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Formstack Form
by Formstack
by Formstack
Profile Information Last updated on: 1 July 2024
Profile Information Last updated on: 1 July 2024
We help make selecting a software for your business effortless, economical and efficient.
by Formstack
by Formstack
Profile Information Last updated on: 1 July 2024
Profile Information Last updated on: 1 July 2024
Based on the information provided on the Formstack website , the typical implementation process and timeline for their form software is not explicitly stated. However, we can infer some details about getting started with their platform:
Formstack offers pre-built form templates that can help kick off workflows quickly. This suggests the initial setup of basic forms can be relatively fast. They also provide the option to request a demo of their software suite, implying there is likely an onboarding process with their sales team for more complex implementations.
Additionally, Formstack highlights that their forms do not require any coding to set up, which could streamline the implementation compared to building forms from scratch. The ability to create forms visually through a drag-and-drop interface may also expedite the process.
While an exact timeframe is not provided, the emphasis on simplifying work and delivering "frictionless digital experiences" indicates Formstack aims to make the implementation process as seamless as possible for their customers. The actual duration may vary based on the complexity of the forms and workflows required by each organization.
Yes, Formstack software can be extensively customized to fit specific business needs. Here are several data points that highlight the customization capabilities:
Form Customization
1. Theme Editor:
- Quick Start with Themes: Users can quickly brand their forms using pre-built themes or create custom themes. This includes adjusting background colors, adding custom images, and modifying the layout without needing CSS or custom code.
- Customizable Attributes: Users can alter various elements such as background, theme header, sections, form box, labels, fields, and footer. This includes changing colors, fonts, sizes, and adding images or logos.
2. Advanced Customization:
- CSS and HTML: For more advanced users, Formstack allows the addition of custom CSS and HTML to further customize the look and feel of forms. This can be done through the Advanced Code Editor.
- Images and Logos: Users can add images and logos directly to the form or in notification and confirmation emails, enhancing the branding and visual appeal of the forms.
3. Form Fields:
- Field Customization: Users can customize form fields, including adjusting the subject of emails based on form fields, embedding HTML, videos, maps, and widgets, and using saved fields for consistency across forms.
Workflow Customization
1. Drag-and-Drop Workflow Builder:
- No-Code Tools: Formstack’s workflow builder allows users to create, edit, and deploy custom workflows without needing IT support. This includes data capture, document generation, and eSignature collection.
- Workflow Logic: Users can define rules to send forms back for corrections, skip steps, or complete workflows entirely. This helps in automating and streamlining business processes.
2. Approval Processes:
- Customizable Approval Processes: Formstack supports customizable approval processes, including options for group approvals and custom messages, which can streamline decision-making pathways.
3. Participant Users:
- Role Assignment: Users can assign sections of workflows to different team members and track the progress of workflows from start to finish. This helps in identifying communication bottlenecks and ensuring efficient workflow management.
Additional Customization Features
1. Pre-Populate Form Fields:
- Field Prefill: Formstack offers a Field Prefill feature that uses existing customer data to reduce form abandonment by making the form-filling experience faster and easier.
2. Custom Formulas:
- Dynamic Field Population: Users can dynamically populate fields with custom formula results using the 'Populate' action in the rule editor, allowing for more complex data handling within forms.
3. Security Features:
- Spam Prevention: Formstack includes features like Invisible reCAPTCHA, password protection, and user permissions to prevent spam submissions and ensure data security.
Learning and Support
1. Webinars and Guides:
- Educational Resources: Formstack offers webinars, guides, and help articles to assist users in customizing their forms and workflows. These resources cover topics like customizing form themes, using the workflow builder, and implementing advanced styles[20].
Formstack's pricing structure includes several additional costs beyond the basic subscription fees. Here are the details based on the provided sources:
Setup Fees
- No Setup Fee: Formstack does not charge any setup fees for their plans.
Maintenance Costs
- No Specific Maintenance Fees: There are no explicit mentions of ongoing maintenance fees. However, the cost of the subscription itself covers the use of the platform and its features.
