Overview
Intellistack is a leading provider of data capture and process automation solutions that help organizations optimize the value of their data. Intellistack delivers productivity products, including form-building, document-generation, and eSignature software under its Formstack and Formsite brands.
Formstack empowers your organization with easy-to-use products to create digital forms, generate documents, collect digital signatures, integrate with your systems, and build powerful workflows so your business runs more efficiently.
Please note: Practifi does not manage this integration. If you have configuration issues, please reach out to Formstack Support.
About the Formstack Integration
Formstack's integration with Practifi lets you automate your workflows with an all-in-one form, document, and digital signature solution.
- Streamline Client Intake: New client information submitted through a Formstack form embedded on a website automatically creates the household record in Practifi, eliminating manual data entry at the start of the relationship.
- Automated Pre-filled Forms: Advisors send pre-filled Formstack forms to clients from within Practifi. The forms are populated with existing client data, saving clients time and reducing data entry errors.
- Dynamic Document Generation: Generate documents from existing Practifi data in one click. Documents are automatically attached to the client's record.
- Version Control and Historical Data: Track multiple submissions of the same form over time, and Practifi automatically saves new versions of the document to the client's file.
- Secure, compliant eSignatures without per-envelope costs: Send documents to Formstack Sign, a fully integrated solution that meets industry standards. Prefer another signature vendor? No problem. Formstack integrates with over 50 delivery options.
Resources
For pricing information, see the Formstack Pricing page.
Please see the following for installation and setup:
| Formstack Forms | Formstack Documents |
|---|---|
| AppExchange listing | AppExchange listing |
| Getting Started with Formstack Forms | Getting Started with Formstack Documents |
You can also find help articles in the Formstack Knowledge Base.
If you need additional assistance, please contact Formstack Partner Support.
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