Why Octiv & Formstack

Formstack is a powerful online form builder that allows you to create and manage mobile responsive web forms. These forms can be used within Octiv to capture data throughout the entire document management process.

Key Capabilities

  • Use input data to populate an Octiv document.

  • Embed a Formstack form in your Octiv document to collect data from your recipient.

  • Require a form submission before being able to sign the Octiv document.

  • Collect payment after signature by routing signers to complete additional forms.

  • Use forms to update existing records in Salesforce.

  • Integrate Formstack with other databases such as payment processors, CRMs, accounting or other back office systems.

See Success Stories with Formstack

About Formstack

Formstack is a robust form building solution. With an intuitive drag-and-drop interface, the platform makes it easy for markets from an array of industries to create branded, mobile-ready web forms without writing code. With features like social media plugins, custom themes and analytics, marketers can see an immediate lift in their conversion rates.

For more information about Formstack, please visit their website.