FormSwift vs. Templafy

FormSwift is well suited for legal and accounting firms that need to quickly create form documents. It is easier to navigate than Nolo.

Incentivized

Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need

Incentivized

• The "Document Creator" is an excellent tool. Very easy to work with.
• The "My Documents " area is a helpful storage area for completed docs.
• The "Document Library" is an extremely valuable resource.

Incentivized

• Simple user interface to make choices and see results
• Puts the power of customization in the users hand
• Quick set up and powerful

Incentivized

• The "Fillable Fields" area could use some additional customizable fields.

Incentivized

• Customized interface to fit more with a brand or style
• Web interface and not being dependent on microsoft software

Incentivized

Much better than Rocket Lawyer.

Incentivized

We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others

Incentivized

• FormSwift has enabled us to work faster and smarter.
• FormSwift saves time and money.

Incentivized

• Reduces search hours by half

Incentivized