Picture the most annoying, repetitive process you manage at work every day. What if you could automate that process and forget about it? Imagine what you could accomplish.
Formstack's workflow management solution makes it easy to streamline processes and get work done. Set up seamless digital workflows in minutes with the help of powerful forms, surveys, documents, integrations, and signatures. Browse through our selection of workflow automation tools below to find a personalized solution that works for you.
Transform the way you get work done.
Generate custom documents.
Transform the data you collect into beautifully designed PDFs, Word docs, Excel sheets, and PowerPoint presentations. You can send your documents to different places depending on the triggers you set. Attach files to emails, store them in the cloud, and more.
Collect electronic signatures.
Don't let the wait for a signature hold up your team. Formstack Sign lets you capture electronic signatures on your documents without needing a third-party app. Get documents signed quickly and automatically delivered to clients and team members.
Sync data across systems.
Reduce data chaos with a bi-directional data sync between your marketing automation and CRM systems. Formstack Sync allows each of your teams to use the right systems for their needs while ensuring smooth processes and consistent data across departments.