Reimagine your world of work with improved document management, approvals, and automated processes - connected to Dynamics 365 CRM

Easy, cost-effective approval processes

Formstack Documents 

Simplify the creation of complex, personalized documents, such as  proposals, agreements and contracts, mixing in Dynamics 365 data.  

Formstack Forms

Allow anyone on your team to build custom forms. Built-in conditional logic fields react to user input and route approvals automatically. 

Formstack Sign

Get approvals faster and  eliminate paper by allowing employees, partners, and customers to securely eSign documents from any device. 

Formstack
​Fact Sheet

Repetitive tasks slow us down. Inefficient processes increase the risk that steps will get missed. Build full end-to-end digital workflow processes by combining Formstack and Dynamics 365.
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