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Blog

Why You Need Formstack for Business Automation

Lacey Jackson
October 19, 2021
|
Min Read

If you’ve been to the DMV or doctor’s office recently, you are probably well aware that we’re far from a paperless society. While a global pandemic has driven many interactions online, most organizations still struggle to make the digital transition. The Formstack Platform supports businesses in closing this gap. 

Formstack is a secure workplace productivity platform built to produce ingenious solutions to the everyday work that slows organizations down. Today’s businesses face many of the same struggles when it comes to bridging the digitization gap: 

  • Struggling to stay on top of paper workflows
  • Spend hours searching for information in email threads
  • Wasting time chasing down eSignatures 
  • Worrying about how secure their data management system is

But with many problems comes many solutions. The average midsize organization has adopted  over 260 SaaS apps in an attempt to streamline their work. What if you could do more with a single solution? With Formstack Forms, Documents, and Sign, we’ve made it easy for anyone on your team to spin up critical business workflows in a snap. 


It’s time to adopt a smarter way to work. Digitize what matters and put manual work on autopilot so you can focus on what matters most to your business.

Learn More: Discover how digitization is changing work and what your organization can do to keep up in our interactive guide.  

Why Is Everyone So Excited about Formstack?

As a no-code, all-in-one solution with over 260 integrations, it's no surprise that customers are raving about both Formstack’s individual products and platform solution. Formstack can help your team save time and money while meeting a variety of business needs. Let’s hear how Formstack customers are putting our solution to the test. 


Formstack Forms 

When the pandemic hit, our customers got really creative with their Formstack Forms. We saw nonprofit customers spin up quick donation forms to support pandemic relief and healthcare organizations make offices safer with COVID-19 screening questionnaires. 

Augustana College adopted Formstack Forms when the pandemic hit. They needed to quickly digitize the forms in their registrar’s office with an easy-to-use form building tool that anyone on their team could use. 


They quickly transformed all the paper forms into powerful workflows that made data capture and management much easier. These forms included robust logic and approval functions, which helped further streamline work among professors, staff, students, and departments.

Formstack Documents

No matter the industry, businesses are powered by documents. From contracts to paychecks, paperwork is a central fixture of day-to-day business operations. But, for some reason, documents are one of the last processes businesses remember to digitize. Adopting a document automation solution like Formstack Documents is a great way to save time and use the data from your central business systems to populate your files instantly. 


Great Plains Brokerage firm recognized that document automation as a key way to make their office more efficient. By adding Formstack Documents to their sales process, Great Plains Brokerage was able to ensure their insurance quote documentation is generated quickly, securely, and efficiently. Now, instead of spending hours on manual tasks and never-ending paperwork, their team is able to focus on improving customer interactions and engagement. 

Formstack Sign 

Chasing down eSignatures can be a major time suck for your business. Not to mention that today’s customers expect digital-first experiences. Formstack Sign can streamline your eSignatures processes while also meeting your customers where they live: on their phones. With Formstack Sign, you can easily eSignature requests by SMS text message, schedule automated reminders, and create eSignature templates for the documents you frequently need. 


Sign is a great tool to use when you need to gather eSignatures quickly and securely. Formstack Partner Denamamico uses Sign to ensure their NDA process always runs smoothly and securely. From developing HIPAA compliant workflows to automating eSignature processes, Denamico is using Sign to save their clients upwards of 40 hours of admin work per week.

Formstack Platform

Our platform brings all our workplace productivity tools together into one, seamless solution. Quickly build powerful forms and surveys, populate the data you collect into custom documents, and collect eSignatures.


For the University of Tennessee Medical Center, implementing the Formstack Platform was a “game changer.” As a healthcare organization, UT medical center struggled to find a way to centralize data collection from outside providers and partners. They seemed to constantly encounter issues due to inefficient workflows that relied on paper, email, and fax machines. 

Their team needed one tool that could easily collect data, then create documents and route them to the right person for electronic signature. When they found the Formstack Platform, they knew they’d found the HIPAA compliant solution they needed to create digital workflows, ensure data security, and eliminate paper for good.

Get started with Formstack now! 

Formstack can replace paper forms and documents, automate your data collection, and streamline how your business gets to work. With features like Approvals and Workflows, Formstack can even add efficiency to how your team collaborates. Use our approachable, easy-to-use, no-code solution to coordinates all your work, whether you’re in the field, at home, or in the office. 

Ready to simplify your work life and reach goals faster? Start your free Formstack Platform trial today to discover how the right technology can empower you to do your best work.

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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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