Formstack suite Plans have different limits you should be aware of. These include limits to how many Forms, Submissions, Document merges, and Users an account has access to. This support resource will explain how each limit works and how to resolve each one. To get a quick snapshot of your account status, visit this Status page on your Admin account.(Please note that you’ll require admin access to view this info).
Note: the billing & usage tab on the admin page is only available to admins or standard users with billing permissions.
Forms
Each account has a limit to how many forms users can create. Once your account hits this limit forms can no longer be created. Forms in the 'Archived' folder count toward this limit.
How to Resolve:
• Delete forms to make room for new forms you'd like to create(It’s important to note that deleted forms will appear in a deleted folder and will be hard deleted after 7 days. It’s possible to request a sooner date by contacting our support team and verifying your account, this change is irreversible once completed)
• Reuse forms you don't use any longer
• Upgrade to the next plan level to gain more forms
Submissions
Submissions are counted per Form. For example, if you are on the Teams suite plan, this will allow for 2,000 Submissions to be stored in that form's dashboard at any given moment.
If you do get close to your limit, you will receive an email notification warning you that you are approaching your submission limit and you will receive another warning email once you hit that limit. You'll also see an alert on your Formstack dashboard.
Any submissions sent in after you exceed your submission limit will not be lost, rather they will be emailed to you instead of being stored in the Formstack database and integrations will continue to run when the form is submitted. A link to upgrade your account and delete your submissions will be provided when you’ve hit this limit. If you have a custom agreement and have a dedicated account executive, you can request a customized report detailing your submission limit.
How to Resolve:
• Delete submissions from the affected form to make room for more
• Upgrade to the next plan level to increase the form's submission capacity
Users
Each account entitles you to a certain number of users. Users can build, manage, and update forms and submissions in your account. To view your account usage, select your name from the top right and then select the account usage option.
Once you hit the user limit you will not be able to add more users to your account.
How to Resolve:
• Starter, Teams or Pro plans: Upgrade to the next plan level to increase the number of users
• Certain plans will have the ability to purchase users on an a la carte basis. Please contact your sales representative for more details.
File Upload Storage
Formstack accounts have a limit to the number of file uploads collected in submissions.
Before an account exceeds its file storage limit, Formstack sends a proactive email to the Account Owner and Admins to inform them that the limit is near and that action will need to be taken. However, once you reach the data storage limit, the upload prompt will be disabled on the Form. You will receive an email from us when you are nearing the limit.
How to Resolve:
• Delete submissions with existing file uploads from the Submission tab of your forms
• Use one of our file upload integrations (Box, Dropbox, Google Drive, AWS) to collect file uploads off-site and expand your storage.
• Upgrade to the next plan level to increase available file upload storage
Note: Deleting submissions will only soft-delete the data so it will stay on your account for 7 days and will not free up space immediately. If in need of space quickly, please contact support to hard-delete the submissions to free up space right away.
When contacting support for hard deletions please provide a copy of the links to the forms where the submissions were deleted. Below are instructions on how to identify the information that support will need to accommodate your request.
1. From your Dashboard click on the necessary form
2. Click Settings in the top right corner
3. Copy the form URL to provide to support
*This should be done for each submission you wish to have hard deleted.
Document Merges
This is the number of merges or deliveries available on an account each month.This limit is account-wide and not on a per-document basis. If you’re unfamiliar with what a merge is, check out this article here. As an example, if you’re on a Teams suite plan, this would allow for 250 merges/Month. A merge count example would be if you had a form connected to a document with an email delivery that would send out a copy of one final document, this would equate to one single delivery.
To monitor the current number of merges on your account, you can login to your Documents account and navigate to document overview > recent merges. Additionally, you can view total merges for your account for a timeframe under Reports>Merge overview. It’s important to note that the summary view will outline all document deliveries and any additional file conversion steps will be counted as part of the files total at the top of the page.
How to Resolve:
• Make sure you’re utilizing the test merge option to avoid unnecessary merge counts
• Monitor your usage using the reports tab at the top of your dashboard when logged into Formstack Documents
• Upgrade to the next suite plan level or speak with your Formstack sales representative about plan options
What if I'm on an individual or different product plan?
This page detailed how to resolve and navigate account limits that are specific to our Formstack suite plans, but if you’re on an individual product plan, you can check out the articles below for similar steps on understanding your account limits.
Forms account limits
Sign account limits
Forms for Salesforce account limits
Formstack Documents account limits