Feathery vs Formstack (2026): which should you pick?

Pick Feathery if

• Fits if you run onboarding or account opening at a financial or insurance firm
• Works for teams that already use Salesforce or custodians such as Schwab and Fidelity

Look elsewhere if

• Skip it if you want to see a price first, as the pricing page asks for an email
• Not for you if you need a free plan or trial, because only a time-boxed pilot is offered
• Too light for general contact or sign-up forms, since it is pitched at financial services
• Watch out: pricing is mainly based on volume, so costs can rise with use

Pick Formstack if

• Fits if you want forms, generated documents and e-signatures from one vendor
• Works for Salesforce teams who want forms inside their org, or forms that pass through several reviewers

Look elsewhere if

• Pricey if you only need forms: $83 a month billed yearly ($99 monthly) for 1 builder, 25 forms and 1,000 submissions per form
• Not for you if you want a free plan, since there's only a 14-day trial
• Skip it if you need e-signatures or document generation on a budget, as those come with Suite at $250 a month
• Watch out: HIPAA compliance is an add-on, and API access, SSO and custom SLAs are on Enterprise with no public price
• Not for you if you want a phone or desktop app, as Formstack runs on the web only

Feathery

• No price is published; the pricing page asks for an email address to produce a personalized quote.
• The vendor says pricing is mainly based on the volume run through the platform.
• The product is pitched at financial services and insurance rather than general-purpose forms.
• A time-boxed pilot is offered before moving to an annual plan.

Formstack

• There is no free plan; the entry price is $83 per month paid annually after a 14-day trial.
• The Forms plan includes one builder user, 25 forms and 1,000 submissions per form.
• Document generation and eSignatures come with the Suite plan, not the Forms plan.
• HIPAA compliance is listed as an add-on, and SSO and custom SLAs under Enterprise.

Feathery

Workflow automation

Steps, rules, routing and approvals for each client, account or submission, with an audit trail, for onboarding, intake and exception checks.

Document intelligence

Reads statements, applications and similar documents into validated data and produces finished documents, with human review of low-confidence values.

Client portal

A branded place where clients share information, upload documents and sign, using prefilled applications and intake forms.

Robin AI assistant

Robin turns business requirements, described in conversation, into workflows.

Meeting and audio intelligence

Client meetings can feed CRM updates and follow-up tasks, with PII redaction and sharing controls.

Integrations

The site lists about 120 integrations across wealth management, insurance and general business tools, such as Salesforce, Schwab, Fidelity and Guidewire.

Formstack

No-code form builder

Formstack Forms builds custom online forms without code and styles them with an organization's logos, colors and themes.

AI form creation

An AI-powered builder drafts a form, so users do not have to start from a blank page or add every field by hand.

Form prefill

Send prefilled links, or use SSO-powered prefill to populate information that is already known about the person completing the form.

Approvals and step logic

Group approvals, step logic and conditional routing move a submission through the people who need to review it.

Documents and Sign

The Suite plan generates documents from collected data, with 250 document deliveries a month, and includes unlimited eSignatures with no per-envelope fee.

Forms for Salesforce

A separate Salesforce-native product whose forms are built and managed inside a Salesforce org. It is sold with custom pricing.

Feathery

Pricing could not be confirmed. See feathery.io.

Formstack

• Forms$83

  per month, paid annually ($99 billed monthly)

  1 builder user, 25 forms, 1,000 submissions per form and 2 GB of storage.

• Suite$250

  per month, paid annually ($299 billed monthly)

  Forms, Documents and Sign: 3 builder users, 100 forms, 5,000 submissions per form, 10 GB, 250 document deliveries a month and unlimited eSignatures.

• Salesforce SolutionsCustom

  Salesforce-native forms with document generation and eSignature, Experience Cloud integration and Salesforce Shield compatibility.

• EnterpriseCustom

  Unlimited users and submissions, SSO and advanced security, custom SLAs, API access and a dedicated Customer Success Manager.

Feathery

No public discounts listed.

Formstack

• Annual discount

  Save 2 months with annual plans

  Forms is $83 per month paid annually versus $99 on monthly billing, and Suite is $250 versus $299. The pricing page describes the saving as 2 months.

• Nonprofit

  25% nonprofit discount

  Formstack gives 25% off to 501(c)(3) organizations and comparable registered charities abroad. Educational and governmental institutions are not eligible.