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

  1. 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").
  2. Formfy generates the order form on demand from your CRM data.
  3. 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.

Try Formfy for SaaS sales ops →