Likelihood to Recommend FormAssembly is an excellent tool for creating personalized web forms that integrate with
Salesforce . It is a very powerful tool and although it is user-friendly, there is a learning curve. It would be less suited for very simple forms that do not integrate with other systems, as there are probably simpler tools available for that purpose.
Read full review GoCanvas is ideal for any company that dispatches individuals to sites or locations and then those individuals have to do some sort of report or form to turn in and then send to their clients. The dispatch function adds a lot of power to the platform to allow one traceable documentation from scheduling to the finalization of the report. The best part is that it can be customized to any trade or function out there. It also is handy for mechanics or any other trade that needs to log info at their destinations and submit those to an office or client
Read full review Pros SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust. Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy. I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too. Read full review GoCanvas can adapt to you and the structure of your company. Our documents were sometimes a work in progress, and it was easy to change them when needed. GoCanvas made my Sales Team more efficient and structured. We had set documents they needed to fill out and within those documents, certain areas needed to be completed before they could move forward, which enabled my team to be more accurate and fully detailed. Read full review Cons It may not be Salesforce Lightning Experience compatible - at least for us - in terms of linking to Lightning Experience Notes Saving a form edit can be confusing depending on where in the form the edit is made It would be nice to add a background image so that the desktop browser doesn't have so much white-space around the form. Read full review More features with app builder. Chat features in real time. Streaming services. Read full review Likelihood to Renew One major point for us is our migration to a completely Microsoft infrastructure. IN addition to that, the afore mentioned need to ingest external data resources means that we do have our eyes open toward the landscape so that we can fill these needs. This in no way indicates a move away from FormAssembly: their support is first rate, and so far the product has always stood up to the tests we've put it through.
Read full review Support Rating 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.
Read full review Alternatives Considered 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.
Read full review Read full review Return on Investment FormAssembly allows staff to gather better data and not have to do so much manual entry. This allows staff to focus their energies on other mission critical items. FormAssembly helps to improve data quality by reducing duplicates and enforcing data quality. Read full review GoCanvas has streamlined our communication, dispatch and reporting to reduce errors and wasted time. The impact is not exactly measurable, but it has been a substantial impact. It has automated many of the admin functions necessary for processing reports prior to using GoCanvas. We were able to cut one full admin position and reduce another to part time which has saved us money. Read full review ScreenShots