FormAssembly is an enterprise data collection and automation platform designed to enable 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…
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GoCanvas
Score 10.0 out of 10
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GoCanvas in Reston offers their suite of electronic forms applications to entities in manufacturing, professional services, retail, wholesale, healthcare, and other areas, emphasizing pre-built templates and the ability to customize forms to suit your specific needs, boasting automated workflows on the Professional and Enterprise editions.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.