Formstack for Salesforce vs. Revv, by LegalZoom

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Formstack for Salesforce	Score7.1 out of 10	N/A	Formstack 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
Revv, by LegalZoom	Score9 out of 10	N/A	Revv, by LegalZoom, is an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures.	N/A

Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance

Best Alternatives
	Formstack for Salesforce	Revv, by LegalZoom
Small Businesses	Conga Composer Score7.9 out of 10	BoldSign, by Syncfusion Score10 out of 10
Medium-sized Companies	Conga Composer Score7.9 out of 10	OneSpan Sign Score9.6 out of 10
Enterprises	Conga Composer Score7.9 out of 10	DocuSign Score8.7 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Formstack for Salesforce	Revv, by LegalZoom
Likelihood to Recommend	8.8 (4 ratings)	9.0 (1 ratings)

User Testimonials
	Formstack for Salesforce	Revv, by LegalZoom
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. Verified User Read full review	LegalZoom [Revv] is great in providing a template for sales documents for a team. Particularly proposals. Incentivized Brett Suarez Account Executive Read full review
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 Verified User Read full review	LegalZoom Creating templates for sales documents Allows ability to see when client has opened up document Ability to give client access to document through several methods Incentivized Brett Suarez Account Executive Read full review
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 Verified User Read full review	LegalZoom It is not intuitive as far as creating a new document from a previously created template Incentivized Brett Suarez Account Executive Read full review
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 Verified User Read full review	LegalZoom Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options. Incentivized Brett Suarez Account Executive Read full review
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. Verified User Read full review	LegalZoom It has saved the sales team time from having to create a proposal for each client. Incentivized Brett Suarez Account Executive Read full review
ScreenShots		Revv, by LegalZoom Screenshots

Formstack for Salesforce vs. Revv, by LegalZoom

Formstack for Salesforce

Revv, by LegalZoom

Add Product

Recommended Comparisons

Revv, by LegalZoom Screenshots