Formstack

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.

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

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

• Workplace productivity software
• No-code automation
• Online form builder
• Electronic signatures
• Document generation

Headquarters

HQ city

Fishers

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. 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.
2. 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.
3. 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.
4. 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.
5. 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

Go-to-market motion1 record

Distribution channels6 records

Marketing channels10 records

Core 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

Named customers25 records

Segments10 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability6 records

Feature12 records

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct 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

• YouTubeyoutube.com/user/FormStack
• Facebookfacebook.com/Formstack
• LinkedInlinkedin.com/company/formstack
• Xx.com/formstack

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries2 records

Funding overview

Funding rounds3 records

Investors21 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A7 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Formstack