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...estate planning documents. • Design a smart Q&A form that maps each answer to the correct clause set, conditional text, and signature blocks. • Package the solution so I can update wording without touching code. • Deliver a functional prototype plus clear setup instructions and a short video walkthrough so my team can maintain it. Technical notes I’m open to HotDocs, Gavel, Woodpecker, Formstack Documents, or a well-structured Microsoft Word content-control system—use whichever lets us expand later to add more documents. Version control for clause libraries and clean document styling are important. Timeline A detailed plan and initial prototype within two weeks, refinements the following week, and final hand-over once testing is complete...

Especialista en Automatización y IA para Procesos Inmobiliarios Competencias que debe tener Esta persona debe poder implementar y orquestar todo el ecosistema de herramientas, no solo manejarlas. Competencias clave: Integraciones y Flujos Automatizados Experiencia en herramientas como Zapier, Make (Integromat), n8n, Power Automate. Document & PDF Automation Experiencia con Formstack, CraftMyPDF, Anvil, , etc. APIs y Datos Geoespaciales Capaz de usar APIs de Google Maps, Street View, Static Maps y conectar con sistemas GIS (como QGIS, ArcGIS si fuera necesario). Nocode / Low-code con buen ojo de diseño Para personalizar plantillas PDF, integrarlas con Canva, Figma, etc. Conocimiento de IA aplicada al negocio Uso de GPT-based tools para generar textos de l...

...Implement timeclock features for instructors and students (Clockify-style tracking). o Capture clock-in/out data and connect with service types for billing accuracy. o Provide approval workflows for Program Coordinators. Document Generation & Workflow Automation o Auto-generate required documents (e.g., LRS Progress Report, WBLE-1 forms, Minor Employment forms). o Enable e-signatures (via DocuSign/Formstack) with automated reminders. o Archive signed documents within the student’s Salesforce record. Billing & Invoicing o Build functionality to:  Generate invoice requests (export to Excel/QuickBooks-compatible).  Track invoice approval/rejection.  Log payments and reconcile with services delivered. o Create CPA user portal or automated document delivery system. Re...

...Power Apps developer to help me build a Contract Management Hub as part of a personal side project to solve real-world HR Ops challenges. I'm doing this independently (not on behalf of a company) and will be funding it out of pocket. The Problem In my HR role, we manage various employment contracts (permanent, fixed-term, part-time, contingent etc.) for over 800 workers using fragmented tools: Formstack for intake DocuSign for signatures Excel for tracking SharePoint for contracts Ivanti/UKG for downstream tasks The current setup is manual, slow, and lacks transparency—often taking hours per contract. I want to prove there's a better way using low-code automation. The Goal To build a Contract Hub prototype using Power Apps + SharePoint + Power Automate that: C...

...templates • Connects form data to pre-written control measures and PDF fields 4. PDF Output • Branded, legally structured RAMS document (ideally using DocsAutomator or Formstack) • Auto-filled using form responses • Downloadable or emailed to user 5. Payment Integration • Stripe (or Gumroad) integration for: • Pay-per-use (e.g. £15 per RAMS doc) • OR subscription model (e.g. £49/month unlimited) 6. Admin Access / CRM (optional but useful) • View submitted RAMS, users, usage volume Preferred Tools / Stack: • Front-End: Glide, Softr, or similar • Database: Airtable • PDF Automation: DocsAutomator or Formstack • Payments: Stripe or Gumroad • Authentication: Glide’s built-in or ...

...Scope of Work: 1. PDF Form Automation: • I have a GWA-1 PDF form that needs to be filled automatically with user data. • The data will be submitted via an online form on the web app (built with Bolt). • The form needs to be automatically populated with the submitted data. • The final PDF must be generated and ready to be sent via email. • Use a solution like Zapier or an API tool (such as Formstack Documents, PDFMonkey, or JotForm) to automate the PDF filling process. 2. Payment Integration via Bolt API: • Integrate Bolt’s payment gateway into the web app. • Users should be able to complete their payment seamlessly after submitting their data. • Ensure that payment processing is secure, and the system recognizes when the pay...

