Automation · Review · Updated 17 October 2026
Intellistack (Formstack) reviewFormstack forms, documents and eSignatures, now part of Intellistack
Very good
Brent score, out of 5
Formstack by Intellistack is a mature choice for organisations that need forms tied to approvals, generated documents and eSignatures, especially in healthcare, higher education and Salesforce shops. It is far more capable than simple form builders, but also far pricier, with tight limits on the entry plan and HIPAA as an add-on.
Price
Forms from $83/month (billed annually); 14-day free trial
Free option
Free trial
Best for
Healthcare, higher education and regulated teams that need compliant data collection
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Best for
- Healthcare, higher education and regulated teams that need compliant data collection
- Operations teams that turn form submissions into documents and signed agreements
- Salesforce-centric organisations that want native forms and document generation
- Teams replacing paper or PDF processes with no-code workflows
Skip it if
- Individuals or small teams that need a cheap or free form builder
- Anyone who only needs simple surveys or contact forms
- Buyers who need HIPAA on the entry plan without extra cost
Your intake still runs on PDFs that people print, sign, scan and email back. Someone retypes the data, a manager approves it by email, and a contract gets built by copying and pasting into a template. Every step is slow and every copy is a compliance risk.
Formstack, now sold under the Intellistack name, was built to turn that chain into one workflow: a form collects the data, routes it for approval, generates the document and gets it signed.
This review covers what the Formstack plans include, the limits and add-ons that matter, and when Intellistack's newer Streamline platform comes into play.
What is Intellistack (Formstack)?
Intellistack is the company behind Formstack, a no-code suite for online forms (Forms), document generation (Documents), eSignatures (Sign) and Salesforce-native data capture. It also sells Intellistack Streamline, an AI-native process automation platform, and Streamline CLM for contract lifecycle management. Formstack plans are priced by builder users, forms, submissions and document volume, with compliance options for HIPAA and PCI.
Pros and cons
What we like
- Forms, document generation and eSignatures in one Suite plan
- 300+ integrations, plus Salesforce-native forms and documents on dedicated plans
- Approval routing, auto-generated documents and unlimited eSignatures on Suite
- HIPAA and PCI-compliant options for regulated data
- 14-day free trial with no credit card
- Long track record: Intellistack says 32,000+ organisations use it
What could be better
- Entry Forms plan costs $83/month annually yet allows 1 user and 25 forms
- Approvals, documents, eSignatures and HIPAA are add-ons on the Forms plan
- Suite at $250/month (annual) is steep for small teams
- Salesforce and Enterprise pricing is not public
Overall
Very good
- Features4.4
- Ease of use4.2
- Value3.7
- Support4.0
Key features of Intellistack (Formstack)
Forms
Build forms with logic and connect them to 300+ apps. The Forms plan covers 1 builder, 25 forms, 1,000 submissions per form and 2GB of storage.
Documents
Generate documents automatically from submissions, such as contracts, letters or reports. Suite includes 250 document deliveries a month.
Sign
Collect legally binding eSignatures inside the workflow. Suite includes unlimited eSignatures.
Approval routing
Route submissions to the right people for review and approval before a document is generated. Included on Suite, an add-on on Forms.
Salesforce solutions
Salesforce-native forms with dynamic prefill, Salesforce-powered document generation, Experience Cloud integration and Shield compatibility, on custom-priced plans.
Streamline automation
Intellistack Streamline is a separate AI-native platform for redesigning manual processes as no-code workflows, with Streamline CLM for contracts from draft to signature. Pricing is by demo.
Intellistack (Formstack) pricing
Checked 2026-10. Prices can change; confirm on Intellistack, LLC’s site.
Forms
$83/month
billed annually
- 1 builder user, 25 forms
- 1,000 submissions per form
- 2GB storage
- 300+ integrations
Suite
$250/month
billed annually
- 3 builder users, 100 forms
- 5,000 submissions per form
- 250 document deliveries/month
- Unlimited eSignatures and approval routing
Salesforce Solutions
Custom
contact sales
- Salesforce-native forms and documents
- PCI/HIPAA options
- Dedicated CSM
Enterprise
Custom
contact sales
- SSO and advanced security
- Unlimited users and submissions
- API access and custom SLAs
Watch out: Prices are shown in dollars (Intellistack is US-based) for annual billing, where list prices are $99 and $299 a month; monthly-billing prices are not shown, and HIPAA compliance is an add-on below Enterprise.
See current Intellistack (Formstack) pricing →What people use Intellistack (Formstack) for
Patient intake for a clinic
A clinic replaces paper intake with secure online forms, adds the HIPAA option, and routes new patient records to staff for review.
University admissions and approvals
An admissions office collects applications, routes them to reviewers, and generates offer letters that are signed electronically.
Sales contracts from Salesforce
A sales team generates a prefilled contract from a Salesforce opportunity with one click and sends it for eSignature without leaving Salesforce.
How to get started with Intellistack (Formstack)
- 1
Start the 14-day free trial of Formstack Forms; no credit card is needed
- 2
Rebuild one paper or PDF process as an online form
- 3
Connect the form to the app where the data should go
- 4
Add approval routing, a document template and an eSignature step if you trial Suite features
- 5
Check your form and submission counts against plan limits before buying
Intellistack (Formstack) alternatives
| Product | Choose it when |
|---|---|
| Intellistack (Formstack) 4.1 | Healthcare, higher education and regulated teams that need compliant data collection |
| Typeform4.3 | Choose it for friendlier conversational forms and surveys at a lower entry price. |
| airSlate4.4 | Choose it for document workflows and eSignatures with broad no-code automation. |
| SurveyMonkey4.2 | Choose it when you mainly need surveys and feedback analysis rather than document workflows. |
Intellistack (Formstack): frequently asked questions
Is Formstack now Intellistack?+
Yes. The site is branded "Formstack by Intellistack" and the footer reads Intellistack, LLC. Formstack remains the product name for forms, documents and sign.
How much does Formstack cost?+
Forms is $83/month and Suite $250/month, both billed annually (list $99 and $299). Salesforce Solutions and Enterprise are custom-priced.
Does Formstack have a free plan?+
No free plan is listed. There is a 14-day free trial of Formstack Forms with no credit card required.
Is Formstack HIPAA compliant?+
HIPAA compliance is available as an add-on on Forms and Suite and is included on Enterprise and Salesforce Solutions.
What is Intellistack Streamline?+
Streamline is Intellistack's AI-native process automation platform for redesigning manual processes into no-code workflows, with a CLM module for contracts. Pricing is by demo.
What are Formstack's limits?+
The Forms plan allows 1 builder user, 25 forms and 1,000 submissions per form. Suite allows 3 users, 100 forms, 5,000 submissions per form and 250 document deliveries a month.
Final verdict
Is Intellistack (Formstack) worth it?
If your team still pushes PDFs around for data, approvals and signatures, Formstack by Intellistack can turn that into one workflow. Start the 14-day trial, rebuild your single most painful form, and see how much retyping and chasing disappears.
Start free trialAffiliate link · we may earn a commission at no extra cost to you.
Reviewed by
Amjid Ali, Founder and editor
Amjid Ali is a Melbourne-based AI and automation lead, author of five books on infrastructure, automation and digital transformation, and a corporate trainer whose courses on n8n, Proxmox, firewalls and ERP have taught thousands of IT professionals.
Last updated 17 October 2026 · How we review
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Intellistack (Formstack) 4.1
Forms from $83/month (billed annually); 14-day free trial