangle guide used to place it, they don't always end up in the exact spot you would like. This is mostly an issue with the radio and checkbox buttons. With the recent changes they have made, that is really the only issue I have currently. Review collected by and hosted on G2.com.

We were able to quickly and easily create forms from our Word documents. Review collected by and hosted on G2.com.

I would prefer if we could see everyone's forms all together. Also, I want to forms to be emailed from the organization name and not the user name. The reason is, when using the form internally or externally, people recognize the organization name better than the user name. Review collected by and hosted on G2.com.

The integration with Applied epic. I enjoy the ease of signatures. I use it daily. Review collected by and hosted on G2.com.

The salemsan and a technical enginer insisted that the basic tier of the plan would be able to automatically read the signed forms and update Applied epic for us, but he lied. He was suddenly fired after weeks of trying to get Formstack to correct the error. We were offered nothing to compensate for the time we lost and the numerous conversations that were had with the sales team. Review collected by and hosted on G2.com.

We have been able to quickly put to use the ability to build several HR forms that need signatures by each employee and use the unique web address to distribute the forms to everyone who needs to sign. This has reduced the overall time to build and send documents to large groups of people. Review collected by and hosted on G2.com.

The limit of signatures based on "Merges" it overly complicates what would be otherwise a very straight forward and simple platform. There is also not a clear indicator anywhere saying how many merges we have used or have left. Review collected by and hosted on G2.com.

Our organisation used Formstack Documents to produce letters and forms which need to be securely signed. Formstack Sign easily integrated into this process. Review collected by and hosted on G2.com.

Pricepoints for multiple users - being a not for profit organisation find it difficult to justify the cost of multiple users, even though it would mean more efficiency in our organisation. Review collected by and hosted on G2.com.