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Formstack Workflows
What Formstack Workflows is
Formstack Workflows is a no-code service for building processes that collect information, create documents, and obtain electronic signatures. Its visual builder uses drag-and-drop controls for creating, editing, and managing workflows, with collaboration for several team members. Forms can prefill fields from earlier steps, while workflow logic can select participants based on previous steps. Teams can apply logos, colors, fonts, and other design elements to forms and documents. A dashboard tracks workflow progress and offers improvement insights. Listed examples include service agreements, client intake, and employee onboarding. The Suite plan combines Forms, Documents, and Sign, including approval routing, document generation, and eSignatures; the Forms plan excludes those capabilities. Formstack says its products connect with more than 250 tools, including Salesforce, Google Sheets, PayPal, OneDrive, Google Drive, Dropbox, Stripe, Zapier, and HubSpot. Access is through the web and API. Suite pricing is $250 a month billed annually, with a 14-day trial and no free plan.
Who it suits
It suits teams that need forms, documents, signatures, approvals, and routing in one workflow. Organizations needing integrations or programmatic API access can also use it.
What it does well
- Drag-and-drop workflow builder
- Prefill and participant routing logic
- Custom branding for forms and documents
- Dashboard monitors workflow progress
- Connects with more than 250 tools
What to know first
- No free plan
- Suite costs 250.00 USD monthly, billed annually
- Some features excluded from Forms plan
- 14-day trial covers core Forms product
Limits
The Suite plan lists three builder users, 100 forms, 5,000 submissions per form, 10GB storage, and 250 document deliveries per month. The Forms plan excludes approval routing, document generation, and eSignatures.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Suite | billed annually · Forms, Documents, and Sign · 3 builder users · 100 forms · 5,000 submissions per form · 10GB storage · 250 document deliveries per month | $250 a month |
| Salesforce Solutions | Salesforce-native forms · Documents powered by Salesforce data · Experience Cloud integration · Salesforce Shield compatibility | On request |
| Salesforce Solutions | Salesforce-native forms · Documents powered by Salesforce data · Experience Cloud integration · Salesforce Shield compatibility | On request |
| Enterprise Solutions | Dedicated Customer Success Manager · SSO and advanced security · Custom SLAs · Unlimited users and submissions · API access and custom integrations | On request |
| Enterprise Solutions | Dedicated Customer Success Manager · SSO and advanced security · Custom SLAs · Unlimited users and submissions · API access and custom integrations | On request |
| Formstack Suite | paid annually · 3 Builder users · 100 Forms · 5,000 Submissions per form · 10GB Storage · 250 Document deliveries per month · Unlimited eSignatures | $250 a month |
As formstack.com lists them, read 19 Sept 2026. The maker's own page has the final word.
Getting started
- Open the Formstack Workflows website
- Start the 14-day core Forms trial without a credit card
- Use the web interface or API
- Build a workflow with drag-and-drop tools
- Invite team members to build, edit, and share workflows
- Choose Suite when approval routing, document generation, and eSignatures are required
Verdict
Formstack Workflows combines data capture, document generation, and eSignatures with workflow controls and collaboration. Its Suite plan is the relevant option for approvals, document generation, and signatures, while pricing starts at $250 a month billed annually.
Questions
Does Formstack Workflows have a free plan?
No. It is a paid product, but Formstack offers a 14-day trial of its core Forms product without a credit card.
How much does the Suite plan cost?
Suite costs $250 a month, billed annually.
Which platforms are supported?
Formstack Workflows is available through the web and API.
What does the Suite plan include?
Suite includes Forms, Documents, and Sign, with approval routing, document generation, and eSignatures. It lists three builder users, 100 forms, 5,000 submissions per form, 10GB storage, and 250 document deliveries per month.
Which integrations are listed?
Formstack says its products connect to more than 250 tools, including Salesforce, Google Sheets, PayPal, OneDrive, Google Drive, Dropbox, Stripe, Zapier, and HubSpot.
Who makes Formstack Workflows?
The maker is Formstack Workflows, founded in 2006.
Facts from Formstack Workflows's own pages
- API
- The Formstack API lets users and third-party applications access Formstack resources programmatically. · formstack.com, 12 Oct 2026
- Company history
- Intellistack says it was founded as Formstack in 2006 and changed its company name in 2025. · intellistack.com, 12 Oct 2026
- Custom branding
- Users can add logos, colors, fonts, and other design elements to forms and documents. · formstack.com, 12 Oct 2026
- Founded
- 2006 · formstack.com, 4 Oct 2026
- Free plan
- No · my.formstack.com, 19 Sept 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. · formstack.com, 12 Oct 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. · formstack.com, 12 Oct 2026
- Prefill and routing
- Forms can prefill from data in a previous form step, and workflow logic can determine participants based on previous steps. · formstack.com, 12 Oct 2026
- Purpose
- Workflows combines data capture, document generation, and eSignature collection in a no-code workflow builder. · formstack.com, 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. · trust.intellistack.com, 12 Oct 2026
- Paid from
- 250 · my.formstack.com, 19 Sept 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. · formstack.com, 12 Oct 2026
- Team collaboration
- Several team members can build, edit, and share workflows. · formstack.com, 12 Oct 2026
- Trial
- Formstack offers a 14-day trial of its core Forms product with no credit card required. · formstack.com, 12 Oct 2026
- Use cases
- The product page describes service agreements, client intake, and employee onboarding as example workflows. · formstack.com, 12 Oct 2026
- Workflow builder
- The visual workflow builder uses drag-and-drop tools to create, edit, and manage workflows. · formstack.com, 12 Oct 2026
- Workflow monitoring
- The workflow dashboard tracks progress and provides insights to help users improve workflows. · formstack.com, 12 Oct 2026
Where Formstack Workflows stands on Freedom251
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