Customer Stories

Real-world stories with real results

Our tenants can now sign their lease from anywhere in the world. What used to take three days of scheduling, printing, and scanning now happens in two hours. We've completely transformed how we onboard new residents, and our team finally has time to focus on property management instead of paper management.
SW

Sarah Whitfield

Operations Director

ElevateReal Estate

Elevate Property Group

Elevate Property Group transformed their rental operations by digitizing lease agreements and tenant applications across 500+ units.

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Patients love completing their paperwork at home before their appointment. They're not rushed, they can gather their insurance information, and they actually read the consent forms. Our front desk staff can finally focus on welcoming patients instead of handing out clipboards.
DMT

Dr. Michael Tavares

Founder & Clinic Director

KineticHealthcare

Kinetic Recovery Physical Therapy

Kinetic Recovery transformed patient intake with digital forms and automated appointment reminders, dramatically improving both efficiency and patient experience.

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The audit trail feature gives us and our clients complete peace of mind. Every signature is timestamped, every action is logged, and we have legally binding documentation for everything. Our clients appreciate the convenience, and our compliance team sleeps better at night.
JH

Jennifer Hartley

Managing Partner

HartleyLegal Services

Hartley & Associates Law Firm

This Boston law firm transformed client intake with secure e-signature workflows, achieving same-day onboarding while maintaining complete audit trails for compliance.

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Members can sign up and be on the gym floor in under 10 minutes. No more clipboards, no more waiting while someone fills out forms at the front desk. We've eliminated the entire filing room and never lost a waiver again. When we need one, it's a 10-second search.
MJ

Marcus Jennings

Regional Manager

SteadfastFitness & Recreation

Steadfast Fitness Collective

Steadfast Fitness Collective eliminated filing cabinets full of waivers and membership agreements by digitizing their entire sign-up process across 4 gym locations.

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Parents book and sign everything online. Our tutors can focus entirely on teaching instead of chasing paperwork. The automated scheduling and reminders have been game-changers — we've cut missed sessions in half and our tutors get to do what they love: teach.
DAR

Dr. Amanda Reyes

Founder & Lead Educator

LuminaryEducation

Luminary Learning Co

This tutoring network streamlined parent enrollment and tutor scheduling, allowing educators to focus entirely on teaching.

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We've booked 50% more events this year, and I honestly believe the biggest factor is speed. When a bride is excited about her venue, she wants to lock it in immediately. If we can get a contract signed while she's still on the phone with us, we win. Our competitors are still asking clients to print and scan.
AR

Amanda Roberts

Event Director

CascadeEvents & Hospitality

Cascade Events & Catering

This event planning company transformed their booking process with instant digital contracts, winning more business by being faster than competitors.

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Our compliance team loves the detailed audit trails. Every signature is timestamped, every document view is logged, and we have complete signing certificates for regulatory requirements. When examiners ask for documentation, we can pull it instantly. Our clients appreciate signing from their couch instead of driving to our office.
DK

Daniel Kirkwood

Principal & Chief Compliance Officer

BirchwoodFinancial Services

Birchwood Wealth Partners

This financial advisory firm transformed client onboarding with compliant e-signature workflows, ensuring complete audit trails for regulatory requirements.

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Our foremen can get change orders signed on-site in minutes. The owner gets a notification, reviews on their phone, and signs while we're still standing there. No more waiting days, no more project delays. We've probably saved six figures in delay costs this year alone.
DH

Derek Holloway

Project Manager

IronwoodConstruction

Ironwood Builders

This construction company transformed job-site document signing, getting change orders approved same-day and onboarding subcontractors in 24 hours.

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We're a small team with a big mission. Before Formfy, we were drowning in paperwork. Now volunteers complete everything online before their first shift. Our staff can focus on community programs instead of chasing forms. We've essentially doubled our capacity without adding headcount.
AD

Ashley Drummond

Volunteer Coordinator

CompassNon-profit

Compass Heart Foundation

This non-profit streamlined volunteer onboarding and donor management, allowing their small team to focus on their mission instead of paperwork.

