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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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Woman in black using laptop and leaning on glass wall near servers with blue lights.Woman with curly hair using a laptop next to a glass wall reflecting rows of server racks.White text reading SOLVD on a black background.Logo with text SOLVD in yellow and .cloud in gray.
Customer Story
Financial Services
Spencer Creates Highly Compliant Workflows in a Snap
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Formstack for Salesforce
Security & Compliance
Data Management
Financial Services
Modern office workspace with white desks, computer monitors, office chairs, and a potted plant.Modern open office with white desks, computers, office chairs, and people working in the background.Network nodes connected in a square pattern next to the words Cloud Software Association.
Customer Story
Sunir Keeps a 2,000-Member Association Running Smoothly
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Forms
Data Management
Workflow Automation
Group of four diverse young adults collaborating and using laptops in a casual meeting.Diverse team of five collaborating at a table with laptops, documents, and coffee cups in an office.Servio Consulting logo with a stylized S in blue and teal colors.
Customer Story
Education
Jake Streamlines Higher Education Workflows in Salesforce
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Formstack for Salesforce
Workflow Automation
Education
Person handing over dollar bills across a counter to a lender or cashier.Person handing over cash bills across a counter with a glass barrier.America's Christian Credit Union logoAmerica's Christian Credit Union logo with stylized flowing lines above the text.
Customer Story
Financial Services
Megan Cuts 26 Days from Credit Union’s Membership Processing
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Suite
Workflow Automation
Financial Services
Smiling man sitting at kitchen table using a laptop with smartphone and notebook nearby.Smiling man wearing glasses and a gray shirt working on a laptop at a wooden kitchen table.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
See more
Formstack for Salesforce
Data Management
Salesforce
Financial Services
Young man in a yellow shirt using a stylus on a tablet at a desk in a bright room.Young man in a yellow shirt using a tablet with a stylus at a desk in a room.edu web digital summit logo with stylized columns and pixels
Customer Story
Education
Accepting Online Scholarship Applications
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Forms
Data Management
Workflow Automation
Education
Woman with dark hair smiling while working on a laptop at a wooden table indoors.Young woman smiling and working on a laptop at a table with a camera beside her.LenderfitLenderfit brand logo with a purple geometric icon and the word 'Lenderfit' in purple text.
Customer Story
Financial Services
Accelerating Service with an Improved Loan Origination Process
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Suite
Data Management
Workflow Automation
Financial Services
View of hospital buildings with red and white medical logos under a clear sky.View of University Hospitals building with illuminated street lamps in the foreground at dusk.The word penrod in lowercase inside a speech bubble with a tail on the left.
Customer Story
Healthcare
Launching a Digital Certification Process
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Formstack for Salesforce
Data Management
Salesforce
Healthcare
Person holding a white smartphone in one hand and a credit card in the other near a coffee cup.Person holding a smartphone in one hand and a credit card in the other near a coffee cup.Ameris Bank logo with a stylized lion head icon to the left of the text.
Customer Story
Financial Services
Streamlining Internal Workflows in Salesforce
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Formstack for Salesforce
IT
Data Management
Financial Services
Smiling woman with curly hair sitting at desk, working on a silver laptop in modern office.Smiling woman with curly hair and glasses working on a laptop at an office desk.edu web Digital Summit logo with pixelated column design.
Customer Story
Education
Building a Better Call for Proposals Process
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Forms
Marketing & Sales
Data Management
Education
Joyful graduate in cap and gown holding diploma and cap, sitting on stairs outside.Smiling graduate in cap and gown holding diploma, sitting on outdoor steps in floral dress and yellow shoes.University of Houston text logo in white on a black background.University of Houston wordmark logo with Houston in bold red letters
Customer Story
Education
Transforming Donation Processes with Powerful Digital Workflows
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Suite
Data Management
Formstack Customers
Education
Nonprofit
Fitness center with people using rowing machines and other workout equipment under ceiling lights.People exercising on various machines in a spacious gym with large windows and wall TVs.The YMCA logo with a stylized Y and the word YMCA in white on a black background.YMCA logo with blue Y shape and purple triangle alongside text
Customer Story
Nonprofit
Emily Fully Automates Contract Workflows and Saves $50K
See more
Suite
Workflow Automation
Data Management
Nonprofit