Cognito Forms vs. Formstack for Salesforce

It's excellent for small sets of forms, from simple to highly complex It's not good at scale. With over 170 forms now, we desperately need some way to manage and maintain shared content once Cognito does not help. Their approach is that you can copy a working form (great) and modify it to create the next one. That's how we've got so many forms...

- 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.

• New Hire Form - It announces the new hire and provides direction to several departments on their needs, computer, phone, security level, etc.
• Terminations - We use it to shut off security, badges, computers, track phone, electronics, etc.
• Temp Form - It provides an avenue to enter them into our payroll system for tracking hours, also, for the start and end dates.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It isnt the most user friendly if you have someone who isnt experienced
• Learning curve is pretty high
• Should be easier to customise the formatting

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

We have been using Cognito Forms for over 5 years. We find it very easy use and it is part of the programs we use on a daily basis.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Very friendly and helpful, but typically takes at least one day to respond. However, when they do respond they dive right into the specific form I ask about and tell me exactly how to fix what I need help with

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have not used any other programs like Cognito Forms. I have been with my company for almost two years. I very much like the ease of this system and its capabilities. I like knowing everyone is using the same thing. I do not foresee us making any changes to our current use of Cognito Forms.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We've been able to get away from Word and pdf forms and build a functionality that is conditional on form content
• The speed of getting a good-enough version up and running to meet an immediate business need is outstanding
• The cost of improving a set of almost good-enough forms or propagating a change in business rules is depressing

• 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.