Blog

4 Smart Ways to Transform Data into Documents

Blog

4 Smart Ways to Transform Data into Documents

Blog

4 Smart Ways to Transform Data into Documents

Blog

4 Smart Ways to Transform Data into Documents

Blog

4 Smart Ways to Transform Data into Documents

Blog

4 Smart Ways to Transform Data into Documents

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Blog

4 Smart Ways to Transform Data into Documents

Lacey Jackson
/
July 30, 2019
Blog

4 Smart Ways to Transform Data into Documents

MIN
/
July 30, 2019
About the Episode
Episode Highlights
Meet our Guest

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

GET THE TUTORIAL


Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

Blog

4 Smart Ways to Transform Data into Documents

Blog

4 Smart Ways to Transform Data into Documents

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You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

GET THE TUTORIAL


Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

Panelists
No items found.
Infographic

4 Smart Ways to Transform Data into Documents

Improve time management and efficiency by adding process automation to your workflows with Formstack and WebMerge.
Download InfographicDownload Infographic

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

GET THE TUTORIAL


Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

GET THE TUTORIAL


Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

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
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
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¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

GET THE TUTORIAL


Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

GET THE TUTORIAL


Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

GET THE TUTORIAL


Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

GET THE TUTORIAL


Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

You’ve probably seen the recent announcement that WebMerge has become a part of Formstack’s workplace productivity platform under the new name Formstack Documents.

Now, you can use our suite of tools to collect data, automate document generation, and collect signatures. Today, I’d like to go through four of my favorite use cases for Formstack Forms and Formstack Documents. 

Let’s break down these use cases by industry: 

  1. Real Estate
  2. Higher Education
  3. Legal
  4. Small Business / Salesforce

Real Estate

Rental Applications

Any leasing agent or property manager knows that settling tenants into their new homes comes with a lot of paperwork. From lease contracts to inspections, there is a lot of information your property management team needs to gather. That’s not even counting the paper copies of drivers licenses, banking statements, utility confirmations, or proof of insurance. 

With Formstack, you can easily streamline how you collect rental applications and agreements. Simply send prospective renters a link to your rental application form or embed it on your site. Formstack will then pass that information to Documents and automatically populate your rental application document. You can then gather electronic signatures and save the completed document to your cloud storage tool of choice. 

GET THE TUTORIAL


Education

Event Ticket Generation

If you’re planning to host an event as a way to bring prospective students to your campus, build support amongst alumni, or engage current students, you can create an excellent experience from start to finish by sending out branded tickets.

Forms and Documents can work together as an event ticket order form and ticket generator. It’s easy to embed your ticket order form on your website, share on social media, or send a link through email. You can even collect payments if necessary. Once attendees sign up, they’ll be automatically sent an email with their branded event ticket.

GET THE TUTORIAL


Legal

NDA Signature Collection

With Formstack Forms, Documents, and Sign, signing legal documents of any kind is quick and easy. For this use case, let’s focus on nondisclosure agreements. Aside from a few tweaks, your legal team is probably sending out the same nondisclosure agreement again and again with few changes. This means your team is tasked with the manual job of repeatedly entering company names, dates, and organizational titles into your document. We have a better way. 

Simply have your signing clients complete an NDA online form with some basic information, like their name, corporate tax ID, date of signing, etc. Once they submit the Formstack form, their data will be sent to Documents where the NDA document template will be automatically populated. It will then be sent to Sign, where clients can review the completed document and sign as needed. With a few clicks, you can eliminate time wasted hunting down data and collecting NDA digital signatures.

GET THE TUTORIAL


Small Business

Credit Application

Stop wasting time on complicated PDFs and lengthy paper forms. If you want to provide your clients with an excellent customer experience, Forms and Documents is the way to go.

Your clients can fill out all of the forms you need from home instead of wasting time in your waiting room. All Formstack forms are mobile-friendly, so your clients can fill them out from their computer, tablet, or mobile device. When they aren’t spending time filling out tiresome forms in your office, you’ll have more time to solve their problems and create happy, loyal customers.

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Stop wasting time filling out paper documents or chasing down signatures by adding document automation to your team’s workflows. When it’s this quick and easy to create efficient workflows, why not give it a try?

Formstack can transform how you collect data and generate documents. Try any of these workflows and many more with our powerful productivity platform.

Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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