Pricing /
Formstack for salesforce

Find the right Formstack for Salesforce plan for your organization

Formstack for Salesforce Features
Capture Contacts, Leads, Cases, or Accounts
Easily store form submissions to new case, account, contact or lead records. Relational objects restricted.
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Community Forms
Easily deploy forms inside Salesforce Community Cloud.
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Post-Submission Redirect
Redirect your users to another page after form submission.
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Captcha
Prevent spam using a simple text validation check.
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Flexible Publishing
Host your forms on a user friendly custom URL or embedd on any web page.
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Read-Only Fields
Designate fields as read only for presenting data to users while restricting the ability to modify.
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Autosave
All form changes are saved in real-time to Salesforce, allowing partial data to be collected even if the form isn't completed.
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Form Duplication
One-click duplication of any existing form for easy re-use and customization.
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Auto-Validation
Formstack form submissions are automatically validated for data formats and required fields, no configuration required.
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Security Features
All confidential form data is encrypted securely within your site and on Formstack' secure servers. Sensitive information such as hidden field values and record IDs are encrypted and cannot be tampered with.
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Submission Dashboard
View and track submissions, quickly resolve issues, and administer your signed forms from our submission dashboard page.
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Any Standard or Custom Object
Capture form submissions directly into any Salesforce standard or custom object.
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Multi-Object
Capture up to 15 standard or custom object records in one submission.
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Javascript API
Advanced API for executing custom Javascript code within your forms.
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Style Editor
Full-fledged style editor for customizing all aspects of your form's style, with the ability to write custom CSS code.
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Conditional Logic
Add powerful if-then rules to your forms to show, hide or populate fields dynamically based on form responses.
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Prefill by URL
Fill in your forms using values provided in your form's page URL.
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File Upload with Chatter Support
Allow users to submit any number of files to be attached to your Salesforce record or upload to Chatter for for easier collaboration across your organization.
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Multi-Page Forms
Create multiple-page forms for building large application forms or mobile-friendly surveys.
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Survey-Friendly Fields
Customize the display of your form's picklists and numeric fields with survey-friendly radio buttons, checkboxes, searchable lists, star ratings and Net Promoter Score controls.
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Update by Field
Define one or more 'upsert' fields for lookup and update of existing records in Salesforce.
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Salesforce Lookup Fields
Provide your users with the ability to look up and select a Salesforce record from an existing Salesforce list view
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Save for Later
Allow your users to save a partial form submission for later retrieval - perfect for longer application forms and multi-page surveys.
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Custom Email Notifications
Distribute powerful pre-filled update request and stay-in-touch forms for your clients via email.
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Formstack Documents Integration
Allow your users to stay in one system to collect form data and generate the document.
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File Integrations
Enable customers to upload files directly to Salesforce Files and integrate with secure systems such as Dropbox, Amazon S3, Azure Blob and Stash.
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Dynamic Prefill
Dynamically prefill forms with information directly from your Salesforce database. Send via email from Salesforce or export unique pre-filled form links to any third-party emailing or marketing automation platform.
