The ROI-Driven Tool That Saved Us 97000 Sheets of Paper.
October 05, 2025

The ROI-Driven Tool That Saved Us 97000 Sheets of Paper.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with FormAssembly

The majority of our usage is digitizing our forms, especially without clinical teams. We have Clinical assessment forms like the Braden Scale, Abbey Pain Scale Management, Delirium Screening, FRAT Assessment, Oral Health Assessment, Cornell Scale Assessment, Resident Risk Assessment, Bed Rail Assessment, and so much more. Other usage is for our staff to update their own records without having to log in to Salesforce, which gives them a much convenient way to update their own records.

Pros

  • Salesforce Integration.
  • LookUp Fields.
  • Easy Connectors understanding.

Cons

  • Easier Page customization.
  • More Aesthetic templates.
  • CSS editing isn't for all users.
  • Cost Savings - Saved on Ink for printing, storing, etc.
  • Time and Labor Savings - Time employees saved manually processing, organizing, and filling nearly 97,000 paper forms.
  • Data Accuracy - Form assembly has validation rules that help with fewer errors and lead to more accurate data vs handwritten paper forms.
I've used FormStack and compared to FormAssembly it's connectors to Salesforce personally I think is much easier (Not sure if formstack had any changes since I've used them since 2019 only). I also like how it's easy to create new fields and easily map them to Salesforce and especially the calculated fields which really helps for creating assessment type forms for our clinical department.
Form Assembly allows for advanced data mapping, pre-filling forms with Salesforce data, and working with custom objects. FormAssembly excels in Salesforce Integration, as it is highly specialized and deeply integrated. Often considered the industry leader for Salesforce forms, Formstack has strong integration, but may not offer the same level of granular control as FormAssembly.

Do you think FormAssembly delivers good value for the price?

Not sure

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?

Yes

Would you buy FormAssembly again?

Yes

Digitizing your company's physical paper transactions. Once digitized, your staff/users can easily access it with their mobiles or anything that has a browser. This gives them convenience and saves paper waste. Some scenarios I think are when some people would like to treat from assembly as a document signing platform like DocuSign or Conva.

FormAssembly Feature Ratings

Survey templates
Not Rated
Themes
5
Custom logo/branding
5
Changes to live survey
Not Rated
Question design help
5
Multiple question types
7
Survey logic flexibility
8
Response tracking
7
Data export
6
Standard reports
6
Respondent restrictions
7
Access controls
9
Compliance
Not Rated

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