Support Charges
- Support Options: Formstack offers various support options, including chat, email/help desk, FAQs/forum, and a knowledge base. These support options are included in the subscription plans.
- Dedicated Customer Success Manager: For the Enterprise plan, a dedicated Customer Success Manager is included, which may imply additional support at a higher service level.
Subscription Plans and Features
- Monthly and Annual Billing: Formstack offers both monthly and annual billing options. Annual billing provides a discount compared to monthly payments.
- Plan-Specific Features: Different plans come with varying features and limits. For example, the Starter plan includes 20 forms and 1,000 submissions per month, while the Pro plan includes 1,000 forms and 100,000 submissions per month.
Additional Costs
- Paid Add-Ons: There are mentions of paid add-ons for certain features, which can increase the overall cost. Specific details on these add-ons are not provided, but they may include advanced integrations or additional storage.
- Transaction Fees for Payment Integrations: When using payment integrations, transaction fees apply. For example, a typical fee structure might be 2.9% + $0.30 per transaction.
Free Trial
- 14-Day Free Trial: Formstack offers a 14-day free trial for users to test the functionality before committing to a subscription.
Refund Policy
- No Refunds for Annual Subscriptions: Formstack's policy states that annual subscriptions are not refundable. This emphasizes the importance of utilizing the free trial to ensure the service meets your needs before committing to a long-term plan.
Formstack offers a variety of pricing plans and additional costs that users should be aware of. Here are the details:
Pricing Plans
1. Starter Plan:
- Cost: $59 per month (billed monthly) or $50 per month (billed annually)
- Features: 20 forms, 1,000 submissions per form, 1 GB storage, 5 themes, basic form features, integrations, and security options.
2. Teams Plan:
- Cost: $99 per month (billed monthly) or $83 per month (billed annually)
- Features: 100 forms, 10,000 submissions per form, 2 GB storage, 10 themes, additional integrations, and approval processes.
3. Pro Plan:
- Cost: $249 per month (billed monthly) or $208 per month (billed annually)
- Features: 1,000 forms, 100,000 submissions per form, 10 GB storage, unlimited themes, advanced integrations, and HIPAA compliance.
4. Enterprise Plan:
- Cost: Custom pricing (contact sales)
- Features: Custom forms, submissions, storage, and themes, dedicated customer success manager, SSO authentication, and other enterprise-level features.
Additional Costs
1. Setup Fees:
- Formstack does not charge any setup fees for its plans.
2. Maintenance and Support Charges:
- Support Options: Email/help desk, chat, FAQs/forum, knowledge base, and video tutorials/webinars are available across all plans[20].
- API Fees: Some APIs may require additional fees.
- Customer Success Manager: Available for Enterprise plan users, which may involve additional costs.
3. Payment Integration Fees:
- Transaction fees for payment integrations are typically 2.9% + $0.30 per transaction.
4. Training and Certification:
- Formstack offers free certification courses through Formstack Tracks, which provide hands-on experience with their products.
Discounts
1. Annual Billing Discount:
- Users can save by opting for annual billing, which reduces the monthly cost for each plan.
Formstack employs a comprehensive set of security measures to protect data. Here are the key security features and practices:
Data Encryption
1. Encryption at Rest:
- All submission data is encrypted using AES-256 encryption while at rest.
- Personal health information uploaded to S3 file servers is also AES-256 encrypted.
2. Encryption in Transit:
- Data in transit is protected by TLS (Transport Layer Security) with a minimum version of 1.2, ensuring end-to-end communication security.
3. PGP Email Encryption:
- Formstack offers PGP (Pretty Good Privacy) encryption for data sent via email, which is essential for protecting sensitive information routed through email.
Access Control
1. Password Protection:
- Users can set strong passwords and use a password meter to guide the creation of secure passwords.
- Password protection can be applied to forms to restrict access to authorized individuals only.
2. Multi-Factor Authentication (MFA):
- Formstack provides the option to enable multi-factor authentication for an additional layer of security.
