Formstack Forms

This product is a way to help with group ticket purchases and a way for fans to sign up for our Kids Club.

Sometimes the formstack entry gets submitted twice. This happens more frequently than you’d expect, resulting in the customer being charged twice and our organization having to refund them.

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 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.

Ease of Use. Integrations of third party services, customer service

Really not much. Any time I have had a negative I have called and they have fixed or shown me what to do.