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Average Ratings 3 Ratings
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Description
Collaborate more efficiently, simplify monotonous tasks, and design tailored workflows that empower teams to effortlessly create, route, review, process, and access content. The drag-and-drop setup enables you to automate complex tasks without any coding skills required. Ensure a smooth workflow for full-time, on-site, virtual, or freelance teams globally. Retrieve files, send documents for review and approval, generate forms, gather eSignatures, monitor pending tasks, and evaluate project progress from any location. Consolidate various interfaces for indexing and distributing data, making it compatible with other applications. Additionally, gather information from a wide range of formats, including email, fax, physical documentation, forms, and beyond, thus enhancing overall productivity and organization.
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
Integrations
Agile CRM
No
AppIdentity
No
BambooHR
No
Callwise
No
Capsule
No
ClinchPad
No
ConnectWise CPQ
No
Drupal
No
EMMA
No
Egnyte
No
Integrations
Agile CRM
Yes
AppIdentity
Yes
BambooHR
Yes
Callwise
Yes
Capsule
Yes
ClinchPad
Yes
ConnectWise CPQ
Yes
Drupal
Yes
EMMA
Yes
Egnyte
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
Suite - $250 per month
Enterprise - Custom pricing available
Free Trial
Yes
Free Version
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
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
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Upland Software
Founded
2010
Country
United States
Website
www.uplandsoftware.com
Vendor Details
Company Name
Intellistack
Founded
2006
Country
United States
Website
www.formstack.com
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
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
