123FormBuilder vs. Square 9 Softworks

In our case we used it in a range of varying scenarios across internal functions as well as for external clients. It is fairly well featured and suited for use across multiple use cases. Albeit we ended up not using the pay features because it was an occasional requirement for us, I think one of the areas where it would be well suited would be processes requiring online payments based on variable logic. The pricing structure ironically makes it less suited for the same scenario for users with limited requirements.

Incentivized

Square 9 Softworks is well suited for unique needs within companies. We have built, renovated, and optimized custom workflows within our archives, designed highly specific interfaces with our ERP platform, and Square 9 Softworks has answered the bell through it all.

• We could build html forms with little or no html experience. This is empowering.
• We were notified right away when someone completed a form. This was helpful with scheduling workshops, among other things.
• The reporting feature was great, as it was easy for administrators to see results at a glance.

Incentivized

• The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
• While indexing fields in Global Search, the Key Free tool works great.
• Global Search is well-organized. It's easy to navigate and find your documents.
• The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.

Incentivized

• You need to be able to give your customers i.e. me the ability to be able to send an SMS to the consumers filling in our enquiry forms.

• Overall, it is not as stable as other software. Some errors could not be fixed, such as a form going forward without approval because a user pressed "enter" twice in a row.
• I probably only use 20% of the functionality. Beyond that, I'd have to pay for development. We did that once, and the project that we paid for never was implemented. They allowed us to request a design before my time that was so complicated that they never got it to work. Once I came on board, I implemented a much simpler solution.
• Our upgrade took much, much longer than expected, and was disrupted by so many software issues.

Incentivized

I like the product, but I am no longer in control of the project where this product was being used. However, I would definitely use 123ContactForm on future products

Incentivized

We are definitely renewing our SmartSearch. This is the only place all of our companies contracts and regulatory filings are kept. Our company would lose track of all expiring contracts if we did not renew. We would also need to spend many hours figuring out a new organizational system for all of our files, as well as savings the documents from SmartSearch onto the computer.

Easy to install and quickly explain to others how to use

Incentivized

The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.

Incentivized

I did not encounter any blackout issues

Incentivized

Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.

The interface was very good and easy to use. Everything loaded quickly and it was easy to integrate other products

Incentivized

With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.

Very neutral, did not have to use support a lot

Incentivized

Support is always extremely helpful and responsive. Whenever we have a question, it is simple contacting them and also setting-up an appointment, if necessary. Scheduling the appointment is easy and they are willing to talk on the phone, which is not always true with software companies. Their report support tools are also really east to use.

Incentivized

It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.

I installed 123ContactForm myself and while I had some issues installing it I was able to visit their website and the troubleshooting information they provided in their faq section. They did offer other support if a user needed additional support, but I found the information provided on their website to be more than sufficient

Incentivized

123ContactForm was very easy to implement and the content provided by them supported the product very well and answered all of my questions

Incentivized

I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.

Incentivized

I think functionality between 123FormBuilder and other options is quite similar, in most cases. Where I found 123FormBuilder to be a significant winner was with regard to ease of use, and overall UX. Robust, simple, accessible, effective, and customizable are the keywords I'd highlight that helped me choose 123FormBuilder with complete confidence. That's not to say the other options will fail you, but you surely can't go wrong with 123FormBuilder.

Incentivized

SharePoint and Square 9 Softworks are similar in some ways and totally different in others. They both do workflow, although Square 9 Workflow gives administrators more options. They both have a repository, although Square 9 GlobalSearch is more structured in terms of customization. Using field values allows for more exact search capabilites. Square 9 AI tools allows administrators to get the correct data off the page more precisely with less effort.

Incentivized

It was easy to install and I believe that would make it easy to use across several websites

Incentivized

The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.

• While looking at other task request systems like Zoho and Wrike. 123ContactForm has been the most cost-effective tool for building request forms that fit the needs of the creator and user.

Incentivized

• Reduction in human error through manual data entry process now being automated
• Reduction in cost due to automation allowing the function to not require a full time employee
• Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)

Incentivized