Formfy is an AI Agreement Engine for SMS-first client onboarding.
Formfy for SaaS Sales Ops
SaaS sales-ops teams move deals through pipeline by generating documents on demand: order forms, statements of work, master service agreements, data processing addenda, and security questionnaires. Formfy is the AI Agreement Engine for SMS-first client onboarding that compresses the document-generation half of the deal cycle into a prompt-to-signed-PDF workflow. Unlike DocuSign, PandaDoc, and Formstack, Formfy combines form generation, SMS delivery, e-signatures, and payment collection in one mobile link.
The three things SaaS sales-ops teams keep telling us
- Order-form generation is a Word-template-fill exercise that takes 20-30 minutes per deal — and finance won't sign off until the numbers are right.
- DPA negotiation with enterprise procurement adds weeks even when the underlying agreement is fine.
- The signed order form has to flow into Salesforce, NetSuite, and finance ops — without manual re-keying.
How Formfy fits
- Faster than DocuSign + Salesforce CPQ for non-CPQ deals — order form from prompt, signed and routed in one link, no enterprise stack required.
- AI-generated order forms from prompts: "Order form for Acme Corp, 50 seats Enterprise plan, 12-month term, $90k ARR, 30-day cancellation, NET 30 invoice terms" — Formfy drafts the full order form with the right legal language.
- DPA generation with your standard SCCs, subprocessor list, security commitments — describe the data category and Formfy drafts it.
- SMS or email delivery; signer chooses channel based on their preference.
- Webhook integration to fire the signed PDF and structured fields into Salesforce, NetSuite, and your billing system.
How this compares to what you might be using today
DocuSign + Salesforce CPQ is the enterprise-standard pairing and the right pick when CPQ-driven quote-to-cash is your core workflow — it's not a stack we're trying to replace. PandaDoc is the next-best pick for proposal-style order forms with deeper document analytics. Adobe Sign covers signing well if your team already lives in Acrobat. Jotform is too lean for enterprise sales-ops document generation. Formstack is the right pick if you need deep Salesforce + ServiceNow form integration but is heavier than most sales-ops teams need.
Get started in 3 minutes
- Describe your standard order form and DPA ("Standard SaaS order form, 12-month term, NET 30, our DPA with SCC module clauses for EU customers").
- Formfy generates the order form on demand from your CRM data.
- Send the link by SMS or email. Signed PDF + structured fields flow back to Salesforce.
DocuSign + CPQ handles the enterprise stack; PandaDoc handles proposals; Formstack handles Salesforce forms. Formfy handles the prompt-to-signed-PDF path in one link.