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Update by ID
Utilize Salesforce record IDs for added protection when collecting senstive data updates like, payment profiles, Social Security numbers and PHI, using an encrypted link to a pre-filled form.
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Autogenerated Prefill URLs
Automatically distribute record update links, empowering your users to update their submissions at any time.
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Payment Integrations
Collect payments easily and securely with PayPal, iATS, Authorize.net and Stripe.
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eSignatures
Capture typed or drawn electronic signatures in your forms, and verify email addresses instantly.
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Community Cloud Forms
Custom drag and drop component for your Salesforce Community Builder.
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Form Migration
Develop forms inside your Salesforce sandboxes and push changes to your production orgs faster than ever.
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HIPAA Compliance
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Formstack for Salesforce Features
Capture Contacts, Leads, Cases, or Accounts
Easily store form submissions to new case, account, contact or lead records. Relational objects restricted.
CHECK
Community Forms
Easily deploy forms inside Salesforce Community Cloud.
Post-Submission Redirect
Redirect your users to another page after form submission.
CHECK
Captcha
Prevent spam using a simple text validation check.
CHECK
Flexible Publishing
Host your forms on a user friendly custom URL or embedd on any web page.
CHECK
Read-Only Fields
Designate fields as read only for presenting data to users while restricting the ability to modify.
CHECK
Autosave
All form changes are saved in real-time to Salesforce, allowing partial data to be collected even if the form isn't completed.
CHECK
Form Duplication
One-click duplication of any existing form for easy re-use and customization.
CHECK
Auto-Validation
Formstack form submissions are automatically validated for data formats and required fields, no configuration required.
CHECK
Security Features
All confidential form data is encrypted securely within your site and on Formstack' secure servers. Sensitive information such as hidden field values and record IDs are encrypted and cannot be tampered with.
CHECK
Submission Dashboard
View and track submissions, quickly resolve issues, and administer your signed forms from our submission dashboard page.
CHECK
Any Standard or Custom Object
Capture form submissions directly into any Salesforce standard or custom object.
CHECK
Multi-Object
Capture up to 15 standard or custom object records in one submission.
CHECK
Javascript API
Advanced API for executing custom Javascript code within your forms.
CHECK
Style Editor
Full-fledged style editor for customizing all aspects of your form's style, with the ability to write custom CSS code.
CHECK
Conditional Logic
Add powerful if-then rules to your forms to show, hide or populate fields dynamically based on form responses.
CHECK
Prefill by URL
Fill in your forms using values provided in your form's page URL.
CHECK
File Upload with Chatter Support
Allow users to submit any number of files to be attached to your Salesforce record or upload to Chatter for for easier collaboration across your organization.
CHECK
Multi-Page Forms
Create multiple-page forms for building large application forms or mobile-friendly surveys.
CHECK
Survey-Friendly Fields
Customize the display of your form's picklists and numeric fields with survey-friendly radio buttons, checkboxes, searchable lists, star ratings and Net Promoter Score controls.
CHECK
Update by Field
Define one or more 'upsert' fields for lookup and update of existing records in Salesforce.
CHECK
Salesforce Lookup Fields
Provide your users with the ability to look up and select a Salesforce record from an existing Salesforce list view
CHECK
Save for Later
Allow your users to save a partial form submission for later retrieval - perfect for longer application forms and multi-page surveys.
CHECK
Custom Email Notifications
Distribute powerful pre-filled update request and stay-in-touch forms for your clients via email.
CHECK
Formstack Documents Integration
Allow your users to stay in one system to collect form data and generate the document.
CHECK
File Integrations
Enable customers to upload files directly to Salesforce Files and integrate with secure systems such as Dropbox, Amazon S3, Azure Blob and Stash.
CHECK
Dynamic Prefill
Dynamically prefill forms with information directly from your Salesforce database. Send via email from Salesforce or export unique pre-filled form links to any third-party emailing or marketing automation platform.
Update by ID
Utilize Salesforce record IDs for added protection when collecting senstive data updates like, payment profiles, Social Security numbers and PHI, using an encrypted link to a pre-filled form.
