Formstack Documents vs. Nintex

[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.

Incentivized

We use Nintex to automate fundraising outreach at scale. It helps us send personalized emails to a large contact list, and we’d also like to automate follow-ups when there’s no reply.
If you need highly customized solutions or clean, fully controllable code, I wouldn’t recommend Nintex. It has many features, but it’s not the same as building your own system from scratch. That said, it can save a lot of time for standard automation workflows.

Incentivized

• It consumes PDF applications and prefills them from a database or form. If your file is not in PDF form it can work from applications such as Microsoft Word.
• It has logic that enables you to bundle applications based on criteria. For example you could bundle state specific applications with a new business applications if a state criteria is met.
• It has several integrations partners in the fields of E Signature and Forms.

Incentivized

• Integrations with other services using various secure authentication methods, along with the seamless integration with SharePoint, are the icing on the cake. This makes it superior to other BPM tools available in the market.
• Flexibility in application development - The diverse configurable properties offer multiple ways to utilise the controls and events, affording the flexibility to expand your scope and enabling the creation and use of processes in a myriad of ways.
• The streamlined and efficient deployment process significantly accelerates release management, allowing for faster and smoother implementation of updates and new features.
• The user interface of the pages offers a more refined and appealing look and feel compared to most other BPM tools.

Incentivized

• If you don't know anything about these types of programs, it can be hard to learn it at first. There is a bit of a learning curve, especially when you get into the designer. It looks like MS Word, but not as expansive.
• Lingo. There have been times I've delved into the more complicated pieces and the lingo used wasn't easy to understand. This hasn't occurred much.
• I would like it to keep up with current upgrades for MS Office, but I also realize they can't be trying to match other companies while trying to maintain the innovation of their own.

Incentivized

• New Responsive Form does not allow to create a custom button anywhere we want. It will be useful to allow to add the button control anywhere within the form that can trigger the click event rule.
• It will be useful to allow CSS in New Responsive Form.
• Found HTML Table tag does not work properly in New Responsive Form.
• More functionalities related to HTML, CSS and JavaScript in New Responsive Form will be very helpful.

Incentivized

Ease of use, nice functionality that saves time

Renewal is mainly on the fact that Nintex is so widely used and it would be impossible to migrate all of these existing workflows to another engine. Third-party lock-in within SharePoint is pretty strong, which makes it difficult to move to something else. Our Nintex database is well-over 100 GBs. Nintex email support is very good, and I've been impressed. The Community however is non-existent and filled with unanswered questions.

Incentivized

Nintex Workflow does exactly what it is advertised to do: make workflow development fast and easy. It doesn't provide very much new functionality, but it isn't really supposed to. When I am working with a client on a SharePoint project, I am always happy if I hear that they use Nintex Workflow, as it makes workflows much easier.

Incentivized

The Nintex Process Platform has never crashed or had any availability issues during my usage. However there was an issue that was of my own making that caused a slowdown of the system. I had set up a process to run once a day and check for employees on a list that had certain parameters selected, and for some reason that I had to troubleshoot, the process instead ran constantly, which filled the cache quickly. I ended up having to dismantle that process so the system didn't crash.

Incentivized

Unlike any other process automation product out there. Not only is it a low-code, easy to use tool for building processes in environments like SharePoint or Salesforce, they have really started to expand their tool-set by offering tools to manage other things like process mapping, RPA, mobile,etc.

Incentivized

Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.

Incentivized

The support team works as fast as they can and they are usually fast to solver the issues. Sometimes they need more time to solve one of them because our workflows and so on are more complex than usual clients.

Incentivized

The trainer addressed the smallest queries in a friendly and timely manner; He walked us through all the necessary products we were using

Incentivized

I used the Nintex training software, it was easy to watch and follow along. It didn't go too fast and was descriptive enough to understand what the steps needed were in order to produce efficient workflows and user friendly forms.

Incentivized

1.Start with Simple Workflows: Begin with basic workflows to gain user confidence before tackling complex processes.
2.Involve Stakeholders Early: Engage business users and IT early to align workflows with real business needs.
3.Comprehensive Training: Invest in user training to ensure smooth adoption and reduce resistance.
4.Leverage Prebuilt Templates: Use Nintex’s templates to speed up implementation and maintain consistency.
5.Iterate and Optimize: Continuously improve workflows based on user feedback and performance metrics.

Incentivized

Formstack Documents [(formerly WebMerge)] has better overall integration with third-party integrators at a very competitive cost. That allowed us to have a broader range of choices than something like SharePoint at a better cost point than something like DocuSign. It was simple to implement, flexible, and gave us what we needed without a lot of extra fuss.

Incentivized

I was not part of selecting Nintex, but I think Nintex does a better job of generating linear flowcharts vs. Microsoft Visio because it automates the majority of the process of creating process maps. (Microsoft Visio is better for creating flowcharts that are not linear. because it is less automated and more flexible.)

Incentivized

The scalability is really bottlenecked by the imagination of the user. I was able to make processes for my own personal usage, making my daily tasks easier. I was also able to make processes that affected hundreds of employees, making large standardization and efficiency gains. So either way, the system is used the same way, and I was the limiting factor.

Incentivized

• Formstack was an absolute necessity for us and during our busy season, it saves our client team approx. 15 hours a week. This is MASSIVE and allows us to take on more clients.
• Formstack wasn't crazy intensive to set up timewise, but it took a team member a day to set up and a few days of testing. Once it was set, we have no reason to look back unless we want to add something on.

Incentivized

• People have woken up to the amount of overlap after mapping their processes.
• People can be resistant to process changes. You need to have the support from above or support from the 'business' that you are process changing to be able to see the positive impacts.
• Numbers talk. if you can get a general salary figure from your HR dept to show savings for 'employee bands', then when you present reports, they will be all the richer in data.

Incentivized