Formstack Workflows
Formstack Workflows is a paid, no-code service for building processes that collect information, create documents, and gather electronic signatures.
What Formstack Workflows is
Formstack Workflows is a paid, no-code service for building processes that collect information, create documents, and gather electronic signatures. Its visual editor uses drag-and-drop controls for creating, editing, and managing workflows. Forms can prefill information from an earlier step, while workflow rules can determine participants from previous steps. Multiple team members can build and share workflows, and custom logos, colors, fonts, and other design elements can be applied to forms and documents. A dashboard follows workflow progress and offers insights for improvement. Listed examples include service agreements, client intake, and employee onboarding. The Suite plan combines Forms, Documents, and Sign and includes approval routing, document generation, and eSignatures; the Forms plan excludes those capabilities. Formstack says its products connect with more than 250 tools, and its API provides programmatic access. Access is available through web and API platforms.
Good
- Drag-and-drop no-code workflow builder
- Prefill and participant routing logic
- Custom branding for forms and documents
- Connections to more than 250 tools
- 14-day trial without a credit card
Watch out
- No free plan
- Some features excluded from Forms plan
- Access limited to web and API
Who it suits
It suits teams building intake, agreement, onboarding, or approval workflows without coding. It is also intended for organizations needing shared workflow editing, integrations, and API access.
Verdict
Formstack Workflows brings data capture, documents, and eSignatures into one visual workflow system. Its collaboration, integrations, branding, and monitoring features suit structured business processes, while the paid entry point and plan differences matter when selecting it.
Plans and prices
From Formstack Workflows's own pricing page, checked 19 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Suite | $250 a month | Forms, Documents, and Sign · 3 builder users · 100 forms · 5,000 submissions per form · 10GB storage · 250 document deliveries per month · billed annually |
| Salesforce Solutions | Priced on request | Salesforce-native forms · Documents powered by Salesforce data · Experience Cloud integration · Salesforce Shield compatibility |
| Salesforce Solutions | — | Salesforce-native forms · Documents powered by Salesforce data · Experience Cloud integration · Salesforce Shield compatibility |
| Enterprise Solutions | Priced on request | Dedicated Customer Success Manager · SSO and advanced security · Custom SLAs · Unlimited users and submissions · API access and custom integrations |
| Enterprise Solutions | — | Dedicated Customer Success Manager · SSO and advanced security · Custom SLAs · Unlimited users and submissions · API access and custom integrations |
| Formstack Suite | $250 a month | 3 Builder users · 100 Forms · 5,000 Submissions per form · 10GB Storage · 250 Document deliveries per month · Unlimited eSignatures · paid annually |
The facts
Each one read from Formstack Workflows's own pages, with the date it was checked.
What it does
- API
- The Formstack API lets users and third-party applications access Formstack resources programmatically.checked 12 Oct 2026
- Custom branding
- Users can add logos, colors, fonts, and other design elements to forms and documents.checked 12 Oct 2026
- Integrations
- Formstack says its products connect to more than 250 software tools, with examples including Salesforce, Google Sheets, PayPal, OneDrive, Google Drive, Dropbox, Stripe, Zapier, and HubSpot.checked 12 Oct 2026
- Paid from
- 250checked 19 Sep 2026
- Prefill and routing
- Forms can prefill from data in a previous form step, and workflow logic can determine participants based on previous steps.checked 12 Oct 2026
- Purpose
- Workflows combines data capture, document generation, and eSignature collection in a no-code workflow builder.checked 12 Oct 2026
- Security and compliance
- The Trust Center lists Formstack HIPAA audit and PCI-DSS documents and badges for HIPAA, PCI, SOC 2 Type II, GDPR, and other programs.checked 12 Oct 2026
- Support
- Formstack offers documentation and resources, a 24/7 AI assistant, and live support Monday through Friday, 8 a.m.–4 p.m. ET.checked 12 Oct 2026
- Use cases
- The product page describes service agreements, client intake, and employee onboarding as example workflows.checked 12 Oct 2026
- Workflow builder
- The visual workflow builder uses drag-and-drop tools to create, edit, and manage workflows.checked 12 Oct 2026
- Workflow monitoring
- The workflow dashboard tracks progress and provides insights to help users improve workflows.checked 12 Oct 2026
The company
- Company history
- Intellistack says it was founded as Formstack in 2006 and changed its company name in 2025.checked 12 Oct 2026
- Founded
- 2006checked 4 Oct 2026
- Team collaboration
- Several team members can build, edit, and share workflows.checked 12 Oct 2026
Money
- Free plan
- Nochecked 19 Sep 2026
- Plan availability
- The pricing comparison includes routing submissions for approval, document generation, and eSignatures in the Suite plan; the Forms plan excludes these features.checked 12 Oct 2026
- Trial
- Formstack offers a 14-day trial of its core Forms product with no credit card required.checked 12 Oct 2026
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