...for a Salesforce expert who can help me automate the generation of donor letters using Formstack. The letters should be triggered from the parent (fund) object and will be formatted as PDF. The ideal candidate should have a deep understanding of Salesforce, Formstack and PDF generation. Key Requirements: - The letters should pull information from various objects including Award details, Fund details, Designation stewardship, Designation beneficiary, and Constituent. - Awards in the letters should be grouped by award type. - The final copy of the letter needs to be saved on the object with the ability for users to modify it for reprints. Ideal Skills and Experience: - Proficient in Salesforce and Formstack. - Experience in automating letter generation. - Strong und...

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I'm transitioning from Conga Composer to Formstack Docs and need assistance. Specifically, I need 4-5 templates that either need to be rebuilt for Formstack or completely new templates made. These templates will be used within Salesforce. Key Requirements: - The templates need to match our current design exactly. - The templates will primarily be handling customer information. - The final templates should be in PDF format. Ideal Skills and Experience: - Extensive experience with Formstack Docs and Salesforce. - Previous experience with creating and designing templates for customer information. - Strong design skills to ensure templates match current design. - Proficiency in delivering templates in PDF format.

I'm looking for a seasoned Stripe developer to review and enhance the integration with Formstack. The primary focus will be on the payment processing flow, with a keen emphasis on improving the user experience. Key Responsibilities: - Comprehensive evaluation of the current Stripe-Formstack integration - Identification and implementation of optimizations in the payment processing flow - Enhancement of the overall user experience during transactions Ideal Candidate: - Proficient in Stripe and Formstack integrations - Strong understanding of payment processing systems - Excellent skills in user experience (UX) design - Previous experience in reviewing and optimizing payment integrations

I have a WordPress site with a form, and I'm currently facing an issue with the alignment of certain fields. The form plugin in use is Formstack. Key Requirements: - Identify the alignment issues in the form. - Implement fixes to ensure all fields are correctly aligned. - Ensure the form is responsive and displays correctly on all devices. - Test the form after changes to confirm the alignment issues are resolved. Ideal Skills: - Proficient in WordPress - Experience with Formstack plugin - Strong understanding of CSS for form alignment - Testing and QA experience to ensure responsive design across devices.

I'm seeking to have a custom Formstack developed, that will effectively manage around 4500 unique items broken down into discrete categories. This project requires executing the following tasks: Key Functions: - The form should have the ability to display the percentage of unique items still available. - Implement fields for 'Name' and 'Email address'. Skills and Experience: - The chosen freelancer should have profound knowledge of Formstack and its elements. - Experience working with managing large quantities of unique items on a form is beneficial. - Possessing a good understanding of conditional logic is essential. - Proficiency in the integration of percentage availability displays is desirable. The ideal candidate will not only deliver the r...

I'm in need of a professional who possesses a deep understanding of Salesforce Case Management and has prior experience integrating Formstack products such as Formstack Documents and Formstack Sign with Salesforce. Key Responsibilities: - Convert two existing fillable PDF forms into the Salesforce Case Management system - Create a seamless process for electronic signature requests using Formstack Sign - Ensure the forms are easily accessible and usable by case managers Ideal Candidate: - Background in Salesforce Case Management and Formstack products - Proven experience in creating and integrating forms within Salesforce - Familiarity with electronic signature processes and best practices - Strong communication skills to collaborate with case manag...

I'm seeking an experienced and professional individu...and professional individual who can create a fillable PDF form tailored to recommenders. While the specifics of the fields are flexible, I will value a detailed project proposal on how you plan to develop this form. Your experience with such tasks and any innovative suggestions you might bring to the table will be highly considered. Key skills and experience: - Proficiency in Adobe Acrobat, FormStack, JotForm or other similar programs - Experience with creating fillable PDF forms - Strong understanding of form design principles for ease of use - Ability to include detailed project proposals in the application. **attatched is an example of the document that I need to be filled. Where it had bracket is where I was the PDF t...

