DocuWare vs. FormAssembly

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.

Incentivized

FA serves as the main platform for global students and staff to submit requests, with information sent to connected systems, primarily Salesforce. It is used by all current Oxford University students, not just those at SBS. Teams such as the CRM Team, Web Team, Entrepreneurship Centre, Goldman Sachs Team, and Programme Recruitment and BD teams use FA for various purposes, including degree programmes, open programmes, online programmes, and summer school. The MBA portal also uses FA. The system is user-friendly, easy to configure, supports branding, and incorporates business logic and rules, making it very helpful.

Incentivized

• OCR is very good
• Support
• Ease of use

Incentivized

• Salesforce prefill is a powerful way to prefill forms with records from Salesforce and prevent duplicate data entry.
• Salesforce submission connector allows us to create some pretty complex and powerful logic to process form submissions into Salesforce data.
• General form prefill options via query strings in the URL is a helpful feature.
• The ability to use custom CSS and javascript on the page makes the forms very extensible and has been helpful to give us even more functionality.

Incentivized

• No active directory integration, this doubles up user management.
• No Outlook integration. Would be nice to be able to interact with Docuware from email.
• No mobile application. We have many remote users that would benefit from this.

Incentivized

• 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.

Incentivized

Docuware has become a vital part of our organization.

Incentivized

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.

Incentivized

Fairly intuitive for average users.

Incentivized

FormAssembly is easy to get started with and very straightforward to use. It is easy to create forms, add questions and fields, and apply branding and logos. The data integrations are also robust, allowing us to pass information to Salesforce easily and quickly see when there is an error with the form in any way.

Incentivized

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.

Incentivized

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.

Incentivized

I didn't participate in the implementation.

Incentivized

Managing documents and processes are very similar. The added value of Docuware Cloud is seen in the administrative management and the investment cost.

Incentivized

Form Assembly allows for advanced data mapping, pre-filling forms with Salesforce data, and working with custom objects. FormAssembly excels in Salesforce Integration, as it is highly specialized and deeply integrated. Often considered the industry leader for Salesforce forms, Formstack has strong integration, but may not offer the same level of granular control as FormAssembly.

Incentivized

• Allowed us to do multiple hours less data entry per client/per week.
• ROI very quickly.
• Package is customizable so you can scale as needed.

Incentivized

• FormAssembly allows for us to take manual spreadsheet driven processes and standardize them in a scalable manner.
• FormAssembly allows for our customers to own a process of sales (print shipment allocations) that previously our reps were burden with.
• FormAssembly integrates well with our TechStack.

Incentivized