FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Robust connectors to salesforce
What do you like best about the product?
Support is very solid and quick to respond. You can connect to almost anything in Salesforce and manipulate the data the way you want.
What do you dislike about the product?
UI has improved in recent years, but is still weak compared to competitors
What problems is the product solving and how is that benefiting you?
We use it for application forms that feed into Salesforce.
Does exactly what I need
What do you like best about the product?
I like the ease of use! The user interface is clean and new users can get up to speed with little training.
What do you dislike about the product?
I really tried and I can't think of anything to dislike!
What problems is the product solving and how is that benefiting you?
Getting data into Salesforce can be tricky. Never mind the risk of creating duplicate records. With FormAssembly, creating a form that's smart enough to update rather than creating a new record!
Very flexible and reliable
What do you like best about the product?
Connectors, endless possibilities to expand functionality and API.
What do you dislike about the product?
Lack of nice preformated templates. More moderm templates
What problems is the product solving and how is that benefiting you?
Feeding info from Form Assembly into CRMs and other programs,
Recommendations to others considering the product:
Solid platform
FormAssembly is great!
What do you like best about the product?
My favorite feature is the FormAssembly iOS app; my recruiters can have prospects fill out info electronically and sync it later when wifi is abundant. No more hard to read hand writing or manual uploads.
What do you dislike about the product?
The logic for syncing with Salesforce is a little complicated. You would want a well-versed admin to set that up for users.
What problems is the product solving and how is that benefiting you?
We use it for online event registration and onsite prospect registration. It cut down a lot of time for our recruiters and helped us get better info in a more timely manner
Lots to learn, but lots of tutorials available.
What do you like best about the product?
That there were tutorials available for me to teach myself.
What do you dislike about the product?
That I did not learn right away that form assembly could 'pull' fields from Salesforce instead of having me create fields that would later need to be mapped to Salesforce fields. I think if our consultant had told me this first - and had me wait to start building forms until he had built the fields/tables in Salesforce, it would have been less work.
What problems is the product solving and how is that benefiting you?
None so far, but I am told that once it's up an running, information entered by our clients will automagically be copied over to their files in Salesforce - one less opportunity for typos transferring information by hand.
Great form builder
What do you like best about the product?
Easy integration with Pardot. Easy form builder that requires almost no code at all. Anyone can build a form within seconds.
What do you dislike about the product?
Limited design templates that fits the modern developer. Sometimes I would need to build lots of customization in order to get to the design I want.
What problems is the product solving and how is that benefiting you?
Building forms with pardot and using form handlers. FormAssembly makes it easy to integrate with Pardot. Also a way to organize the forms on one platform allows me to organize the forms in a cluttered free way.
Form Assembly - great way to collect Salesforce data
What do you like best about the product?
Reliable Salesforce connection for collecting data from websites
What do you dislike about the product?
Everytime I edit a connector it seems like it disconnects. very inconvenient
What problems is the product solving and how is that benefiting you?
Collecting mailing list information via webpage
Recommendations to others considering the product:
Useful for many solutions
Operation Director
What do you like best about the product?
Automated emails when there is a submission
What do you dislike about the product?
I wish there was a way to pull information for populating fields
What problems is the product solving and how is that benefiting you?
we are collecting applications, and have acustomized system in SFDC.
Missing functionality with SFDC
What do you like best about the product?
Connectors with Salesforce are great and it's easy to use.
What do you dislike about the product?
Cannot administer a survey direct from FA to individuals which is a critical functionality that SurveyMonkey and Qualtrics offer. FA is also not as pretty!
What problems is the product solving and how is that benefiting you?
We collect considerable program data from our clients (teacher residencies) which we and they use for continuous improvement.
Love it!
What do you like best about the product?
The UI is easy to navigate, has very clean features and houses the functionality you need to create an aesthetically pleasing form. The templates are excellent if you're a beginner, but if you're experienced you can literally create anything that comes to your mind. The organization and layouts that you can create are endless, the question types have conditionals too so if you prefer something to be answered first instead of it being displayed then you can do it! I love that because for our financial verification step it proves to be invaluable.
What do you dislike about the product?
I wish there were more features for design customization. Also with e-signature, being able to change the
"Signature Verified" page text and/or redirect, that would be nice. Maybe less clicking around to try to find what you need, and better descriptions. I would prefer the Documentation under Help to be more in depth with more topics.
"Signature Verified" page text and/or redirect, that would be nice. Maybe less clicking around to try to find what you need, and better descriptions. I would prefer the Documentation under Help to be more in depth with more topics.
What problems is the product solving and how is that benefiting you?
For our partnerships, it helps to solve the 'smoky mirrors' associated with oil and gas industry, by leveraging compliance by marking questions as required and verifying signatures through the signatory process. The benefits I realized, without this the process was caveman and difficult--if a document wasn't fully signed or answered we would have to go send the document back and wait. This way is much more efficient, transparent and compliant.
Recommendations to others considering the product:
FormAssembly is great for form automation, whether you're new or experienced, the user interface is so simple anyone can use it.
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