Free your office from paperwork.
Paper forms often get misplaced or discarded. Eliminate clutter and tedious data entry by moving your paper processes online. With Formstack's online forms, your customers can request quotes and proposals on their mobile device, tablet, or computer. No printing, stamping, or mailing needed. Embed forms on your website, send them via email, or share them on your social channels.
Automate your quote generation.
Don't waste any more time on manual document preparation. With Formstack Documents, you can automatically populate your form data into custom quotes and proposals. Upload your own documents or get a headstart with a premade template. Edit documents to match your branding, and include conditional fields and sections to make each quote or proposal unique for customers.
Capture electronic signatures.
Don't let the wait for a signature hold up your brokerage or agency. Use Formstack Sign to send quotes and proposals to customers through text or email. Customers can sign documents on their laptop, phone, or tablet no matter where they're located. Safely collect legally binding eSignatures without the need for paper, printing, mailing, scanning, or faxing.