3. Timeout Settings:
- Customers can set timeout periods for user sessions to automatically log out inactive users, with specific settings for HIPAA compliance.
Data Backup and Replication
1. Data Backup:
- Formstack performs regular data backups, which are encrypted using AES-256. If form encryption is used, backups are encrypted with a 1024-bit AES public key.
2. Data Replication:
- Data replication between regions is encrypted by AWS, in addition to file and client form encryption.
Vulnerability Management
1. Internal and External Vulnerability Scans:
- Internal vulnerability scans are conducted quarterly, and external scans are performed by a PCI Approved Scanning Vendor (ASV).
2. Penetration Testing:
- Bi-annual penetration testing is conducted by third-party security vendors to identify and address potential security weaknesses.
Compliance and Certifications
1. Compliance with Regulations:
- Formstack complies with various regulations, including HIPAA, PCI DSS, GDPR, and WCAG, ensuring that data handling practices meet stringent security standards.
2. AWS Hosting:
- Formstack uses AWS for hosting, benefiting from AWS's compliance with SOC standards and other security certifications.
Incident Response
1. Incident Response Plan:
- Formstack has documented Incident Response and Data Breach Response Plans to handle security events and breaches. Customers are notified within 24 hours of a confirmed security incident.
2. Business Continuity and Disaster Recovery:
- A business continuity and disaster recovery plan is in place to ensure service continuity in the event of a disruption.
Additional Security Features
1. Logging and Monitoring:
- Activities are logged and sent to a centralized logging infrastructure for audit purposes. Anomalies are investigated to detect potential security incidents.
2. Firewall and 24/7 Monitoring:
- Firewalls and continuous monitoring are used to protect data from unauthorized access and potential threats.
3. Invisible reCAPTCHA:
- Invisible reCAPTCHA is used to prevent spam submissions and ensure the integrity of the data collected.
Formstack employs a comprehensive set of security measures to protect data. Here are the key security features and practices:
Data Encryption
1. Data at Rest:
- All submission data is encrypted under AES-256 encryption, ensuring that data stored on disk is secure.
2. Data in Transit:
- Data transmitted between clients and Formstack servers is protected using TLS (Transport Layer Security) version 1.2 or higher, providing end-to-end communication security.
3. Form Encryption:
- Clients have the option to encrypt their forms using a passphrase, which encrypts the data under a 1024-bit AES public key. This adds an additional layer of security for sensitive data.
Compliance
1. PCI Compliance:
- Formstack is PCI compliant as both a merchant and a service provider. This compliance ensures that Formstack meets the necessary security standards for handling payment information.
2. HIPAA Compliance:
- For customers on the HIPAA plan, Formstack ensures compliance with HIPAA regulations, which is critical for handling personal health information.
3. Global Privacy Compliance:
- Formstack complies with various global privacy regulations, including GDPR (General Data Protection Regulation) and PIPEDA (Personal Information Protection and Electronic Documents Act), ensuring that data privacy standards are met worldwide.
Security Features
1. SSL (Secure Sockets Layer):
- All forms are automatically secured with 256-bit SSL, which encrypts data during transmission and protects against data breaches and man-in-the-middle attacks.
2. Database Encryption:
- Information stored in the Formstack database is encrypted, adding another layer of protection for stored data.
3. PGP (Pretty Good Privacy) Encryption:
- For sensitive information sent via email, Formstack uses advanced PGP encryption to secure the data.
4. Invisible reCAPTCHA:
- This feature helps prevent spam submissions by ensuring that only legitimate users can submit forms, keeping the database free from bogus information.
5. Password Protection and Multi-Factor Authentication:
- Formstack provides options for setting strong passwords and enabling multi-factor authentication to enhance account security.
Security Practices
1. Data Backup and Replication:
- Formstack performs regular data backups, which are also encrypted using AES-256. If data is replicated between regions, it is encrypted by AWS in addition to the file encryption and/or client form encryption.
