FormAssembly Pros and Cons

I use FormAssembly in my job on a daily basis.

Salesforce integration is straight forward and easy to use. If there are errors, it is clear to see where the integration failure was for an easy fix.

The AI generated feature is easy when creating choices.

Easy to navigate the different fields when building out forms.

The ability to clone forms without losing their formatting is a huge plus (other platforms tend to lose some of the formatting or change the fields)

Customer support is great and they get back to you in a timely manner Review collected by and hosted on G2.com.

More opportunity for custom CSS (for example, changing the font of a form without compromising the layout of it)

I hope that FormAssembly will update their notification emails to respondents to allow a PDF attachment, rather than just the text in an email confirmation. That is the only downside of FormAssembly that other platforms have (e.g. Formstack). Review collected by and hosted on G2.com.

I’m impressed with the simplicity of the UI. I can also use HTML codes in the forms to make them more customizable than they already are. I must also mention that the employees are incredibly friendly and welcoming. I’ve had the opportunity to meet a few people beyond our Account Representative (Beth Miller), and they’ve all been exceptionally pleasant and approachable. I want to give a special shoutout to Beth Miller for her exceptional job performance. Review collected by and hosted on G2.com.

I always say it’s not realistic if you can’t mention a downside or two—if everything is perfect, it feels like you’re not being honest. But with FormAssembly, I really have to push myself to find something I dislike. If I had to point out one thing, it could be that the interface, while functional, feels a bit dated compared to some modern form builders. Also, while the platform is highly customizable, certain advanced configurations require more technical knowledge, which might be a challenge for users without a technical background. That said, these are minor issues in an otherwise excellent product. Review collected by and hosted on G2.com.

What I like best about FormAssembly is its comprehensive connectors that make integrating with standard or custom objects seamless. The platform's ability to work effectively with Salesforce integration user accounts is a huge plus, as it helps save costs by avoiding the need for standard licenses. Additionally, the customer support is excellent, and there is a rich, knowledgeable community that offers valuable resources and guidance.

I also like the fact that you can embed salesforce community forms with ease.

Indepth error logs

We currently depend on the platform daily operations and lead generation.

Easy to implement as long as one has admin permissions on both platforms.

This combination of powerful integration capabilities, cost-saving features, and strong support makes FormAssembly an outstanding choice for data collection and form management. Review collected by and hosted on G2.com.

More error handling options would make the platform even better such as error notification emails. Review collected by and hosted on G2.com.

The Salesforce connectors are excellent - having the picklist lookup connectors to Salesforce to automatically bring in active Salesforce values without us having to update multiple forms is such a timesaver, and gives us much more accurate data. We've also had excellent experience with payment connectors, and are looking forward to the improved Google Sheet connector coming soon. Workflow has improved vastly over the past year, and is making us jump to revamp old forms to better utilize its power. Using javascript to extend the capabilities is also excellent, as is the SAML prefill connector for SSO attributes. Overall it is intuitive and powerful, two things that don't often go together in software! Review collected by and hosted on G2.com.

It is expensive, but you definitely get what you pay for! Review collected by and hosted on G2.com.

FormAssembly has the most powerful Salesforce integration tools on the market. It is amazing how much work can be accomplished within the form to save time from creating and updating Salesforce records. The ability to handle multiple processes when the form is submitted is unmatched by any other form tool. Review collected by and hosted on G2.com.

The customer facing survey very basic. Many other form tools have added varying ways for the customer to engage with the form, but FormAssembly only has the basic text, picklist, multiple choice options. It would be nice to make the form more engaging for the customers. Review collected by and hosted on G2.com.

It's very straightforward to build out a form. You can just drop in your different types of questions/fields and quickly edit and rearrange them within the editor. Review collected by and hosted on G2.com.

We utilize a significant amount of custom CSS for our forms to match the style of our website, but there's no way to save universal CSS currently. You can create and save themes, but those only include basic settings around colors and fonts and whatnot. The CSS we utilize has to be copied and pasted into each form, and if we make a change once, we have to go back and update all of the other forms. Review collected by and hosted on G2.com.

I love how easy FormAssembly is to use. You can quickly produce very sophisticated forms to cover a multitude of business needs. If you cannot figure out how to do something, FormAssembly offers an elaborate documentation library. The team at FormAssembly from sales to support has been extremely helpful and knowledgable in our experience. Review collected by and hosted on G2.com.

The calcualted fields in forms are very useful, but are tough if you, like me, do not have expereience in JavaScript. When you are able to figure it out, its great and very powerful. But getting there can be difficult. Review collected by and hosted on G2.com.

FormAssembly can be used for a number of purposes. We use it for event RSVPs, internal surveys, and as part of our grant processes. We connect it to our Salesforce org to maximize its functionality and maximize our data. Forms are extremely easy to set up and get running. Integration can be a little tricky, but in my opinion it's easier and has better UI than Form Titan. Customer Support has been responsive and helpful. Review collected by and hosted on G2.com.

The licensing and permissions aspect is a little frustrating and difficult to understand/explain. Review collected by and hosted on G2.com.

It provides the ability for non-Salesforce users to access Salesforce data. Review collected by and hosted on G2.com.

Maintenance of forms is a bit challenging. It's a bit of a hassle to reconfigure to use a Salesforce sandbox. Review collected by and hosted on G2.com.

Overall formassembly is a great product to be able produce and maintain forms for salesforce environments. You can customize the look and feel of the forms to your organizations needs. Review collected by and hosted on G2.com.

That the connectors from Salesforce where easier to maintain and update. That there was a better way to make the connectors more secure Review collected by and hosted on G2.com.