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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Submittable
Score 8.9 out of 10
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Submittable offers tools to launch, measure, and grow social impact programs, locally and globally. From grants and scholarships to awards and CSR programs, Submittable partners with users to make a difference. The vendor states Submittable has supported over 95,000 social impact programs, receiving nearly 20 million applications, and that teams save an average of 12 hours per week and launch in an average of 14 days.
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.
Submittable is great for grant management, grantmaking, and scholarship awards. It's a very useful tool also when there are multiple reviewers and committees involved in the assessment of the application. The table feature is helpful, but to download the information in a usable report is a pain. Overall a very useful tool for funding.
Form-logic: Allows application forms to adjust based on answers to crucial questions (if-then-else) so that all applications don't have to see extended questions that may not apply to them or their situation.
Messaging Platform: This platform allows interactions with applicants or internal review teams to be associated with the specific submission, allowing for an easier, complete view of an application being considered and as an audit trail.
Good Voting/Polling Management: It makes it easier to record the latest vote/feedback from assigned team members and allows customization of the vote/feedback review as a form. It also summarizes the votes for easy review in a submissions dashboard view.
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.
We are some of the earliest users of employee volunteerism, so there have been some things to work out. However, because of that, we've gotten a lot of one-on-one support to help make minor tweaks to the system in a way that works for us.
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.
We use this software annually to help with our grant processes. Without it, I'd be so lost! Our team relies on the data from our past years to sift applications and we try to prioritize those who have applied and been a finalist but perhaps didn't win in years prior
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!
A submittable requires a great deal of thought to set up. It would be best if you really did an outline and flowcharting. Once you have a detailed plan and set up the system, you have to think of the process that you would manually do step-by-step to deal with the what-ifs; it’s beautiful. The ability to Clone events is invaluable. The onboarding can be complex, but the ease of use afterward is worth it.
We have thankfully never experienced an outage nor been affected by a technology issue on Submittable's side that has delayed our grant process. We have instead been able to distribute over $6M in donated dollars to AAPI small business owners because Submittable is trustworthy and available
We've had a quick and efficient submittable experience that has always been easy to use. When we need a report it downloads within seconds, even the larger reports are 30 seconds or less to download. Pages are quick to load and reports complete in a more than reasonable time frame
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.
I think that they are good at answering our questions and solving our problems. We occasionally get reports from applicants about problems the Submittable team has not solved, but I do not know what the applicant has done to get the problem solved.
We have been using this for many years but my memory is that we had a human walk us through how to use basic features. We also used the resource library to learn about specific topics or issues as they came up.
10/10 because we were able to meet virtually and still get all of our questions answered! Online was effective too because we could easily record the sessions and review them later. Since we had to onboard our reviewers virtually, it was actually convenient that this was the same method we learned how to use the entire program virtually too.
I would say, provide Submittable as much detailed information on your planned use of the platform and your desires with the platform as possible, and the implementation will be tailored to accommodate your organization with minimal lag time and issues/problems.
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.
Submittable isn't in the same league as these other platforms. It's trying to get there but it's been a rocky road. Neither customer support nor the account people we've dealt with at Submittable seem particularly knowledgeable about how the product actually works for foundations and can't provide detailed recommendations for how to use the product more effectively. The decision to use Submittable was made before I came on board. We are moving to another platform next year, probably SmartSimple.
I wish we could choose our own number of applications we want for the year and have the price be changed because we are in-between buyable numbers and always have to add more applications at the end of the year
We have been easily able to grow. Not only are we able to process different applications, but Submittable makes it easy to add applications onto our plan. Additionally, their eligibility form before the application does a good job of screening applicants so we do not pay for extra applications.
