Name: Document Automation for Salesforce - 3 Success Stories
Start: 2025-06-13T13:27:00Z
End: 2025-06-13T13:27:54.000Z
Location: BrightTALK

Formstack is now Intellistack. Learn more about no-code forms, documents, eSignatures, and workflows that anyone can build.

Founded with the belief that work should be simplified, Intellistack has grown into a leading provider of powerful, no-code productivity solutions that help teams do more with less. Across thousands of organizations worldwide, our tools and platform empower users to quickly build custom forms, automate document generation, capture eSignatures, and streamline data-driven processes—all without needing to write a single line of code.

With intuitive solutions that put power in the hands of everyday users, we make it easier to build, automate, and optimize processes at scale.

Learn the essentials of Formstack Documents and Sign in one streamlined session. We'll cover how to create dynamic document
templates, set up deliveries and eSign workflows, and manage merge data. Plus, see how to send, track, and finalize signatures using
Formstack Sign—whether as part of a delivery or a standalone tool.

Formstack Fast Start: Documents & Sign

Get up and running with Formstack Forms fast. This session walks you through the essentials—from creating and styling forms to setting
up logic, notifications, integrations, and managing submissions.

Formstack Fast Start: Forms

Business processes are broken.
-Data is governed by restrictive compliance – can’t access the data
-Data is buried in a maze of niche or homemade tools – can’t find the data
-Data is scattered across disparate systems – can’t connect the data

Now, there's a better way.

Intellistack Streamline is an AI-driven, no-code process automation platform that unlocks your data, simplifies workflows, reduces risk, and boosts efficiency, while cutting costs through vendor consolidation. No one else is offering anything like it.

Viewers of this webinar will learn:
-How process automation can solve for your specific business challenges
-How easy it is for non-developers to build a workflow, while IT sets the guardrails
-And how this revolutionary platform saves your business time and money

Reserve your seat today! All registrants will receive a link after the event so they can watch on demand.

How IT Saves Money With Automation (Intellistack Streamline Demo)

Healthcare processes are broken. They're error-prone, inefficient, restrictive, expensive, and outdated.

Luckily, there's another way to get healthcare done, safely and effectively.

Intellistack Streamline is a no-code platform that no one else offers, helping you unlock your data, simplify workflows, increase efficiency, reduce risks, and save money through vendor consolidation. 

In this short, but valuable webinar, viewers will learn:
-How to securely leverage data in EHRs, Salesforce, and other data sources to prefill patient forms
-How to create workflows that eliminate manual, paper-based processes
-How to better manage patient intake, referrals, financial agreements, authorization requests, and social determinants of health (SDoH)
-How to decrease risk with secure data access to bridge technology gaps and seamlessly integrate systems

Intellistack Streamline for Healthcare: Unlock your Data, Simplify Workflows, Reduce Risk, and Boost Efficiency (EU)

Intellistack Streamline for Healthcare: Unlock your Data, Simplify Workflows, Reduce Risk, and Boost Efficiency (APAC)

Intellistack Streamline for Healthcare: Unlock your Data, Simplify Workflows, Reduce Risk, and Boost Efficiency

Many teams have too much on their plates when it comes to managing and negotiating contracts and agreements. Legacy tools like Docusign are overly complex and come with a six-figure price tag, and tools like Word and email leave you searching for missing clauses and versions. 

We're introducing a better way to get CLM done right for legal, RevOps, Sales, Finance and IT teams - from contract generation to redlining and digital signatures. We want to eliminate the contract negotiation black box. 

Join this short but valuable webinar to learn about Intellistack Streamline CLM. Intellistack General Counsel, Max Brennan, will discuss common CLM challenges that teams face, and Director of Product Management Scott Gartenberg will introduce Streamline CLM with a short demo, and share who benefits from its powerful features. 

Webinar viewers will learn: 
-How to overcome common CLM challenges 
-How Intellistack Streamline CLM solves for those challenges in an easy-to-use but robust product 
-What to consider when choosing a CLM tool 

Reserve your seat today! All registrants will receive a link after the event to watch the webinar on demand.

Cut Contract Chaos: Introducing Streamline CLM for End-to-End Visibility & Automation (EU)

Cut Contract Chaos: Introducing Streamline CLM for End-to-End Visibility & Automation (APAC)

Cut Contract Chaos: Introducing Streamline CLM for End-to-End Visibility & Automation

Formstack partners with 10K, an on-demand Salesforce consultancy, built for the new way people work. Together they have implemented a patient intake process using Agentforce + Formstack that provides a practical example of AI in action!

Turning AI into Action: Agentforce + Document Automation (EU)

Turning AI into Action: Agentforce + Document Automation (APAC)

Turning AI into Action: Agentforce + Document Automation

Ready to get out of email threads or subpar tools like Docusign for contract lifecycle management (CLM)?

Intellistack Streamline CLM unifies the entire contract lifecycle, from generation and first draft to final signature, into one secure, AI-powered platform. Accelerate negotiations, speed up revenue recognition, and keep legal teams in full control.

Join this short but valuable webinar to see how Intellistack Streamline CLM could work for your Sales and Legal teams.

How Legal Teams Take Back Control of Their Contract Cycle (Intellistack Streamline CLM Demonstration)

In our third installment in our document automation series, Formstack will share tips for moving from Conga Composer to Formstack Documents for Salesforce.

When customers are frustrated with a document automation software for lack of innovation and support, and increased prices, the biggest barrier to switching is the amount of time it will take to rebuild templates. We have taken a significant amount of time away from that work with our new migration tool, with the goal of allowing customers - even those saddled with legacy software for years - to have greater ability to take action and make the right choice for their business around document automation. 

You will want to see this if you are looking to make a move to new document automation software this year; and if you are a consulting firm looking for innovative ways to add value for customers and spark projects and action.

Presenters:
-Zak Pines - VP, Partnerships at Formstack
-Greg Brown - Appluent
-Melody Cheng, Senior Product Manager at Formstack

How Migration Tools Give You the Freedom to Improve Document Generation Automation (EU)

How Migration Tools Give You the Freedom to Improve Document Generation Automation (APAC)

How Migration Tools Give You the Freedom to Improve Document Generation Automation

During this roundtable, VP of Partnerships Zak Pines discusses with the panel how to optimize document generation automation, directly in Salesforce.

We share three customer case studies where they were able to create robust documents with a few simple clicks, then share and collect secure signatures as well. Examples include those from the business, insurance, and education industries.

Viewers will learn:
-Real examples of how to solve common document automation challenges
-The key tools and features needed for document automation to scale
-Expert tips on how to approach a document automation project
-How to use the AI template generator in Formstack Documents

Document Automation for Salesforce - 3 Success Stories

Document Process

Automation

Automation Workload

Higher Education

Insurance

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IT Governance, Risk and Compliance

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Health IT

Healthcare

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Document Automation for Salesforce - 3 Success Stories

Presented by

About this talk

Intellistack (formerly Formstack)