FormAssembly Essentials

Advanced Form Building for Small Businesses

Be in Control of Your Data Collection Processes

Collect the Data You Need

Include compliant e-Signatures with form responses.

Custom Themes and Permissions

Personalize branding, themes, permissions, and access controls.

Compliant Data Storage

Data residency options in North America, Europe, or Asia-Pacific.

Perfect for Small Businesses that Need:

  • Advanced Salesforce integration
  • Flexible, no-code form building
  • Branded form experiences

Essential Features

Collect compliant e-Signatures with form responses

Have respondents sign their submissions, collect initials, and store indefinitely.

Customizable theme editor

Build branded form templates you can update and apply to all forms – no designer required.

Advanced Salesforce integration available

Prefill form responses and add dynamic pick-lists to forms with a best-in-class Salesforce connector.

Data residency options in North America, Europe, or Asia-Pacific

Meet data localization requirements with 7 AWS regions available.

See Full Feature List

Watch: How Two Organizations Streamline Salesforce Data Collection

Discover how Clicks 2 Code and the Olin Business School maximize their impact with Salesforce-connected web forms.

See Essentials in Action

Award-Winning Support Dedicated to Your Success

  • 96% customer satisfaction score
  • 2023 Stevie Award winning support team
  • Upgradeable success plans available

success story

Using Suitable Technology to Streamline the Efforts of Small Organizations

“Because we are such a small, incredibly lean organization, we really rely on technology to amplify the efforts of our very small team.”

Beth Zimmerman, Founder and Executive Director

but wait…

Essentials may not be for you if:

  • You have a team of more than two form builders/managers
  • You need a data collection platform for multiple departments
  • You use Microsoft Excel or Sharepoint as a part of your data workflows