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

Get started with a pre-built template, build a document in our document builder, or upload your own Word, PowerPoint, Excel, or PDF document.

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

Add a custom Documents button to any object to create documents based on individual records with a single click.

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.

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