I'm seeking a proficient and diligent freelancer who can guide me through the configuration of my Formstack platform to achieve seamless merging of form data into PDF documents. Specifically, the task involves populating form fields in PDF files using the data gathered from simple forms with fewer fields on my Formstack platform. It would be beneficial if the potential freelancer has: - Expertise in using Formstack and handling PDF documents - An understanding of form data integration and field filling - An ability to simplify complex tech steps for a non-technical person - Excellent communication skills to explain the step-by-step process This task could potentially lead to more work in the future, levering your expertise in managing and configuring other plat...

I am looking for an airtable and formstack expert who can assist me with building custom forms and automations. All of the data is already in airtable. We use airtable as a pricing tool to generate proposals and contracts in Formstack, but it is cumbersome and not consistent. Its just not well done currently. The project is urgent and I need an immediate start. Ideal skills and experience: - Strong knowledge and experience in airtable and formstack - Proficiency in building custom forms and automations - Proficiency with integrating airtable and formstack with other platforms - Attention to detail and ability to organize data effectively - Must sign an NDA before beginning work

I am looking for a form to be developed with logic in DocuSign or FormStack. Where an user selects a number from drop-down selection box (ie: 20,30,50) the number will spawn pages with rows of input boxes (25 rows of input boxes for data collection per page), so if you selects 20 that equals 1 page displayed. Select 30, 2 pages are displayed. Select 50, then 3 pages are displayed for user input and SUBMIT. This is not a data entry project, rather a form development project with logic (javescript,SQL,etc.) that is part of the form flow. FormStack or DocuSign. I believe DocuSign cannot achieve this "ask." And I know a HTML, PHP + database can do the "ask" however, I want to stay way from online form+database. Not sure if Zapier can accomplish the "ask...

I am in need of someone to make certain changes to my formstack. Specifically, these changes are related to functionality and I have all the updated information ready. The timeline for these changes is not urgent, so they can be done within a week or more. The ideal freelancer for this job would have experience with formstack and knowledge of functionality changes.

We use Salesforce and Zoho CRM's integrated with Formstack. We want to extract data from our CRM into formstack documents. The freelancer will produce the Formstack Document Template, which is a document production tool, the tool should then extract data from our CRM to fill in the document and ensure it is correctly formatted and ready for print. The documents have a medium degree of complexity in that they are reasonably long (20-30 pages) & contain variable number of records per client, so loop tables and other text may go over multiple pages and we need formatting to be clean. All records arein a grandparent, parent, child relationship in the CRM and pull from multiple tables/fields. I've attached a copy of our fact find, which is one of the docume...

We are developing a new Salesforce new CRM

I have a document in PDF that I want to turn into a formstack document with data fed from Zoho CRM. The data tables are related and there is a parent, child, grandchild relationship with the need to create loop tables in the document to cater for varying number of records per user

I would like a MS PowerAutomate flow to trigger with a MS Form or Formstack submission and do the following: - Create a task with a due date and assigned user in MS Planner - Create a new row in two separate smartsheets based on checkbox responses on the original form - Email specific users based on checkbox responses on the original form - Send a reminder to a specific user based on checkbox responses on the original form

Dear Friend I need someone who knows how to work with Jotform and build my business unique multiple pages for Student registration. I currently have three forms that I like to merge into one and give customers of freedom to register one, two, or 3 programs with one registration form. currently, forms are located at Formstack. I like to use the same way with payment options to jotform. Form 1- Before & After School Program School Year 2023-24 Form 2- Summer camp year 2023 Form 3- Martial Arts Classes All Year I can explain more details Thank you Kevin

I need a Formstack/Webmerge developer for Authoring online legal documentation from detailed instructions provided (within a broader platform). Fixed price per document published but ongoing work

I need a Formstack/Webmerge developer for Authoring online legal documentation from detailed instructions provided (within a broader platform). Fixed price per document published but ongoing work

I need a programmer that can create logic based healthcare forms with rating scales that can create an outcome and then the result and outcomes be merged onto a form. All assessments and reports are available

We need 8 Templates designed that will be rebranded for any customer that selects the template. That means we need a space for replaceable logos and company information. These templates will be used in a merge workflow on FormStack and contain merge code. We are looking for these to be completely redesigned and as unique as possible while presenting the same information for our clients.

