Square 9 Softworks vs. Zoho Forms

Great for automating invoice processing where you want to set it and forget it. Also works well for document storage where you need things organized and easy to find. If you have complex requirements and need flexibility, this platform can handle it.
Not ideal if you expect a lot of exceptions or manual intervention since troubleshooting misrouted documents can be tricky. Also not the best fit if you want something that works out of the box with zero setup. You get the most out of it when you invest time upfront to build workflows.

Incentivized

Zoho Forms is well suited for anyone wanting to track items from a specific event or feedback at the conclusion of an event. It is also well suited to track responses. Zoho Forms is less suited for the scenarios where official approval is required because the forms are meant for a single user, and not to be filled out by one person, and then forwarded to another to document the approval. It would also not be good to replace an excel or word document to submit to another department requesting a part number for a new product because again once the form is submitted there is not a way for the second party to 'Update' the existing form and add the part number assigned by the second party.

Incentivized

• The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
• While indexing fields in Global Search, the Key Free tool works great.
• Global Search is well-organized. It's easy to navigate and find your documents.
• The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.

Incentivized

• Its feature of sending alerts in real time is my favorite feature. Whenever someone fills an inquiry form, I get alert immediately.
• It has a mobile app also which makes this software usable at anytime and anywhere.
• It's a cloud based application so users don't need so save anything on their system and they don't need to be dependent on their system. They can access their forms from any system.

Incentivized

• GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
• GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
• GlobalForms could have better formatting tools to enhance the fields and text formatting

Incentivized

• So far I have done well, I have had no problems.
• In some cases, I would like to click on one of the registers and send an email.
• A good idea would be an integration with Zoho Mail to create templates within the survey.

Incentivized

We are definitely renewing our SmartSearch. This is the only place all of our companies contracts and regulatory filings are kept. Our company would lose track of all expiring contracts if we did not renew. We would also need to spend many hours figuring out a new organizational system for all of our files, as well as savings the documents from SmartSearch onto the computer.

The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.

Incentivized

It is very easy to use & straight forward for a tech or non-tech user. It is very easy to distribute the form & collect data to evaluate. Lots of features to make the form unique or to collect data in many ways (sliders, wheels, more than just typed data entry). Works great on desktop or mobile devices as well.

Incentivized

Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.

With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.

We had one "production down" incident that took about a day to get help on. I think that's a bit too long. The support people seem confident but not that friendly. I feel like I'm bothering them when I get help, but they get the job done.

Incentivized

So far we have not faced any issue while using the software but our customer journey has been breathtaking so far, which obviously i am expecting, should be the case of the support of Zoho Forms as well. However we have explored their support channels; you can easily find the contact us form in the profile slider and there are other resources available with a single click like Help Menu, What's New Menu, Blogs and Forums. However i could not find any live chat or support with the Free version.

Incentivized

It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.

I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.

Incentivized

Comparatively, both of these applications are used for different aspects of the department, but they’re both useful. But overall, Square 9 Softworks is used for a more complex section of our day-to-day work, and with that being said, Square 9 Softworks is the application that brings us to excel in our everyday work. OptiSigns is mostly used for our digital signage.

Incentivized

Zoho Forms I found to be more affordable (free tiers works for many businesses). They offered solutions that fit the need & didn't limit features like some of the other services trying to upsell. Jotform offers a lot more add-on features or widgets and has an interesting platform, but it is much more costly for small businesses.

Incentivized

The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.

• Reduction in human error through manual data entry process now being automated
• Reduction in cost due to automation allowing the function to not require a full time employee
• Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)

Incentivized

• The biggest pain point we had was getting notified in time of form submission which Zoho Forms has solved and now we do not miss any form submission from a potential lead.
• Our existing customers (50+) were using conventional methods to inform us about issues being faced which was a major hassle for us in providing good customer services. But thanks to Zoho Forms, we now document each issue properly, respond to it in a timely manner and get it resolved with the SLAs.
• We have also used Zoho Forms to have our live chat channel integrated with Zoho Forms to be able to get a form submission from them instantly while chatting with our CSRs.

Incentivized