2. Logging and Monitoring:
- Formstack's application is configured for appropriate logging of activities to detect security incidents. Logs are sent to a centralized logging infrastructure for audit purposes, and anomalies are investigated for possible compromises.
3. Vulnerability Scans and Penetration Testing:
- Internal vulnerability scans are conducted quarterly, and external vulnerability scans are performed by a PCI Approved Scanning Vendor (ASV). Additionally, bi-annual penetration testing is conducted by a third-party security vendor.
4. Incident Response and Business Continuity:
- Formstack has documented Incident Response and Data Breach Response Plans, which outline the processes to respond to security events and breaches. The goal is to notify customers of an actual security incident within 24 hours of becoming aware of it. Formstack also has a business continuity and disaster recovery plan to ensure continued operations during disruptions.
5. Employee Training:
- Employees and contractors receive annual privacy and awareness training, including secure coding guidelines and handling sensitive data. This training helps ensure that all personnel are aware of and adhere to security best practices.
Hosting and Infrastructure
1. AWS Hosting:
- Formstack uses Amazon Web Services (AWS) in the United States as its external security hosting provider. AWS meets System and Organization Controls (SOC) standards, verified by independent third-party examination reports.
Based on the information provided in the search results, here is Formstack's policy on data ownership and portability:
Data Ownership
Formstack clearly states that customers/organizations own the submission data and file upload data collected through their forms:
"Your organization owns the submission data and file upload data. In EU Data Protection Law speak, your organization is the Controller. Formstack will only access your data at your request."
This means that the data submitted through Formstack forms belongs to the customer organization, not Formstack itself. Formstack acts as a data processor and will only access customer data when requested by the customer.
Data Portability
Formstack provides options for customers to download and export their form data and submissions, allowing for data portability in compliance with regulations like GDPR:
1. Downloading Form Definitions (Structure and Questions):
Customers can download the structure and questions of their forms in JSON format through their account admin settings. This allows exporting the form builds themselves.
2. Downloading Form Submissions/Responses:
Customers can download all submissions/responses to their forms in Excel (XLSX) or CSV formats directly from the Results panel of each form. This allows exporting the data collected through the forms.
3. Downloading Uploaded Files:
If a form includes a File Upload question, customers can download all files uploaded by respondents.
By providing these options to download form definitions, submissions, and uploaded files, Formstack enables customers to extract and transfer their data out of the Formstack platform if needed, supporting data portability requirements.
Data Ownership and Portability
Formstack's policy on data ownership and portability is designed to ensure that users retain control over their data and can easily transfer it as needed. Here are the key points:
1. Data Ownership:
- User Control: Users retain full ownership of the data they collect through Formstack forms. This means that any data submitted via Formstack forms belongs to the user, not Formstack.
- Data Access: Users have the ability to access, modify, and delete their data at any time. This ensures that users can manage their data according to their needs and compliance requirements.
2. Data Portability:
- Export Options: Formstack provides various options for exporting data. Users can export form submissions in multiple formats, including CSV, Excel, and PDF, making it easy to transfer data to other systems or for offline use.
- API Access: For more advanced data portability needs, Formstack offers API access. This allows users to programmatically retrieve and manage their data, facilitating integration with other applications and systems.
Scaling Up or Down
Formstack offers flexible terms for scaling up or down as organizational needs change. Here are the details:
1. Subscription Plans:
- Plan Upgrades: Users can upgrade their subscription plans at any time to access additional features, higher submission limits, and more storage. This is particularly useful for growing organizations that need more resources.
- Plan Downgrades: Users can also downgrade their plans if their needs decrease. This flexibility ensures that users only pay for the features and resources they need.
2. Billing Adjustments:
- Pro-Rated Billing: When users upgrade or downgrade their plans, Formstack typically adjusts the billing on a pro-rated basis. This means users are charged only for the portion of the billing cycle during which they used the new plan.
- Annual and Monthly Billing: Formstack offers both annual and monthly billing options. Users can switch between these billing cycles to better align with their budget and financial planning.
