For a small non-profit Formstack is major time saver
September 22, 2017

For a small non-profit Formstack is major time saver

Matt Morris | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Teams

Overall Satisfaction with Formstack

Formstack is the technology for our volunteer applications. We have a very long and involved application form and Formstack has the features to allow us to capture all the information that we need. It is also able to present the questions over multiple pages thus allowing the applicant to partially complete and return. Upon submission the application form creates a Lead record in our Salesforce instance, from there we can quickly take them through the selection process.
  • Strong integration with Salesforce - can create multiple records within or across multiple objects
  • Quick to build forms
  • CSS allow small changes to formatting
  • Support are always speedy in their responses
  • Sometimes updates to fields don’t happen and you have to refresh the page and try again
  • Changing field types has unexpected consequences
  • With the Salesforce integration it is not possible to create a record and attach a file in one form submission.
  • Salesforce
See previous responses. In my other company we use formstack to enter in large amounts of project data in a way that ensures high data quality
With Formstack and Salesforce together you can automate the sending on emails that contain links to forms with record IDs pre-populated. This way you can automate updates/feedback/surveys from your clients.

Formstack Forms Feature Ratings

Survey templates
7
Themes
6
Custom logo/branding
6
Changes to live survey
8
Multiple question types
7
Survey logic flexibility
6
Data export
8
Standard reports
4
Custom reports
2
Access controls
8
Compliance
6