Collect and manage data without needing to step outside of your Salesforce org. Formstack for Salesforce is built directly off of the Salesforce data model, making it easy to create a single source of truth for your business.
Customers should never have to fill out the same information twice. With data prefill, you can generate digital forms that are prefilled with information from your Salesforce records. Create a seamless experience for customers while reducing the need for manual work.
Salesforce task automation has never been easier. Build workflows that capture data with powerful Salesforce forms, automate the creation of data-driven documents, and collect eSignatures from customers and employees—all with minimal coding.