Top Formstack Features

What are the Best Formstack Features?

Key features of Formstack include:

Custom Form Creation: Easily create custom forms using pre-designed templates or build from scratch.
Workflow Streamlining: Custom workflows and bulk actions to streamline processes.
HIPPA-Compliant Tools: Compliance reports, compliance monitoring, data mapping and encryption for industry regulatory compliance.
Document Signing: Advanced features like digital document signing, mobile signing, drag-and-drop signatures and signature templates
Exceptional Customer Support: Customer success manager, product guides, tutorials and one-on-one support via phone and email.
Integration Capabilities: Integration with popular CRM platforms like Salesforce and HubSpot, as well as eSignature solutions like HelloSign, DocuSign, and Zoho Sign.
Free Trial: Test the platform before committing.

Signature Management

Digital Signatures
In-Person Signatures
Signer Delegation
Signer Redirection/Referrals
Signing Order

Signature Types

Hand-Drawn Signatures
Typed Signatures
Image Signatures

File Management

Document Display
Document Merge
File Sharing
File Generation
Digital Forms

Supported File Formats

PDF
DOCX

Drag-and-Drop Builders/Designers

Form Builder
Document Designer
Signature Designer

Customizable Items

Custom Workflows
Custom Signatures
Custom Templates

Reminders/Alerts

Signature Reminders
Signature Requests

Data Management

Data Mapping
Data Lookup

Data Migration

Data Export

Systems/Administrative

Bulk Actions

Reporting & Analytics

Audit Trail
Compliance Reports

Identity and Access Management (IAM)

Role Based Access Control (RBAC)
Single Sign-On (SSO)

Cybersecurity Features

Firewall
Encryption

Integration Options

APIs

Third-Party Integrations

Salesforce
HubSpot
HelloSign
DocuSign
Zoho Sign
Signable

Microsoft 365

Microsoft Word

Adobe

Adobe Acrobat Sign

Compliance Accreditations

HIPAA

Limits

Form Limit

After-Sales Service

Phone Support
Email Support
Web Support
Product Guide/Manual
Training/Tutorial
Dedicated Account Manager

Formstack Top Features Related Review

Robert

Reviewed on 11 August 2023

An Outstanding Tool!

Formstack Sign has been a an amazing tool for insurance applications. Previously, getting documents signed by clients was a lengthy process, requiring them to have access to a printer or wait for physical mail. With Formstack Sign, this hassle is eliminated, making the entire signing process much faster and more efficient!"

Pros