TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Formstack for Salesforce

    Score7.1 out of 10
    N/AFormstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data entry and uploads required.N/A

    IdSurvey

    Score10 out of 10
    Small Businesses (1-50 employees)
    IdWeb is a tech provider for market research operating since 2002. Their product, IdSurvey, is a multi-mode professional survey software specialized in telephone (CATI) methodology that also manages web (CAWI) and face-to-face (CAPI), all in a clean and modern interface. It is available on cloud or premise.N/A
    Pricing
    Formstack for SalesforceIdSurvey
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Formstack for SalesforceIdSurvey
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—Each methodology (telephone, web, offline) has different licenses to buy. For telephone (CATI) licenses are added for the number of concurrent phone agents. Annual, permanent or a flexible daily license are available. The licenses for web and offline have the same logic: buying a pack of completes with 12 months validity. The unit price varies according to the number of completes purchased.
    More Pricing Information
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    Formstack for SalesforceIdSurvey
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    Conga Composer
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    Score8.5 out of 10
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    User Ratings
    Formstack for SalesforceIdSurvey
    Likelihood to Recommend
    8.8
    (4 ratings)
    -
    (0 ratings)
    User Testimonials
    Formstack for SalesforceIdSurvey
    Likelihood to Recommend
    Formstack
    - 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.
    Read full review
    IdSurvey
    No answers on this topic
    Pros
    Formstack
    • 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
    Read full review
    IdSurvey
    No answers on this topic
    Cons
    Formstack
    • 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
    Read full review
    IdSurvey
    No answers on this topic
    Alternatives Considered
    Formstack
    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
    Read full review
    IdSurvey
    No answers on this topic
    Return on Investment
    Formstack
    • 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.
    Read full review
    IdSurvey
    No answers on this topic
    ScreenShots

    IdSurvey Screenshots

    Screenshot of Administration interface - questionnaire designScreenshot of CATI telephone interfaceScreenshot of Web interviewScreenshot of Face-to-face offline appScreenshot of Reporting