3. Custom Plans:
- Enterprise Solutions: For organizations with unique or extensive needs, Formstack offers custom enterprise solutions. These plans can be tailored to include specific features, higher limits, and dedicated support, ensuring that large organizations can scale effectively.
4. Support for Scaling:
- Customer Success Manager: For enterprise customers, Formstack provides a dedicated Customer Success Manager who can assist with scaling needs, ensuring that the transition is smooth and that the organization can fully leverage Formstack's capabilities.
Here are the key details regarding Formstack's terms and conditions for contract renewal and cancellation:
Contract Renewal:
1. Renewal Process: Formstack does not provide explicit details about their contract renewal process in the search results. However, some relevant points can be inferred:
- Customers likely have the option to renew their subscription plans before the expiration date to continue using Formstack's services without interruption [Inferred from general SaaS practices].
- For enterprise customers, the dedicated Customer Success Manager may assist with the renewal process and negotiating custom terms .
2. Renewal Terms: The search results do not specify if Formstack offers any special renewal terms or discounts for existing customers renewing their contracts.
3. Automatic Renewal: There is no clear information on whether Formstack subscriptions automatically renew or if customers need to manually initiate the renewal process.
Contract Cancellation:
1. Cancellation Process:
- Customers can cancel their Formstack account by contacting the Billing Team or Customer Support .
- The cancellation process typically involves clicking a "Cancel Subscription" or similar option within the account settings and following the prompts to confirm the cancellation .
2. Refund Policy:
- Formstack has a 30-day money-back guarantee for new subscriptions, allowing customers to request a full refund within 30 days of their initial purchase .
- After the 30-day period, Formstack's policy states that annual subscriptions are non-refundable .
3. Notice Period:
- The search results do not specify if Formstack requires a notice period (e.g., 30 days) before cancellation takes effect.
4. Billing Cycle and Charges:
- Customers should review their billing cycle and cancel their subscription before the next billing period to avoid being charged for the upcoming cycle [Inferred from general SaaS practices].
- It is recommended to monitor billing statements and disconnect payment methods after cancellation to prevent any accidental charges .
5. Terms of Service:
- Formstack's Terms of Service likely outline additional details and conditions related to contract renewal and cancellation, but the full terms are not provided in the search results.
While the search results provide some insights into Formstack's contract renewal and cancellation processes, specific terms and conditions may vary based on the subscription plan or negotiated agreements, especially for enterprise customers. It is advisable to review the complete Terms of Service and any custom contracts for the most accurate and up-to-date information.
1. PCI Compliance:
- Formstack is PCI compliant as both a merchant and a service provider. This compliance ensures that Formstack meets the necessary security standards for handling payment information.
2. HIPAA Compliance:
- For customers on the HIPAA plan, Formstack ensures compliance with HIPAA regulations, which is critical for handling personal health information.
3. Global Privacy Compliance:
- Formstack complies with various global privacy regulations, including GDPR (General Data Protection Regulation) and PIPEDA (Personal Information Protection and Electronic Documents Act), ensuring that data privacy standards are met worldwide.
Security Features
1. SSL (Secure Sockets Layer):
- All forms are automatically secured with 256-bit SSL, which encrypts data during transmission and protects against data breaches and man-in-the-middle attacks.
2. Database Encryption:
- Information stored in the Formstack database is encrypted, adding another layer of protection for stored data.
3. PGP (Pretty Good Privacy) Encryption:
- For sensitive information sent via email, Formstack uses advanced PGP encryption to secure the data.
4. Invisible reCAPTCHA:
- This feature helps prevent spam submissions by ensuring that only legitimate users can submit forms, keeping the database free from bogus information.
5. Password Protection and Multi-Factor Authentication:
- Formstack provides options for setting strong passwords and enabling multi-factor authentication to enhance account security.
Security Practices
1. Data Backup and Replication:
- Formstack performs regular data backups, which are also encrypted using AES-256. If data is replicated between regions, it is encrypted by AWS in addition to the file encryption and/or client form encryption.
