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Formstack is alright. Needs improvement.
April 19, 2023

Formstack is alright. Needs improvement.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Formstack for Salesforce

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 has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate.

Do you think Formstack for Salesforce delivers good value for the price?

Not sure

Are you happy with Formstack for Salesforce's feature set?

Yes

Did Formstack for Salesforce live up to sales and marketing promises?

No

Did implementation of Formstack for Salesforce go as expected?

No

Would you buy Formstack for Salesforce again?

Yes

I like how easy it is to build forms with Formstack. Also, payment integration and automation has been monumental in the development of our company, clients, programs and services we provide. Our business only thrives off of profit so having a program that makes it easier to collect payments has been incredibly helpful.