We need a developer who has experience in API integration. We currently have a Formstack form, and we need the submissions to automatically upload onto a software called LabCollector. We need fields to be mapped correctly. Formstack would also have to take information from LabCollector to populate our dropdown menu on the form. Requirements -Development experience in web applications and/or backend APIs -Experience with API troubleshooting & working with REST APIs and authentication -Work cross-functionally to support data access needs for multiple databases -Experience with Formstack or LabCollector APIs recommended

I need four forms created in FormStack with calculations and conditional logic. Attached are four word documents with the text that needs to go in the actual forms. I have also attached the actual forms for your review. Ignore all the legalese. We will add that ourselves to our website.

The employer is looking for: An experienced PowerApps developer to build 4-5 similar applications with region-specific requirements. The ideal candidate will be familiar with Powe...4-5 similar applications with region-specific requirements. The ideal candidate will be familiar with Power Automate, PowerApps as well as the following 3rd party applications: -Airtable -Microsoft Forms -Formstack -DocuSign -pdf4me The employer wants to build the applications to have an automated process for both vendor registration and Cost Approval/PO/Invoice based on the specific regional office requirements. The core features of the website are: - Vendor Registration using microsoft forms, Power automate and Airtable - Cost approval using Airtable, Power Apps + Power automate, formstack, Doc...

Right now we have 3 forms on our website and we are using hubspot. We want to remove hubspot and add formstack for all forms..... Add ' Jai Shree Ram ' in the starting of your bid... Also need to remove one item from menu bar.

Right now we have 3 forms on our website and we are using hubspot. We want to remove hubspot and add formstack for all forms. Also need to remove one item from menu bar.

...staging site before publishing. Integration rendering - Fix 404/500 errors A significant percentage of integrations have recently stopped rendering, and will instead throw a 404, even though the JSON file is there. Examples:

Customize FormStack Portal For New Employee Onboarding and Connect API with ATS/CRM.

Need to build an Intranet site, ideally this site would: - Only allow authorized users to login an access, login will come from Azure SSO - Allow for employees to access appropriate resources and pages - Allow for file downloads - Support links to various company resources - Have an Email Form for IT Support Tickets - Support integration with FormStack - Support Company Calendar with ability to delegate access to those who can add events - Support ability for managers to create pages and workplaces for their employees to access resources

My project: Client enters data into website (Gravity forms), then a zap (from Zapier) sends to Formstack Documents (formerly webmerge). Currently I get error that email address is not completed. However, it is completed. I believe there is an error in tags. Email address is required since Formstack Documents sends it to Sign Now for signatures. Once this is working I would like to set my website up to work with Zoho so that I am not so dependent on all the different products. I purchased Zoho One that have the forms, sign, and CRM. This may be a bigger job so I just want to get it working and then build this out on the side and make the complete switch when ready. I would like someone that could handle both of these items.

Im using Pipedrive as the source of information then passing through Zapier to send the information to formstack I need help in making all the fields in the PDF so they can be mapped and editable I am uploading the file I need help

Hi Koki M., ok i hire you for the project upload word document, and generate template. (react. nodejs, formstack etc...

Hello i'm looking to create an online tool that makes template document by uploading any word document, with custom fields (can be simple keyword in the doc) in them, then generate an online form with the custom field found in the word doc. Then user can fill in the form. and it will regenerate the original document with the custom field filled.

I need about 5 documents coded from existing formstack forms, Some are lengthy.

I have a project basically recreating a timesheet in Formstack. As the data loops through the table I would like to insert a page break when the employee name changes. Currently the loop lists all employees on one table. Example Employee A Employee B Employee C I would like to see Employee A Page break Employee B Page break Employee C I am using the group feature to sort by client.

