Unify forms, documents, and digital signatures for Salesforce

Explore the features below to learn how Formstack for Salesforce can help you digitize processes at scale.

Forms for Salesforce

Forget external data mappings and frustrating data silos. Use an intuitive drag-and-drop builder to create forms, customize designs, and collect data directly within your Salesforce org.
Financial Services Cloud
Build digital-first experiences for your clients by adding native Salesforce forms, documents, and eSignatures to Financial Services Cloud.
Financial Services Cloud
Build digital-first experiences for your clients by adding native Salesforce forms, documents, and eSignatures to Financial Services Cloud.
Powerful Security
Protect your data with forms that live in Salesforce’s high-security environment. Measures include data encryption, reCAPTCHA, and multiple types of compliance.
Powerful Security
Protect your data with forms that live in Salesforce’s high-security environment. Measures include data encryption, reCAPTCHA, and multiple types of compliance.
Salesforce Drag-and-Drop Form Builder
Build Salesforce forms quickly and accurately with our intuitive drag-and-drop form builder.
Salesforce Drag-and-Drop Form Builder
Build Salesforce forms quickly and accurately with our intuitive drag-and-drop form builder.
Health Cloud
Meaningfully collect and manage health data with comprehensive healthcare forms that match the Salesforce Health Cloud data model.
Health Cloud
Meaningfully collect and manage health data with comprehensive healthcare forms that match the Salesforce Health Cloud data model.
Payment Processing
​​Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS to collect and process payments while meeting PCI compliance standards.
Payment Processing
​​Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS to collect and process payments while meeting PCI compliance standards.

Documents + Sign

Combine the power of Documents for Salesforce with Formstack Sign to create seamless workflows that automate document generation and digital signature collection.
Easy-to-Use Templates
Get started with a pre-built template, build a document in our document builder, or upload your own Word, PowerPoint, Excel, or PDF document.
Easy-to-Use Templates
One-Click Salesforce Documents
Add a custom Documents button to any object to create documents based on individual records with a single click.
One-Click Salesforce Documents
Digital Signature Collection
Use Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.
Digital Signature Collection
Use Formstack Sign to automatically send your Salesforce documents to customers, partners, and employees for eSignature.
Multiple Delivery Options
Send your merged documents to your favorite tools. Easily upload final documents to the cloud, attach to Salesforce records, or send for eSignature.
Multiple Delivery Options
Easily upload documents to the cloud, attach to Salesforce records, or deliver to third-party apps with our electronic document delivery options for Salesforce.
Flexible Rules Engine
Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.
Flexible Rules Engine
Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.
Automated Document Creation
Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.
Automated Document Creation
Create automated document creation workflows with Documents for Salesforce, our seamless document generator.

Ready to get started?

Learn how our suite of products can help you streamline your Salesforce workflows and automate the processes that matter most to your business.