- CERTIFIED PARTNER
We're a Formstack Partner.
Here's What That Means for You.
Formstack's suite of native Salesforce tools — Forms, Documents, and Sign — eliminates the manual work that silently drains your team's time. We implement, configure, and optimize all three.
32,000+
Formstack customers worldwide
3 Products
Forms, Documents & Sign
100% Native
Lives inside Salesforce
No Code
Drag-and-drop configuration
ABOUT FORMSTACK
The Workplace Productivity Suite Built for Salesforce
Formstack is a no-code productivity platform that helps over 32,000 organizations digitize processes, automate workflows, and close the gaps that Salesforce alone can't fill. It's not a third-party integration bolted onto the side — it's a native suite that lives inside your org.
As a Formstack Consulting Partner, Cloud Nexus designs and implements the full suite: dynamic data collection with Forms, automated document generation with Documents, and friction-free eSignature with Sign.
Formstack Forms
Replace manual data entry with native Salesforce forms that write directly to any object.
Formstack Documents
Auto-generate proposals, contracts, and reports from your live Salesforce data.
Formstack Sign
Send, sign, and sync — eSignatures captured and stored on the Salesforce record automatically.
Product Deep Dives
Each product solves a specific, costly problem inside Salesforce. Select one to see the problem, the fix, and the outcome.
THE PROBLEM
The Problem We Kept Seeing
Sales teams were spending 30–45 minutes per new lead manually copying information from web forms, email inquiries, and spreadsheets into Salesforce. Field values were wrong. Records were duplicated. Leads slipped through the cracks before anyone even picked up the phone.
- Web-to-Lead forms with no validation, creating dirty data
- Admins rebuilding forms every time a process changed
- No way to prefill known fields for existing contacts
- Field mapping errors causing mis-routed leads
THE FIX
How Formstack Forms Fixed It
Formstack Forms is a 100% native Salesforce form builder — no middleware, no Zapier, no sync delays. Forms live inside Salesforce and write directly to any standard or custom object. We deploy them to replace Web-to-Lead, Web-to-Case, internal intake workflows, and partner portals.
- Drag-and-drop builder creates forms that map to any Salesforce object
- Smart conditional logic adapts fields based on prior answers
- Prefill known data for existing contacts and accounts
- A/B testing, partial submission tracking, and drop-off analytics built in
- One form submission can create or update multiple related records simultaneously
THE OUTCOME
65%
reduction in data entry time
Integration note: Native AppExchange app — installs directly into Salesforce with no external accounts required.
THE PROBLEM
The Problem We Kept Seeing
Proposals, contracts, SOWs, and onboarding packets were being assembled by hand. A rep would pull data from a Salesforce opportunity, paste it into a Word template, update the date, fix the formatting, convert to PDF, and email it — a process that took 20–40 minutes per document and introduced errors every time.
- Manual copy-paste from Salesforce into Word or Google Docs
- Brand inconsistencies across every rep's version of the template
- No record of what version was sent to which client
- Contract execution bottlenecks stalling deals at the finish line
THE FIX
How Formstack Documents Fixed It
Formstack Documents connects to Salesforce and auto-populates your templates with live CRM data — proposals, NDAs, onboarding guides, invoices, and more. A rep clicks one button on an Opportunity record; a fully formatted, branded document is generated and delivered in seconds.
- Supports Word, PDF, Excel, PowerPoint, and HTML templates
- Merge fields pull directly from any Salesforce object or related record
- Trigger generation via button click, Flow, Process Builder, or form submission
- Deliver via email, Salesforce Files, Dropbox, Google Drive, or eSignature
- Audit trail stored directly on the Salesforce record
THE OUTCOME
90%
faster document creation
Integration note: Connects via Salesforce AppExchange. Trigger generation from any record using a Flow, button, or form submission.
THE PROBLEM
The Problem We Kept Seeing
Getting a contract signed was a fragmented, manual process. A rep would email a PDF, wait for a reply, download the signed copy, rename the file, attach it to the Salesforce opportunity, and manually update the stage. Deals that were won on Friday weren't marked closed until Monday.
- eSignature platforms disconnected from Salesforce records
- Signed documents lost in email threads, not attached to the CRM
- No automated status update when a document was signed
- Compliance risk from untracked document versions
THE FIX
How Formstack Sign Fixed It
Formstack Sign delivers documents for eSignature via email or text and syncs the signed version back to the Salesforce record automatically. Combined with Formstack Documents, the entire generate → deliver → sign → record workflow runs without a human touching it.
- Send for signature directly from any Salesforce record
- Email and SMS delivery options for maximum signer convenience
- Signed documents stored as Salesforce Files on the originating record
- Trigger downstream automations when a signature is captured
- Full audit trail: who signed, when, and from what IP address
THE OUTCOME
3 days → 4 hours
average contract cycle time
Integration note: Connects via Salesforce AppExchange. Trigger generation from any record using a Flow, button, or form submission.
OUR APPROACH
We Don't Just Install It. We Make It Work.
Most Formstack implementations fail not because of the product, but because of poor planning. Forms that don't map correctly. Documents that generate with blank fields. Sign workflows that break when a record changes type.
As your Salesforce architecture partner first, we design the Formstack layer on top of a clean, well-structured org. That means the integration actually sticks.
Discovery & Process Mapping
We document every process that involves data collection, document creation, or signatures — then identify Formstack touchpoints.
Salesforce Architecture Review
We ensure your objects, fields, and record types are structured to support seamless Formstack integration before we build anything.
Build, Configure & Test
We build forms, document templates, and sign workflows — fully mapped, branded, and tested in a sandbox before go-live.
Rollout & Enablement
We train your team, document the workflows, and stay available for the 30 days after launch — standard for every engagement.
GET STARTED
Ready to Eliminate Manual Work from Your Salesforce Org?
Book a free 90-minute audit and we'll identify exactly where Forms, Documents,
or Sign can save your team the most time.