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Energy & Utilities

Say goodbye to pens and clipboards

You work from anywhere, so your technology should too. Free your team from paper with streamlined workflows that let you collect and manage data anywhere.

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Stay productive out in the field

Set your mobile workforce up for success with seamless digital workflows that eliminate data entry errors and improve efficiency.

Collect information anywhere

Create digital forms that can be completed anywhere and on any device. You can even collect data offline!

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Automate document creation

Use the information you collect to generate personalized customer letters, contracts, reports, and other documents.

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Gather electronic signatures

Let customers and employees review and sign documents from the convenience of their phone, tablet, or computer.

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Streamline key workflows

Easily collaborate on submissions, feedback, and approvals so you can act on requests and other needs more quickly.

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Simplify data sharing

Control how information is shared across people and departments with intuitive logic and routing tools.

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Keep information secure

Formstack has multiple safeguards in place to protect your data, including SSL, encryption, and compliance.

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Watch The Overview

Trusted by these industry leaders

Dozens of energy and utility companies use Formstack

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Compliance

Meet industry standards

GDPR

Our Forms and Documents products are compliant with GDPR. Easily gather data and generate documents for consent, opt-ins, and erasure workflows.

PCI

Reduce the threat of credit card fraud with Formstack's PCI compliant credit card fields. Safely collect online payments from anywhere on any device.

Teams are more productive with Formstack

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2023 leader in Online Forms, Document Generation, and eSignature collection.

Here’s what our customers have to say

When I found Formstack, it was pretty clear that it was a great fit. Looking at your Salesforce AppExchange product, it was clear you were pioneers in building a platform that could touch multiple Salesforce records without manual input.

Kyle Tuominen

Director at Coastal Cloud

A lot of my work revolves around automating business processes and digitizing our workflows. The initial implementation of Formstack has been so successful that we have continued to develop it across the organization.

Erin Maestas

Digital Platform Architect at CNM Ingenuity, Inc.

Formstack Sync helps marketers by syncing and updating qualified leads to sales. And by giving marketers the revenue and financial cost data they need to make accurate, data-driven decisions.