On Wednesday, March 25, starting at 10:00am ET, FormAssembly is hosting its annual virtual user conference. Focusing on themes related to moving beyond simply collecting data and instead, learning how to intentionally design outcomes, this year’s event is all about helping FormAssembly users make the most of their experience with our platform.
As AI agents and formless data reshape how work gets done, the role of data professionals is fundamentally evolving. Many of the day’s sessions will be about how to maximize existing FormAssembly investment, leverage new capabilities like Fai to automate workflows, and maintain the structure, integrity, and trust that data requires.
One of the day’s sessions is tailored exclusively for FormAssembly partners. Taking place from 4:00pm – 5:00pm ET, the session, titled, “Partnering With FormAssembly,” will be led by members of FormAssembly’s partner team. They’ll be sharing partner resources, co-marketing opportunities, and details on our revamped partner program.
The New FormAssembly Partner Program
The session will introduce FormAssembly’s updated partner program, built to help partners grow their business in industries where security, governance, and compliance are critical.
Designed for highly regulated sectors like public sector, healthcare, higher education, and financial services, the program provides specialized tools and resources to support secure, scalable data collection. With tiered participation levels, clear referral and reseller opportunities, dedicated enablement resources, and co-marketing support, the program scales alongside partner engagement.
Unlike volume-driven programs, the new partner program is purpose-built for compliance-focused, mission-critical environments, making it a strong fit for partners serving regulated industries.
Learn more about the partner program.
Relevant Product Updates
The next portion of the session will focus on recent FormAssembly product updates that are most relevant to our partners. These include:
Atlas and Fai
FormAssembly Atlas is the next generation of enterprise data collection and automation. It’s a smarter, faster, and more flexible way to capture and connect data, powered by built-in AI and backed by enterprise-grade security.
Atlas includes:
- FormAssembly AI (Fai), a built-in, agentic AI assistant for faster, guided workflow creation
- A new connector architecture designed to give more control over data integrations
- Compliance guidance built directly into the workflow-building process
- Enhanced customer support
Atlas makes data collection and automation seamless, and with Fai, it is faster and easier than ever to create the forms and workflows you need to keep your business moving forward.
Salesforce Workflow Integration
The enhanced Salesforce connector in FormAssembly Atlas simplifies how data is captured, managed, and routed. With intuitive mapping, advanced automation, and real-time updates, cleaner, more reliable data can be moved into Salesforce, laying the groundwork for AI-ready operations and success with Agentforce.
Document Generation
Document generation streamlines workflows, enabling users to eliminate redundant tools and effortlessly create professional, branded invoices, reports, certificates, and more – all while ensuring data remains secure every step of the way.
Here’s how it works:
- Build Your Own Templates. Upload .DOCX or .PPT templates to FormAssembly, add tags, and easily map data from multiple forms and connectors.
- Generate PDFs Instantly & Securely. Form submissions trigger real-time document creation within FormAssembly’s secure platform.
- Seamless File Storage. Automatically send generated documents to SharePoint, Google Drive, Box, Dropbox, and the Salesforce workflow connector.
- Unlimited Documents Available. Eligible plans come with a set number of documents, plus the flexibility to refill or upgrade to unlimited access as your needs grow.
E-Signature
You can now add an e-signature to any form or workflow.
Why is that so great? 80% of e-signature agreements are signed within one day, and utilizing e-signatures reduces costs, improves security, and improves efficiency across teams.
Ways to put e-signature to use today:
- Secure financial transactions
- Optimize legal workflows
- Protect sensitive data
- Connect electronic signatures to your tech stack
- And more
FedRAMP/PubSEC Updates
In 2025, FormAssembly partnered with FedHIVE to allow the platform to operate within FedRAMP High Impact and DoDIL4 Virtualized Environments. FormAssembly is procurement-ready for federal buyers, active in SAM.gov, and built for regulated environments.
If you serve the public sector, FormAssembly is ready to support your implementations.
What Else You Need to Know
To round out the hour, the FormAssembly partner team will be sharing new opportunities for billable hours and client support. Additionally, the team will be sharing joint marketing opportunities that our partners can participate in.
There will be time at the end of the session for a live Q&A.
Don’t Miss Out on this FormAssembly Partner Program Exclusive!
This session will give those in the FormAssembly partner program – as well as those interested in joining – everything they need to know to be poised for success in 2026.
We’ve been excited to roll out these updates and can’t think of a better stage on which to share it all with you!
Register for “Partnering With FormAssembly” today.
Interested in learning more about the FormAssembly partner program? Visit our partner page for more information or reach out to our team.