I need a va to convert a word doc into a formstack about 50 questions Start proosal with STACK

I need a va to convert a word doc into a formstack about 50 questions Start proosal with STACK

...SMTP issue has become a lot more common for sure. As another option to CF7 with Postman, you could use Formstack instead. Formstack gets around the SMTP issue perfectly, without the need for additional plugins. All forms can have periodic sending issues, which can be super annoying. Formstack has been awesome, but we did encounter a recent issue, which related to a client's mailbox, so it could be worth a read to help you. The form wouldn't send (although it did store all the submissions) and this was triggered by a periodically full mailbox. The result was the client's email got blacklisted. Check out our trouble shooting article about Formstack Emails Not Sending. Even though it's Formstack specific, I have a feeling this could ...

I have a Google Sheet that has jobsite information. I need a button or link for each record in the Sheet that will open a Google Doc and pre-fill that Doc with information from the Sheet. This is different than a Mail Merge as I want just one record to create one doc at a time, that's why I envision that it would be a separa...one record to create one doc at a time, that's why I envision that it would be a separate button or link for each record that would run the script for that one Sheet record. If this can be done with a URL link, even better. I just can't figure out how to create Doc fields that can be referenced in the URL. (The current "Create Ticket" link you'll see in the screen shot does this, but links to a Formstack page where the form fields...

We are looking for support in building out our process when signing up a new customer via Formstack and Salesforce. Our business is a remote business for B2C sales, so we will need to take in consideration the customer experience. What skills we are looking for? - Must have good experience using Formstack - Forms, Sign and Documents - Must have experience with API configuration and using Salesforce - Experience in Process Architect would be helpful What work needs to be done: - Creating a series of 4 -5 forms (some with workflows) - Advising the business on the process map and seeking improvements - Linking the forms and data to Salesforce - Handing over a document of the process flow once setup Thank you for your support

Hi Mateen, We would like you to add these features to our Formstack form that is connected to LabCollector: - Add Insurance dropdown that autofills Insurance name & address - If the insurance if missing, patient can select other & manually fill in the info - Send this info to the insurance patient fields in LC - Change provider code dropdown to a simple fill in field - Add "2 or more races" option to the race field - Add upload front & back insurance card option

We need a developer who has experience in API integration. We currently have a Formstack form that automatically uploads submissions to a Lab Service Manager software called LabCollector. We need to introduce a dropdown field onto our form that will allow patients to select their insurance company, as well as supporting information specific to their selection (insurance address). This information will then be pushed to LabCollector with the rest of their information entered. We should be able to easily create and modify Insurance Company entries and their respective supporting information. We also have another dropdown on the form that we would like to turn into a text form. Requirements - Development experience in web applications and/or backend APIs - Experience with API troub...

Looking for a senior graphics designer / web designer - Freelance Working hours : Weekdays Time zone: Malaysia / SG timezone (9 - 6.30pm) - after hours where needed We are looking to bring on this person for a long te...formats (Exporting of files / Packaging of files) Handling of artwork files Web Design (preferred & bonus but not a necessity) Basic understanding of HTML & CSS - Dreamweaver / Handcoding is a huge plus Experience in developing EDMs - handcoded / Using Email Marketing software (Campaign Monitor) Understanding of limitations and functionality of landing pages Able to use 3rd party form tools (Formstack / Jotform) to integrate into Web pages **PORTFOLIO submission** - do showcase examples of past work for consideration- this will get priority treatment ...

We need a developer who has experience in API integration. We currently have a Formstack form, and we need the submissions to automatically upload onto a software called LabCollector. We need fields to be mapped correctly. Formstack would also have to take information from LabCollector to populate our dropdown menu on the form. Requirements -Development experience in web applications and/or backend APIs -Experience with API troubleshooting & working with REST APIs and authentication -Work cross-functionally to support data access needs for multiple databases -Experience with Formstack or LabCollector APIs recommended