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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

List of Formstack Documents Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Azusa Pacific University Education 603 $273M United States Formstack Formstack Documents Document Management 2017 n/a In 2017, Azusa Pacific University implemented Formstack Documents alongside Formstack Forms and Formstack Workflows to automate student background check requests. The initiative targeted student compliance and placement workflows within the university's higher education operations in the United States, concentrating on end-to-end form intake and document assembly. Formstack Documents as a Document Management application was configured to assemble final PDF packages by merging data captured via Formstack Forms with automated processing driven by Formstack Workflows. Implementation used document generation templates, event-triggered PDF creation, and workflow-driven packaging to standardize the background check packet composition. The deployment centralized request intake and consolidated package creation, removing the need for lengthy email threads and manual collation of documents. Operational coverage included regional processing and coordination for student placements, and the Formstack case study highlights improved process visibility across sites. Governance was adjusted toward workflow-based approvals and automated handoffs to reduce manual coordination and create a repeatable packaging process. Outcomes reported included cutting process completion time by about one week, eliminating long email threads, and enabling faster student placements as regional benefits.
Obsidian HR Professional Services 100 $6M United States Formstack Formstack Documents Document Management 2022 Aptitude 8 In 2022, Obsidian HR automated its quote to cash and contract creation using Formstack Documents, deploying a Document Management solution to address sales contract assembly. The engagement targeted Sales/CRM operations across the United States and was scoped to streamline document generation and approval workflows for the professional services business. Formstack Documents was configured with reusable document templates, field mapping from CRM records, and automated document assembly to remove manual composition tasks. The implementation linked form-based data capture to template logic, enabling conditional content and automated delivery of completed documents to downstream processes. The solution integrated with Forms and Salesforce to populate contract fields and to persist document status inside the CRM, improving sales visibility and forecasting through reliable reporting. Signature status tracking was implemented as part of the document lifecycle, providing sales teams with an auditable status field for deal progression. The project was delivered by Aptitude 8 and included rollout across sales teams, template governance, and reporting configuration to support consistent contract production. Outcomes documented include faster document creation, reduced manual contract assembly, reliable reporting, and tracked signature status, all delivered through Formstack Documents in the Document Management category.
University of Michigan Education 31987 $11.6B United States Formstack Formstack Documents Document Management 2011 n/a In 2011, the University of Michigan implemented Formstack Documents in the Document Management category to automate generation of visa invitation letters and other event related documents. The deployment reduced letter turnaround from weeks to the same day and is reported to have saved hundreds of staff hours. Formstack Documents is connected with intake forms and automated workflows to support the events office and commencement related processes. The implementation leverages template driven document assembly and automated data population from form inputs, enabling conditional document variants and rapid batch generation for event and visa processing. Operational coverage centers on the events office and broader commencement activities, with workflows and product usage documented on Formstack’s customer story page. Governance and process standardization are evident in maintained workflow templates and documented usage patterns that support repeatable document generation and staff handoff for event administration.
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Buyer Intent: Companies Evaluating Formstack Documents

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Formstack Documents. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Formstack Documents for Document Management include:

  1. Brain Injury Association Of Maryland, a United States based Non Profit organization with 10 Employees

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FAQ - APPS RUN THE WORLD Formstack Documents Coverage

Formstack Documents is a Document Management solution from Formstack.

Companies worldwide use Formstack Documents, from small firms to large enterprises across 21+ industries.

Organizations such as University of Michigan, Azusa Pacific University and Obsidian HR are recorded users of Formstack Documents for Document Management.

Companies using Formstack Documents are most concentrated in Education and Professional Services, with adoption spanning over 21 industries.

Companies using Formstack Documents are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Formstack Documents across Americas, EMEA, and APAC.

Companies using Formstack Documents range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 33.33%.

Customers of Formstack Documents include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Formstack Documents customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Document Management.