Get to Know Formstack’s New Products: Docs, Sync, and Sign

Written by Lindsay McGuire on November 21, 2019

Posted in Webinars + Events, Workflow Automation

Have you heard the news?

Formstack has transformed from an intuitive online form builder to a workplace productivity platform. But what does this mean?

Whether you work in healthcare, legal, finance, higher education, nonprofit, or business, Formstack can help you transform the way you collect data and put it to work. Our platform includes products that will help your organization turn manual, paper-based processes into completely digital workflows.

If you want to save time, money, and a few trees, it’s time to check out our workplace productivity software. Start automating processes today with our new Formstack products, Documents, Sign, and Sync. Check out the short customer webinars below to learn more about our newest additions to the Formstack family and how they can help your organization work more efficiently and effectively.

Formstack Documents

What it is: A secure digital document creator that makes it easy to populate any type of document your organization needs.

What it does: Quickly and easily build documents from scratch or use a premade template. Our Documents product works seamlessly with many file types, including PDFs, Word docs, Excel sheets, and PowerPoint presentations. Automatically populate your documents using data from central business systems, like your CRM. Attach your final document to emails, store them in the cloud, send them to an eSignature app, and more.

How it can help your organization: Say goodbye to manual data entry! With the click of a button, you can automate your document generation, from invoices and receipts to contracts and customer letters.

formstack documents

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Formstack Sign

What it is: A versatile, secure tool used to capture online signatures.

What it does: Quickly and easily gather electronic signatures on any type of document. Simply upload your document, add your signer’s information, and Formstack Sign will send them an email or text with a link to sign the document. With Formstack Sign, users can complete their documents using a computer, tablet, or mobile phone.

How it can help your organization: Eliminate paper chases, improve productivity, and reduce the stack of paper on your desk by taking your signature process online. Provide an excellent customer experience and accelerate your business without sacrificing security and compliance.

formstack sign

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Formstack Sync

What it is: Standardized, no-code integrations that bi-directionally sync data between your most vital business systems.

What it does: Ensure seamless communication between your marketing and sales teams with Formstack Sync. Using a two-way data sync you can share information between systems like HubSpot, Marketo, Pardot, Microsoft Dynamics, NetSuite, ConnectWise, SugarCRM, Zoho, Pipedrive, and Salesforce.

How it can help your organization: Eliminate your data silos! ! Compile accurate, complete, and consistent data across your sales and marketing tools. Prevent errors, improve reporting, drive growth, and eliminate duplicate data.

formstack sync

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Read More: What is a Bi-Directional Sync?

If you’re sick of repeatedly creating the same documents, chasing down signatures, or dealing poor system communication, there is a solution! At Formstack, we’re dedicated to helping businesses streamline manual processes by modernizing workflows. Free employees from repetitive and time-consuming tasks so they can focus on what they do best. Provide excellent customer experiences by digitizing your processes today.


The power to transform your processes is in your hands! Check out all of our free educational webinars to learn how to improve your data collection workflows with our most popular tools and features.