Autogenerated Prefill URLs
Automatically distribute record update links, empowering your users to update their submissions at any time.
Payment Integrations
Collect payments easily and securely with PayPal, iATS, Authorize.net and Stripe.
eSignatures
Capture typed or drawn electronic signatures in your forms, and verify email addresses instantly.
Community Cloud Forms
Custom drag and drop component for your Salesforce Community Builder.
Form Migration
Develop forms inside your Salesforce sandboxes and push changes to your production orgs faster than ever.
HIPAA Compliance
Forms Features
Formstack for salesforce Features
Capture Contacts, Leads, Cases, or Accounts
Easily store form submissions to new case, account, contact or lead records. Relational objects restricted.
CHECK
Community Forms
Easily deploy forms inside Salesforce Community Cloud.
Post-Submission Redirect
Redirect your users to another page after form submission.
CHECK
Captcha
Prevent spam using a simple text validation check.
CHECK
Flexible Publishing
Host your forms on a user friendly custom URL or embedd on any web page.
CHECK
Read-Only Fields
Designate fields as read only for presenting data to users while restricting the ability to modify.
CHECK
Autosave
All form changes are saved in real-time to Salesforce, allowing partial data to be collected even if the form isn't completed.
CHECK
Form Duplication
One-click duplication of any existing form for easy re-use and customization.
CHECK
Auto-Validation
Formstack form submissions are automatically validated for data formats and required fields, no configuration required.
CHECK
Security Features
All confidential form data is encrypted securely within your site and on Formstack' secure servers. Sensitive information such as hidden field values and record IDs are encrypted and cannot be tampered with.
CHECK
Submission Dashboard
View and track submissions, quickly resolve issues, and administer your signed forms from our submission dashboard page.
CHECK
Any Standard or Custom Object
Capture form submissions directly into any Salesforce standard or custom object.
CHECK
Multi-Object
Capture up to 15 standard or custom object records in one submission.
CHECK
Javascript API
Advanced API for executing custom Javascript code within your forms.
CHECK
Style Editor
Full-fledged style editor for customizing all aspects of your form's style, with the ability to write custom CSS code.
CHECK
Conditional Logic
Add powerful if-then rules to your forms to show, hide or populate fields dynamically based on form responses.
CHECK
Prefill by URL
Fill in your forms using values provided in your form's page URL.
CHECK
File Upload with Chatter Support
Allow users to submit any number of files to be attached to your Salesforce record or upload to Chatter for for easier collaboration across your organization.
CHECK
Multi-Page Forms
Create multiple-page forms for building large application forms or mobile-friendly surveys.
CHECK
Survey-Friendly Fields
Customize the display of your form's picklists and numeric fields with survey-friendly radio buttons, checkboxes, searchable lists, star ratings and Net Promoter Score controls.
CHECK
Update by Field
Define one or more 'upsert' fields for lookup and update of existing records in Salesforce.
CHECK
Salesforce Lookup Fields
Provide your users with the ability to look up and select a Salesforce record from an existing Salesforce list view
CHECK
Save for Later
Allow your users to save a partial form submission for later retrieval - perfect for longer application forms and multi-page surveys.
CHECK
Custom Email Notifications
Distribute powerful pre-filled update request and stay-in-touch forms for your clients via email.
CHECK
Formstack Documents Integration
Allow your users to stay in one system to collect form data and generate the document.
CHECK
File Integrations
Enable customers to upload files directly to Salesforce Files and integrate with secure systems such as Dropbox, Amazon S3, Azure Blob and Stash.
CHECK
Dynamic Prefill
Dynamically prefill forms with information directly from your Salesforce database. Send via email from Salesforce or export unique pre-filled form links to any third-party emailing or marketing automation platform.
CHECK
Update by ID
Utilize Salesforce record IDs for added protection when collecting senstive data updates like, payment profiles, Social Security numbers and PHI, using an encrypted link to a pre-filled form.
CHECK
Autogenerated Prefill URLs
Automatically distribute record update links, empowering your users to update their submissions at any time.
CHECK
Payment Integrations
Collect payments easily and securely with PayPal, iATS, Authorize.net and Stripe.
CHECK
eSignatures
Capture typed or drawn electronic signatures in your forms, and verify email addresses instantly.
CHECK
Community Cloud Forms
Custom drag and drop component for your Salesforce Community Builder.
Form Migration
