Formstack for Salesforce Reviews & Product Details

The powerful tool for automating workflows. Review collected by and hosted on G2.com.

The pricing is and the lack of documentation. Review collected by and hosted on G2.com.

Integration into SF works really well from the smallest form to a large survey. Review collected by and hosted on G2.com.

The frontend looks outdated. Would love for some improvements to make it look a bit more like Microsoft forms. Review collected by and hosted on G2.com.

Probably the easiest way to get information into your CRM. Forms are easy to create and mapping values are also easy. Great for getting leads and other items in. Review collected by and hosted on G2.com.

I dislike that I have map responses to object fields. I would much prefer a standardized way to intake form data where we can process the values post fact. Review collected by and hosted on G2.com.

Very easy to use and intuitive. Would recommend. We use it for our customer support team. Review collected by and hosted on G2.com.

Possible native feature to have a form expire Review collected by and hosted on G2.com.

It is easy to create and modify forms quickly, and the results are saved as a file to the appropriate record. Review collected by and hosted on G2.com.

There are some functionality pieces we would like to have, such as more complex logic options. Review collected by and hosted on G2.com.

I have a requirement to integrate formstack with Salesforce as we need our users to sign some PDFs. We need multi level signature functionality also.

With Formstack for Salesforce, it is very easy to achieve the above functionality with no code. Implementation is really easy and just click and drop functionality.

Their customer support is also very good. They respond usually within same working day. So I will highly recommend this app to users in their frequent use. Review collected by and hosted on G2.com.

It would be great if there are more help documents/videos available. In some scenarios, I faced issues as help documents are not available properly.

But we have option to raise ticket to their customer support. Review collected by and hosted on G2.com.

Formstack can flexibly integrate standard or individual attributes from all objects to create Word or PDF forms and proves to be a very flexible tool. Review collected by and hosted on G2.com.

Formstack is very easy to use and no dislikes. Review collected by and hosted on G2.com.

I have a need to integrate Formstack with Salesforce for our users to sign PDFs, and we require multi-level signature functionality. Formstack for Salesforce provides a seamless solution with a no-code approach, making implementation incredibly straightforward with its click-and-drop functionality.

The ease of use extends to their responsive customer support, which typically responds within the same working day. Based on my positive experience, I highly recommend this application to users for frequent use. Review collected by and hosted on G2.com.

It would enhance the user experience if additional help documents or videos were accessible. I encountered challenges in certain situations due to inadequate availability of help documents.

Fortunately, there is a recourse available through the option to submit a ticket to their customer support. Review collected by and hosted on G2.com.

* With Formstack, its relatively easy to handle various relationship mappings of our customer records within a short duration.

* Multiple attributes & objects can be simultaneously updates with a single form submission for both new records as well as updates in the existing records.

* Its Drag-and-Drop builder is convenient for preparing feedback forms for our customers which helps us improve our customer relationship & overall sales.

* Formstack platform also provisions offline data capture features which is mobile friendly & we can synchronize the data from our Salesforce platform with ease. Review collected by and hosted on G2.com.

* Implementing Formstack for our Salesforce platform was straightforward and we had excellent customer support.

* It would be excellent to have more enhancements to the lookup fields functionality as it will save a lot of time while working with paramount of customer records.

* Apart from this suggestion, the overall experience with Formstack was splendid thanks to its seamless integration with our Salesforce platform. Review collected by and hosted on G2.com.

It is extremely convenient and quick to use. It helps assemble all information is a beautiful and helpful way. It can be used in multiple occasions and it is a major help for the customer care support for my company Review collected by and hosted on G2.com.

I feel Formstack for Salesforce can perhaps change the appearance a little. The final data could be tabulated or presented in the form of points Review collected by and hosted on G2.com.