Workflow Solutions for Software Businesses | Formstack
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Effortless automation for software businesses

Empower your team with versatile, no-code workflows that eliminate manual work, save time, and help you scale your business.

A powerful solution for the software industry

With Formstack’s platform of products, you can automate the processes that matter most—securely, in the cloud, and without code. Easily scale your business with tools that help you solve problems and remove inefficiency from your workflows.
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Enjoy an all-in-one solution

Create engaging forms and surveys, populate the data you collect into custom documents, and collect eSignatures—all on one bundled platform.

Get set up in minutes

With intuitive, drag-and-drop tools, anyone in your organization can go from idea to solution quickly. No special skills or coding required.

Simplify internal workflows

Cut hours of manual work out of your day with automation that can be applied across your business, from operations and marketing to hiring and onboarding.

Collaborate easily

With flexible sub-account options and user permissions, your team can view, build, and collaborate on workflows anywhere—whether you’re in-office or working apart.

Connect to the apps you love

Easily integrate Formstack with the tools that are critical to your business, from CRMs like Salesforce and HubSpot to storage apps like Google Drive and Dropbox.

Share data securely

Automate processes without sacrificing security. Formstack protects your data with encryption, secure SSL connections, and data centers that comply with HIPAA, GDPR, and more.

Trusted by these industry leaders

Hundreds of software businesses use Formstack to automate workflows

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Meet industry standards

It only takes a few minutes to get started with Forms. Understand your users—start free, today.

GDPR

Our Forms and Documents products are compliant with GDPR. Easily gather data and generate documents for consent, opt-ins, and erasure workflows.

HIPAA

Formstack offers enterprise-level solutions that support HIPAA compliance obligations. Safely manage health data with advanced encryption, permissions, and more.

PCI

Reduce the threat of credit card fraud with Formstack's PCI compliant credit card fields. Safely collect online payments from anywhere on any device.

Section 508
& WCAG

Formstack strives to meet the needs of all users, regardless of disability status. Collect data with forms that are intuitive and easy for anyone to fill out.

Section 508
& WCAG

Formstack strives to meet the needs of all users, regardless of disability status. Collect data with forms that are intuitive and easy for anyone to fill out.

Teams are more productive with Formstack

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2023 leader in Online Forms, Document Generation, and eSignature collection.

Here’s what our customers have to say

The collections team would not be able to do their job without Formstack. We would need to have an additional accounts receivable and accounts payable person.
Tim Nethers
Assistant Creative Director at The First Academy
A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible.
Todd McGregor
Salesforce Platform Manager at Tri Counties Bank
I chose Formstack because it blended a logical and easy-to-use interface with the robust features needed for a modern administrative office.
Matt Hillis
Executive Director at Bergamo Montessori School

Start with a pre-built template

View All Templates

Integrate Formstack with
your favorite apps

Our products connect to hundreds of popular web applications so you can automate workflows, eliminate data chaos, and be more productive.
Browse 100+ Integrations

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.

Effortless automation for software businesses

Empower your team with versatile, no-code workflows that eliminate manual work, save time, and help you scale your business.
Customers in healthcare report saving 13 hours per week by using Formstack products.
Make the most of your resources with an institution-wide platform.

Hundreds of software businesses use Formstack to automate workflows

Trusted by these software industry leaders

Get a Demo
See More Customer Stories
G2 Crowd
4.4 Star Rating
Capterra
4.2 Star Rating
PC Magazine
Editor’s Choice
Software Advice
4.4 Star Rating
Get App
4.6 Star Rating
Formstack has been a game-changer.
Sarah Galyon
Operations Manager
University of Tennessee Medical Center
We’re able to prefill forms with information we’ve already collected, reducing the amount of time our students and administrators spend filling out forms.
Ray Belanfante
Fordham University

A powerful solution for the software industry

With Formstack’s platform of products, you can automate the processes that matter most—securely, in the cloud, and without code. Easily scale your business with tools that help you solve problems and remove inefficiency from your workflows.
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Using Formstack reduces failure when bringing in new patients. It increases efficiency and cuts down on data entry for both patients and staff.
Dr. Chris Bojrab
President
Indiana Health Group
Formstack provided us an end-to-end solution, from intake to billing. It’s so easy to use that I can pass this off to my end users and clients to use.
Michelle Lavalette
Technology Consultant
Soliant Consulting
Salesforce in combination with Formstack makes our processes so much more efficient and traceable. Formstack is an intuitive, comprehensive but still lean tool, making us more professional and faster in our daily life.
Eberhard Keihl
Global Product Manager
Bentley InnoMed GmbH
Meet industry standards

Build your first workflow in minutes, not months or get a custom demo for your use case.

Request a Demo
HIPAA-friendly features
Try out the features that can help you meet your HIPAA Obligations, from data encryption to field security and file storage.

Meet industry standards

It only takes a few minutes to get started with Forms. Understand your users—start free, today.

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

Start with a pre-built template

Power up your workflows with integrations for your favorite tools

Say goodbye to mind-numbing work. Integrate Formstack with your everyday tools so your team can get back to focusing on the important things they need to get done.

Ready to get started?

Build your first form in minutes. Start your free trial today.

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