Formstack Quickstart

Quickstart for Financial Services

Utilize Formstack to easily build fully automated financial workflows that address the evolving needs of clients and employees. With Formstack, you can: 

• minimize reliance on IT
• accelerate turnaround time
• simplify and secure processes across departments
• control your workflows from start to finish

Financial services use case examples

Utilize the Formstack Platform: Forms, Documents, and Sign with robust integrations between the products or with the use of Workflows—Formstack’s visual automation builder used to design and deploy workflows. Some go-to use case examples for Financial Service companies include: 

Digital Loan Applications

• Customer Inquiry and Application
• Application Review and Approval
• Loan Documentation, eSignature, and Storage

New Customer Onboarding and Welcome

• New Customer Form Submission and Review
• Welcome Packet and Letter
• Customer Agreement Sign-off and Survey

Quote Proposals

• Quote Inquiry and Follow-Up
• Quote Creation and Documentation
• Proposal Review and Signing

Client Agreements and Payments

• New Client Data Collection
• Agreement Creation and Signing
• Payment of Initial Deposit and Referral Offer

Financial services jump-start resources

Start reimagining the way you collect loan applications, new customer data, quote proposals, and client agreements with Formstack’s ready-to-use resources: 

Financial Services Form Templates: From the Template Gallery, review the options and select the Get This Template button to open the template in your Formstack Forms builder to customize and publish.

Financial Services Automation Guide: View the go-to guide for fintech workflow inspiration and what Formstack tools to utilize.

Financial Services Blogs: Review an array of blogs dedicated to digitizing and optimizing fintech processes.

Formstack Partner Consulting: Team up with third party Certified Formstack experts to bring your custom fintech projects to life. 

Quickstart for Education

Formstack specializes in helping higher education institutions take control of their data management across teams, departments, and schools. With Formstack, you can: 

• minimize reliance on IT
• accelerate turnaround time
• simplify and secure processes across departments
• control your workflows from start to finish

Education use case examples

Utilize the Formstack Platform: Forms, Documents, and Sign with robust integrations between the products or with the use of Workflows—Formstack’s visual automation builder used to design and deploy workflows. 

Student Enrollment, Financial Aid, and Scholarship Workflow

• Scholarship, Financial Aid, and Enrollment Applications
• Financial Aid Approval and Application Review
• Application Acceptance and Award Documentation

Alumni Event Registration

• Event Registration and Payment
• Ticket Delivery
• Email Notifications and Survey

Donation Management

• Secure Online Donation
• Automatic Donation Receipt Deliver
• Thank You Letter and Follow Up

Campus Maintenace Requests

• Service Request Submission
• Work Order Documentation and Assignment

Faculty and Staff Hiring

• Job Application
• Interview Review
• Employment Offer Letter

IT Service Request

• IT Service REqeust
• Data Routing and Job Assignment
• Request Completion

Education jump-start resources

Start reimagining the way you collect enrollment, financial aid, course evaluations, and donation collection with Formstack’s ready-to-use resources:

1. Education Form Templates: From the Education Template Gallery, review the options and select the Get This Template button to open the template in your Formstack Forms builder to customize and publish.

2. Education Automation Guide: View the go-to guide for education workflow inspiration and what Formstack tools to utilize.

3. Education Blogs: Review an array of blogs dedicated to digitizing and optimizing education processes.

4. Formstack Partner Consulting: Team up with third party Certified Formstack experts to bring your custom education projects to life. 

Quickstart for Healthcare

Formstack is a go-to tool to improve healthcare workflow management. With Formstack, you can: 

• minimize reliance on IT
• accelerate turnaround time
• simplify and secure processes across departments
• control your workflows from start to finish

Healthcare use case examples

Utilize the Formstack Platform: Forms, Documents, and Sign with robust integrations between the products or with the use of Workflows—Formstack’s visual automation builder used to design and deploy workflows. Some go-to use case examples for healthcare organizations include:

Patient Onboarding

• Patient Registration
• Medical Consent Forms
• Patient Satisfaction Survey

Medical Invoicing

• Generate Invoices
• Secure Online Payment Collection
• Automatic Payment Receipt Deliver

Patient Referrals

• Secure Data Routing
• Securely Store Files

Healthcare services jump-start resources

Start reimagining the way you collect patient feedback, patient onboarding, and patient referrals with Formstack’s ready-to-use resources:

Healthcare Form Templates: From the Template Gallery, review the options and select the Get This Template button to open the template in your Formstack Forms builder to customize and publish.

Healthcare Automation Guide: View the go-to guide for healthcare workflow inspiration and what Formstack tools to utilize.

Healthcare Services Blogs: Review an array of blogs dedicated to digitizing and optimizing health professional processes.

Formstack Partner Consulting: Team up with third party Certified Formstack experts to bring your custom healthcare projects to life.6