Formstack Reviews & Ratings

Formstack

4.7 out of 5 stars

Ratings and Reviews 3 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Formstack?

Utilizing Formstack allows you to streamline manual tasks, expedite solution delivery, and transition from concept to operational workflow in just minutes, saving you valuable time—all achieved through simple clicks rather than complex coding. By integrating a user-friendly visual workflow automation tool with digital forms, document creation, and eSignature capabilities, the Formstack Platform empowers you to efficiently develop numerous solutions that address both your daily challenges and the digital demands of your clients. Moreover, you can construct solutions tailored to your urgent requirements, whether they involve applications, proposals, or onboarding processes, while also scaling to support broader organizational digital transformation goals—all seamlessly facilitated by the Formstack Platform. This versatility makes it an essential tool for enhancing productivity and improving customer satisfaction across various sectors.

What is Collect?

Collect serves as an intuitive and secure portal solution designed for the efficient collection and management of client documents. It caters to a diverse clientele, ranging from Fortune 500 corporations to small agencies and professional service providers, and offers extensive customization options, including advanced branding and white-labeling capabilities that accommodate a variety of applications. With features such as automatic reminders, task assignments, and robust validation workflows, Collect enhances team productivity during the document collection process. Additionally, it can seamlessly integrate with existing tools to further streamline operations. Collect is purposefully crafted to boost your productivity and efficiency. Moreover, it contributes to a positive brand perception by showcasing your logo and colors on the client portal and communications, along with the option for a fully white-label client portal. Security is a top priority for Collect, which complies with leading global security standards and maintains data centers located in both the US and EU to ensure your information is well protected.

Media

Media

Integrations Supported

Slack
Stackreaction
Zapier
AWeber
Aaniie
Automate.io
Bit.ai
Constant Contact Lead Gen & CRM
Donately
FreeAgent
Generative Studio X by OneReach.ai
HawkSoft
HubSpot Customer Platform
Kintone
Microsoft 365
Microsoft OneDrive
Parsey
Pipeline CRM
ProcessMaker
Zoho Forms

Integrations Supported

Slack
Stackreaction
Zapier

API Availability

API Availability

Pricing Information

$83/month
Forms - $83 per month
Suite - $250 per month
Enterprise - Custom pricing available
Free Trial Offered?

Pricing Information

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub

Company Facts

Organization Name

Intellistack

Date Founded

2006

Company Location

United States

Company Website

www.formstack.com

Company Facts

Organization Name

Collect

Date Founded

2019

Company Location

France

Company Website

www.usecollect.com

Categories and Features

Data Collection

Not specified

Forms Automation

Approval Process Control
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders

Drag & Drop / No Code
HIPAA Compliant
Pre-made Templates
Signup Forms
Surveys

Registration

Activity Registration
Attendance Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Online Registration
Onsite Registration
Payment Processing
Surveys & Feedback

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Question Branching
Question Library
Skip Logic
Supports Audio / Images / Video

Categories and Features

Admissions and Enrollment

Application Management
Assessment Management
Colleges / Universities
Forms Management
Recruiting Management
Self Service Portal

AML

Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring

Applicant Tracking

Background Screening
Collaboration Tools
Onboarding
Reference Checking
Self Service Portal
Workflow Management

Audit

Compliance Management
Dashboard
Exceptions Management
Issue Management
Risk Assessment

Document Collection

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Indexing
Email Management
File Recovery
Forms Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Encryption
User Management
Workflow Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Version Control

Loan Origination

Audit Trail
Closing Documents
Compliance Management
Customer Database
Document Management
Online Application

Mortgage and Loans

Client Database
Closing Documents
Contact Management
Customer Statements
Document Management
Electronic Applications
Loan Servicing
Pre-Qualification
Refinance Management
Residential Mortgages

Onboarding

Document Management
E-Verify / I-9 Forms
Electronic Forms
Employee Portal
File Management
Self Service Portal

Workflow Management

Approval Process Control
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
No-Code
Third Party Integrations
Workflow Configuration

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