FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Works Great. Quite sophisticated.
What do you like best about the product?
Relatively simple once you learn it. After you've done a few forms, you'll get the setup. And, the integration with Salesforce is relatively simple. Great notifications to the end user
What do you dislike about the product?
Some of the logic, formulas, and formatting is a bit complicated for a basic office manager. It takes some admin know-how to really tighten up your form. Watch out for your rules on matching criteria for contacts in Salesforce. You can quickly end up with a lot of duplicates. Also, when using a payment processor, it's possible that your form went through fine but your payment processor didn't. So managing all of that from Form Assembly and your payment processor can be a lot of emails. (In other words, your form submissions look fine, but look again- payment didn't process. That's a separate notification.)
What problems is the product solving and how is that benefiting you?
double entry on data. saving time.
Recommendations to others considering the product:
Integrates so well with Salesforce that it's worth it.
Good, but could be even better
What do you like best about the product?
Good flexibility with options. It's easy to put together a survey quickly and get it published.
What do you dislike about the product?
As forms get more complex, the system seems to breakdown and I wind up with connector problems. There doesn't seem to be any fix for the problems I have other than simplifying my forms. That's defeats the purpose of my forms in the first place. I feel like the problems are of FA's end and aren't solved because they involve an investment on their part.
What problems is the product solving and how is that benefiting you?
We use form assembly to process scholarship applications as well as apartment rental applications. We also use it internally to process maintenance request forms.
Recommendations to others considering the product:
Form assembly used to have great customer support. Their recent change to a non chat based support is making dealing with immediate issues more difficult. What used to take a half hour now takes days on my end. It's probably more economical for FA, but not all that helpful to the end administrator.
FA Review
What do you like best about the product?
I like the customer service. The team also pushes to find answers for me and is always so friendly.
What do you dislike about the product?
I feel like without knowing custom code (which I don't and no one in my office does) there is minimal customization available.
What problems is the product solving and how is that benefiting you?
We are able to be more organized in our process.
Great product, great customer service!
What do you like best about the product?
FormAssembly is a great product for those of us who are not considered techies, but still need to find our way around. It's user friendly and has great articles and documentation which offer troubleshooting. Plus, their customer service team is always a click or an email away!
What do you dislike about the product?
Salesforce connectors can be tricky, and could always use some more trainings for troubleshooting weird errors that happen.
What problems is the product solving and how is that benefiting you?
STREAMLINING PROCESSES LIKE CRAZY! Using form assembly in combination with salesforce has taken our once clumsy registration and stipend processes to a whole new level. We could NOT be where we are without them.
Recommendations to others considering the product:
DO IT!!!
Form Assembly is down quite often, but gets the job done!
What do you like best about the product?
Form assembly is a great way to link documents to salesforce through external websites. We use FA for online applications, and it works like a charm!
What do you dislike about the product?
FA is down quite often, leaving us in a pickle. It seems there's lots of routine maintenance (good), which keeps the forms from working (bad).
What problems is the product solving and how is that benefiting you?
The biggest benefit is being able to submit photos or documents into Salesforce.
Form Assembly
What do you like best about the product?
Form assembly is very easy to use. Very user friendly. The demo videos are a huge help when learning this system without any prior knowledge. I like that I was able to get the partner discount by using Sierra-Cedar. They are a great company to work with.
What do you dislike about the product?
That it is difficult to switch between question types without having to re-add the options. One thing that is a little glitchy is the list option (ie: where you can upload a list of schools for example). It tends to double the schools a lot.
What problems is the product solving and how is that benefiting you?
The data that gets entered into the forms is clean and goes directly into Salesforce. It also has the data storied in the FA platform so if something with the connector goes wrong, the data is still there. I also love that it automatically creates charts and has the option to download the data into excel.
Recommendations to others considering the product:
FormAssembly is one of the easiest-to-use web form tool that i have used. They have a trial account option, that is risk free. So you can check to see if it meets your needs. There is no downside to trying it. It is a fantastic tool to have at your disposal.
Great tool and great value
What do you like best about the product?
We've been able to move everything our non-profit does to digital with no data entry, since it's all done by the user through formassembly forms
What do you dislike about the product?
I loved the chat Tech support when it came out. It was amazing to be able to get answers right away. Recently chat agents are hardly ever available, so tech support ends up being over email and has slowed down projects quite a bit.
What problems is the product solving and how is that benefiting you?
All our paper forms are now obsolete. We use it for both customer and internal forms. Great integration with salesforce.
Great experience so far
What do you like best about the product?
The ability to prefill items from salesforce as well as cut down on the paperwork process and steps needed to enter and close out information into Salesforce.
What do you dislike about the product?
Would like the ability to print out forms in an easily readable way directly from form assembly. We are a non-profit and heavily regulated by our funding sources, federal, and local and we still need hard copies of our forms.
What problems is the product solving and how is that benefiting you?
Transactional processes cut down to less then 3 steps (ie: it used to be 91 steps to create a salesforce file from start to finish, now with form assembly and mapping we have cut it down to 3.)
Trusted Form Tool with Good Integration Options
What do you like best about the product?
Strong Salesforce & payment processing support
What do you dislike about the product?
Stylize / design could use an update. There are other form tools that focus on the design aesthetic.
What problems is the product solving and how is that benefiting you?
Enable customers to review reservation data and complete the contract process including receiving deposit payments prior to concluding the deal.
Excellent tool for Salesforce users
What do you like best about the product?
FormAssembly has allowed me to automate so many processes in my team's workflow - the Salesforce connector is super powerful, and the support team is very available for troubleshooting.
What do you dislike about the product?
Once you have a lot of forms, managing them can be kind of a pain - you can't folder, only see your Active vs Archived forms.
What problems is the product solving and how is that benefiting you?
All of our event registrations and fellowship applications are immediately available in Salesforce, no data upload or management required. The automation is a huge benefit.
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