Name: Formstack for Salesforce
Rating: 8.3 (50 reviews)
Author: Formstack

Customer Training

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Automation Testing

Cross-Browser Testing

Interactive Application Security Testing (IAST)

Product Analytics

Service Mesh

Development

Business Intelligence (BI)

Collaboration

Emissions Management

IP PBX

Knowledge Management

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Cost Management

Cloud Storage

Data Integration

Embedded Database

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Low-Code Development

Managed DNS

Mobile Identity

Network Performance Monitoring

Platform-as-a-Service (PaaS)

Privileged Access Management

Value Stream Management

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Audio Editing

Click Fraud

Content Management

Data Cleansing

Digital Rewards

Email Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Video Conferencing

Writing and Proofreading Tools

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Lead Management

Predictive Sales Analytics

Sales Engagement

Sales Incentive Compensation Management

Sales

Database Security

Security

Animation

Debt Collection

Laboratory Information Management

Legal Case Management

Spreadsheet

Vertical-Specific

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Many users have found Formstack for Salesforce to be an incredibly powerful tool for leveraging the data capability in Salesforce. It has been praised by several reviewers for its ability to handle and utilize data effectively.

Users appreciate the ability to create custom forms with a good user interface directly on Salesforce, without the need for integration. This feature has been mentioned by multiple users as a major advantage of using Formstack.

The availability of easy-to-use templates provided by Formstack allows users to create embedded forms that can be integrated with other software to record data in Salesforce. Several reviewers have highlighted this feature as one of the key benefits of using Formstack.

Formstack has proven to be a valuable tool for users in a variety of industries, offering a range of use cases that have helped streamline processes and improve efficiency. Users have reported generating full documents from form fields, allowing for seamless document creation, signature, and storage in a document repository. This feature has been particularly useful for businesses that frequently need to create and manage legal contracts, agreements, and other important documents. 

Another key use case of Formstack is its ability to create embedded forms for clients. Users have found this feature helpful in facilitating communication with merchant stores and capturing important merchant data. By embedding these forms directly into websites or online platforms, businesses are able to collect information from their clients or customers without the need for manual data entry. 

In addition, the software's form-building capabilities have been utilized for creating feedback and survey forms. This has enabled businesses to gather valuable insights from their customers and stakeholders, helping them make informed decisions and improvements to their products or services. The drag-and-drop interface and various form-building options provided by Formstack have made it incredibly simple for users to create forms, saving them time and effort.

Furthermore, Formstack's integration capabilities with other tools such as email marketing and advertising software have been important for users in streamlining their workflows. This integration allows for seamless data transfer between different platforms, reducing the need for manual data entry and ensuring that information is updated across all systems in real-time.

Overall, customers have reported using Formstack for many years without experiencing any issues, indicating its reliability and stability as a form-building solution. These positive user experiences highlight the versatility of Formstack and its ability to meet the diverse needs of businesses across different industries.

Limited Formatting Options: Some users have mentioned that the formatting options for forms in the software's interface are limited, which can be a drawback when trying to customize the appearance of forms.

Payment Gateway Connectivity: Several reviewers have expressed dissatisfaction with the payment gateway connectivity of the software. They feel that it could be improved, particularly in terms of the user interface and its compatibility with multiple devices.

Integration with Other Marketing Tools: The integration with other marketing tools has been cited as an area for improvement by a number of users. They believe that better integration capabilities would enhance their overall experience with the software.

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.

Basic

Government

Team

Essentials

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Business

PandaDoc

Formstack for Salesforce

Document generation or creation software enable the creation, editing, customization, and sharing of text-based files to create a range of documents such as contracts, notes, legal documentation, proposals, forms, and reports. These tools typically include dynamic templates, versioning, integration with content producing applications, analytics, workflow, and sometimes electronic signature.

Document Generation

Information Technology & Services

Likelihood to Recommend

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives - all while saving the average user 17 hours per week. Formstack’s Suite includes everything needed to accelerate digital work including: <ul><li>Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more.</li></ul><ul><li>Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere.</li></ul><ul><li>Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.</li></ul>

Formstack for Salesforce 2024-03-10 01:40:54

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TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Document Generation Software

We use Formstack for compliances and security on our organization. It helps us in automating the workflow and safety-security of our documents and modules with their series of products and features.

There is a huge scope of Formstack in different use cases, we are also planning to implement this in our employee onboarding and other HR related work.

Ease of implementation and use
flexibility and customization
customer support

integration with other softwares
pricing for small to medium size businesses
adding more layers of security

Increase in our operation efficiency
maintain the documents compliant with any rules and regulations
Build trust

we leverage Formstack for Salesforce to address several critical business problems related to data collection, lead generation, and streamlining our workflow processes. The primary challenge we faced was the manual and time-consuming nature of our data entry and lead management processes within Salesforce. Formstack has proven instrumental in overcoming these challenges and optimizing our Salesforce integration.

Formstack allows us to create highly customized and branded lead capture forms that seamlessly integrate with Salesforce.
One of Formstack's strengths lies in its ability to implement conditional logic within forms. For instance, if a user selects a certain option in a form field, it can dynamically reveal or hide additional questions based on that choice.
Formstack seamlessly integrates with Salesforce, automating the data entry process.
Formstack's integration with Salesforce allows us to set up automated workflows triggered by form submissions.

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

Seamless Salesforce Integration
Conditional Logic and Workflow Automation
Customization and Branding Options

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.

We use Formstack for all of our forms on the websites that require a contact form. It was important to find a software that could be well integrated with the other software we use for email marketing, ads, etc. We've used Formstack for many years now and we have not had any issues with it so far.

Super easy to use
Get user interface
Support is very responsive

Sometimes it's hard to locate functionalities that aren't typically used often
Would be great to have more template based options for forms such as zip code

Functionality
Ease of use
Great support team

It's helped save time as we primarily only use Formstack

Saves our company a bunch of time by enabling anyone in your organization to create online forms, collect data, and automate processes without code. Helps make an impact on our organization by giving us the tools to achieve our vision as the single source of truth for clients and their business partners.

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.

Customer service/support could improve.
It doesn't allow having a pool of reviewers where anyone is allowed to review.
It doesn't have a convenient slack connection for approval workflows.

Payment integration.
Maintaining records- less time-consuming than other software programs.
Template creation. It's easy enough that anyone from our company has been able to create their own without needing help from IT.

Improved our sales velocity. Automations have helped us close deals faster.
Helped us have a central communication point. All information is now coming from one source.
Helped keep business organized and make sure no clients get forgotten about.

Formstack for Salesforce

Overview

What is Formstack for Salesforce?