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Customers hate sitting in the finance office for an hour signing papers. Now they review documents on their phone before they arrive, and the actual signing takes 15 minutes. They leave excited about their new car instead of exhausted from paperwork. Our satisfaction scores are the highest they've ever been.
MT

Marcus Thornton

General Manager

RidgelineAutomotive

Ridgeline Motors

This auto dealership transformed their sales process by digitizing purchase agreements and financing documents, dramatically improving customer experience.

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My clients can review and sign their policy documents from their couch. No printing, no scanning, no trips to the post office. It's made insurance feel modern and convenient. I've had clients tell me they chose us specifically because our process was so much easier than other agencies.
DC

Denise Caldwell

Senior Agent

RidgewayInsurance

Ridgeway Insurance Partners

This insurance agency modernized their policy application process, allowing clients to sign from home and eliminating incomplete applications.

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Event planners expect instant responses. When they're excited about our venue, we can send a contract in five minutes instead of three days. That speed has become our biggest competitive advantage. We've booked events we would have lost to competitors who were still putting together their proposals.
VH

Veronica Haines

Director of Sales

CrestlineEvents & Hospitality

Crestline Resort & Spa

This luxury hotel transformed their event and group booking process, winning more business by responding faster than competitors.

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Candidates accept offers faster when they can sign on their phone immediately. We've had candidates sign offer letters while still sitting in the parking lot after their interview. That speed has helped our clients win talent they would have lost to slower competitors. We've reduced time-to-hire by 60% across our entire client base.
BM

Bradley Mercer

Managing Director

EmberstoneHR & Recruiting

Emberstone HR Partners

This HR consulting firm transformed candidate onboarding for their clients, achieving 1-day offer acceptance and 100% digital new hire processes.

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Patients sign their treatment consent while still in the chair. No more awkward conversations at checkout, no more 'I'll think about it.' When patients understand their treatment and sign immediately, they commit. Our case acceptance has increased 30%, and patients tell us they appreciate the modern, efficient experience.
DVC

Dr. Victoria Chen

Founder & Lead Dentist

MaplewoodHealthcare

Maplewood Modern Dentistry

This dental practice transformed patient experience with digital forms and chairside treatment consent, improving both efficiency and case acceptance.

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Clients book their session, sign their contract, and pay their deposit all in one seamless flow. I went from spending 5 hours a week on scheduling chaos to less than an hour. And we haven't had a single double-booking since we switched. My photographers can focus on what they do best — creating beautiful images.
MS

Maria Santos

Founder & Lead Photographer

CapturePhotography

Capture Studio Photography

This photography studio transformed their booking process with automated scheduling and digital contracts, allowing them to focus entirely on creating stunning images.

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I was spending more time on paperwork than coaching. Now clients onboard themselves in a day, book their own sessions, and show up prepared. I've tripled my client base without hiring a single admin. The automation handles the logistics so I can focus entirely on transforming leaders.
NP

Nathan Prescott

Founder & Executive Coach

CatalystConsulting

Catalyst Executive Coaching

This executive coaching practice automated client onboarding and session scheduling, enabling dramatic growth while maintaining a personal touch.

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Pet parents complete everything before they arrive, so check-in takes seconds. When we need treatment authorization, owners can sign from work in minutes instead of us playing phone tag for hours. The pets are calmer, the parents are happier, and we can focus on providing excellent care.
DSK

Dr. Sarah Kim

Lead Veterinarian

PawsitiveVeterinary

Pawsitive Care Veterinary

This veterinary clinic transformed pet parent experience with digital intake and treatment authorization, improving both efficiency and care quality.

