Discover our revamped Admin Panel, designed for an intuitive user experience. The modular homepage allows you to customize your dashboard, highlighting key account usage, opportunities for expansion, and easy access to resources and frequently used features. This upgrade empowers users to swiftly navigate Formstack, modify their accounts, and leverage widgets to enhance account management.
Workflows
Copilot Transforms into Workflows
We've rebranded Copilot as "Workflows" to better represent its capabilities—automating complex, multi-step processes involving multiple participants with ease. Utilize Forms, Documents, and Sign to create efficient workflows that save time and resources.
Workflow Logic
Bid farewell to linear limitations with our enhanced Workflow Step Logic. Now, you can introduce logic to your workflows, enabling dynamic paths based on specific criteria. This means workflows can loop back, skip steps, or halt entirely, offering unparalleled flexibility for diverse use cases.
Enhance your workflows with our new approvals feature, including group approvals. This allows for workflows to proceed with a single approval or require unanimous consent, streamlining decision-making and ensuring accountability.
Embed the initial form of your workflow directly on your website for seamless user interaction and increased engagement.
Formstack Forms
Workflows Meet Forms
Expand your Formstack Forms with our integrated workflows. Set up prefill options and assign tasks to streamline processes like PTO requests, medical referrals, and more, ensuring efficient and accurate data handling.
Take your workflows to the next level with Workflows PRO, granting access to a dedicated Workspace, Step Logic, and approvals for an enhanced operational overview and task management.
File Upload Enhancements
Our updated file upload feature now supports drag-and-drop, multiple documents per field, and a generous 2GB per submission limit, making document management easier than ever.
Formstack DOCUMENTS
Drag-and-Drop Document Builder
Our improved drag-and-drop Document Builder is out of beta, offering a streamlined design and enhanced functionality for creating custom document templates.
We've significantly upgraded the API for Documents for Salesforce from version 46 to version 60. This substantial upgrade enhances compatibility with new Salesforce industry clouds such as Health Cloud, Education Cloud, and NetZero Cloud, broadening the potential applications and efficiency of Documents for Salesforce.
Forms for Salesforce API Upgrade
In our ongoing efforts to improve Formstack for Salesforce, we've upgraded the API to version 60. While this may seem incremental, it expands access to new fields in Health Cloud, further enhancing the functionality and integration depth of Forms for Salesforce with the latest Salesforce innovations.
Noteworthy Changes
Integrations
Thanks to our Formstack Partner Program, we're introducing new integrations to boost efficiency and collaboration across various platforms, including 24Files, Opal, LawVu, and WeInfuse.
Formstack Go Sunset
Formstack Go will be phased out by February 28, 2025. This change will impact a small number of users, as we shift focus to more advanced solutions.
End of Sale for Forms Workflows
With the introduction of our more advanced Workflows solution, we have discontinued the sale of Forms Workflows, moving towards more dynamic and collaborative workflow capabilities.
Ready to dive into these new features?Log in to your account to explore our latest updates and start transforming your workflow today! Looking for a new feature? Submit an idea by visiting roadmap.formstack.com.
Formstack Forms for Salesforce
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FormsPower your data collection with versatile online forms that don't require any coding to set up.
DocumentsSimplify document preparation so you can focus your efforts elsewhere.
SignEliminate paperwork for good by letting people review and sign documents from anywhere.
Formstack SuiteStreamline tedious tasks and keep your team organized with Formstack’s suite of productivity solutions.
Forms for SalesforceSecurely collect and manage data all within your Salesforce org with our market-first native forms solution.
Documents for SalesforceRobust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.