Develop forms inside your Salesforce sandboxes and push changes to your production orgs faster than ever.
HIPAA Compliance
Forms Features
Formstack for Saleforce Features
Capture Contacts, Leads, Cases, or Accounts
Easily store form submissions to new case, account, contact or lead records. Relational objects restricted.
CHECK
Community Forms
Easily deploy forms inside Salesforce Community Cloud.
CHECK
Post-Submission Redirect
Redirect your users to another page after form submission.
CHECK
Captcha
Prevent spam using a simple text validation check.
CHECK
Flexible Publishing
Host your forms on a user friendly custom URL or embedd on any web page.
CHECK
Read-Only Fields
Designate fields as read only for presenting data to users while restricting the ability to modify.
CHECK
Autosave
All form changes are saved in real-time to Salesforce, allowing partial data to be collected even if the form isn't completed.
CHECK
Form Duplication
One-click duplication of any existing form for easy re-use and customization.
CHECK
Auto-Validation
Formstack form submissions are automatically validated for data formats and required fields, no configuration required.
CHECK
Security Features
All confidential form data is encrypted securely within your site and on Formstack' secure servers. Sensitive information such as hidden field values and record IDs are encrypted and cannot be tampered with.
CHECK
Submission Dashboard
View and track submissions, quickly resolve issues, and administer your signed forms from our submission dashboard page.
CHECK
Any Standard or Custom Object
Capture form submissions directly into any Salesforce standard or custom object.
CHECK
Multi-Object
Capture up to 15 standard or custom object records in one submission.
CHECK
Javascript API
Advanced API for executing custom Javascript code within your forms.
CHECK
Style Editor
Full-fledged style editor for customizing all aspects of your form's style, with the ability to write custom CSS code.
CHECK
Conditional Logic
Add powerful if-then rules to your forms to show, hide or populate fields dynamically based on form responses.
CHECK
Prefill by URL
Fill in your forms using values provided in your form's page URL.
CHECK
File Upload with Chatter Support
Allow users to submit any number of files to be attached to your Salesforce record or upload to Chatter for for easier collaboration across your organization.
CHECK
Multi-Page Forms
Create multiple-page forms for building large application forms or mobile-friendly surveys.
CHECK
Survey-Friendly Fields
Customize the display of your form's picklists and numeric fields with survey-friendly radio buttons, checkboxes, searchable lists, star ratings and Net Promoter Score controls.
CHECK
Update by Field
Define one or more 'upsert' fields for lookup and update of existing records in Salesforce.
CHECK
Salesforce Lookup Fields
Provide your users with the ability to look up and select a Salesforce record from an existing Salesforce list view
CHECK
Save for Later
Allow your users to save a partial form submission for later retrieval - perfect for longer application forms and multi-page surveys.
CHECK
Custom Email Notifications
Distribute powerful pre-filled update request and stay-in-touch forms for your clients via email.
CHECK
Formstack Documents Integration
Allow your users to stay in one system to collect form data and generate the document.
CHECK
File Integrations
Enable customers to upload files directly to Salesforce Files and integrate with secure systems such as Dropbox, Amazon S3, Azure Blob and Stash.
CHECK
Dynamic Prefill
Dynamically prefill forms with information directly from your Salesforce database. Send via email from Salesforce or export unique pre-filled form links to any third-party emailing or marketing automation platform.
CHECK
Update by ID
Utilize Salesforce record IDs for added protection when collecting senstive data updates like, payment profiles, Social Security numbers and PHI, using an encrypted link to a pre-filled form.
CHECK
Autogenerated Prefill URLs
Automatically distribute record update links, empowering your users to update their submissions at any time.
CHECK
Payment Integrations
Collect payments easily and securely with PayPal, iATS, Authorize.net and Stripe.
CHECK
eSignatures
Capture typed or drawn electronic signatures in your forms, and verify email addresses instantly.
CHECK
Community Cloud Forms
Custom drag and drop component for your Salesforce Community Builder.
CHECK
Form Migration
Develop forms inside your Salesforce sandboxes and push changes to your production orgs faster than ever.
CHECK
HIPAA Compliance
Forms Features
Formstack for Salesforce Features
Capture Contacts, Leads, Cases, or Accounts
Easily store form submissions to new case, account, contact or lead records. Relational objects restricted.
CHECK
Community Forms
Easily deploy forms inside Salesforce Community Cloud.
CHECK
Post-Submission Redirect
Redirect your users to another page after form submission.
