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Formstack For Salesforce
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Portals
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Portals
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Portals

Boost your data collection efficiency with Portals

Make collecting and distributing information easier with dedicated form hubs.

Watch The Overview

Create organized form groups

Our intuitive web portals system acts as an easily accessible hub for your forms. With Portals, you can seamlessly share individual forms or groups of forms with designated people inside or outside your organization.

Do more with your forms

The Formstack Forms Portals feature gives you more control over your data collection process.

Organized

Organize all your important forms in one place and set due dates for completion.

Informative

Track user completion of your forms, and access form submissions directly from the Portals interface.

Automated

Stop bugging employees and customers and start sending automated reminder emails to the right people.

Efficient

Streamline processes across departments to save time, enhance efficiency, and improve productivity.

How It Works

Optimize use of our web portals system in three easy steps:

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Step 1: Create a Portals group to easily consolidate important forms in one place. Improve user experience by adding a relevant name, image, and description to your Portal.

Step 2: Add forms and participants, and begin sharing forms with your Portals group. This can include anyone inside or outside your organization, even if they do not have a Formstack account.

Step 3: Set form due dates and email reminders to ensure forms are submitted on time. Track who is and isn’t filling out forms, and send scheduled reminder emails to any or all participants.

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To learn more about setup, please read this help article.

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All Features

Form Building
The Ultimate AI-Powered Solution for Form Building
Saved Fields
Field Prefill
Smart Lists
One Question at a Time
Electronic Signatures
Themes and CSS
Subdomains
Save and Resume
Mobile-Friendly Forms
Form Importer
Drag and Drop
Section 508 Compliant Forms
Conditional Logic
Data And Analytics
Power your Data with our API Connector
Advanced Integrations
Conversion Kit
Email Confirmations and Notifications
Campaign Tracking
Partial Submissions
Import/Export
File Uploads
Field Validation
Field Bottlenecks
Data Routing
Forms API and Webhooks
Analytics
Payments
PCI Compliant Forms
Payment Processors
Discount Codes
Calculating Fields
Security
Enhanced Data Security Add On
SCIM
Form Security
Invisible reCAPTCHA
Forms for HIPAA Compliant Organizations
GDPR Compliant Forms
Data Encryption
Teams
Subaccounts
Workflows
Portals
User Permissions
Approvals

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