Formstack Forms

I used the FastForms version of this software. This software is fantastic for basic form needs that require salesforce integration. The software provides an easy to use form builder with a styling tool. Advanced customizations are possible with css and javascript.

Although it is great that we can customize with css and javascript it would be better if some basic things were included out of the box without requiring javascript or CSS. I'd like to see page specific styling and character counters as out of the box features that don't require custom CSS and javascript. However their customer support is fantastic and they went above and beyond to ensure that the customizations I needed were provided.

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.

I initially liked working with the people, for the most part, I think the ones I delt with are more or less at the mercy of their employer and it appeared as though they were mislead on the capabilities so I don't hold them responsible.

I only discovered them by researching systems that integrated with Infusionsoft. After several discussions and the sales person researching the uses I needed and whether or not Formstack could provide those solutions, it was determined that it does offer the integration with infusionsoft and that we could build a form that we can use for checking clients in for appointments, collecting information through intake documents, onboarding new staff and clients. We discussed at length using the forms to collect patient data that could sync with our CRM, Infusionsoft and this was all confirmed. The price was quoted to me that would include Formstack, Docs, and Sign. It was more than I was paying for an electronic document system, an electronic check in system, an integration tool, and an onboarding / training tool however the convenience of consolidating all of these into one platform was the reason I purchased it. After a full month of trying to set it up with my rep, talking to the strategic accounts manager, more testing with my set up rep, it was finally determined that integration with infusionsoft was an additional custom coding project and would cost hundreds more a month. This was not what was communicated, I was invited to meetings with the developers to sell me an integration, I asked for a refund and and was happy to talk once they had the integration they advertised. They agreed but never gave me the refund. Their mistake cost me about $2,000 for an unusable product.

We're happy with Formstack's functionality, however we're not a big fan of their updated Dashboard in the platform. We used to see a screenshot of big picture stats and our average conversion rate. Now we see a listing with each of our forms, but we don't feel like we're getting the value we used to get through this update.