Formstack Reviews

Formstack for Salesforce offers an incredibly seamless integration that makes document generation, and form submissions effortless. The native experience ensures that data flows directly from Salesforce, eliminating manual entry and reducing errors. The flexibility in automating workflows, combined with robust customization options, allows for a smooth and efficient process. Their support team is also responsive and helpful when needed. Review collected by and hosted on G2.com.

While the platform is powerful, the learning curve can be steep when setting up more advanced automations or complex document merges. That said, once everything is set up correctly, it works reliably. Review collected by and hosted on G2.com.

Integration options. One drive, drop box, zapier, web plugins, all of this is what we use on daily basis with Formstack, very easy to implement changes without stopping services.

Support is great. Not the we needed a lot but at one instance we had it was very smooth interaction and good experience.

We use formstack across business every day if not to create form there is always someone submitting something.

Very easy to navigate even for a beginner. We integrate a lot of forms our internal websites. Review collected by and hosted on G2.com.

Can't really think of any. Will get back to you if I ever find something I dislike. Review collected by and hosted on G2.com.

I like how simple it is to review multiple forms and data from them on the portal. I really enjoy how easy it is to see simple analytics based on how the form was either submitted or left blank.

I really enjoy the analytics as it is a great way to report to our clients how much interaction the website is getting.l Review collected by and hosted on G2.com.

Late last year an update was pushed out that made the embedding of forms unstable.

Overnight it seemed that dozens of our forms embedded on websites broke when viewed on mobile or smaller screens. It looks like the form has a forced width on every viewing size. Before I enjoyed how dynamic the forms performed, now we must use a workaround to make it work.

Lastly, when we tried to add UTM parameters into a hidden field it was erased once someone filled out a form. I am pretty disappointed with how we can no longer use this feature. Review collected by and hosted on G2.com.

My org was using several form-building tools and wanted to consolidate them into one. After extensive research and conversations with multiple vendors, we decided to go with Formstack and it's been a pleasure ever since. We use Formstack every day and its ease of use is a game-changer. Add to that the truly stellar interactions with their team and customer support when we need it. It also integrates with Salesforce! Review collected by and hosted on G2.com.

Things can get a little dicey when you're using custom CSS styling, but Formstack's support team is available to help! Review collected by and hosted on G2.com.

I love how easy it is to use the system, it's super user friendly and not complicated to figure out! We use Formstack for every form (which is a lot) in our office and I am constantly in the system pulling data and information. There are lot's of options for question types and data, which I love! Review collected by and hosted on G2.com.

I truly don't think there are a lot of downsides to using Formstack Forms. We use Forms all the time and rarely have issues! Review collected by and hosted on G2.com.

Formstack for Salesforce excels in providing an intuitive and seamless form-building experience. Its native integration with Salesforce ensures that data flows directly into the platform without the need for manual intervention or complex data mapping. The drag-and-drop builder simplifies creating dynamic forms, even for non-technical users, and the ability to prefill forms with Salesforce data significantly enhances the user experience. Additionally, the conditional logic and real-time data validation features ensure that only accurate and relevant information gets submitted, saving time and reducing errors. Review collected by and hosted on G2.com.

While the platform is powerful, its pricing can be prohibitive for smaller teams or organizations with limited budgets. The initial learning curve for configuring more advanced features, like custom objects and complex form logic, can be challenging without sufficient documentation or support. Additionally, the performance of forms with extensive data or complex logic can occasionally lag, which impacts usability. Review collected by and hosted on G2.com.

I've been using Formstack Forms for some time, and it has truly transformed how our team collects and manages data. The platform is incredibly user-friendly and offers a wide variety of customization options that make it easy to create professional and effective forms. The integrations with other platforms save us time and streamline our workflows, and the conditional logic feature ensures we’re only gathering the information we need. Customer support has been responsive and helpful whenever I’ve had questions. Formstack Forms is a powerful tool that has increased our efficiency and improved our data management processes immensely. Highly recommended for anyone looking for a reliable, flexible, and well-supported form-building solution! Review collected by and hosted on G2.com.

Advanced features often require higher-tier plans, which can be a drawback. Review collected by and hosted on G2.com.

Favorite part is being able to copy the link to text. A little bit of a pain that have to go in and get it in the "remind" stage. Would like to be able to put in a phone number from the initial send screen to have a link texted along with the email. Review collected by and hosted on G2.com.

I would like to be able to put in a text box and type something into it before I send it. It's a pain to have to cancel the document and then go out and edit the document and then start over again if I forgot to put something on a form.

*could use more training, don't know how to integrate the product into any of the things we use, we use it as a standalone product. But we do have Vertafore AMS360, Agency Zoom, EzLynx, and Quoterush. Review collected by and hosted on G2.com.

I love that with Formstack Sign, you can create a template for frequently used forms. This saves so much time as there are several forms that we send to clients on a regular basis. I also appreciate that they have a text option to send the forms as many of our customers say they miss or don't see emails we send. Overall, this is one of the best signature platforms that have been used in the agency. Review collected by and hosted on G2.com.

When placing some of the fields, due to the rectangle guide used to place it, they don't always end up in the exact spot you would like. This is mostly an issue with the radio and checkbox buttons. With the recent changes they have made, that is really the only issue I have currently. Review collected by and hosted on G2.com.

I love how Formstack makes it incredibly easy to create new forms. With pre-built templates and even pre-built sections, the drag and drop feature allows me to create a new form in minutes. The customizations I can implement with color and formatting allow me to deploy a new form to my website in a seamless experience that doesn't make it look out of place. With the provided iFrame codes and URLs to shares, it's so easy to add a form to a webpage or email. Using it to collect leads is also great, the provided Salesforce integration is easy to connect and manage, allowing me to collect submissions automatically to Salesforce. Review collected by and hosted on G2.com.

Sometimes, the UI can be a little tough to navigate. I wish it was easier to login to the Forms module without logging into my admin panel, then navigating to the Forms module. Beyond that, I have no complaints! Review collected by and hosted on G2.com.