Formstack Suite Overview

TABLE OF CONTENTS

• Account Limits for Formstack Suite Plans
• Formstack Platform Video Series Part 1 - Formstack Forms
• Formstack Platform Video Series Part 2 - Formstack Documents
• Formstack Platform Video Series Part 3 - Formstack Sign
• Formstack Platform Video Series Part 4 - Integrations
• Formstack Suite Overview

Account Limits for Formstack Suite Plans

Formstack suite Plans have different limits you should be aware of. These include limits to how many Forms, Submissions, Document merges, and Users an account has access to. This support resource will explain how each limit works and how to resolve each one. To get a quick snapshot of your account status, visit this Status page on your Admin account.(Please note that you’ll require admin access to view this info)

Forms

Each account has a limit to how many forms users can create. Once your account hits this limit forms can no longer be created. Forms in the 'Archived' folder count toward this limit.

How to Resolve:

• Delete forms to make room for new forms you'd like to create(It’s important to note that deleted forms will appear in a deleted folder and will be hard deleted after 7 days. It’s possible to request a sooner date by contacting our support team and verifying your account, this change is irreversible once completed)

• Reuse forms you don't use any longer

• Upgrade to the next plan level to gain more forms
 

Submissions

Submissions are counted per Form.  For example, if you are on the Teams suite plan, this will allow for 2,000 Submissions to be stored in that form's dashboard at any given moment.

If you do get close to your limit, you will receive an email notification warning you that you are approaching your submission limit and you will receive another warning email once you hit that limit. You'll also see an alert on your Formstack dashboard.

Any submissions sent in after you exceed your submission limit will not be lost, rather they will be emailed to you instead of being stored in the Formstack database and integrations will continue to run when the form is submitted. A link to upgrade your account and delete your submissions will be provided when you’ve hit this limit. If you have a custom agreement and have a dedicated account executive, you can request a customized report detailing your submission limit.

How to Resolve:

• Delete submissions from the affected form to make room for more

• Upgrade to the next plan level to increase the form's submission capacity

Users

Each account entitles you to a certain number of users. Users can build, manage, and update forms and submissions in your account. To view your account usage, select your name from the top right and then select the account usage option.

Once you hit the user limit you will not be able to add more users to your account.

How to Resolve:

• Starter, Teams or Pro plans: Upgrade to the next plan level to increase the number of users

• Certain plans will have the ability to purchase users on an a la carte basis. Please contact your sales representative  for more details.

File Upload Storage

Formstack accounts have a limit to the number of file uploads collected in submissions. 

Before an account exceeds its file storage limit, Formstack sends a proactive email to the Account Owner and Admins to inform them that the limit is near and that action will need to be taken. However, once you reach the data storage limit, the upload prompt will be disabled on the Form. You will receive an email from us when you are nearing the limit.

How to Resolve:

• Delete submissions with existing file uploads from the Submission tab of your forms

• Use one of our file upload integrations (Box, Dropbox, Google Drive, AWS) to collect file uploads off-site and expand your storage.

• Upgrade to the next plan level to increase available file upload storage

Note: Deleting submissions will only soft-delete the data so it will stay on your account for 7 days and will not free up space immediately. If in need of space quickly, please contact support to hard-delete the submissions to free up space right away.

When contacting support for hard deletions please provide a copy of the links to the forms where the submissions were deleted. Below are instructions on how to identify the information that support will need to accommodate your request. 

1. From your Dashboard click on the necessary form

2. Click  Settings in the top right corner

3. Copy the form URL to provide to support

*This should be done for each submission you wish to have hard deleted.

Document Merges

This is the number of merges or deliveries available on an account each month.This limit is account-wide and not on a per-document basis. If you’re unfamiliar with what a merge is, check out this article here. As an example, if you’re on a Teams suite plan, this would allow for 250 merges/Month. A merge count example would be if you had a form connected to a document with an email delivery that would send out a copy of one final document, this would equate to one single delivery. 

To monitor the current number of merges on your account, you can login to your Documents account and navigate to document overview > recent merges. Additionally, you can view total merges for your account for a timeframe under Reports>Merge overview. It’s important to note that the summary view will outline all document deliveries and any additional file conversion steps will be counted as part of the files total at the top of the page. 

How to Resolve:

• Make sure you’re utilizing the test merge option to avoid unnecessary merge counts

• Monitor your usage using the reports tab at the top of your dashboard when logged into Formstack Documents 

• Upgrade to the next suite plan level or speak with your Formstack sales representative  about plan options

What if I'm on an individual or different product plan? 
 

This page detailed how to resolve and navigate account limits that are specific to our Formstack suite plans, but if you’re on an individual product plan, you can check out the articles below for similar steps on understanding your account limits. 

Formstack Platform Video Series Part 1 - Formstack Forms

Formstack Platform Video Series Part 2 - Formstack Documents

Formstack Platform Video Series Part 3 - Formstack Sign

Formstack Platform Video Series Part 4 - Integrations

Formstack Suite Overview

Formstack offers a full suite of workplace productivity tools that automate manual processes, deliver solutions quicker, and go from idea to workflow —all with clicks and no coding. 

The Formstack Suite enables users to design and connect Formstack Forms, Documents, and Sign together via individual integrations or easily managed workflows on participating plans 

What does the Formstack Suite include?

• Formstack Forms: Drag-and-drop form and workflow builder that enables users to collect data and automate processes.
• Formstack Documents: Document creator that allows users to create, deliver, and store documents.
• Formstack Sign: eSignature solution to collect secure digital signatures for documents and forms from any device. 
• Workflows: Visual automation builder used to design and deploy workflows connecting Formstack Forms, Documents, and Sign together. 

How do I connect my Formstack apps? 

While you can use each Formstack app individually, optimize the suite of products by integrating the products. 

For example, a user could fill out a new hire form, have that information captured in a company-branded document, and then have the employee and manager review and sign all with the use of Formstack integrations or Workflows. 

• Connect Formstack Forms and Formstack Documents 
• Connect Formstack Documents and Formstack Sign or 
• Create a Workflow  

Formstack Suite Add-Ons

Include additional tools to your Formstack Suite Teams plans with add-ons: 

• Platform SSO: Simplify your workday, manage users, and prefill forms by using your identity provider to control access to your Formstack account users. 
• Platform API: Use the Formstack Platform open REST API to generate custom documents with data from your applications. 
• Platform Salesforce: Automate your Salesforce workflows by connecting your CRM to Formstack
  • NOTE: Formstack Platform Salesforce add-on is available for Suite Starter and Teams plans.
     

Contact Formstack Sales to purchase add-ons. 

Formstack Workflows Basics

With Workflows, you can create digital workflows between participants using Formstack products. Each workflow can have any combination of Forms, Documents, Sign, or Forms for Salesforce steps.

Workflows building basics

1. Configure Form steps
2. Configure Sign steps
3. Configure Documents steps
4. Configure Forms for Salesforce steps

Formstack Forms Basics

Form building basics

1. Build a form
2. Add conditional logic
3. Customize your form with a theme
4. Form integrations

View more articles on creating your custom Formstack forms.

Formstack Documents Basics

Document template building basics

1. Build a document
2. Create a document from a published Formstack Form

View more articles on creating your custom Formstack Documents.

Formstack Sign Basics

Sign configuration basics

1. Add a document
2. Add fields in documents
3. Send sign documents