Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
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support

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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

Regardless of whether you refer to it as document generation, automation, assembly, or creation, we excel in providing these services! With TextPlan, you can utilize your essential document templates directly on your website. This online functionality allows clients or prospects to enter their own data into the templates. TextPlan is perfect for producing any type of document quickly and without errors. It is frequently employed for generating legal documents and managing intricate document assemblies. To facilitate the creation of user-friendly forms that minimize mistakes, TextPlan includes a robust form configurator, allowing you to enhance the automation and validation processes of data entry. Moreover, TextPlan presents various integration options, ensuring a seamless connection to your operational workflows and business strategies. You maintain full control over how and when your clients can access your templates and the documents they generate. This flexibility empowers you to tailor the document creation experience to meet the specific needs of your business and clientele.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Drip Yes 
Dropbox Yes 
GA Connector Yes 
Gmail Yes 
Jenesis Agency Management Yes 
Mailparser Yes 
Pipeline CRM Yes 
Pointerpro Yes 
Salesforce Agentforce Education Yes 
Signable Yes 
Slack Yes 
Smartsheet Yes 
Survey Rocket Yes 
Teamwork.com Yes 
TrackVia Yes 
Vervemail Yes 
Workers by Delos Yes 
Xero Yes 
Zendesk Sell Yes 

Integrations

Docusign No 
Drip No 
Dropbox No 
GA Connector No 
Gmail No 
Jenesis Agency Management No 
Mailparser No 
Pipeline CRM No 
Pointerpro No 
Salesforce Agentforce Education No 
Signable No 
Slack No 
Smartsheet No 
Survey Rocket No 
Teamwork.com No 
TrackVia No 
Vervemail No 
Workers by Delos No 
Xero No 
Zendesk Sell No 

Pricing Details

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

Pricing Details

$16 per user per month
Free Trial No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Intellistack

Founded

2006

Country

United States

Website

www.formstack.com

Vendor Details

Company Name

TextPlan

Founded

2004

Country

Netherlands

Website

www.textplan.com

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 

Product Features

Forms Automation

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

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