Formstack
Formstack is a no-code workplace productivity platform that helps organizations digitize data capture, automate document workflows, and collect eSignatures across healthcare, financial services, higher education, and Salesforce-using enterprises. It sells Forms, Documents, Sign, Workflows, and Intellistack Streamline via subscription, with HIPAA/PCI/GDPR/WCAG compliance built in.
- Company typePrivate
- Founded2006
- HeadquartersFishers, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Formstack does
Formstack, operating through legal entity Intellistack, LLC, is a no-code workplace productivity platform founded in 2006 and headquartered in Fishers, Indiana. It enables organizations to digitize data capture, automate document workflows, and collect electronic signatures without engineering involvement. Core products include Formstack Forms (an AI-assisted no-code form builder), Formstack Documents (AI-powered document generation), Formstack Sign (eSignatures with no per-envelope fees), and Formstack Workflows/Approvals, sold individually or bundled as the Formstack Suite. Salesforce-native variants (Forms for Salesforce and Documents for Salesforce) are administered inside the customer's Salesforce org via managed package, and the broader Intellistack Streamline platform adds AI-native process automation and Contract Lifecycle Management.
The platform's technology stack combines an AI-powered form builder, AI-powered document generation engine, eSignature service, workflow/approvals engine, Salesforce-native managed package, and a public REST API with webhooks. Compliance is embedded into the core product across HIPAA, PCI DSS, GDPR, WCAG 2.0 Level AA, and Section 508, with native integrations to Salesforce, HubSpot, Microsoft Dynamics, PayPal, Stripe, Chargify, Authorize.Net, Bambora, First Data, Mailchimp, Marketo, Slack, Airtable, Google Sheets, Amazon S3, Dropbox, and OneDrive. An AI-powered template generator (introduced 2024) builds forms and documents from natural language prompts.
Formstack makes money through software subscriptions (tiered per-seat plans with a 14-day free trial, reported $70–$80 ARPU per user per month as of 2024 and a ~$99/month reference top tier), transaction-based payment processing fees routed through integrated processors, ISV/OEM licensing for embedded use by vertical SaaS platforms, and professional services via certified implementation partners. GTM combines product-led self-serve onboarding with a verticalized enterprise sales motion (Healthcare, Financial Services, Higher Education, Salesforce) and channel/marketplace distribution via Salesforce AppExchange and the ISV Partner Program. Reported scale includes 32,000+ organizations served, 16,000 paying customers (2024), and penetration in 8 of the 10 largest U.S. nonprofit hospital systems.
Formstack firmographics
Firmographics- Name
- Formstack
- Legal name
- Intellistack, LLC
- Website
- https://formstack.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Formstack is a no-code workplace productivity platform that helps organizations digitize data capture, automate document workflows, and collect eSignatures across healthcare, financial services, higher education, and Salesforce-using enterprises. It sells Forms, Documents, Sign, Workflows, and Intellistack Streamline via subscription, with HIPAA/PCI/GDPR/WCAG compliance built in.
- Ownership category
- akta.pro rank
Formstack industry classification
Industry- Product category
- Workplace Productivity Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Document Preparation Services (561410), Document Preparation Services (56141)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ)
- akta.pro secondary industries
- Data App Builders (Forms, Portals & Internal Tools) (HDAEAKAK), Patient Intake, Registration & Digital Forms (HLACADAD)
Keywords
Where Formstack is headquartered
LocationHeadquarters
- HQ city
- Fishers
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Formstack business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software Subscriptions: Recurring SaaS subscriptions for Forms, Documents, Sign, Workflows, and the combined Suite product, including add-ons such as the Conversion Kit and Enhanced Data Security.
- Payment Processing Fees: Transaction-based revenue from integrated payment processors (PayPal, Stripe, Chargify, Authorize.Net, Bambora, First Data, PayPal Pro, PayPal Payflow) for online payments, subscriptions, and donations collected via forms.
- Per-Seat/Per-User Subscriptions: Tiered subscription pricing per seat, with public references to plans ranging from free trials up to $99/month per plan tier.
- ISV/OEM Licensing: OEM/embedded licensing revenue from vertical SaaS platforms integrating Formstack's API or Salesforce-managed package, with mutually beneficial revenue-share or usage-based pricing models.
