Making the move from paper-based forms and needing to collect increasingly complex data, Formstack was able to meet and then exceed our expectations. The data export features were just what we needed at that time.

Formstack allows users to customize forms to meet their needs. It simplifies both the form design and the collections process. For form design, it offers an intuitive interface that is easy to get started with and includes many ways to control the behaviour of each section on the form. What we liked most about FormStack was the quality control features they had built in to make that forms were being used correctly. Submitted forms could either be approved or rejected before being added to the data pool.

We didn't have any paper-based issues with Formstack. Formatting the look of the forms themselves was a bit of a pain sometimes with limited options available in the interface.

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/

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.

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.

At first, our experience with Formstack was promising. However, it clearly became evident that formstack for Salesforce was ill-equipped to handle extensive forms with little formatting needs without passing data to the object.

We like that the product was a native salesforce integration and that it was capable of attaching the response PDF to the account object. Unfortunately, Formstack failed when it came to our formatting needs.

The BioSpine Institute needed a short term patient paperwork solution to attached the response PDF to the Account Object. Unfortunately, we ran into several PDF formatting and rules issues. Our forms required hundreds of rules to hide and show fields based on the patient's input. The rules engine was not user friendly and cumbersome, forcing the user to search for existing rules by clicking through pages. We spent weeks trying to make it work. Our PDFs were 26 pages long when they should have been closer to 8. It was so long because hiding certain pages was impossible. Formstack Forms produced an unacceptable product as it would slow and hinder Clinic operations. Formstack's solution? Formstack suggested using Documents, a feature we had not purchased, to format the PDF the exact way we wanted it. Unfortunately, this would require us to create hundreds of fields in Salesforce and pass the data from the form into Salesforce. We specifically discussed during the sales process that we wanted very little if any patient data in Salesforce. If this were known at the time, we would have looked for another solution. After multiple meetings and communications, we expressed our desire to cancel the contract due to Formstack's inability to meet our needs as promised. However, Formstack denied our request and is currently billing us every month for a product we can't use. If you're looking for a form solution, don't use Formstack for Salesforce.

Love Formstack! We switched from Wufoo and haven't looked back. While the investment was a bit steeper, it was worth it. The user-interface is extremely intuitive; multiple team members including myself were able to jump in right away with minimal orientation/training. We've had no issues with the service or support whatsoever.

If only to be nitpicky, canned reporting would be nice (conversions this month, conversions last week, etc.) rather than having to manually set the date range. Some sort of safeguard against bogus form completions (asdfasfj@asf;sdfsd.com) would be nice as well.