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Brief
Formstack

Formstack

Integrated suite of forms, documents, and e-signature in one platform

formstack.comIndianapolis, Indiana, United StatesFounded 2006

Last updated Apr 19, 2026

Industry
Workplace Productivity Software / Form Automation / Document Management
Business Model
B2B SaaS
Target Market
Small to enterprise businesses across healthcare, education, financial services, government, and general business sectors requiring digital form solutions, document automation, and workflow management
Employee Count
201-500
Funding
private equity backed
API Available
Market Position

Formstack is positioned as a comprehensive workplace productivity platform in the competitive form builder and workflow automation market. The company differentiates itself through its suite of integrated products (forms, documents, and signatures) rather than offering standalone tools, targeting organizations that need end-to-end document workflow solutions. With a strong focus on regulated industries and enterprise features like advanced security, compliance certifications, and sophisticated workflow automation, Formstack occupies a mid-market to enterprise position while remaining accessible to smaller organizations through its no-code approach.

Overview

Formstack is a comprehensive workplace productivity and data collection platform that empowers organizations to digitize and automate their business processes through form building, document generation, and electronic signature solutions. Founded to address the inefficiencies of manual paperwork and disconnected workflows, the company has evolved into a full-featured no-code/low-code platform that enables teams across HR, IT, marketing, and operations to create sophisticated data collection systems and automated workflows without requiring technical expertise. The platform's cloud-based architecture and extensive integration capabilities allow businesses to connect their data collection processes with existing business systems, creating seamless end-to-end workflow automation. Serving a diverse client base from small businesses to enterprise organizations, Formstack has established a strong presence in highly regulated industries including healthcare, education, financial services, and government sectors. The company's emphasis on security, compliance, and ease of use has made it particularly attractive to organizations with strict regulatory requirements such as HIPAA, GDPR, and other data protection standards. With its suite of integrated products and robust ecosystem of third-party integrations, Formstack positions itself as more than a simple form builder—it's a complete workplace productivity solution designed to eliminate manual processes, reduce errors, and improve operational efficiency across entire organizations.

Products & Features

Formstack Forms

Drag-and-drop form builder for creating online forms, surveys, and data collection tools with conditional logic, payment processing, and advanced field types

Formstack Documents

Document generation and automation tool that creates PDF documents, contracts, and reports by merging data from forms and other sources into customizable templates

Formstack Sign

Electronic signature solution for collecting legally binding signatures on documents and forms with audit trails and compliance features

Workflow Automation

No-code automation capabilities that route data, trigger actions, and connect forms to other business applications without manual intervention

Conditional Logic

Advanced form logic that shows or hides fields, pages, and options based on user responses to create dynamic, personalized form experiences

Payment Processing

Integrated payment collection through forms supporting multiple payment gateways for processing transactions, donations, and registrations

Analytics and Reporting

Built-in analytics dashboard providing insights into form performance, submission data, conversion rates, and user behavior

Mobile Forms

Mobile-responsive forms and offline data collection capabilities for field workers and remote teams

Integration Connectors

Pre-built integrations with 260+ business applications including CRMs, marketing automation, payment processors, and productivity tools

Data Routing

Automated data distribution that sends form submissions to different destinations based on rules, ensuring information reaches the right people and systems

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