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Description
Formstep is an online platform designed for businesses that require the collection or verification of customer information, documents, approvals, and other responses via forms. Users can create customized, multilingual forms featuring conditional logic, file uploads, signature fields, and inquiries related to payments and scheduling, which can be shared through various means such as public links, embeds, pop-ups, QR codes, or individual requests. Additionally, requests can be pre-filled with existing information, restrict fields for confirmation purposes, and return completion data to workflows through signed callbacks. The platform offers integration capabilities with a REST API, an MCP server, and supports request workflows through n8n and Zapier, alongside direct connections to popular services like Google Sheets, Airtable, Slack, Notion, and Cal.com. Importantly, respondents can fill out forms without needing a Formstep account, unless the form creator mandates authentication for added security. Formstep provides a free tier with monthly usage constraints, as well as paid Pro and Business plans for users seeking expanded features and capabilities. Overall, this versatile platform streamlines the process of information gathering for businesses while maintaining flexibility and ease of use for all parties involved.
Description
Envision the evolution of field technician roles: Transition from merely checking items off a list to engaging in dynamic audits, installations, inspections, and assessments that respond to real-time conditions. Effortlessly generate and finalize forms on a large scale, manage analytics, and streamline workflows—all while enjoying the safety and familiarity of your Salesforce platform. This mobile solution, designed specifically for Salesforce, facilitates procedural guidance, enforces standardized practices, and gathers data even in offline scenarios. With a user-friendly drag-and-drop template builder, personalized styling options, and the ability to clone templates and questions for expedited creation, you can enhance efficiency significantly. Minimize risks by capturing an unprecedented amount of information within one comprehensive tool. You can carry out tasks offline, make and modify Salesforce records without connectivity, and synchronize with Salesforce automatically once you are back online. This innovative approach not only boosts productivity but also ensures that data integrity is maintained throughout every process.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Airtable
Yes
Cal.com
Yes
Google Analytics
Yes
Google Sheets
Yes
Model Context Protocol (MCP)
Yes
Notion
Yes
Salesforce
No
Slack
Yes
Stripe
Yes
Zapier
Yes
Integrations
Airtable
No
Cal.com
No
Google Analytics
No
Google Sheets
No
Model Context Protocol (MCP)
No
Notion
No
Salesforce
Yes
Slack
No
Stripe
No
Zapier
No
Pricing Details
$29/month
A free plan is available. Pro is $29/month and Business is $89/month. Annual billing is also available at a discounted rate.
Free Trial
No
Free Version
Yes
Pricing Details
$20/month
For non-profit and volume pricing, please reach out to us. For more information on our various pricing options, visit our website.
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
Yes
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Formstep
Founded
2026
Country
Norway
Website
formstep.io
Vendor Details
Company Name
Youreka
Founded
2008
Country
United States
Website
www.youreka.io
Product Features
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
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Alternatives
No Alternatives
