The BioSpine Institute needed a short term patient paperwork solution to attached the response PDF to the Account Object. Unfortunately, Formstack failed when it came to our formatting needs. We like that the product was a native salesforce integration and that it was capable of attaching the response PDF to the account object. 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. Kommentare: At first, our experience with Formstack was promising. Realizing this is a pretty specific need, we worked around it. Would have enjoyed the ability to have a button to automatically add a segment of fields and re-add that same segment over and over rather than including them all at once (for example, in a group registration form, having a button that added an additional field for each new group member, rather than a permanently visible set of fields that might not all be needed for a smaller group size). Occasionally the modules were tricky to move around when I was working with literally dozens of them. Used this for event registrations for years, and the yearly fee vs paying per transaction made this an affordable solution for us. It's really simple to build a simple form, and with a little additional work for larger or more complex forms, you can intake a huge amount of information with relative ease for both you and the end user. Love the incredible ability for logic, detail, customization, calculations, integrations with payment solutions, etc. Excellent customer service and help response times too - which made solving the few issues we had very pain free. Kommentare: Loved working with Formstack. 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. ![]() 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. It's one of those "how did we live without this" tools. For all the value we get out of it, Formstack is a bargain. This functionality has saved our small company hundreds of hours of human time, AND increased customer numbers. 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. 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. ![]() For example, you can use Formstack to create a contact form that lets a prospect choose what type of service they are interested in. 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. 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. It is a great value for the money, and is relatively easy to use. ![]() Kommentare: 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.
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