Platform Add-Ons

Who is this for: Platform Admins on the Teams plan.

Platform add-ons provide additional powerful tools to amp your Suite Teams plan. These add-ons include:

• Platform SSO
• Platform API
• Platform Salesforce

In addition, Forms-specific add-ons are available for purchase through Formstack Sales including:

• Forms Workflows
• Forms Portals
• Forms Conversion Kit

NOTE: The naming convention for your plan name may vary from the plan names outlined in the article ie: Platform Teams vs Suite Teams plan based on when you joined Formstack.  
 

 

Formstack Platform SSO Add-on

Simplify your workday, manage users, and prefill forms by using your identity provider to control access to your Formstack account users. 

This add-on provides your account with access to the following:

• SSO User Management
• SSO Forms Field Prefill

 

Formstack Platform API Add-on

Use the Formstack Platform open REST API to generate custom documents with data from your applications.

This add-on provides your account with access to the following:

• Sign API
• Forms API
• Documents API

 

Formstack Platform Salesforce Integration Add-on

Automate your Salesforce workflows by connecting your CRM to Formstack, an all-in-one form, document, and signature solution.

This add-on provides your account with access to the following features:

• The Forms Salesforce integration
• The Documents Salesforce delivery
• The Documents for Salesforce Native App

NOTE: Formstack Platform Salesforce add-on is available for Starter and Teams plans. 

 

How to activate Platform add-ons

NOTE: You must be an Admin user in order to request Platform add-on purchases.

Step 1: Navigate to the Billing > Manage Plan section of the Formstack ID (FSID) administrative panel.

Step 2: Scroll down to view the available add-ons and select Request add-on. 



Step 3: Schedule a time to meet with Formstack Sales to purchase the add-on. 

Once purchased, the add-on(s) are available to use within your Platform account.