Formstack review (2026): features, pros and cons, and what to check before you buy
Online form builder with document generation and eSignature, sold per builder seat with submission caps per form, mainly for workflow-driven teams.
Rebranded: Company rebranded to Intellistack in 2025; Formstack remains the product name for forms, documents and sign.
Our take for buyers
Formstack is an online form builder with document generation and eSignature, founded in 2006. Its parent company rebranded to Intellistack in 2025, and formstack.com/about and /security now redirect to intellistack.com, while Formstack remains the product name for forms, documents and sign. Shortlist it for teams that need forms feeding document generation and eSignature in one suite, or for Salesforce shops. Skip it if you need survey panels or crosstabs.
G2 shows 4.3 from 471 reviews. Reviewers show no common praise or complaint themes, so weigh the score with your own trial. Mid-size to enterprise workflow teams are the target, and the Salesforce Solutions plan is the one integration confirmed; Formstack does not publish a full integration list. Regulated teams should note that HIPAA is a paid add-on on Forms and Suite.
- Best for
- Teams that need forms feeding document generation and eSignature in one suite.
- Starting price
- $83/mo (Forms, billed annually)
- G2 rating
- 4.3 (471 reviews)
What is Formstack?
Online form builder with document generation and eSignature, sold per builder seat with submission caps per form, mainly for workflow-driven teams. Workflow teams that want submissions to trigger document generation and eSignature can buy it by builder seat, from $83 a month billed annually. Each plan limits submissions per form. There is only a 14-day trial, and HIPAA coverage costs extra, so scope that early. Formstack was founded in 2006.
Category: Survey and Form Software
Formstack key features
| Criterion | What we found |
|---|---|
| Response limits per plan | Forms: 1,000 submissions per form; Suite: 5,000 per form; Enterprise unlimited. |
| CRM and workflow integrations | Salesforce Solutions plan exists; specific integration list not confirmed by the vendor. |
| Pricing model and real cost | Per builder seat bundles (1 or 3 seats) with per-form submission caps; HIPAA is a paid add-on. |
| Target company size | Mid-size to enterprise workflow teams; Enterprise tier for large orgs. |
Formstack plans and pricing
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Forms | $83/mo | 1 builder seat | 25 forms, 1,000 submissions per form, 2 GB; $99 shown struck through (likely monthly billing) |
| Suite | $250/mo | 3 builder seats | Forms + Documents + Sign; 100 forms, 5,000 submissions per form, 10 GB, 250 document deliveries/mo, unlimited eSignatures; $299 struck through |
| Salesforce Solutions | Contact sales | HIPAA included | |
| Enterprise | Contact sales | unlimited users | Unlimited submissions, custom SLAs, SSO |
Page does not say which figure is monthly vs annual; lower figure read as annual rate. 'Save 2 months with annual plans'. 14-day Forms trial, no card.
Who should shortlist Formstack
A strong fit for
- Teams that need forms feeding document generation and eSignature in one suite.
- Salesforce shops (dedicated Salesforce Solutions plan)
- Regulated teams that can pay for the HIPAA add-on.
A weak fit for
- Research teams needing survey panels or crosstabs.
- Small teams wanting a free plan (14-day trial only)
Formstack alternatives
Jotform SignTeams already collecting data in Jotform forms.
TypeformSmall teams that want conversational forms and lead capture at 100 to 10,000 responses per month.
SurveyMonkeyTeams of 3 or more that need quick surveys with templates and AI analysis.
WufooSmall teams that need web forms with payments (Stripe, PayPal and others) on paid plans.
TallySmall teams and solo founders wanting unlimited free forms with logic and payments.
AlchemerTeams of up to 3 users wanting advanced research question types and statistics.
Security, admin and compliance
SSO is Enterprise only. SCIM, audit logs, data residency and a DPA are not published. HIPAA support is a paid add-on on Forms and Suite and included in Salesforce Solutions and Enterprise. The security page lists SOC 2, ISO and GDPR, but details are thin, and the page now sits on the Intellistack domain. Enterprise has custom SLAs and unlimited submissions. Ask for current certification reports, the DPA, audit log scope and the HIPAA add-on price.
- SAML SSO
- Enterprise only.
- Certifications
- HIPAA (paid add-on on Forms and Suite), SOC 2, ISO, GDPR listed on security page, details not confirmed by the vendor.
Contract and buying terms
- Contract
- Monthly toggle available on pricing page; Enterprise custom.
- Starting price
- $83/mo (Forms, billed annually)
- Pricing model
- Per user.
- Free plan or trial
- Free trial.
What to test in a Formstack demo or trial
Build one real workflow end to end: a form, a generated document and an eSignature. Check submission caps against your volume, since limits are per form (1,000 on Forms, 5,000 on Suite), and check document deliveries against the 250 per month on Suite. If you use Salesforce, test the Salesforce Solutions plan against your org, because Formstack does not publish a full integration list. Confirm how HIPAA add-on pricing and extra users, submissions and merges are quoted. Do not expect survey panels or crosstab analysis.
Questions to ask Formstack before you sign
These are the points Formstack's public pages leave open. Get the answers in writing before procurement signs off.
- Is SCIM provisioning included, or a paid add-on?
- Which plan includes audit logs, and how long are they kept?
- Where is our data stored, and can we choose the region?
- Can we sign your standard DPA without changes?
- What will the price be at renewal, and is the increase capped?
Things to know before a demo
- Formstack's parent company rebranded to Intellistack in 2025, and formstack.com/about and /security now redirect to intellistack.com.
- SSO is Enterprise only.
- HIPAA support is a paid add-on on Forms and Suite but included in Salesforce Solutions and Enterprise.
- Submission caps are per form, not per account.
- Annual billing is 'save 2 months' (about 17%)
Formstack FAQ
What is Formstack used for?
Workflow teams that want submissions to trigger document generation and eSignature can buy it by builder seat, from $83 a month billed annually. Each plan limits submissions per form. There is only a 14-day trial, and HIPAA coverage costs extra, so scope that early. It suits teams that need forms feeding document generation and eSignature in one suite.
Does Formstack support SSO?
Only on the Enterprise plan. Forms, Suite and Salesforce Solutions are not listed with SSO.
Is Formstack HIPAA compliant?
HIPAA support is a paid add-on on Forms and Suite, and it is included in Salesforce Solutions and Enterprise. Ask for the add-on price and a signed agreement.
Is Formstack still sold under that name?
Yes. The parent company rebranded to Intellistack in 2025, but Formstack remains the product name for forms, documents and sign.
Vendor profile
- Founded
- 2006.
Sources
Every fact on this page comes from Formstack's own pricing, product or documentation pages, G2 and company records, checked on October 24, 2026. Unknown values are left out instead of estimated.