FormAssembly vs. GetAccept

Well suited to get information into Salesforce. For the pricepoint you have to pay and the workflow you have to set up it is less appropriate when using Microsoft 365. The Google connector is very simple and you can use it with forms, it hinders us that is not an option unless a workflow is used.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Integrating with Salesforce - mapping fields is straightforward, and custom formulas allow for some increased complexity in processing.
• Scalability - we leverage the URL pre-fill and dynamic picklist features to use a single form for multiple different programs.
• Simple form building via point-and-click is relatively easy. Hidden fields, conditionals, and repeat sections are useful features for more complex form needs.
• Custom CSS option is useful - has allowed us to visually integrate FormAssembly forms onto our website via iframe.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
• You can track in real time when a document has been viewed and for how long.
• You can always reference the history of each client agreement. Easy access.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• FormAssembly could do a much better job supporting customers. As I mentioned, FormAssembly is critical to our day-to-day operations, so it is very important to us that support is prompt and reliable when we reach out. Unfortunately, this has not been our experience. For example, on more than one occasion, I had a support case open for months without hearing back, despite repeatedly following up.
• FormAssembly could make troubleshooting and configuration updates easier by improving their user interface. Salesforce, for example, has a feature called "Where is this used?" for fields, which makes it easy to address bugs and make changes efficiently and effectively.
• FormAssembly could benefit from improving training and support resources.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• The graphical interface needs some improvements, especially on the mobile version, to speed up the various operations.
• Some operations are not fully automated. For example, there are no templates available to create a contract proposal.
• GetAccept does not allow you to gradually monitor the changes made by customers.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The UI is very intuitive and easy to use, even if you've never used a form building platform before. There is plenty of easy-to-find documentation so if you're unsure on anything, you can sense-check it. I also love the drag-and-drop form building. It is a breeze to use, especially compared to other form builders which are quite clunky, or where the functionality takes a lot of clicks to reach. Everything is easily accessible and ready to use with FormAssembly.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I think it's a good product.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I didn't participate in the implementation.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

FormAssembly's features were more expansive than SurveyMonkey, in my opinion. When doing a comparison, we really liked that we could set up formulas to calculate expenses for us and that they would be easy to update as needed for rates that change from year to year.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced and resolve them asap.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• FormAssembly makes it easy to share registration forms with targeted groups of users
• It makes it easy to track registration numbers and form errors and reach out to people who may need assistance
• It's very easy to create registration forms quickly

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Being able to engage prospects who have not signed the contract as quickly as you would have liked them is a huge plus.
• Being able to see how long the prospect has viewed certain parts of a proposal or contract is a massive added on value.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info