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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Submittable
Score8.9 out of 10
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Submittable offers tools to launch, measure, and grow social impact programs, locally and globally. From grants and scholarships to awards and CSR programs, Submittable partners with users to make a difference. The vendor states Submittable has supported over 95,000 social impact programs, receiving nearly 20 million applications, and that teams save an average of 12 hours per week and launch in an average of 14 days.
- 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.
Submittable is great for grant management, grantmaking, and scholarship awards. It's a very useful tool also when there are multiple reviewers and committees involved in the assessment of the application. The table feature is helpful, but to download the information in a usable report is a pain. Overall a very useful tool for funding.
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
Form-logic: Allows application forms to adjust based on answers to crucial questions (if-then-else) so that all applications don't have to see extended questions that may not apply to them or their situation.
Messaging Platform: This platform allows interactions with applicants or internal review teams to be associated with the specific submission, allowing for an easier, complete view of an application being considered and as an audit trail.
Good Voting/Polling Management: It makes it easier to record the latest vote/feedback from assigned team members and allows customization of the vote/feedback review as a form. It also summarizes the votes for easy review in a submissions dashboard view.
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
We are some of the earliest users of employee volunteerism, so there have been some things to work out. However, because of that, we've gotten a lot of one-on-one support to help make minor tweaks to the system in a way that works 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
We use this software annually to help with our grant processes. Without it, I'd be so lost! Our team relies on the data from our past years to sift applications and we try to prioritize those who have applied and been a finalist but perhaps didn't win in years prior
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. TR verified that a representative sample of customers was invited. More Info
A submittable requires a great deal of thought to set up. It would be best if you really did an outline and flowcharting. Once you have a detailed plan and set up the system, you have to think of the process that you would manually do step-by-step to deal with the what-ifs; it’s beautiful. The ability to Clone events is invaluable. The onboarding can be complex, but the ease of use afterward is worth it.
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. TR verified that a representative sample of customers was invited. More Info
We have thankfully never experienced an outage nor been affected by a technology issue on Submittable's side that has delayed our grant process. We have instead been able to distribute over $6M in donated dollars to AAPI small business owners because Submittable is trustworthy and available
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. TR verified that a representative sample of customers was invited. More Info
We've had a quick and efficient submittable experience that has always been easy to use. When we need a report it downloads within seconds, even the larger reports are 30 seconds or less to download. Pages are quick to load and reports complete in a more than reasonable time frame
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. TR verified that a representative sample of customers was invited. More Info
I think that they are good at answering our questions and solving our problems. We occasionally get reports from applicants about problems the Submittable team has not solved, but I do not know what the applicant has done to get the problem solved.
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. TR verified that a representative sample of customers was invited. More Info
We have been using this for many years but my memory is that we had a human walk us through how to use basic features. We also used the resource library to learn about specific topics or issues as they came up.
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. TR verified that a representative sample of customers was invited. More Info
10/10 because we were able to meet virtually and still get all of our questions answered! Online was effective too because we could easily record the sessions and review them later. Since we had to onboard our reviewers virtually, it was actually convenient that this was the same method we learned how to use the entire program virtually too.
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. TR verified that a representative sample of customers was invited. More Info
I would say, provide Submittable as much detailed information on your planned use of the platform and your desires with the platform as possible, and the implementation will be tailored to accommodate your organization with minimal lag time and issues/problems.
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
Submittable isn't in the same league as these other platforms. It's trying to get there but it's been a rocky road. Neither customer support nor the account people we've dealt with at Submittable seem particularly knowledgeable about how the product actually works for foundations and can't provide detailed recommendations for how to use the product more effectively. The decision to use Submittable was made before I came on board. We are moving to another platform next year, probably SmartSimple.
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 wish we could choose our own number of applications we want for the year and have the price be changed because we are in-between buyable numbers and always have to add more applications at the end of the year
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. TR verified that a representative sample of customers was invited. More Info
We have been easily able to grow. Not only are we able to process different applications, but Submittable makes it easy to add applications onto our plan. Additionally, their eligibility form before the application does a good job of screening applicants so we do not pay for extra applications.
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. TR verified that a representative sample of customers was invited. 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. TR verified that a representative sample of customers was invited. 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
