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15 Ways to Revolutionize Work with Formstack

Stefanie Jansen |
June 26, 2023
Min Read

It’s rare to find a tool that will benefit your entire business. Marketing automation is for marketing and sales. Human resources management is for HR. SaaS management is for IT and legal. 

But the Formstack was designed to improve the processes and workflows that everyone experiences, not just one or two departments. In fact, Formstack’s Forms, Documents, and Sign products have numerous applications across the modern business—and we can prove it. 

Here are 15 of the most common (and helpful!) ways to use Formstack across your sales, marketing, HR, IT, and finance/operations teams.

Formstack in Sales and Marketing

Formstack was founded to improve the way teams capture data. Sales and marketing inherently require this technology because they exist to generate, nurture, and close leads. But Formstack technology goes well beyond lead capture:

Event Registration

Easily host user conferences, customer meet-ups, and online events with forms that attract attendees and make registration easy. Generate tickets and even accept payments without doing the legwork to integrate your own provider. After the event, easily follow up with attendees using custom emails prepopulated with the data they provided. 

Pro Tip: Want to use your Salesforce CRM data? No problem. Formstack offers an entire suite of products built to automate your Salesforce workflows. 

Online Surveys

Doing your own marketing research? Getting a better handle on which products your customers like most? Online surveys remove the hassle of data gathering, leaving you with a repository of information you can act on in future content and campaigns—no code required. Not getting the responses you hoped for? Boost conversions with our intelligent Conversion Kit featuring optimization tools that protect against partial submissions, field bottlenecks, and more. 

Sales Proposals

Sales shouldn’t have to spend time manually customizing every proposal when automation can do it much quicker and more accurately. Formstack Documents easily generates PDFs, Word docs, and any other document you may want to send to prospects—already tailored with their information. Starting from scratch? Use customizable, pre-built templates with dynamic content for every scenario to save your team time.

Sales Contracts

Make deals official using contracts that delight new customers with user-friendly design instead of outdated, one-size-fits-all legalese. Personalize contracts with the same account data you captured earlier in the sales process. Didn’t start with a form? Our Documents API generates custom documents from any of your favorite apps. Finally, close the deal with electronic signature options recipients can use no matter where they are. 

Hear how Emily and the team at Denamico uses Formstack to automate NDAs.

Formstack in Human Resources

Employees are consumers too, and they expect fast, convenient digital experiences just like your customers, patients, students, or citizens. Whether they’re new or seasoned employees, forego the large onboarding packets and in-person signings with digital:

Employment Agreements

Impress new employees with fully digital offer letters and agreements they can sign online or by phone before their first day. Include employee-specific details pulled from your HRIS like role, start date, and duties. You can even route to important stakeholders like the recruiter and hiring manager for final approval. 

Employee Onboarding

Digital onboarding makes things so much easier—for your new employees and your HR team. But it doesn’t have to take a major digital overhaul to make a big impact. Get a jumpstart on building your ideal onboarding workflow with complimentary templates like:

Formstack Forms lets anyone in HR—with any level of technical experience—capture information with a code-free drag-and-drop builder. Play around with themes and design to match your company branding and make a good first impression. 

Onboarding international employees? See how USA Sport Group did it with Forms.

Employee Reviews and Surveys

Gauge employee satisfaction with annual surveys that are easy to create. Not sure what to ask? Our Conditional Logic tool helps you decrease survey abandonment by only asking the most relevant questions for each participant. Afterward, aggregate and assess responses for follow-up to improve employee engagement over time.  

Benefits Enrollment

Generate documents that clearly describe all available benefits options from healthcare to vision to dental. Then, use that information to build a form that captures employees’ selections. Or, try our pre-built benefits enrollment template to save time. You can even include fields for uploading files like ID images or scans of important documents for newly added dependents. 

Formstack in IT

Could your IT department use a hand? The answer isn’t always more headcount. Improve their processes with forms and documents that make it easier to address every tech problem that comes their way:

Service Tickets

Help IT dig out of their inboxes with online forms employees can use to submit device issues and request support. Automatic notifications immediately alert the team, while custom workflows make it easy for reviewers to route cases to the appropriate helper. 

Already have help desk software? Integrate Formstack for easy ticket management that helps employees win back more of their time.

Equipment Requests

Give employees an easy way to request new corporate devices and software with fields for their current device and the new functionality they need access to. Then, add logic to the form so those with multiple request types can submit everything in one convenient place. Once submitted, gather approval from finance and leaders across teams with digital workflows and easy eSignature collection. 

Communications and Post-Ticket Surveys 

Let employees know their IT request was received with automatic email confirmations after forms are completed. After tickets close, improve your IT team’s output and customer service with follow-up surveys that gauge whether employees received the help and resources they need to do their work properly. 

Related: Why Developers and IT Teams Should Use No-Code Tools

Formstack in Finance and Operations

There’s no need for hesitation from the teams that care most about regulations and compliance. Many of Formstack’s products help you maintain HIPAA, GDPR,  PCI, and Section 508 compliance so your finance and operations teams can have confidence in every situation:

New Patient Registration

No more filling out papers on clipboards in the waiting room. Capture the right data from the start with digital medical intake forms that make new patient registration fast and easy. Plus, Formstack Forms help you stay HIPAA-compliant so you can gather sensitive data with peace of mind.  

Bill Payments

With Formstack, any office, no matter how big or small, can accept payments by adding preferred payment providers (like Authorize.Net, PayPal, or Stripe) to forms and invoices. Plus, we keep you compliant and your data secure with PCI compliance, data security, and Invisible reCAPTCHA.

See how The First Academy launched a fully automated online payment processing system with Formstack.



Create invoices and other financial items with Formstack Documents, and add fields that automate quantity and total calculations so payment is easy for customers. Or, use your preferred invoicing software and integrate the client data you’ve already collected in Formstack. Once the invoice is returned, have confidence knowing it’s automatically stored in the cloud storage vendor of your choice. 


Formstack makes capturing and sending information from your office to another as easy as clicking a button. Since all your patient data is in (or integrated with) Formstack, it’s easy to send a thorough outline of all past patient interactions to a specialist or other office. 

Practically Genius: Watch Dr. Jonathan Spero share how the healthcare workflows he built in Formstack saved InHouse Physicians over $100K.

The Possibilities Are Endless With Formstack

How will you use Formstack? Our products are built to handle all your workplace inefficiencies from one place. Whether you’re engaging new customers, sharing important documents, or asking them to sign on the dotted line, Formstack is ready to help at any point in the customer journey to make workflows easier for your team. 

Discover how Formstack can make your team more efficient than ever. Start your free 14-day trial today.


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Stefanie Jansen |
Stefanie is a marketing writer with specialties in blogging, website writing, and copy editing. She has worked with a number of tech companies and has experience in the areas of email, marketing campaigns, and employee engagement. Connect with Stefanie at word4wordwriting.com.
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