2. Logging and Monitoring:
- Formstack's application is configured for appropriate logging of activities to detect security incidents. Logs are sent to a centralized logging infrastructure for audit purposes, and anomalies are investigated for possible compromises.
3. Vulnerability Scans and Penetration Testing:
- Internal vulnerability scans are conducted quarterly, and external vulnerability scans are performed by a PCI Approved Scanning Vendor (ASV). Additionally, bi-annual penetration testing is conducted by a third-party security vendor.
4. Incident Response and Business Continuity:
- Formstack has documented Incident Response and Data Breach Response Plans, which outline the processes to respond to security events and breaches. The goal is to notify customers of an actual security incident within 24 hours of becoming aware of it. Formstack also has a business continuity and disaster recovery plan to ensure continued operations during disruptions.
5. Employee Training:
- Employees and contractors receive annual privacy and awareness training, including secure coding guidelines and handling sensitive data. This training helps ensure that all personnel are aware of and adhere to security best practices.
Hosting and Infrastructure
1. AWS Hosting:
- Formstack uses Amazon Web Services (AWS) in the United States as its external security hosting provider. AWS meets System and Organization Controls (SOC) standards, verified by independent third-party examination reports.
Based on the information provided in the search results, here is Formstack's policy on data ownership and portability:
Data Ownership
Formstack clearly states that customers/organizations own the submission data and file upload data collected through their forms:
"Your organization owns the submission data and file upload data. In EU Data Protection Law speak, your organization is the Controller. Formstack will only access your data at your request."
This means that the data submitted through Formstack forms belongs to the customer organization, not Formstack itself. Formstack acts as a data processor and will only access customer data when requested by the customer.
Data Portability
Formstack provides options for customers to download and export their form data and submissions, allowing for data portability in compliance with regulations like GDPR:
1. Downloading Form Definitions (Structure and Questions):
Customers can download the structure and questions of their forms in JSON format through their account admin settings. This allows exporting the form builds themselves.
2. Downloading Form Submissions/Responses:
Customers can download all submissions/responses to their forms in Excel (XLSX) or CSV formats directly from the Results panel of each form. This allows exporting the data collected through the forms.
3. Downloading Uploaded Files:
If a form includes a File Upload question, customers can download all files uploaded by respondents.
By providing these options to download form definitions, submissions, and uploaded files, Formstack enables customers to extract and transfer their data out of the Formstack platform if needed, supporting data portability requirements.
Data Ownership and Portability
Formstack's policy on data ownership and portability is designed to ensure that users retain control over their data and can easily transfer it as needed. Here are the key points:
1. Data Ownership:
- User Control: Users retain full ownership of the data they collect through Formstack forms. This means that any data submitted via Formstack forms belongs to the user, not Formstack.
- Data Access: Users have the ability to access, modify, and delete their data at any time. This ensures that users can manage their data according to their needs and compliance requirements.
2. Data Portability:
- Export Options: Formstack provides various options for exporting data. Users can export form submissions in multiple formats, including CSV, Excel, and PDF, making it easy to transfer data to other systems or for offline use.
- API Access: For more advanced data portability needs, Formstack offers API access. This allows users to programmatically retrieve and manage their data, facilitating integration with other applications and systems.
Scaling Up or Down
Formstack offers flexible terms for scaling up or down as organizational needs change. Here are the details:
1. Subscription Plans:
- Plan Upgrades: Users can upgrade their subscription plans at any time to access additional features, higher submission limits, and more storage. This is particularly useful for growing organizations that need more resources.
- Plan Downgrades: Users can also downgrade their plans if their needs decrease. This flexibility ensures that users only pay for the features and resources they need.
2. Billing Adjustments:
- Pro-Rated Billing: When users upgrade or downgrade their plans, Formstack typically adjusts the billing on a pro-rated basis. This means users are charged only for the portion of the billing cycle during which they used the new plan.
- Annual and Monthly Billing: Formstack offers both annual and monthly billing options. Users can switch between these billing cycles to better align with their budget and financial planning.
