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What is RecordMinder?

Effortlessly sign and send forms and documents using our advanced eSignature features, whether you are working from your office or on the go. You will have complete authority over who can access your files, and you can keep track of requests from others who want temporary permission to view your confidential documents. Additionally, you can configure alerts to notify you as any document nears its expiration date, which helps you steer clear of unnecessary penalties while ensuring your records remain up-to-date. If you need to gather signatures and complete forms, our solution is here to assist you. Recordminder comes equipped with a variety of pre-installed forms, including W-4, W-9, I-9, and NDA, as well as some documents tailored to specific states, while also allowing you to enrich your own uploaded forms with customizable text fields, date fields, and checkboxes. With our comprehensive eSignature capabilities, you can easily collect signatures or initials on all your paperwork and receive them back without having to leave your workspace. Moreover, you can feel confident that our intuitive platform effectively manages all your document-related tasks, providing you with peace of mind. This seamless integration allows you to focus on your core responsibilities while we handle the intricacies of document management for you.

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.

Media

Media

Integrations Supported

AWeber
ActiveCampaign
Braintree
Callwise
Data8
Drip
Flow XO
Google Contacts
HelloWorks
Insightly
Pipedream
Process Street
Prodsight
QuickTapSurvey
Retently
Sendy
Vervemail
WiserNotify
WordPress
Zendesk

Integrations Supported

AWeber
ActiveCampaign
Braintree
Callwise
Data8
Drip
Flow XO
Google Contacts
HelloWorks
Insightly
Pipedream
Process Street
Prodsight
QuickTapSurvey
Retently
Sendy
Vervemail
WiserNotify
WordPress
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

$83/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RecordMinder

Date Founded

2014

Company Location

United States

Company Website

www.recordminder.com

Company Facts

Organization Name

Formstack

Date Founded

2006

Company Location

United States

Company Website

www.formstack.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Registration

Activity Registration
Attendance Management
Badge Management
Calendar Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Marketing Management
Online Registration
Onsite Registration
Payment Processing
Refund Automation
Self Check-In
Surveys & Feedback

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

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