
Formstep
Deployment
Best for
Overview
About Formstep
Collect verified customer information with one request. Your workflow or AI agent sends a request to one customer: a form in your brand and their language, prefilled with what you know, so they only confirm or correct it. They upload files, sign, book or pay on the same page, without an account. The answers come back under your field keys, and Formstep calls your callback URL the moment they submit.
Send a request from the dashboard, the API, the MCP server, n8n, Make or Zapier. Lock fields that must not change, add logic, repeating groups and calculated fields, and set reminders and an expiry date. Every submission comes with a PDF copy, and the data is stored in the EU. The Free plan includes 1,000 submissions and requests a month.
At a glance
Software information
Industries served, licensing and the support Formstep provides.
Industries
- Computer-software
- Information-technology-services
- Financial-services
- Insurance
- Accounting
- Legal-services
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
- Free version
Support
- Support daysMondayTuesdayWednesdayThursdayFridaySupport time09:00 to 17:00 (ECT)
Training
- Documentation
Knowledge Base
Capabilities
Formstep features
The full feature set, grouped by module.
Forms Automation
- Access Controls/Permissions
- Collaboration Tools
- Drag & Drop
- Electronic Signatures
- Forms Automation
- Forms Builder & Design
- Mobile Forms
- Payment Processing
- Reporting & Analytics
- Workflow Management
Plans
Formstep pricing
- 1000 submissions and requests a month
- 100 MB file storage
- 10 free invitation emails
- 50000 submissions and requests a month
- Invitation and reminder emails
- Your own domains without Formstep branding
- Respondent email verification
- Custom data retention and version history
- Up to 20 custom domains
Media