Likelihood to Recommend With customer support and flexibility in handling specific, unique scenarios, they are able to provide solutions quickly. There are no scenarios currently which we are aware that it may be less appropriate. If you have very large documents you should review architecture choices on how best to optimize your performance using Docmosis.
Read full review - 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.
Read full review Pros Docmosis is excellent at support and will work with you to find a solution for your particular use cases. During our evaluation process, they were very helpful to get us up and running and we were one of the first docker based implementations so they worked quickly to get our infrastructure support setup. Their solution is very flexible and allows several ways to allow support dynamic document generation at a very good value. Read full review 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. Read full review Cons There isn't much in terms of what could be improved, but the only challenge we have which is in terms of future scaling and isn't a limitation, but just something we're trying to be cognizant of as it might increase our infrastructure costs. Since we have large numbers of multi-nested document templates, and large documents. Although Docmosis did help us reduce the time to generate our largest documents by a large percentage. This is likely an area of improvement that all providers would need to address. Read full review 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 Read full review Support Rating They always respond to support and provide resolutions quickly and even provide the ability for new features/support to be incorporated very cooperatively by help with with alternate solutions as necessary.
Read full review Alternatives Considered We also evaluated Winward Studios solution along with
HotDocs , we selected Docmosis for the following reasons:
1. We were using docker very early on, so they were very cooperative in helping us get our infrastructure working during the early evaluation phases, and went above and beyond to help with some of our template processing efforts.
2. When we were looking to improve the processing speed due to our complex large number of dynamically inserted templates, Docmosis was helpful with ideas. We were able to improve speed quite significantly with Docmosis' help by managing some dynamic aspects of our templates and including them inline vs. having them loaded dynamically.
Read full review 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
Read full review Return on Investment Very strong impact on ROI as it's value has been able to scale with our user growth. Read full review 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. Read full review ScreenShots