Formstack Reviews

Formstack

4.7 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 3 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 4.5 out of 5 stars

Description

DocOrigin serves as a robust platform for the creation of professional, dynamic, and high-fidelity business documents. Whether your needs involve generating a multitude of invoices, statements, or even a singular customer correspondence, DocOrigin efficiently meets these demands with speed, simplicity, and cost-effectiveness. The solution allows you to utilize data from legacy systems, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and various line-of-business applications to deliver documents filled with accurate information to customers, suppliers, and employees in preferred formats and to the desired devices. Additionally, it seamlessly integrates with existing legacy applications and workflows, making implementation smooth. With dynamic HTML capabilities, it supports both visual presentation and data collection, ensuring versatility in document design. Moreover, you can optimize unused areas in transactional documents to include custom content, enhancing their effectiveness. Whether you need to generate a single document on demand or execute continuous batch processing, DocOrigin adapts to your requirements. The intuitive template creation feature with DocOrigin Design further simplifies the document generation process, making it accessible for users at all skill levels. This comprehensive approach ensures that every aspect of document creation is covered efficiently and effectively.

Description

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Epic No 
Claris Connect No 
Clio No 
Docusign No 
Dynamics 365 Commerce No 
Google Drive No 
Knack No 
Microsoft Outlook No 
MySQL No 
Partner Platform (Partner XE) No 
Picky Assist No 
Prodsight No 
Salesvue No 
ShareFile No 
Staffcloud No 
SweepBright No 
WiserNotify No 
WordPress No 
X (Twitter) No 
Zendesk No 

Integrations

Applied Epic Yes 
Claris Connect Yes 
Clio Yes 
Docusign Yes 
Dynamics 365 Commerce Yes 
Google Drive Yes 
Knack Yes 
Microsoft Outlook Yes 
MySQL Yes 
Partner Platform (Partner XE) Yes 
Picky Assist Yes 
Prodsight Yes 
Salesvue Yes 
ShareFile Yes 
Staffcloud Yes 
SweepBright Yes 
WiserNotify Yes 
WordPress Yes 
X (Twitter) Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$83/month
Forms - $83 per month
Suite - $250 per month
Enterprise - Custom pricing available
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Eclipse Corporation

Country

United States

Website

eclipsecorp.us/why-docorigin/

Vendor Details

Company Name

Intellistack

Founded

2006

Country

United States

Website

www.formstack.com

Product Features

Customer Communications Management

Batch Communications No 
Chat / Messaging No 
Content Management No 
Email Distribution No 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications No 
Personalization No 
Print Management No 
Template Management No 
Video Content No 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms No 
Surveys No 

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention No 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code Yes 
Export to PDF No 
HIPAA Compliant Yes 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates Yes 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms Yes 
Surveys Yes 

Registration

Activity Registration Yes 
Attendance Management Yes 
Badge Management No 
Calendar Management No 
Class Registration Yes 
Contact Management Yes 
Event Registration Yes 
Form Builder Yes 
Group Registration Yes 
Marketing Management No 
Online Registration Yes 
Onsite Registration Yes 
Payment Processing Yes 
Refund Automation No 
Self Check-In No 
Surveys & Feedback Yes 

Survey

Custom Survey URLs Yes 
Data Analysis Tools Yes 
Email Marketing Yes 
Mobile Survey Yes 
Offline Response Collection No 
Paper Survey No 
Question Branching Yes 
Question Library Yes 
Site Intercept Survey No 
Skip Logic Yes 
Supports Audio / Images / Video Yes 

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