Love FormAssembly
October 03, 2025

Love FormAssembly

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with FormAssembly

We use FA for scholarship forms and loan applications, event sign ups and admission applications, graduation applications, registration forms and more. The loan application calculates values so that our staff and students don't have to. Our graduation application sends out a note to the student's advisor. Our graduation audit pulls relevant details for the advisor to see directly on one screen. We use it quite extensively and make use of masking, calculations, variables, multi-form flows, and more.

Pros

  • Providing enough customization to solve complex business cases
  • Great documentation
  • Easy user interface

Cons

  • Recently I tried to build a two-part form that would check for a record of a particular type was unable to do it. I don't remember what the final limitation was that made it impossible, but it would have been nice to build. I think it was something to do with not being able to use certain field types in the Connector.
  • Honestly, I'm usually a big critic, but I love FA so I don't have much to say!
  • It is a little pricey for small orgs like us.
  • I don't have hard numbers about FA's direct impact because we use it as one tool of many in our CRM. But it has definitely streamlined some processes and has allowed us to better retain our students. For example, we ask, "do you plan to continue with SMC?" and give them a FA link for yes or no. Either option they pick automatically records their response and asks follow up questions, reducing the workload on staff, helping us follow up on those who want to continue, and ultimately retaining more students.
I think it's very user friendly, offering the right amount of complexity while being easy to navigate. The only thing I don't like is that the formula builder on the connectors page can be finicky.
Jotform didn't have the two-way SF connectors we needed, if I remember correctly.

Do you think FormAssembly delivers good value for the price?

Yes

Are you happy with FormAssembly's feature set?

Yes

Did FormAssembly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of FormAssembly go as expected?

I wasn't involved with the implementation phase

Would you buy FormAssembly again?

Yes

It's outstanding for the two-way Salesforce connection and for the amount of customization available. We recently reviewed multiple other form solutions, and nothing came close to being able to offer the same robust functionality Salesforce does.

FormAssembly Feature Ratings

Survey templates
Not Rated
Themes
8
Custom logo/branding
8
Changes to live survey
Not Rated
Question design help
Not Rated
Multiple question types
10
Survey logic flexibility
10
Response tracking
Not Rated
Data export
8
Standard reports
Not Rated
Custom reports
Not Rated
Respondent restrictions
Not Rated
Access controls
Not Rated
Compliance
10

Comments

More Reviews of FormAssembly