Formstack is crucial to an efficient small business

Formstack allows us to automate tasks that we used to do manually, like sending information to prospective clients, gathering detailed information from current clients, sending a series of steps in a project, etc. It is a great value for the money, and is relatively easy to use. We have used it for several years and can't imagine being without it - it is critical to an efficient work flow for a small business, and a lot less expensive than paying an admin to do the same tasks.

Pros

In addition to the ability to build powerful forms using conditional logic, the greatest strength of Formstack (and probably most overlooked) is how a small business can use the response features to automate tasks they are currently wasting time doing manually. For example, you can use Formstack to create a contact form that lets a prospect choose what type of service they are interested in. Using the conditional logic, you can create automatic responses based on what they select (or where they are located, or whatever variable is important in your business) that include additional information -- links to videos, documents, whatever -- instead of having to pay someone to follow up with each contact individually. You can also use this to string together steps in a process: they complete Form 1, and then automatically receive an email confirmation with the link for Form 2, and so on. This functionality has saved our small company hundreds of hours of human time, AND increased customer numbers. For all the value we get out of it, Formstack is a bargain. It's one of those "how did we live without this" tools.

Cons

The look of the webforms themselves is dated - it would be nice if they would invest in some contemporary looking designs so the user sees something more sleek. Also the ability to have self-tallying forms, where someone could check boxes and it would total a dollar amount for a quote, would be fantastic.

Easy to use

Overall, formstack was a great choice for our organization. We've setup and deployed dozens of forms for both public facing use and internal use.

Pros

Formstack's form builder is easy to use and has a lot of integration options. Our form building users range from not-so-tech savvy to power users and both are able to create forms with ease.

Cons

Lack of variety with field types. While formstack isn't a "survey" tool, it's a form tool, I think they could implement a lot of field types that survey tools use and make it easier to use a single platform for all form/data collection needs.

Cancelled my account after 1 month -Most useless tech support of all time.

I missed numerous deadlines and opportunities to gain customers because I couldn't get these forms set up for the beginning of our school year (we're a music school and these were our registration forms). This has been my single worst customer service/support experience ever.

Pros

If it has worked, it would have been great that you can process credit cards right there in the form. It's also nice how you can save form sections, and there are many options for question/answer templates.

Cons

As soon as I started using Formstack, there was an issue with the payment processor integration where credit card transactions would not go through. I started out using Stripe, and when it didn't work, I contacted support, but none of their solutions fixed it, so I switched to Paypal. I then had the same issues with Paypal. I emailed back and forth with Support for a long time. They offered me the same 4 solutions repeatedly, all of which I tried. I explained to Support that these things weren't helping but it was as if they had amnesia and didn't remember they had already suggested the same things, which didn't work. I sent a message to the Sales team instead to see if they could get me in touch with a different Support professional who knew how to fix this problem (no phone #s on website). Sales said they would escalate the issue. When I didn't hear back for a week, I emailed again asking to cancel my account, and the Sales person said they had emailed support and that "the issue is with your payment processor," which of course I already knew and was the reason for my message in the first place. They continued to insist that the issue was with Paypal. I talked to Paypal support and the problem was not on their end. Many annoying issues with the form creation interface too- like to move questions you have to drag and drop by scrolling through the entire form. And the item/event purchase requires you to give the option of ordering more than one of each item.

Right Price in a sea of competition

Overall, I highly recommend Formstack or at the very least giving it a try.

Pros

There are a lot of options when it comes to esign software. Formstack is both competitively priced and easy to use. Most importantly, my clients find it very easy when I can just text them the document to sign.

Cons

It's a constantly evolving software and I have no complaints as of yet. If I had to be picky, their mobile app could be more robust.

I like it!

We use this for new customer registration and have it attached to a payment portal. It's great because the customer can check box all the agreements and use one signature for everything. Families can fill out all their information and Pay in less than 5 minutes. HUGE time saver and we get more business, because people don't have to ever stop and come back to it or flip through pages. If you are a martial arts school and are trying to figure out how to do new student intake and payment without using the really expensive companies like Mind Body or Zen Planner. I highly recommend using along side a merchant system like MXmerchant or a couple of the others Formstack has listed on their website and is compatible with. You can look at my website to see how we have done it ourselves, and saves someone else all the headache we went through before coming up with this. https://www.fitandkick.com/

Pros

As soon as I started the trial it was easy to navigate through, and I could pretty quickly figure out what I was looking for. Everything is organized intuitively for a new user. That is probably what made me happiest about it. It also has great options for keeping data protected. That was something we struggles with a lot looking at other form generators. I can also generate a ton of different forms at no extra cost. I even use this if parents are signing for our annual potluck.

Cons

I don't get a lot of control manipulating the text for each field or heading. My biggest struggle is making the forms easy fora customers eyes to follow the page and be easy to fill out. When all the text is stuck the same size, the question and list of checkbox answers, it is kind of overwhelming, and customers in a hurry get lost and have to go back and re-read.