- Professional Services via Partner Channel: Revenue from certified implementation partners, consulting firms, and resellers who deploy, configure, and customize Formstack for enterprise customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free 14-day trial of the full Suite (Forms, Documents, Sign, Workflows) |
| Subscription | Monthly | Paid plans up to ~$99/month per Zapier review |
| Subscription | Annual | Enterprise / vertical solution quote-based pricing |
| Per seat | Monthly | Average revenue per user $70–$80/month (self-reported by CEO) |
| Transaction based/ take rate | Pay-as-you-go | Transaction-based fees for payment collection |
Go-to-market motion1 record
Distribution channels6 records
Marketing channels10 records
Formstack product offering
Product offeringCore offering
Formstack is a no-code workplace productivity platform that enables organizations to build online forms, generate documents from collected data, capture electronic signatures, and automate multi-step approval workflows without writing code. The platform offers compliance-ready variants (HIPAA, PCI DSS, GDPR, WCAG 2.0 AA, Section 508) and Salesforce-native managed-package versions of its products, and is sold to more than 32,000 organizations globally.
Product overview
Formstack is a workplace productivity platform offering a unified suite that combines three core products — Forms, Documents, and Sign — with Workflows, Approvals, Conversion Kit, and HIPAA/GDPR/PCI/Section 508 compliance variants. The core Forms, Documents, and Sign modules can be purchased individually or as the integrated Formstack Suite, and Salesforce-native sub-products (Forms for Salesforce and Documents for Salesforce) extend the offering inside Salesforce. Under the parent Intellistack brand, the platform also exposes the Intellistack Streamline AI-native process automation and Contract Lifecycle Management platform, with an ISV Partner Program providing API-led and Salesforce-native embed models. Acquired offerings include Formsite (forms/surveys) and Open Raven (data security and discovery).
Differentiator
Problem solved
Functional benefit
Brands
- Intellistack Streamline: AI-native, no-code workflow automation and contract lifecycle management (CLM) platform offered alongside Formstack's forms, documents, and eSignature products.
- Formstack Forms
- Formstack Documents
- Formstack Sign
- Forms for Salesforce / Documents for Salesforce
- Formsite
Products and services
- Formstack Forms A no-code online form builder that lets users create branded forms, collect data securely, and route submissions to connected CRMs, ERPs, EHRs, payment processors, and storage. Available in HIPAA, PCI, GDPR, and WCAG/Section 508 compliant variants and used by SMBs through enterprise customers.
- Formstack Documents AI-powered document generation product that creates polished PDFs and documents from collected form data using merge tags and templates, with a GDPR-compliant workflow. Used by sales, HR, and operations teams to automate contracts, invoices, and proposals.
- Formstack Sign Electronic signature product that captures legally binding eSignatures with a no per-envelope fee pricing model, supporting HIPAA-compliant signature workflows for regulated industries.
- Formstack Suite Unified workplace productivity bundle combining Forms, Documents, Sign, and Workflows into a single subscription for organizations that want end-to-end no-code automation. Available via 14-day free trial and per-seat monthly or annual billing.
- Intellistack Streamline
Quantifiable outcome
- Average 17 hours/week time saved per team
- +6 more outcomes
Companies that use Formstack
Customer profileNamed customers25 records
Segments10 records
Ideal customer profiles6 records
Formstack technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability6 records
Feature12 records
Formstack partnerships and signals
Strategic signalScale indicators11 records
Recent moves6 records
Expansion highlights6 records
Formstack competitors and assessment
Company assessmentDirect peers
- AirSlate (SignNow): AirSlate's SignNow and workflow automation suite competes directly with Formstack Sign, Formstack Documents, and Formstack Workflows as an end-to-end no-code document and signature platform.
- Jotform: Jotform is a no-code online form builder serving SMBs and enterprises across healthcare, education, and nonprofits — the same core product category as Formstack Forms with comparable HIPAA/PCI tiers, payment integrations, and workflow features.
- Typeform: Typeform is a leading conversational form and survey builder used for lead generation and customer feedback — directly competing with Formstack for marketing/sales form budgets and increasingly overlapping in document generation and integrations.
