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Lead Capture and Forms Software · Rank #6 of 10

Formstack review and pricing

Cross-CRM enterprise forms with workflow automation and document generation.

By Formstack · Founded 2006 · Fishers, IN · pe backed

Formstack launched 2006 and was recapitalized by Silversmith Capital Partners in 2020 (terms undisclosed). The platform serves enterprise customers with cross-CRM forms (Salesforce, HubSpot, Microsoft Dynamics), workflow automation, and document generation. Wins on cross-CRM coverage breadth and workflow features. Loses on UX modernization and post-PE pricing trajectory.

Visit Formstack Vendor pricing Compare to FormAssembly
Best for

Cross-CRM enterprises (1000-25,000 employees) needing workflow and document generation.

Worst for

Modern conversational use cases (Typeform fit better); SMB on tight budget (Jotform).

Vendor Trust Score

Is Formstack a trustworthy vendor?

7.4/10
Mixed
Pricing transparency
Published rates; no hidden fees
6.4
Contract fairness
Reasonable terms; no auto-renew traps
7.1
Incident response
How they handle outages and breaches
8.1
Post-acquisition behavior
Customer treatment after M&A or PE
7.4
Executive stability
Leadership churn over 24 months
7.8
Roadmap honesty
Public commitments held
7.4
Trust signal log
  • 2020-08-15
    Silversmith Capital Partners recapitalized Formstack
  • 2024-08-15
    Post-PE pricing pressure 10-20% at renewal common
Vendor Trust is scored independently of product quality. A great product from an unfair vendor still earns a low trust score.
Review Intelligence

What 420 reviews actually say

Synthesized from G2, Capterra, Reddit, Trustpilot. Patterns >15% prevalence shown.

Last synthesized
2026-04-29

Praise patterns

  • Cross-CRM coverage with workflow automation
    78% →
  • Document generation (PDF, Word)
    71% →
  • HIPAA + GDPR compliance native
    64% →

Complaint patterns

  • UX modernization less polished than Typeform + Tally
    51% ↑
  • Post-PE pricing pressure since 2020 recapitalization
    41% ↑
  • Pricing tier escalators frustrate customers
    38% →
Sentiment trend (6 months)
77/100 +1 pts
12
01
02
03
04
05
Patterns are extracted from review corpus and human-verified. We surface trends, not anecdotes.
Verified Pricing

What buyers actually pay

78 anonymized deal disclosures · last updated 2026-05-01

Contribute your deal price
Company size Median annual
500-5000 employees $3,600
5000-25,000 employees $18,000
Verified pricing is crowdsourced from buyers under anonymity guarantees. Vendor-listed prices are validated against actual deals quarterly.
Compliance & Security

Auto-verified certifications

Verified 2026-05-01
SOC 2 Type II
ISO 27001
HIPAA
GDPR
CCPA
PCI DSS
◐ FedRAMP In-Process

Editorial: Strengths

  • Cross-CRM coverage (Salesforce, HubSpot, Microsoft Dynamics, Marketo)
  • Workflow automation with approvals
  • Document generation
  • HIPAA + GDPR compliance
  • Mature enterprise customer base
  • Multi-user with role-based permissions

Editorial: Weaknesses

  • UX modernization less polished than Typeform + Tally
  • Post-PE pricing pressure since 2020 recapitalization
  • Pricing tier escalators frustrate customers
  • Implementation complexity for advanced workflows

Key features & integrations

  • +Cross-CRM coverage (Salesforce, HubSpot, MS Dynamics, Marketo)
  • +Workflow automation with approvals
  • +Document generation (PDF, Word)
  • +HIPAA + GDPR compliance
  • +Multi-user with role-based permissions
  • +Mature reporting and analytics
  • +Payment integrations
  • +Form analytics and heatmaps
80+ integrations
SalesforceHubSpotMicrosoft DynamicsMarketoMailchimpSlackStripePayPal
Geography supported
North America · Europe
Best fit
500-25,000 employees · Cross-CRM enterprise forms
Editorial deep-dive

Read our full ranking of Lead Capture and Forms Software

Formstack ranks #6 in our editorial review of 10 lead capture and forms software platforms. The deep-dive covers methodology, comparison tables, decision matrix, migration scoring, and FAQs.

Read the full ranking

Closest alternatives in Lead Capture and Forms Software

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FormAssembly
Salesforce-native enterprise forms with HIPAA, GDPR compliance.
★ 4.4 partial
#7
Paperform
Designer-friendly creative forms with strong content layout features.
★ 4.7 public
#4
Fillout
Modern conditional-logic forms with Airtable + Stripe native integration.
★ 4.8 public
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