DocuWare’s document management software delivers digital workflow and document control to boost productivity without the need for IT resources. Its cloud and on-premises products are presented as a best-fit solution for companies seeking to digitize, automate and transform key processes. DocuWare is headquartered in New Windsor, NY, and their solution is presented as a DCM, or lightweight ECM.
$300
per month
FormAssembly
Score 9.3 out of 10
N/A
FormAssembly is an enterprise data collection and automation platform that enables organizations to capture clean, compliant data from the start. With the latest edition of the platform, FormAssembly Atlas, and its built-in AI assistant, Fai, forms and workflows build themselves, connect to Salesforce and other systems in just a few clicks, and ensure every record is structured, secure, and ready for automation or AI. In short, FormAssembly is designed to eliminate the manual work of…
We currently have a scenario where we print 1,000 documents per month, one for each resident. Because of DocuWare's ability to process barcodes, we dump that pdf to DocuWare and it files it into each resident's account. We then run scripting to add each of those documents to our cloud-based property management software. Saves having to process one document at a time per resident.
Our primary use case for FormAssembly involves using it for data intake into Salesforce. We've found that FormAssembly for the cost is the best and most flexible form builder on the market to allow us to quickly create and test forms to get data into Salesforce. We've even been able to accommodate quite complex logic in FormAssembly forms to process form data into actionable information internally. Outside of the specific Salesforce power-ups, I probably would not be as keen to recommend FormAssembly over other applications such as Google Forms. While we love the Salesforce connectivity, I would say there are other apps on the market that offer better options in terms of sharing settings, user validation, and overall look and feel of the forms.
It integrates well with Salesforce. It allows for bi-directional communication which is critical for our form. To provide the custom with a good UX, the form dynamically responds to their input, saves their choices as records in Salesforce and then puts in them in the next step in the process.
FormAssembly allows for custom scripts to be used (javascript, CSS and html). This has allow for our forms to align better with our branding and provide for a more robust and clean UX.
We can communicate from one form to another using dynamic url variables. Due to the complexity of our forms this is huge. It allows for our customers to input less, save their info in Salesforce and they stay in a natural workflow regardless of how many forms we need to incorporate.
we could always use more styling options when it comes to the form builder
in our past use of the form builder when adding attachments to a form, there was an upload limit of 35MB. It would be great if this limit was increased.
FormAssembly continues to meet our needs, and the product functionality continues to grow, providing us with new opportunities to utilize the software. We've built many forms and associated processes on FormAssembly. It would require a large effort to migrate to another platform. We have invested a lot of time in learning FormAssembly.
I've used FormStack and compared to FormAssembly it's connectors to Salesforce personally I think is much easier (Not sure if formstack had any changes since I've used them since 2019 only). I also like how it's easy to create new fields and easily map them to Salesforce and especially the calculated fields which really helps for creating assessment type forms for our clinical department.
We use a third-party company to assist in the support process, and they have been great to work with. Quick turn around on issues and almost immediate communication concerning support tickets. They are more than willing to consult with our IT partners as well, which is a must for our business.
While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form. Since we embed it so heavily into Salesforce, we often compare FormAssembly to Salesforce's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
We used to use Joomla built-in forms on our site... oh wow, what an upgrade. FormAssembly is miles ahead. We've saved so much time - we get better, cleaner responses and our users don't have to waste time.
Updating our existing client records using FormAssembly is a godsend. It's super easy to direct our clients to the proper places.
We get creative, sometimes. We've built in a feature for our Excel reports that automatically pushes a response through FormAssembly, into SalesForce - so that when salespeople complete an Excel report, then can quickly/easily update SalesForce without logging into anything. Thanks for the workaround, FormAssembly!
