Formstack for Salesforce vs. Foxit PDF Editor

- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.

Great for marking up depositions or pleadings with highlights, comments, and notes during case review.
Supports Bates stamping, password protection, and other features often required for electronic filing.

Built-in tools allow for quick and secure redaction of privileged or confidential information before sharing or filing. Less appropriate if you needed to work on real time collaboration or building complex form templates from scratch.

Incentivized

• Collecting customer data and keeping it clean and organized
• I can send forms to the candidates so that they can easily review the documents
• The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Incentivized

• FoxitPhantom carries superior editing tools over Adobe Acrobat and similar products. It allows you to modify text, images, & objects in a more robust fashion
• Integrates well with Microsoft Office products such as Word, PPT, & Excel
• Allows you to work in a nearly paperless environment

Incentivized

• mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
• we need a broader range of pre-built templates within Formstack
• Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack

• I have a dual monitor setup at work and there are times when I wish that I could view pdf documents on both monitors at the same time. I have not yet figured out how to do that with FoxitPhantom as it appears to limit the user to displaying multiple pdf documents as separate tabs on the same screen. If dual screen is an option in the software, it needs to be more apparent.
• I can't think of any other desired improvements. This software really does everything that I need it to do.

Incentivized

Because very few editors are so easy to use and deploy backed by speed and performance. Foxit PDF is known for its speed and performance, allowing users to open and work with PDF files quickly and efficiently

Foxit's user-friendly interface is easy to navigate and use, making it a popular choice for users who are new to PDF software.

Foxit PDF Editor works the way my brain works, so everything is where I expect it intuitively and that makes me hugely efficient. I love how all of the various features are laid out logically in tabs such as Fill & Sign, Organize, Form, etc. with the tools I expect to find where I expect to find them.

Incentivized

FoxitPhantom PDF integrates very well with the Microsoft Office products, which is where I found I use this the most. It performs about as well as can be expected, without any out of place latency. Whether it be merging, deleting, editing or rearranging pages, its performance holds up even with larger documents.

Incentivized

I haven't personally had interaction with the customer support from FoxitPhantom, however based on conversations I have had with members in the organization, I was given positive feedback. Their website has a lot of information and tutorials. If you need to contact them, they are quick to respond. User manuals are readily available.

Incentivized

Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate

Incentivized

I would say that when you want to get a bigger share of the market and take business from long time consolidated applications like Acrobat, you really need to try harder and give something more to the user to be able to change their mind and switch to Foxit. In our case licensing was an important factor and at the beginning we had a small learning curve with users asking how to open PDF files and what was that orange icon. The truth is that we as users accepted the new software happily because simply said: it does the job. After using Foxit I would not go back to Acrobat, I like better the connectivity, the simplicity and the way it manages the tabs.

Incentivized

• This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
• By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
• The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.

• We have cut our mailed AR by over 60% by exporting to foxit and emailing.
• We have cleared an entire room to be used as additional office space by scanning in old documents.
• The feature that allows you to directly type onto PDFs has increased our quality control by allowing us to highlight or add notes to important info.

Incentivized