Formstack by Intellistack brings online forms, AI-powered document generation, and eSignatures into a single no-code platform — native to Salesforce. Twopir configures it to match how your team actually collects data, produces documents, and closes agreements.
Most teams that come to us don't have a data problem. They have a disconnected-tools problem. Forms live in one place, documents get built by hand in another, and signatures happen over email. Formstack solves all of this — when it's configured to match how your org actually works.
Submissions land in an inbox instead of a record. Someone re-keys the data into Salesforce by hand, introducing typos, delays, and duplicate contacts along the way.
Contracts, invoices, and proposals assembled manually from templates in Word or Google Docs. Every document is a fresh chance for a copy-paste error or an outdated clause.
Agreements sent as attachments, printed, signed, scanned, and re-uploaded — or routed through a pay-per-envelope tool that gets expensive fast at any real volume.
Intake form, contract, and CRM record each ask for the same client details separately. Nothing prefills, nothing stays in sync, and every re-entry is a chance to introduce an error.
Generic form builders and eSignature apps bolted on with brittle integrations, custom code, or middleware that breaks every time a field changes.
Formstack by Intellistack is a workplace productivity suite built around three connected products — Forms, Documents, and Sign — that take you from data collection to a finished, signed document without leaving one platform. Twopir configures and extends it, with dedicated native tooling for Salesforce, to match your firm's exact intake-to-agreement workflow.
Forms feed Documents, Documents route to Sign — one connected system for collecting data, generating paperwork, and getting it executed, instead of three disconnected tools.
AI-assisted form and document creation turns a prompt into a ready-to-use template or workflow, cutting the time it takes to stand up a new process from days to minutes.
Forms for Salesforce and Documents for Salesforce run inside your org's data model and security settings — no external portal, no field-mapping layer to maintain.
Encryption, audit trails, and support for standards like HIPAA, GDPR, PCI, and Section 508 come standard — critical for healthcare, finance, and education workflows.
Three products that solve one connected problem: getting information in, turning it into a professional document, and getting it signed — without re-keying data at any step.
A no-code online form builder with AI-assisted creation, conditional logic, multi-step workflows, and prefill — so returning users never fill in the same field twice.
Turn DOCX, PPTX, PDF, or CSV templates — or an AI-built template — into polished, data-populated documents pulled straight from your CRM or form submissions.
Route contracts, invoices, and agreements for signature by SMS or email, with multi-participant signing and automatic reminders — and no per-envelope fees.
Formstack's dedicated Salesforce products run natively inside your org — not as an external tool that syncs over. Twopir configures each one to fit your object model and security setup.
A market-first native form builder — data is collected, processed, and stored directly in your org, with no separate login, no API mapping layer, and full compatibility with Salesforce Shield and encryption.
Native Data CaptureGenerate contracts, invoices, and proposals from Salesforce records with field-level data mapping, one-click document buttons, and automation triggered by Flow or Process Builder.
Automated GenerationDynamic prefill means returning contacts never re-enter data you already have, and records are verified and updated in place rather than duplicated across systems.
No Duplicate EntryApproval routing, conditional logic, and status-triggered document generation — configured around your object relationships instead of a generic template.
Process EfficiencyPCI-compliant payment fields via Stripe and PayPal, plus connections to file storage, marketing automation, and the rest of your Salesforce-connected stack.
Revenue CaptureBuild and test forms and document templates in a sandbox first, then migrate to production once they're verified — no risk to your live org during configuration.
Safe RolloutA Formstack rollout that gets adopted looks nothing like one that gets ignored after week two. Twopir runs discovery before we touch a single form field.
Configuration of Forms, Documents, and Sign — standalone or native to Salesforce — including security settings, field mapping, and template migration from your existing systems.
We map your actual intake-to-signature process and build the logic around it: conditional forms, prefill rules, document templates, and approval routing designed for your team, not a default.
Object-level configuration for Forms for Salesforce and Documents for Salesforce, plus Flow-triggered document generation so paperwork is produced from data — not rebuilt by hand.
Sandbox validation, staged rollout, and hands-on training so your team actually uses what was built — plus support after go-live as volume and use cases grow.
Organizations that implement Formstack well — with proper workflow design and clean Salesforce configuration — report the same set of operational improvements. These are the outcomes Twopir is built to deliver.
Before we build a single form, we map how your team collects data, produces documents, and gets things signed. The system reflects your actual process — not a default Formstack template.
We don't hand off a configuration document. We design, build, integrate, test, and launch Formstack — and stay until Forms, Documents, and Sign are working together the way they're supposed to.
Collection, document generation, signature, and CRM sync are not separate projects. We design them as one connected pipeline inside your Salesforce org.
We've built Salesforce and Formstack infrastructure across healthcare, financial services, education, and professional services. The use cases, edge cases, and pitfalls are known to us.
Our configuration holds up as volume grows — more forms, more document types, more signers. The system you launch should be the foundation for the next stage, not a redo.
"The problem is rarely that a team lacks a form builder or an eSignature tool. The problem is that data collection, document generation, and signature were never designed to work as one pipeline."
Talk to a Twopir Formstack architect. We'll review your current setup, identify the gaps, and tell you exactly what a well-configured Formstack environment looks like for your team — before any engagement begins.