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When patients can visualize their new smile and sign their treatment acceptance in the same sitting, magic happens. We went from losing 40% of cases to 'I need to think about it' to signing most patients during their consultation. The seamless digital experience matches the premium care we provide.
DSO

Dr. Samantha Ortega

Founder & Cosmetic Dentist

ClearbrookDental

Clearbrook Dental Studio

This cosmetic dental practice transformed their consultation process with digital treatment presentation and e-signatures, dramatically improving case acceptance rates.

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Our guests come for relaxation, not paperwork. Now they complete everything before arriving and are escorted directly to their treatment. The digital experience matches our luxury positioning perfectly. Revenue is up 35%, and our guests constantly comment on how seamless and professional everything feels.
JA

Jennifer Adams

Spa Director

LuxeSalon & Spa

Luxe Day Spa

This upscale spa transformed their guest experience with digital intake and seamless booking, matching their premium services with premium convenience.

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Our technicians close jobs on-site now. They create the estimate, customer signs on the tablet, and we're scheduled before the competitor even sends their quote. We've gone from losing jobs to slow paperwork to being known as the fastest, most professional contractor in Denver.
MT

Mike Thompson

Operations Manager

HomeGuardHome Services

HomeGuard Services

This home services company transformed their sales process with mobile estimates and instant e-signatures, winning more jobs by being faster than competitors.

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Our clients are planning $30,000 honeymoons — they expect magic, not paperwork. Now they complete a beautiful profile once, and every future booking takes minutes. The seamless experience has become something clients specifically mention when referring their friends. We've turned paperwork into a competitive advantage.
AC

Alexandra Chen

Founder & Lead Travel Advisor

WanderlustTravel

Wanderlust Travel Co

This boutique travel agency transformed their booking process with digital travel agreements and client profiles, creating a seamless luxury experience.

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We were paying DocuSign $6,000 a year for e-signatures alone. Formfy gives us signatures, forms, AND scheduling for under $600. The math was a no-brainer.
HG

Heather Garrison

Operations Director

PinecrestMortgage & Lending

Pinecrest Mortgage Partners

Pinecrest Mortgage Partners switched from DocuSign to Formfy, cutting their e-signature costs by 90% while adding loan application forms and appointment scheduling.

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DocuSign charged us per envelope. With 200+ placements monthly, we were hemorrhaging money. Formfy's unlimited signatures changed everything.
MR

Marcus Reid

CEO

FlexForceStaffing & Recruiting

FlexForce Staffing

FlexForce Staffing eliminated per-envelope fees by switching from DocuSign to Formfy, saving over $800/month while streamlining candidate onboarding.

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Our DocuSign bill was $400/month just for our 5-person team. Complex commercial deals need multi-signer support, not enterprise pricing.
RT

Richard Tran

Principal Broker

ApexCommercial Real Estate

Apex Commercial Realty

Apex Commercial Realty switched from DocuSign Business to Formfy, cutting costs by 75% while handling complex multi-party commercial transactions.

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We used DocuSign for NDAs and vendor contracts. It was like using a sledgehammer to hang a picture frame. Formfy is right-sized for what we actually need.
CM

Colin Merriweather

VP of Operations

VantageTechnology / SaaS

Vantage Point Software

Vantage Point Software replaced DocuSign with Formfy for vendor agreements, NDAs, and contractor onboarding, simplifying workflows while cutting costs 80%.

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Our field reps needed to close deals at hospitals, not wait for DocuSign emails to bounce around. Mobile signing with Formfy sealed more deals on the spot.
DSP

Dr. Steven Park

Regional Sales Director

MedEquipMedical Device Sales

MedEquip Direct

MedEquip Direct equipped their field sales team with Formfy for mobile contract signing, increasing same-day close rates 55% while maintaining compliance.

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Managing DocuSign across 45 franchise locations was a nightmare. Formfy's simplicity means franchisees actually use it—and our compliance headaches disappeared.
AC

Amanda Chen

Director of Franchise Operations

FreshBiteFranchise Operations

FreshBite Franchise Group

FreshBite Franchise Group consolidated franchise agreements, compliance documents, and operational forms from DocuSign to Formfy across 45 locations.

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