Average Ratings 3 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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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.

Description

Easily sign and transmit forms and documents with our eSignature capabilities, whether you're at your desk or on the move. Gain full control over access permissions to your records and monitor requests from others seeking temporary access to your private files. You can set up alerts to remind you when any document is approaching its expiration date, helping you to avoid unnecessary fines while keeping your records current. If you have forms that require completion and signatures, we've got you covered. Recordminder includes a selection of pre-loaded forms such as W-4, W-9, I-9, NDA, along with certain state-specific documents, and allows you to enhance your own uploaded files with text fields, date fields, and checkboxes. Our extensive eSignature features ensure that you can obtain signatures or initials on all your documents and have them returned conveniently without leaving your desk. Plus, you can rest easy knowing that your document management needs are efficiently handled with our user-friendly platform.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aaniie
Chargebee
Dropbox
Formidable Forms
GetProspect
Gravity Forms
Insider One
Ironclad
LessAccounting
Lift AI
NowCerts
Oracle Sales
Pipeline CRM
Process Street
ProcessMaker
Typepad
VoilaNorbert
WePay
Xanatek
iContact

Integrations

Aaniie
Chargebee
Dropbox
Formidable Forms
GetProspect
Gravity Forms
Insider One
Ironclad
LessAccounting
Lift AI
NowCerts
Oracle Sales
Pipeline CRM
Process Street
ProcessMaker
Typepad
VoilaNorbert
WePay
Xanatek
iContact

Pricing Details

$83/month
Free Trial
Free Version

Pricing Details

$29 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Formstack

Founded

2006

Country

United States

Website

www.formstack.com

Vendor Details

Company Name

RecordMinder

Founded

2014

Country

United States

Website

www.recordminder.com

Product Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders

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

Registration

Activity Registration
Attendance Management
Badge Management
Calendar Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Marketing Management
Online Registration
Onsite Registration
Payment Processing
Refund Automation
Self Check-In
Surveys & Feedback

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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