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Is Formstack the Right Tool For My Team?

Lacey Jackson
July 20, 2021
Min Read

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.

So is Formstack the right tool for your team? You can use our approachable, easy-to-use, no-code solution to coordinate work, whether you’re in the field, at home, or in the office. 

Here are some of the ways Formstack is helping more than 27,000 customers streamline work across a wide variety of industries.


There’s a good reason why eight of the ten largest nonprofit healthcare organizations choose Formstack for their data management. Formstack makes healthcare automation easy so organizations can simplify workflows, be more efficient, and better meet patient needs.

Our HIPAA compliant solution makes it easy for anyone in your organization to build paperless workflows, collect patient signatures, and more to support your back office. 

Popular Formstack healthcare use cases: 

guide to no-code workflow in healthcare

Higher Education 

Implementing digital higher education solutions shouldn’t be a struggle for your campus. Formstack makes education workflow automation easy so you can improve efficiency and provide seamless digital experiences for students, faculty, and staff. Route submissions, feedback, and approvals between departments for admissions, financial aid, and more with our education workflow automation tools.

Popular Formstack higher education use cases:

higher education automation: a guide to no-code workflows

Field Services 

If you’re looking for a solution to make your field services team more effective, accurate, and agile, you need a tool that can digitize your manual tasks—all without internet access. We’ve made Formstack easy to use at your computer, tablet, or mobile device.

With Formstack, you can use any mobile device to quickly collect data, pictures, and signatures, even when there’s no internet access. With features like automatic alerts, you’ll improve communication across your team so reports, contracts, and inspections are never missed. 

Popular Formstack field services use cases: 

Equipping Your Mobile Workforce with the Right Field Service Technology

Financial Services 

For businesses in search of a workflow automation solution that meets strict compliance standards, Formstack is the tool for you. From GDPR to PCI, Formstack covers your compliance bases to ensure your managing your financial data securely and efficiently.

Safely collect payments online, automate agreements, contracts, and reports, and let clients review and sign important documents all with a single software application. Plus, Formstack integrates with your preferred payment collection and accounting software. 

Popular Formstack financial services use cases: 

financial process automation: a guide to no-code workflows

Get Support: Need help connecting an API or setting up a big project? Look no further than the Formstack Professional Services team

Reclaim your workday with Formstack!

No matter your industry or department, Formstack has a workflow just for you. Don’t see your process listed above? Build it!

Formstack’s easy-to-use, no-code solution empowers anyone on your team to create the workflows they need without needing support from IT. With streamlined processes and fewer bottlenecks, you can save valuable time normally lost to data chaos and get back to the work that matters most to your business. 

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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