With Smart Lists, you can update fields across all your forms at once, saving you hours of work.
Smart Lists is a dynamic way to reuse options across forms. If you use our Checkbox, Drop Down, or Radio Button field types, you can save predefined options as Smart Lists. When you add or remove options from your Smart List, the same fields will be added to or removed from all forms connected to the list. You’ll no longer have to worry about manually updating each of your forms every time you need to change a field.
Smart Lists are ideal for updating large lists of constantly-changing options such as names, departments, course catalogs, geo-locations, and merchandise lists.
If you’re on the Gold plan or higher, all of your Saved Lists will automatically become Smart Lists. Learn more.
Matching Template notifies you of a potential template overlay match when a document is uploaded to the signing tray, thus saving you from the tedious job of searching through templates. This streamlined workflow will help you get more done in less time, especially when you’re sending frequently used documents such as sales contracts, insurance agreements, rental leases, tax forms, and more.
Matching Template is now available for all Sign Pro users.
This new integration connects Airtable’s flexible database software with the power of Formstack Documents so you can automatically generate documents with your Airtable data. Easily create dynamic PDFs, Word documents, Excel spreadsheets, or PowerPoint presentations and send them anywhere.
This integration is available with a Formstack Documents account at any level and an Airtable Pro account.
Have ideas on how to improve Formstack? We’d love to hear them! Our new Feedback tool allows you to quickly submit feedback directly to our team within the Formstack tools you rely on most. Once your feedback is submitted, you’ll be able to view and prioritize your suggestions. You can also view, comment, and vote for feedback suggestions from other customers and Formstack employees.
Interested in submitting feedback for Formstack Forms, Documents, or Sign? Learn more.
CAPTCHA fields are used to add a layer of security to your forms and prevent illegitimate submissions. With Formstack for Salesforce, customers can rest assured that all submissions on their forms are protected against spam or user abuse while enabling legitimate users to pass form information easily.
This feature is available on all Formstack for Salesforce plans.