Formstack Forms

Formstack is crucial to an efficient small business

Commentaires : Formstack allows us to automate tasks that we used to do manually, like sending information to prospective clients, gathering detailed information from current clients, sending a series of steps in a project, etc. It is a great value for the money, and is relatively easy to use. We have used it for several years and can't imagine being without it - it is critical to an efficient work flow for a small business, and a lot less expensive than paying an admin to do the same tasks.

Avantages :

In addition to the ability to build powerful forms using conditional logic, the greatest strength of Formstack (and probably most overlooked) is how a small business can use the response features to automate tasks they are currently wasting time doing manually. For example, you can use Formstack to create a contact form that lets a prospect choose what type of service they are interested in. Using the conditional logic, you can create automatic responses based on what they select (or where they are located, or whatever variable is important in your business) that include additional information -- links to videos, documents, whatever -- instead of having to pay someone to follow up with each contact individually. You can also use this to string together steps in a process: they complete Form 1, and then automatically receive an email confirmation with the link for Form 2, and so on. This functionality has saved our small company hundreds of hours of human time, AND increased customer numbers. For all the value we get out of it, Formstack is a bargain. It's one of those "how did we live without this" tools.

Inconvénients :

The look of the webforms themselves is dated - it would be nice if they would invest in some contemporary looking designs so the user sees something more sleek. Also the ability to have self-tallying forms, where someone could check boxes and it would total a dollar amount for a quote, would be fantastic.

Need forms that are highly functional and also look good? Yep...Formstack.

Commentaires : Loved working with Formstack. Excellent customer service and help response times too - which made solving the few issues we had very pain free.

Avantages :

Love the incredible ability for logic, detail, customization, calculations, integrations with payment solutions, etc. It's really simple to build a simple form, and with a little additional work for larger or more complex forms, you can intake a huge amount of information with relative ease for both you and the end user. Used this for event registrations for years, and the yearly fee vs paying per transaction made this an affordable solution for us.

Inconvénients :

Occasionally the modules were tricky to move around when I was working with literally dozens of them. Would have enjoyed the ability to have a button to automatically add a segment of fields and re-add that same segment over and over rather than including them all at once (for example, in a group registration form, having a button that added an additional field for each new group member, rather than a permanently visible set of fields that might not all be needed for a smaller group size). Realizing this is a pretty specific need, we worked around it.

Alternatives envisagées : Eventbrite

Pourquoi choisir Formstack Forms : For the complexity of our event registrations, we needed something more than Google Forms (which we still use for more basic forms all the time).

Logiciel antérieur : Google Forms

Pourquoi passer à Formstack Forms : Cost was the main factor as well as the ability to produce complex forms.

Formstack didn't meet our needs during development and now we're stuck with the bill

Commentaires : At first, our experience with Formstack was promising. However, it clearly became evident that formstack for Salesforce was ill-equipped to handle extensive forms with little formatting needs without passing data to the object.

Avantages :

We like that the product was a native salesforce integration and that it was capable of attaching the response PDF to the account object. Unfortunately, Formstack failed when it came to our formatting needs.

Inconvénients :

The BioSpine Institute needed a short term patient paperwork solution to attached the response PDF to the Account Object. Unfortunately, we ran into several PDF formatting and rules issues. Our forms required hundreds of rules to hide and show fields based on the patient's input. The rules engine was not user friendly and cumbersome, forcing the user to search for existing rules by clicking through pages. We spent weeks trying to make it work. Our PDFs were 26 pages long when they should have been closer to 8. It was so long because hiding certain pages was impossible. Formstack Forms produced an unacceptable product as it would slow and hinder Clinic operations. Formstack's solution? Formstack suggested using Documents, a feature we had not purchased, to format the PDF the exact way we wanted it. Unfortunately, this would require us to create hundreds of fields in Salesforce and pass the data from the form into Salesforce. We specifically discussed during the sales process that we wanted very little if any patient data in Salesforce. If this were known at the time, we would have looked for another solution. After multiple meetings and communications, we expressed our desire to cancel the contract due to Formstack's inability to meet our needs as promised. However, Formstack denied our request and is currently billing us every month for a product we can't use. If you're looking for a form solution, don't use Formstack for Salesforce.

Alternatives envisagées : DocuSign

Pourquoi choisir Formstack Forms : We need a native form solution that could attache the response PDF to the Account Object. This works, but you have little control over formatting without also purchasing the Documents product. But in order to use the documents product, you must build the fields on the account object to store the data. This was a no go for us and discussed during the sales meeting.

Logiciel antérieur : Jotform

Pourquoi passer à Formstack Forms : We chose formstack because of it's native integration with Salesforce.

Great for creating customisable, complex forms

Avantages :

Formstack has features (such as conditions and logic) that allow you to make customizable and efficient forms to reduce survey exhaustion. Google forms is ok for basic forms and great since it's free, but limited in its features. Formstack is the comprehensive software for complex forms.

Inconvénients :

My one criticism is that it was difficult to view and share all the file submissions from forms. We would collect quite a few file attachments from each form submission and have to download them all and reupload them to a cloud to share with team members.

Easy to use

Commentaires : Overall, formstack was a great choice for our organization. We've setup and deployed dozens of forms for both public facing use and internal use.

Avantages :

Formstack's form builder is easy to use and has a lot of integration options. Our form building users range from not-so-tech savvy to power users and both are able to create forms with ease.

Inconvénients :

Lack of variety with field types. While formstack isn't a "survey" tool, it's a form tool, I think they could implement a lot of field types that survey tools use and make it easier to use a single platform for all form/data collection needs.

Alternatives envisagées : FormAssembly

Pourquoi passer à Formstack Forms : While FormAssembly came highly recommended for it's well built Salesforce integration, we found for our needs Formstack was nearly as capable and the pricing per user was much better. With Formstack we get 10 user accounts where I believe a similar price range with Formassembly was for a single user.