What it does
FormAssembly connects web forms, approvals, documents and signatures to systems such as Salesforce. It serves teams handling structured applications and requests across departments. Plans have different response and user allowances, with prices supplied by sales. An account is needed, and prospective customers can request a trial.
Which part of the process needs automation?
FormAssembly can capture an application, route it to reviewers, generate a document and send information to a connected system. Fai, its AI assistant, can draft a form and routing structure from a process description. Salesforce, Google Sheets, HubSpot and Stripe are among the listed connections.
| Plan | Intended use | Responses |
|---|---|---|
| Collect | Single-user intake and single-signer documents | 12,000/year |
| Automate | Approval steps, department routing and multiple signers | 60,000/year |
| Enterprise | Additional retention and organization controls | Unlimited |
| Gov Cloud | Government-specific environments | Tiered |
Collect keeps FormAssembly branding. Automate adds custom branding and roles. The page gives no public rates; Request a Trial or Book a Demo starts the sales-assisted process. For an application that needs a review decision, Automate is the relevant starting point rather than the single-user Collect package.
Strengths
- Forms can feed Salesforce and other connected systems
- Automate supports approval routing and sequential or parallel signatures
- Response allowances and available roles are listed by plan
Watch out for
- Prices require a sales conversation
- Collect retains FormAssembly branding and is for a single user
- Approvals and multi-party signing require Automate or higher
Best for
- Salesforce teams designing structured intake processes
Sources
- FormAssembly | Secure Web Forms & Salesforce Data Collection (Oct 25, 2026)
- FormAssembly plans (Oct 27, 2026)
- Automate workflows with FormAssembly (Oct 27, 2026)