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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

Woman and man sitting on sofas having a friendly conversation in a modern living room.A woman and a man in scrubs sit facing each other on gray sofas having a conversation indoors.WeInfuse logo with stylized wine glass icon and text.
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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Blue cloth napkin rolled and held with a beige napkin ring on a white plate with colorful design.Blue cloth napkin held by a gold napkin ring on a decorative plate on a wooden table.Napkinmarketing text logo with a stylized napkin icon on the right.
Customer Story
Financial Services
Boosting Lead Generation for Clients
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Forms
Data Management
Marketing & Sales
Financial Services
Woman in gray suit and red scarf working on laptop outdoors with a coffee cup in hand.Woman with curly hair and glasses sitting outdoors with laptop, phone, and coffee cup, wearing a red scarf.Brand Interactive Communications Inc. logo with white text on a black background.
Customer Story
Financial Services
Digitizing Loan Applications for Contactless Service
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Suite
Data Management
Formstack Customers
Financial Services
Baseball equipment on grass including bats, glove, ball, and white chalk lines.Wooden cricket bat, baseball glove and ball, cricket ball, rugby ball, and soccer ball on green grass.USA SPORT GROUP text logo inside a rectangular border on a black background.
Customer Story
Managing International HR Processes
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Forms
Data Management
Human Resources
Two-story modern house with a triple garage at sunset and well-kept front yard.Modern two-story house with multiple garages and lit windows at dusk on a wet driveway.Brunswick County Association of Realtors logo with lighthouse, bird, and waves graphic.
Customer Story
Real Estate
Creating Digital Membership Applications
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Forms
Data Management
Workflow Automation
Real Estate
Group of cheerleaders in purple uniforms with gold bows standing with their backs to the camera.Group of cheerleaders and one male in blue uniforms with gold bows, standing with backs turned and hands clasped.NJCAA shield logo with text National Junior College Athletic Association in blue and white.
Customer Story
Education
Samantha Automates Student-Athlete Data Entry and Processes
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Suite
Digital Transformation
Formstack Partners
Education
Legal
Person writing notes with pen while using a calculator on a wooden desk.Person writing calculations in a notebook with a pen while using a calculator on a wooden table.WCG text with certified public accountants business advisor below in white on transparent background.
Customer Story
Financial Services
Jason Improves the Customer Experience with Secure Tax Forms
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Forms
Workflow Automation
Data Management
Financial Services
Three people collaborating while looking at a computer screen in a bright office.Three people intensely focused on a desktop computer screen during a work session.
Customer Story
Automating Price Quotes and Proposals in Salesforce
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Documents for Salesforce
Marketing & Sales
Salesforce
Vacuum cleaner head on hardwood floor near white wall and baseboard.Vacuum cleaner head on a light wood floor near white baseboard and wall.KLEENMARK text with KLEEN inside a white circle and MARK outside on black background.
Customer Story
Creating Standardized Processes for HR Management
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Forms
Data Management
Human Resources
Teacher pointing to a map on the board as a student raises hand in a classroom.Teacher points at a world map while a student in a suit raises his hand in a classroom with globes.Bergamo Montessori Schools logo with a stylized lion in a circle above the text.
Customer Story
Education
Automating the Expense Reimbursement Process
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Forms
Workflow Automation
Education
Man and woman working together on a laptop at a white office desk with a small plant.Two colleagues, a woman in red and a man in stripes, looking at a laptop in a modern office.Bentley brand logo with stylized circular emblem next to the text Bentley.Bentley logo in blue with stylized 'B' icon and text.
Customer Story
Healthcare
Simplifying Supply Chain Planning and Product Feedback
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Formstack for Salesforce
Data Management
Formstack Customers
Healthcare
White dome security camera mounted on a ceiling with industrial beams in the background.White dome security camera hanging indoors with an industrial ceiling in the background.Select Security
Customer Story
Simplifying Workflows Across Departments
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Documents
Data Management
Workflow Automation
Central New Mexico College building exterior with illuminated sign at dusk.Exterior of Central New Mexico College Student Resource Center illuminated at dusk.Central New Mexico Community College logo with 'CNM' and a right arrow.
Customer Story
Education
Centralizing College Student Data
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Formstack for Salesforce
Data Management
Salesforce
Education