Forms for Salesforce Plans and Pricing

Based on the product and plan you choose, you get 14 days of access with the opportunity to purchase throughout your trial. If you're interested in the Platform plan, our team will work with you to get a trial set up.

After your trial ends, you have the ability to purchase the plan you're on or choose another plan.

You can buy products on their own (Forms, Documents, Sign) or purchase our Platform plan. If you're interested in an individual product, you can trial and purchase on your own or work with our sales team. To ensure you’re getting exactly what you need, you’ll work directly with our team to purchase a Platform plan.

Yes! We have a Platform plan that combines Forms, Documents, and Sign. There are also options available for workflow automation and premium integrations in our Pro plan.

We take Mastercard, Visa, Discover, and American Express. Annual invoices are available for certain plans. The nonprofit discount applies to invoices, but the annual discount does not.

Across Forms, Documents, and Sign, users have accounts within Formstack that allow them to access our different products. There are various levels of permissions and roles that you can use to ensure the right people have access to varying levels of information and functionality.

Absolutely. Once you get your plan, you can update usage and users at any time.

We offer a variety of support channels, including a support site with full documentation, feature requests, and walk-through videos. We also provide email support during normal business hours (7 a.m. - 7 p.m. ET on Monday - Friday) to give you personalized customer service. Depending on your plan, you can also get scheduled phone support.