Blog

Building a Service Agreement Workflow with Formstack Copilot

Blog

Building a Service Agreement Workflow with Formstack Copilot

Blog

Building a Service Agreement Workflow with Formstack Copilot

Blog

Building a Service Agreement Workflow with Formstack Copilot

Blog

Building a Service Agreement Workflow with Formstack Copilot

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Blog

Building a Service Agreement Workflow with Formstack Copilot

Formstack
/
December 1, 2021
Blog

Building a Service Agreement Workflow with Formstack Copilot

MIN
/
December 1, 2021
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Blog

Building a Service Agreement Workflow with Formstack Copilot

Blog

Building a Service Agreement Workflow with Formstack Copilot

Panelists
No items found.
Introduction
Introduction

Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Panelists
No items found.
Infographic

Building a Service Agreement Workflow with Formstack Copilot

Copilot is the newest product on the block for Formstack. At this time, only a limited number of customers have access to this tool.
Download InfographicDownload Infographic

Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
Currencies
11
2
23
140
25
23
25
135+
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Copilot is the newest of the Formstack puzzle!

Over the past year, we’ve been working on Copilot, specifically for our customers who need a workflow automation tool in their work back pocket to build solutions to everyday problems in minutes, not months.

With Copilot, solving the common workplace process of Service Agreements is a breeze. To accomplish this workflow you’ll need to build the Service Agreement form in Formstack Forms and the document to customize in Formstack Documents.

After you’ve built your form and document, you will head on over to Copilot to tie together your form and document alongside the signature step in the workflow builder! In this space, you’ll harness the power of Formstack and building workflows in a single space. Simply publish and you’re good to go.


Formstack
Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.