CHECK
Captcha
Prevent spam using a simple text validation check.
CHECK
Flexible Publishing
Host your forms on a user friendly custom URL or embedd on any web page.
CHECK
Read-Only Fields
Designate fields as read only for presenting data to users while restricting the ability to modify.
CHECK
Autosave
All form changes are saved in real-time to Salesforce, allowing partial data to be collected even if the form isn't completed.
CHECK
Form Duplication
One-click duplication of any existing form for easy re-use and customization.
CHECK
Auto-Validation
Formstack form submissions are automatically validated for data formats and required fields, no configuration required.
CHECK
Security Features
All confidential form data is encrypted securely within your site and on Formstack' secure servers. Sensitive information such as hidden field values and record IDs are encrypted and cannot be tampered with.
CHECK
Submission Dashboard
View and track submissions, quickly resolve issues, and administer your signed forms from our submission dashboard page.
CHECK
Any Standard or Custom Object
Capture form submissions directly into any Salesforce standard or custom object.
CHECK
Multi-Object
Capture up to 15 standard or custom object records in one submission.
CHECK
Javascript API
Advanced API for executing custom Javascript code within your forms.
CHECK
Style Editor
Full-fledged style editor for customizing all aspects of your form's style, with the ability to write custom CSS code.
CHECK
Conditional Logic
Add powerful if-then rules to your forms to show, hide or populate fields dynamically based on form responses.
CHECK
Prefill by URL
Fill in your forms using values provided in your form's page URL.
CHECK
File Upload with Chatter Support
Allow users to submit any number of files to be attached to your Salesforce record or upload to Chatter for for easier collaboration across your organization.
CHECK
Multi-Page Forms
Create multiple-page forms for building large application forms or mobile-friendly surveys.
CHECK
Survey-Friendly Fields
Customize the display of your form's picklists and numeric fields with survey-friendly radio buttons, checkboxes, searchable lists, star ratings and Net Promoter Score controls.
CHECK
Update by Field
Define one or more 'upsert' fields for lookup and update of existing records in Salesforce.
CHECK
Salesforce Lookup Fields
Provide your users with the ability to look up and select a Salesforce record from an existing Salesforce list view
CHECK
Save for Later
Allow your users to save a partial form submission for later retrieval - perfect for longer application forms and multi-page surveys.
CHECK
Custom Email Notifications
Distribute powerful pre-filled update request and stay-in-touch forms for your clients via email.
CHECK
Formstack Documents Integration
Allow your users to stay in one system to collect form data and generate the document.
CHECK
File Integrations
Enable customers to upload files directly to Salesforce Files and integrate with secure systems such as Dropbox, Amazon S3, Azure Blob and Stash.
CHECK
Dynamic Prefill
Dynamically prefill forms with information directly from your Salesforce database. Send via email from Salesforce or export unique pre-filled form links to any third-party emailing or marketing automation platform.
CHECK
Update by ID
Utilize Salesforce record IDs for added protection when collecting senstive data updates like, payment profiles, Social Security numbers and PHI, using an encrypted link to a pre-filled form.
CHECK
Autogenerated Prefill URLs
Automatically distribute record update links, empowering your users to update their submissions at any time.
CHECK
Payment Integrations
Collect payments easily and securely with PayPal, iATS, Authorize.net and Stripe.
eSignatures
Capture typed or drawn electronic signatures in your forms, and verify email addresses instantly.
CHECK
Community Cloud Forms
Custom drag and drop component for your Salesforce Community Builder.
CHECK
Form Migration
Develop forms inside your Salesforce sandboxes and push changes to your production orgs faster than ever.
CHECK
HIPAA Compliance
CHECK
Forms Features

How things work.

How does a free trial work.

If you're trying out Forms, Docs, and Sign, you can trial these apps for 14-days. With our platform plan, once you contact sales, our team can set you up with a 14-day free trial of the platform.

I need more users and usage before purchasing a plan. What do I do?

We have you covered. Contact us and we’ll work with you on a custom plan that fits your needs.

What does “User” mean?

A user is anyone who needs to create or modify Salesforce forms for your organization. If you have one person on the team responsible for creating or modifying your forms, you’ll only need one subscription.

Formstack is a great application. It’s easy to use, intuitive, and has fit all of our needs. I haven’t found a problem I couldn’t solve using it.
Lori Welch
Software and Systems Specialist at Holy Cross Energy