FormAssembly

Pros: The simplest online form builder on the market and a really intuitive connector to Salesforce. Even their embedding capabilities is best in class.

Cons: Literally, there is nothing that I could say that is negative about the Form Assembly platform. Ease of use and complete connectors earn their win in the marketplace.

Pros: Form Assembly is an easy way to gather information from your customers and sync that data to Salesforce.

Cons: Although the connectors are very convenient, they are also highly limited especially when working with 'repeating sections'. Instead of bulk load the records, it processes them one by one which creates an extremely slow UX. Additionally, the 'Skip this step if' functionality cannot evaluate each record within a repeating section. This 2 limitations has caused us to spend a large amount of time finding work arounds for functionality that is critical in providing an acceptable experience for our customers.

Pros: I find it great how this connects with Salesforce, so I can push data directly into Salesforce. It easy to use and their documentations help when I am unsure of something. I also find creating the forms very easy to do.

Cons: I would appreciate a better way to filter responses from workflow responses; the same way we can filter responses with regular forms.

Pros: The biggest benefit of using FormAssembly for our organization is the integration with Salesforce! This is the primary reason we transitioned our forms to FormAssembly and it continues to be where we find the greatest value.

Cons: Our greatest frustration with FormAssembly is the technical support that is available - both the level of care and the response times.

Pros: The integration aspect with Salesforce and Google is truly beneficial to any organization that wants to track data efficiently

Cons: Sometimes, connectors quit working for no reason and this causes disruption in business processes and manual data entry

Pros: The ability to create and make changes quickly to forms. I also like its ability to simplify the task of retrieving information.

Cons: Not being able to give a form an expiration date for automatic deletion. This would help from people being able to access links post service. This would also help the number of forms being stored post completion. Currently we have to go in manually and delete completed forms/applications after service has been rendered.

Pros: Integration with Salesforce and customisation. Ease of form development and field mapping. Has greatly assisted with streamlining our processes.

Cons: The form response output could be much better formatted. Would be good if the infographs on the response pages could be downloaded in an editable format. Occasionally, staff are unable to answer queries if they fall outside that for which help articles have already been written.

Pros: Learning curve is not too steep and we are able to accomplish so much using FormAssembly. We have over 100 forms.

Cons: Although FA email support is very good, there are times when I wish there was a phone or Zoom option.

Pros: It's pretty intuitive to use. I am a new to FA user, fairly tech savvy, and was able to be up and working very quickly. I also like that FA can be used with Salesforce.

Cons: I have like to have more question formats. Specifically, I would like to have the ability to create questions with a matrix format with multiple prompts in a single question. I have more experience with SurveyMonkey and have the ability to do this with that tool.

Pros: Ease of use, Salesforce connector let us do almost everything in Salesforce from our forms, unlimited forms.

Cons: We do not have specific complains on Formassembly, at least with the funcionality we are using right now.

Pros: Almost everything! To highlight a few: Paying for users vs # of responses is SO helpful for a not-for-profit, especially when sometimes it's very difficult to predict how many responses a form will get. The Salesforce connector is SO robust - we have a very customized SF instance, so this is an important feature for us. As the connector has gotten more development and more features, it just keeps getting better. The quarterly webinars outlining new features are incredibly helpful to see what is being developed and released, as well as getting ideas for further efficiencies and broadening our use cases.

Cons: The customer support is good, I would love to see the chat feature enabled for a more instant response. The documentation is good, however I'd love to see more updates with the new features and consistency in the support library, and perhaps some easier navigation.

Pros: I love how flexible the platform is and how it connects with others -- especially Salesforce and various payment/credit card providers.

Cons: There is a learning curve to get some of the features up and running, and we have run into some issues regarding reports working properly.

Pros: It connects easily with Salesforce, which makes it simple to send form data where it needs to go without a lot of extra steps. If your team relies on Salesforce, this is a big plus. The form builder is user-friendly and straightforward. It doesn’t take long to get the hang of it, and you don’t need to be super technical to build good, functional forms. Customer support has also been helpful. When issues come up, the team is responsive and does a good job walking you through solutions.

Cons: Customization can feel a bit limited unless you know HTML. If you want more advanced styling or specific design tweaks, you’ll likely need some coding knowledge. It also isn’t possible to automatically send a PDF copy of a completed form in the confirmation email to respondents, which can be a drawback depending on your needs.

Pros: I like that Form Assembly enables user's to come back to save their work unlike Smartsheet. This is.

Cons: I think the user interface could be streamlined to improve building a smart sheet. This is a design.

Pros: FormAssembly makes form creation and CRM integration extremely simple. The flexibility and versatility of the product cannot be beat by any other form creation tool out there.

Cons: It would be nice if all settings would map over when cloning a form. There have been a few times in the past that I cloned a form but forgot to go back in and turn on the connectors.

Pros: How they fill out the form and it automatically puts in the contact information. It goes right to the campaign and it helps to put all information in one direect form,

Cons: If they were already a contact in salesforce sometimes they would get logged in again. Duplicating the contacts.

Pros: That it connects with Salesforce and you can set a cut off number. That is recognizes duplicates. You can easily the forms with errors.

Cons: had some issues when we had a large number of users filling out the form at the same time and had a low cut off number. I liked when we could just have one team account versus a different login for each user.

Pros: Easy to learn and use. Great detailed log of the process. Flexible in what and how you can gather information.

Cons: That it's not native to our current CRM. It's a bit challenging setting up the interface for the first time. We had help from a consultant.

Pros: FormAssembly allows us to securely collect and bring data into our Salesforce environment from web forms. The integration works very well and is not difficult to set up.

Cons: The form building tool is very powerful and it does take some time to learn how to use it. The page loads for the connectors can be very slow.

Pros: Easy to use, and it helps streamline our processes. We can build forms in minutes that help save employees countless hours of data processing.

Cons: The AI tool, Fai, is great, but it can get stuck sometimes when you ask a difficult question. When it converted a web form for us, it needed a lot of editing.

Pros: “Very easy form creation and seamless Salesforce integration.” “Simple to build forms, with a reliable connection to Salesforce.” “Ease of form creation combined with excellent Salesforce integration.

Cons: “The main drawback is the limited flexibility in personalizing fields.” “Field customization options are restricted, which can be frustrating for more advanced use cases.”

Pros: Easy Salesforce integration and form building! It's simple and intuitive to integrate and map Salesforce fields.

Cons: Customizing a form's format and style is difficult. The interface is also a little outdated, although functional.

Pros: I like that it connects to Salesforce: MatchForce. It cuts down on the time that we have to do data entry.

Cons: The connectors can be difficult to figure out. If the connectors are wrong, it does mess up the form uploading correctly.