3. Custom Plans:
- Enterprise Solutions: For organizations with unique or extensive needs, Formstack offers custom enterprise solutions. These plans can be tailored to include specific features, higher limits, and dedicated support, ensuring that large organizations can scale effectively.
4. Support for Scaling:
- Customer Success Manager: For enterprise customers, Formstack provides a dedicated Customer Success Manager who can assist with scaling needs, ensuring that the transition is smooth and that the organization can fully leverage Formstack's capabilities.
Here are the key details regarding Formstack's terms and conditions for contract renewal and cancellation:
Contract Renewal:
1. Renewal Process: Formstack does not provide explicit details about their contract renewal process in the search results. However, some relevant points can be inferred:
- Customers likely have the option to renew their subscription plans before the expiration date to continue using Formstack's services without interruption [Inferred from general SaaS practices].
- For enterprise customers, the dedicated Customer Success Manager may assist with the renewal process and negotiating custom terms .
2. Renewal Terms: The search results do not specify if Formstack offers any special renewal terms or discounts for existing customers renewing their contracts.
3. Automatic Renewal: There is no clear information on whether Formstack subscriptions automatically renew or if customers need to manually initiate the renewal process.
Contract Cancellation:
1. Cancellation Process:
- Customers can cancel their Formstack account by contacting the Billing Team or Customer Support .
- The cancellation process typically involves clicking a "Cancel Subscription" or similar option within the account settings and following the prompts to confirm the cancellation .
2. Refund Policy:
- Formstack has a 30-day money-back guarantee for new subscriptions, allowing customers to request a full refund within 30 days of their initial purchase .
- After the 30-day period, Formstack's policy states that annual subscriptions are non-refundable .
3. Notice Period:
- The search results do not specify if Formstack requires a notice period (e.g., 30 days) before cancellation takes effect.
4. Billing Cycle and Charges:
- Customers should review their billing cycle and cancel their subscription before the next billing period to avoid being charged for the upcoming cycle [Inferred from general SaaS practices].
- It is recommended to monitor billing statements and disconnect payment methods after cancellation to prevent any accidental charges .
5. Terms of Service:
- Formstack's Terms of Service likely outline additional details and conditions related to contract renewal and cancellation, but the full terms are not provided in the search results.
While the search results provide some insights into Formstack's contract renewal and cancellation processes, specific terms and conditions may vary based on the subscription plan or negotiated agreements, especially for enterprise customers. It is advisable to review the complete Terms of Service and any custom contracts for the most accurate and up-to-date information.
Contract Renewal and Cancellation Terms for Formstack
Formstack provides clear terms and conditions for contract renewal and cancellation. Here are the key points:
Contract Renewal
1. Automatic Renewal:
- Formstack subscriptions automatically renew at the end of each billing cycle (monthly or annually) unless the customer cancels the subscription before the renewal date.
2. Notification:
- Customers are typically notified before the renewal date, allowing them to make any necessary changes to their subscription. This ensures that customers are aware of the upcoming renewal and can decide whether to continue or cancel the service.
Cancellation Policy
1. Cancellation Process:
- Customers can cancel their subscription at any time through their account settings or by contacting Formstack support. The cancellation will take effect at the end of the current billing period.
2. Refunds:
- Formstack's refund policy states that they do not offer refunds for any unused portion of the subscription term. This applies to both monthly and annual plans.
3. Annual Subscriptions:
- For annual subscriptions, customers are encouraged to use the 14-day free trial to ensure the service meets their needs before committing, as no refunds are provided for annual plans.
Downgrading Plans
1. Effect on Features:
- Downgrading a plan may result in the loss of certain features and reduced limits on forms and submissions. Customers should carefully consider the impact of downgrading on their usage.
Custom and Enterprise Plans
1. Negotiated Terms:
- For custom and enterprise plans, the terms for scaling, renewal, and cancellation may be negotiated as part of the contract. These terms are typically more flexible and tailored to the specific needs of the organization.
By Formstack