FormAssembly vs. SnapSurveys vs. Square 9 Softworks

FormAssembly is awesome for certain situations. Website integration is particularly smooth, and integrations with platforms like FormAssembly are widely available. For us, this makes FormAssembly a vital tool for high-volume training with participants under high-workload conditions, because it reduces friction for participants as they complete the forms while saving time for our staff who handle data entry. Conversely, the process of setting up forms and their integrations feels heavy-handed for some of our smaller events with fewer participants.

Incentivized

I think it is very important to go through their training videos and user guides. Devote the time to learning it correctly from the beginning. In the long run you will enjoy it much more than plowing right into it and then trying to find out if you did it right. Also, while you are not required to buy the annual maintenance contract, I think if you are going to use the program, don't skimp, buy the annual maintenance contract. The free technical support is necessary, especially when you are up against deadlines.

Square 9 Softworks is really good for internal and external filing services. Square 9 Softworks is also an application that can be utilized for databases to store and extract data. If the volume of your filing isn’t heavy or on a day-to-day basis then I wouldn’t recommend Square 9 Softworks.

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

• The training helped me to customize surveys for the different departments that the office of IR served.
• Surveys were easy to create and gathering information was made easy because SnapsSurveys worked well with SPSS.
• Once surveys were created I could scan them and have the results to my boss in less than an hour depending on the size of the survey group.
• Snaps customer service reps were always willing to help.

Incentivized

• The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
• While indexing fields in Global Search, the Key Free tool works great.
• Global Search is well-organized. It's easy to navigate and find your documents.
• The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.

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

• Though the user interface is easy to navigate, it would be nice to see is design updated to something more aesthetically pleasing.

• GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
• GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
• GlobalForms could have better formatting tools to enhance the fields and text formatting

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

The main reason we will renew is that it does the job, it supports our system, and we have budgeted for it so why change?

We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.

Incentivized

I've already explained in detail why this rating is so high. It's very user-friendly; a green Salesforce admin can get set up and start using it right away. And if they need support, the support page provides documentation and screenshots to describe any questions they may have. They like it a lot!

Incentivized

I think as an organization there is always room to grow, however, this application has really helped us with our dilemma with offline, online, and paper surveys. We are able to make our surveys fun and engaging and the interface for the person creating the survey is user-friendly. Customer service is very helpful if you need additional support.

Incentivized

The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.

Incentivized

Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.

With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.

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

We had one "production down" incident that took about a day to get help on. I think that's a bit too long. The support people seem confident but not that friendly. I feel like I'm bothering them when I get help, but they get the job done.

Incentivized

It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.

I didn't participate in the implementation.

Incentivized

I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.

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

It is an in between option. The options we evaluated were Qualtrics and SurveyGizmo. It's cheaper than Qualtrics and easier to design surveys than SurveyGizmo. Nonetheless it's not the worst option out there like SurveyMonkey.

Incentivized

We tried Etrieve before Square 9 and it never got off the ground. Our requirements were too complex and the platform could not accommodate them. Square 9 offered the flexibility and customization we needed from the start. Support worked with us to build workflows that actually fit our processes instead of forcing us into a rigid structure.

Incentivized

The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.

• 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

• Using a professional survey package enhances my reputation as a research professional.
• I have been able to use the software's functionality to exceed my clients expectations.

• Reduction in human error through manual data entry process now being automated
• Reduction in cost due to automation allowing the function to not require a full time employee
• Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)

Incentivized