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.
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Square POS
Score9 out of 10
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Square POS is a point-of-sale software solution for restaurants, retail, or appointment-based businesses. It features numerous inventory (or menu) management and control features, and options that allow customers to pay in any way they want or can.
- 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.
Square POS is by far the easiest POS software to use at events and train additional team members on - even with temporary or first-time employees. It's easy to see how each event is doing in live time. It gives the event manager a real-time view of revenue earned. Its really easy to create/manage/delete users to keep the platform secure.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Mobile transactions (not like from a phone, but in terms of the ability to physically relocate rapidly).
Simple setup.
Generally uncomplicated pricing.
Widespread customer familiarity: because it's so regularly in use in our industry (musicians/entertainment professionals), people know and trust it in a way that you might not with a different provider.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I don't really foresee anything being able to dislodge Square from our organization—we're not evangelists or anything like that—it's just the best solution we've found for our use case. Being able to quickly handle transactions from customers and then track all of those sales for analysis/bookkeeping later on.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We find Square POS is very user friendly. Its interface is customizable to our needs and very easy to use. Before we adopted Square POS, we used a combination of solutions from different manufacturer to try and achieve a portion of the functionality that Square POS provides under only 1 login
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
An admission - I have NEVER had to use Square POS support. The system is seamless, it just works! I have never had any queries about how the system worked as everything is so clearly laid out. I have never had any problems with payments. If their support systems are anywhere near as good as their software, I think we'll be in good hands.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We only used Square POS while we were getting set up with Authorize.Net. It isn't as flashy or recognized by the general public, but in our industry, that isn't a priority. We do very large transactions so the higher rates and fees from Square add up insanely quickly making the lower rates and fees from Authorize.Net the nail in Square's coffin for us.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The opportunity cost of waiting for payments and manually bringing them to a bank means that we don't have to visit our bank branch. That alone saves us several hours each month.
We can use ordinary computers and mobile devices with Square instead of paying for expensive software or terminals.
Our clients appreciate not having to process payments to us, and anything that helps our clients and makes them happy carries more import than I can explain in this space.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
