e-automate vs. Jotform

If you need a system to place and track sales quotes, sales orders, purchase orders, and service calls then E-Automate is perfect. However, if you want to be able to easily bulk upload customers and contracts or if you want to be able to quickly and easily track contract profitability, customer costs, etc, then you'll likely want/need a secondary or different system to do so.

Incentivized

With a vast selection of pre-designed templates to choose from, ranging from event registrations to customer feedback surveys, JotForm caters to a broad spectrum of needs. Each template is fully customizable, allowing you to align the form's aesthetics with your brand identity effortlessly. JotForm has arrived to streamline and elevate your processes to a whole new level.

Incentivized

• Dispatching Technicians to Service calls.
• Invoicing Service Contracts.
• It offers a wide variety of reports.
• I like the way I can create a sales order and right click and instantly create a purchase order for that sales order, and the process continues when I clear the PO, it releases the items on the Sales order for shipment.
• Keeping track of Equipment has never been easier.

Incentivized

• The ease of use is my favorite part of the Jotform. You don't have to be an IT guru to use it, but the results of your creation will surely make people think you are.
• Jotform keeps all my event request organized and accurate.
• Editing forms is done with ease.

• Make sales invoices not require serial numbers, or be more flexible with it.
• Make contract invoices have some sort of flexibility in terms of editing. Our end users complain that QuickBooks made it very easy to edit invoices, and in e-automate, for them, it is practically impossible. (I do personally understand why it has to be as it is myself, I'm just forwarding their observation.)
• Make the API actually useful. I spent days looking at the functions and the functions available are not really useful.

Incentivized

• I would love for Jotform to offer an a la carte for some of the products like maybe we pay for more form views and submissions but not all the other stuff.
• Flexibility in css.
• More options in the name field, maybe I want the last name first or for it to be a full one entry box.
• A phone number entry field.

Incentivized

Its really the only option for the industry that does enough of what we need for it to function . I'm not sure if there were better options out there if we would have to renew our subscription. With the addition of AI, hopefully something will be able to become more useful.

Incentivized

It's exceptional software

It works well enough.

Incentivized

It is very user-friendly and intuitive. The interface is very simple and straightforward. The elements are easily accessible even without having any prior knowledge of the interface. The customer support is incredibly awesome. They respond to you within 24-48hrs tops. They also provide a list of questions and answers that have already been asked.

Incentivized

Mostly available, sometimes down for issues but usually there when we need it

Incentivized

Reports are the struggle the most with the information being extracted in a way that you need to copy and paste it into a new document so some of the information is not covered

Incentivized

Sometimes when you need answers quickly, a voice on the phone is far better than having to wait for email support or a callback. I have found this to have delays and feel ECI e-automate should invest more in its support infrastructure.

Incentivized

Their support is truly awful and negligent [in my opinion]. It's rare for me to get so mad as to write a review about it but given what we do, I think it's necessary to document it. We work in mental health and having client data [transmitted] through the API correctly can be a matter of life and death for someone in crisis. We have had repeated issues with this in JotForm and reset the integration multiple times and yet it continues. [In my experience] tags don't transmit, complete contacts are absent, or parts of data [are] missing despite being mapped. [Again, per my experience] their support will initially respond and then you hear nothing. It's been a huge issue and we are leaving them as a result. [I feel] it's truly infuriating and negligent.

I did not participate in implementation

Incentivized

Had to opt for Jotform to open in a separate window for some of my phones as being intergrated into my own site caused restricted viewing problems on some devices like mobiles.

Incentivized

I actually liked Microsoft 365 better than e-automate. The "flaws" that I identified in e-Automate did not exist in Microsoft 365. I did not select e-Automate - the software was selected several years before I started here. E-Automate does a few things better than Microsoft Dynamics - Bank Account Reconciliations and Sales Tax reporting are 2 that stand out.

Incentivized

Compared to Google and Microsoft, Jotform has a lot more features. I particularly love the e-signature because it makes the form feel more trustworthy for our team.

When compared to the other form builders, it is frankly too expensive for us to use them, while Jotform has just enough features for casual users like us.

Incentivized

Every department we have does use e-automate to some degree with most being successful.

Incentivized

• E-automate has allowed us to trim down our internal workforce by not re-hiring departures. Our employees are able to do more with their time.
• E-automate allows us to maintain optimal inventory levels, decreasing our inventory value by 50%. This is accomplished by using the rich analytics and reporting.
• E-automates contract billing has allowed us to fine tune how we bill our customers and increase the accuracy by 30%.

Incentivized

• It saved me time. Within minutes I was able to create and share forms to collect demographic data.
• While struggling to use another software, I thought of Jotform and it was able to assist me with collating the data I had to confirm results previously obtained.
• I could not easily identify what new information was provided in a resubmission by a respondent.