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PRACTICALLY GENIUS RESOURCES | CUSTOMER STORIES

Customer Stories

Dive into our customer stories to discover why thousands of organizations get more work done with Formstack.

Featured customer stories

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Customer Story
Healthcare

Modernize the patient consent process with Formstack and Welnfuse

21
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Smiling man wearing glasses and a gray shirt working on a laptop at a wooden kitchen table.Smiling man sitting at kitchen table using a laptop with smartphone and notebook nearby.Tri Counties Bank logo with a circular emblem above the text on a black background.
Customer Story
Financial Services

Creating an Online Paycheck Protection Program Loan Application

20
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People exercising on various machines in a spacious gym with large windows and wall TVs.Fitness center with people using rowing machines and other workout equipment under ceiling lights.The YMCA logo with a stylized Y and the word YMCA in white on a black background.
Customer Story
Nonprofit

Emily Fully Automates Contract Workflows and Saves $50K

14
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Three people intensely focused on a desktop computer screen during a work session.Three people collaborating while looking at a computer screen in a bright office.
Customer Story

Automating Price Quotes and Proposals in Salesforce

10
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We have shifted all of our forms to Formstack and experienced the flawless integrations, automatic emails, endless logic possibilities, and more.
Erika Thomas
Program and Community Manager at The Forum

All Customer Stories

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Person wearing mask sorting food in a large room filled with boxes and canned goods.Person wearing mask organizing paper bags in a food pantry stocked with shelves of supplies.Institute for Community Alliances logo with stylized three bars increasing and a roof shape above the last bar.Logo of Institute for Community Alliances with stylized blue building shapes above the text.
Customer Story
Nonprofit
Ehren Improves Data Quality with Forms, Documents, and Sign
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Suite
Data Management
Workflow Automation
Nonprofit
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Customer Story
Chris Transforms Membership Processes with Automation
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Suite
Workflow Automation
Six people around a table shaking hands and using laptops and tablets during a meeting.Overhead view of diverse people at wooden table with laptops, tablets, and coffee, two shaking hands.Skie brand logo with a cloud inside a hexagon shape.
Customer Story
Adam Easily Builds Complex Workflows for Salesforce
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Suite
Formstack Partners
Workflow Automation
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Customer Story
Healthcare
Michelle Quickly Develops a Secure Patient Intake Process
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Formstack for Salesforce
Digital Transformation
Security & Compliance
Healthcare
Smiling woman using laptop at table with Pinnacol Assurance and The CRM Firm text overlay.
Customer Story
How Pinnacol Assurance Eliminated A Legacy System and Modernized Regulated Document Automation with Intellistack
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Female healthcare worker showing a tablet to a senior man with a cane and coffee mug.Nurse showing a tablet to an elderly man with a walking cane, both smiling indoors.Advent Health logo with stylized four-petal flower symbol.Advent Health logo with blue and green four-petal icon.
Customer Story
Healthcare
Tightening Security After a Data Breach
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Forms
Security & Compliance
Healthcare
Seven young adults gathered around a laptop, focused on the screen during a discussion.Group of seven people gathered around a laptop in a meeting room, some seated and some standing.Penrod brand name text in black on a white background.
Customer Story
Healthcare
Steve Builds Powerful Salesforce Data Capture Processes
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Suite
Data Management
Healthcare
Medical professional wearing white coat tapping on a tablet in a bright room.Healthcare professional in a white coat using a digital tablet with a stethoscope around their neck.
Customer Story
Healthcare
Stephanie Launches a Digital Patient Registration Process
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Suite
Digital Transformation
Healthcare
Brick sign with large U logo and LASSELL UNIVERSITY text surrounded by shrubs and trees.Large brick and stone sign with Lasell University name and logo surrounded by plants and trees.Lasell University logo with stylized U shape and text.
Customer Story
Education
Optimizing Marketing Campaigns with Smart Tracking
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Forms
Marketing & Sales
Data Management
Education
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Customer Story
Professional Sports
Improving Fan Experiences by Updating Salesforce Processes
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Formstack for Salesforce
IT
Data Management
Professional Sports
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Customer Story
Nonprofit
Centralizing Data Management with Salesforce
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Formstack for Salesforce
Data Management
Salesforce
Nonprofit
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Customer Story
Education
Overhauling Payment Processes
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Forms
Workplace Productivity
Workflow Automation
Education