Bluebeam vs. Formstack for Salesforce

The program is great for editing construction drawings, stamping/approving official documents and overlaying revised documents to see design changes. You can use it as an estimating takeoff tool, estimating database, document control, cloud document storage, the list goes on! Bluebeam poses many applications for the user to utilize for the desired needs. There may be some other software that has one specific function that can perform the specific task better, but Bluebeam is a holistic program with many tools for use.

Incentivized

- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.

• Once you set Bluebeam Revu as your default PDF handler, it launches immediately when clicking a PDF to open. The speed with which it opens documents is impressive.
• Creating PDF's out of other documents, such as Word, Excel, JPG's, etc. is simple.
• Digitally signing documents is a simple, secure process. You can keep your signature password-protected, yet still access it quickly.
• The Bluebeam Revu mobile application ( I use the iOS version on an iPad Pro), is awesome. Not only does it handle PDF's like you would expect it to, it allows for effortless digital signing of documents on the fly. Nice to be able to quickly sign a document and email right back out from the tablet no matter where I am.

Incentivized

• Collecting customer data and keeping it clean and organized
• I can send forms to the candidates so that they can easily review the documents
• The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Incentivized

• If you have several tabs open and you try to drag one out for a side by side view then you do not have all the modification options and you have to combine them back together.
• There is a lag time when hitting the print option.
• There is also a lag time when opening files, sometimes I think the window is frozen.
• I wish the basic version also had basic file editing, as in editing a document as Adobe does.

Incentivized

• mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
• we need a broader range of pre-built templates within Formstack
• Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack

Bluebeam is a powerful PDF viewer and mark-up tool. We are more familiar with it than Adobe Acrobat Pro or other viewers, and it has more features geared towards construction document managers than Acrobat Pro does.

Incentivized

I'm constantly finding that Bluebeam Revu does more than I knew it could. And when I find something that it can't do, I've found that Bluebeam truly listens to its user base and will work to incorporate any good suggestion when feasible.

Incentivized

Its hard for me to give a rating on this one as we rarely have to use the support feature for Bluebeam. However, when we have used it, they have been ultra supportive in helping us get exactly what we needed. I know another engineer was trying to figure out a feature and the rep gave a detailed tutorial on how to complete the task

Incentivized

We feel there is not another program out there that would compare to Bluebeam at this current time. Some of the other programs out there do not include studio or the overlaying process which is one of our main uses. The ease of hyperlinking makes this product stand out the most.

Incentivized

Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate

Incentivized

• A major positive aspect is being able to take your computer home without taking the entire set of paper drawings. They have made it so easy to navigate a set of drawings that I can work at home using only the digital drawings.
• Collaboration with owners and architects has been a great feature. Setting up a Bluebeam studio and having everyone get in and mark things up, then having the architect be able to go in and see what markups have been added, has made the constructability review process much much better.
• Even when not working on drawings, Bluebeam is a very good tool for working with standard PDF documents. The markup tools are very easy to use.
• The negative aspect is the takeoff function because some people would like estimators to use the Bluebeam takeoff because it would make their job easier down the road; however, the actual act of doing a full scale takeoff in Bluebeam would require much more time.

Incentivized

• This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
• By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
• The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.