Formstack for Salesforce vs. GoCanvas

- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.

I believe that GoCanvas is well suited for a company when they have one or two documents that need to be in the system. Also maybe a smaller company with 1-11 employees. For us, it has been somewhat of a challenge with 10-15 employees using it with sometimes 5 different documents and managing that. The customization of the documents is fabulous and we could sign contracts electronically which gave us an edge with our competition.

Incentivized

• Collecting customer data and keeping it clean and organized
• I can send forms to the candidates so that they can easily review the documents
• The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Incentivized

• App builder.
• Drag and drop features.
• Signature.

Incentivized

• mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
• we need a broader range of pre-built templates within Formstack
• Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack

• Some of their customization of the PDF Report builder is limited, but this is more than likely for simplicity sake. There have been some limitations based on their programming limitations, but we've been able to get around some of them.
• Tech support is not instantly available and can take up to a day to get back to you.

Incentivized

Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate

Incentivized

I tried a couple of other options like Proforms and one other that I don't recall. Because I have moderate computer knowledge and we had the need for customization and flexibility, GoCanvas couldn't be beat. They also worked with us on flat pricing for a bulk rate of licenses which allows us to flexible as our number of inspectors fluctuates up and down, yet we pay a flat rate every year.

Incentivized

• This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
• By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
• The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.

• It's helped us saved at least 500 hours in productivity
• Nearly $20,000 in paper cost savings

Incentivized