- SurveyMonkey: SurveyMonkey is an online form and survey platform with enterprise and market-research customers, overlapping directly with Formstack Forms for surveys, customer feedback, and marketing use cases.
- Cognito Forms: Cognito Forms is a no-code form builder with payment processing, conditional logic, and HIPAA/PCI compliance tiers — a comparable SMB-and-mid-market alternative to Formstack Forms.
Broad incumbents
- DocuSign: DocuSign is the dominant eSignature and agreement-management incumbent whose eSign product competes head-on with Formstack Sign; its expanding Intelligent Agreement Management CLM suite increasingly overlaps with Formstack's workflow and document-generation roadmap.
- Adobe Acrobat Sign: Adobe Acrobat Sign is the eSignature and document-workflow arm of Adobe's Document Cloud, competing with Formstack Sign and Formstack Documents; bundled PDF and enterprise distribution give it broad-incumbent reach into the same regulated buyers.
- HubSpot: HubSpot's Marketing Hub includes native forms, lead capture, and document tools that compete with Formstack's Marketing & Sales persona use cases; its CRM bundling pressures Formstack's SMB self-serve motion.
- Microsoft Power Automate: Microsoft Power Automate (with Power Apps and Dynamics 365) provides no-code forms, approvals, and workflow automation deeply integrated with the Microsoft 365 stack — competing with Formstack's Workflows/Approvals at the enterprise IT level.
Emerging players
- PandaDoc: PandaDoc is a document automation and eSignature platform focused on sales proposals and contract lifecycle management — an emerging direct competitor to the Intellistack Streamline CLM and Formstack Documents vision.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Formstack social profiles
Digital presenceFormstack compliance and trust
Trust signalCompliance4 records
Formstack financial estimates
Financial estimateRevenue estimate
Valuation estimate
Formstack leadership team
Management profileNumber of profiles
Profiles9 records
Formstack subsidiaries and ownership
Company hierarchySubsidiaries2 records
Formstack funding detail
Funding detailFunding overview
Funding rounds3 records
Investors21 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Formstack M&A and investment
M&A and investmentM&A7 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Formstack
What does Formstack do?
Formstack is a no-code workplace productivity platform that enables organizations to build online forms, generate documents from collected data, capture electronic signatures, and automate multi-step approval workflows without writing code. The platform offers compliance-ready variants (HIPAA, PCI DSS, GDPR, WCAG 2.0 AA, Section 508) and Salesforce-native managed-package versions of its products, and is sold to more than 32,000 organizations globally.
Is Formstack a public or private company?
Formstack is a private company. It is classified as private equity controlled and is currently operating.
When was Formstack founded?
Formstack was founded in 2006. It employs 101 to 250 people.
Where is Formstack based?
Formstack is headquartered in Fishers, United States, in the North America region.
How does Formstack make money?
Five revenue lines are on record. Software Subscriptions are the primary driver. The others are payment Processing Fees, per-Seat/Per-User Subscriptions, ISV/OEM Licensing and professional Services via Partner Channel.
Who are Formstack's main competitors?
Direct peers on record are AirSlate (SignNow), Jotform, Typeform, SurveyMonkey and Cognito Forms. Broad incumbents are DocuSign, Adobe Acrobat Sign, HubSpot and Microsoft Power Automate. PandaDoc is listed as an emerging player.
Does Formstack have an API?
Yes. Formstack offers a public developer API and an API-led integration model for partners and ISVs. Developers can build end-to-end workflow automation including data capture, document generation, and eSignature collection. The platform also supports a Documents API for document generation and automation, and Salesforce-native integration via a managed package for ISVs. Webhooks are supported as part of the Forms API. Developer documentation is at developers.formstack.com/reference/api-overview.
What industry is Formstack in?
Formstack's product category is Workplace Productivity Software. Its primary akta.pro industry code is HDAEAHAJ, eSignature, Forms & Digital Workflow Platforms, with a secondary code of HDAEAKAK, Data App Builders (Forms, Portals & Internal Tools). Its NAICS code is 518 and its SIC code is 7372.