Copilot

Build and deploy workflows in minutes

As part of the Formstack Platform, Copilot combines data capture, document generation, and eSignature collection into one workflow builder. Quickly automate processes with the help of practical no-code tools.

Start a Formstack Platform Trial

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack helps them get their job done.

G2 Leader

G2 named Formstack a 2022 leader in Online Forms, Document Generation, and eSignature collection.

A faster way to automate what matters

With Copilot, anyone in your organization can go from idea to solution in just a few clicks. Easily spot gaps in your processes and adapt your workflows as your needs evolve—all from the convenience of a single drag-and-drop workflow builder.

Automate in minutes

Quickly create, edit, and deploy custom workflows without needing to loop in your IT team.

Simplify key processes

Eliminate manual work by connecting Forms, Documents, and Sign together into one workflow.

Build seamless experiences

Create digital experiences that surpass the expectations of your employees and customers.

Create workflows without code

Empower your team with a solution that helps you automate the work that matters and deliver experiences your customers love.

Visual Workflow Builder

Quickly create, edit, and manage your workflows with the help of an intuitive drag-and-drop interface.

Custom Branding

Keep your workflows on brand by adding logos, colors, fonts, and other design elements to your forms and documents.

Form-to-Form Prefill

Include multiple forms in your process by setting forms to prefill with data from a previous form step.

Dynamic Participants

Set logic that will dynamically determine participants for each step in your workflow depending on previous steps.

Multiple Users

Enable several team members to build, edit, and share workflows so no one is working in isolation.

Workflow Dashboard

Track progress for existing workflows and gain insights on what is and isn’t working so you can make improvements.

Streamline processes across your org

Copilot puts endless possibilities within reach. Here are just a few examples of the processes you can automate.

Solve dozens of workflow problems from the convenience of one, easy-to-use platform.

Start a Trial

25,000+ organizations trust Formstack worldwide

Solutions to fit any need

Increase your lead generation.

Convert more leads into customers with Formstack's smart lead forms and powerful conversion rate optimization tools.

View All Use Cases

Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.

Kyle Judkins

VP of Entertainment and Technology

Texas Legends

Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.

Mark Walcott

Executive Director Advancement Systems

University of Houston

Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.

David Taliaferro

Co-Founder & CEO

Lenderfit

Everything you need to accelerate digital work

PLATFORM

Formstack Platform

With Formstack’s full suite of products, you can automate the processes that matter most to your business. Capture data, populate information into custom documents, and collect eSignatures—all on one, secure platform.

Explore Platform