Formstack: A great addition to winning workflows
September 25, 2017

Formstack: A great addition to winning workflows

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

Software Version

Individual

Overall Satisfaction with Formstack

Not only does Octiv use Formstack ourselves, but we help our clients use Formstack because our software has an integration with Formstack that is extremely valuable. Basically, Octiv focuses on online document generation, collaboration, and sending for signature. Often, our customers want to embed forms into these documents to collect information, so we work with Formstack to help set this integration up for our customers.

  • Formstack is excellent for a simple UX style form. Users will never have trouble navigating these forms or understanding what is needed.
  • Formstack is great for integrating with other solutions companies may use. This makes them a great addition to your overall workflow.
  • The Formstack team is great at helping to provide ideas for how you can use their forms to improve your workflows. They are constantly releasing new features and services along with best practices for using them.
  • From our standpoint, as an integration partner, it would be great to get more functionality out of our test users. We are constantly having to QA how Formstack is working with Octiv and our test users don't have the full functionality as our production user accounts.
  • More reporting flexibility would be great, although it's hard to point to anyone else in this space who is doing it better.
  • Salesforce is the first solution that comes to mind here. We work with many customers who are already using Salesforce as a CRM and using Formstack to integrate with it is a big part of those workflows.
  • Our solution, Octiv, is obviously something we spend a lot of time integrating with Formstack. I'm sure other document generation tools also fit here, but I haven't seen these solutions.
With Salesforce, we often see folks using Formstack to pass information back to opportunity fields or using Salesforce to automatically populate fields in Formstack.

With Octiv, we are embedding forms into documents which are then shared and signed online. These documents range from proposals to contracts of all types. Pairing Salesforce, Formstack, and Octiv together has produced some of our strongest workflows to date.
I have seen Formstack add great value to a company's marketing strategy when it comes to gathering information about potential customers. We see a lot of clients who add forms to proposals that they send to clients. We have also seen Formstack add value as a guided selling solution. I have not yet seen any environments where Formstack is not well suited.

Formstack Forms Feature Ratings

Survey templates
10
Themes
9
Custom logo/branding
9
Changes to live survey
10
Multiple question types
10
Survey logic flexibility
9
Data export
9
Standard reports
8
Custom reports
8
Access controls
10
Compliance
10