FormAssembly Reviews & Product Details

FormAssembly provides a lot of flexibility with a relatively straightforward development environment. We use the forms for a variety of purposes, including general data gathering, higher education applications, enrollment and class registration, license renewals, etc. In most cases, forms are esigned connect/update Salesforce and also our credit card processor (Authorize.net). Also, the company seems focused on enhancements and growing the product. Recently, we started using the iATS/Deluxe connector to allow for donations from our USA-based donors via ACH. Also, now using the HTTPS connector, to pass data to Zapier for other internal workflows Review collected by and hosted on G2.com.

Support had been average at best, but over that past couple months response times have been lowered. The documentation is a bit clumsy to use, and there are features/steps undocumented. Some service reps know the product and can help resolve an issue timely, while others struggle to understand. In other words, support can be hit or miss. Review collected by and hosted on G2.com.

Client services support/onboarding could not have been more exceptional. They are very sensitive to the time they have with you. Being a new uses they were helpful to assist in planning next steps and pieces to work in between our sessions. Review collected by and hosted on G2.com.

At this time I would like to have a better way to pull reports related to form submissions. This could be a gap that I have in knowledge. Review collected by and hosted on G2.com.

I like that we can use it for multiple aspects/facets of our nonprofit's services. We use it for surveys and events, helping teachers to book field trips, and getting usage data from our Culture Pass libraries, we use FA for it all! Review collected by and hosted on G2.com.

I wish it had a built-in connector to Salesforce and other CRMs which would make a lot of our work easier when trying to collate data into our database. I also wish that our old system was not getting phased out. It is going to cost us a lot over the next few months to get moved to the new system because of how we have it connected to SF via Zapier. Review collected by and hosted on G2.com.

We've been able to leverage form assembly instead of a net new experience cloud based build in Salesforce for student submitted forms which generate case and recommender records in Salesforce. FormAssembly last year provided training to become FormAssembly certified which encompasses building flows and configurations within FormAssembly. Review collected by and hosted on G2.com.

Not too many things - More hands on based trainings (monthly?) to onboard new system users outside of the annual conferences. Review collected by and hosted on G2.com.

The Salesforce connectors and the conditional logics. Review collected by and hosted on G2.com.

The UI/UX could be better overall, and particularly when it comes to the look and feel of the forms, how they’re filled out, and the CSS. Also, it’s not a cheap tool. Review collected by and hosted on G2.com.

The ability to create custom workflows and form handoffs is huge. This has allowed us to create a smooth process for employee reimbursement requests from initial submission, to approval, to disbursement. Review collected by and hosted on G2.com.

I hope the certification program continues as that was very helpful in learning the system. Review collected by and hosted on G2.com.

Formassembly makes it simple and straightforward to collect data and integrate it seamlessly with our CRM, without requiring complex application development or any coding. Review collected by and hosted on G2.com.

There isn’t much to say overall, except that I do run into a few glitches from time to time. Review collected by and hosted on G2.com.

What I like the most about Form Assembly is how user friendly it is, while still allowing customisation to fit our business needs. I also appreciate that new features are added regularly, and their support team is absolutely amazing. The integration with Salesforce, which we use the most, is reliable and works seamlessly. Form Assembly is basically plug and play product, implementation took no time, as soon as we had log we immediately jumped in creating first form. Review collected by and hosted on G2.com.

There are only a few things I'd improve. Some of more advanced features often come at additional cost, and it sometimes feels like the ones we need most are at the higher-tier plans. For standard fields and connections it works perfectly but when working with repeaters or more complex setups things can get a bit tricky and may even require some coding. It would also be great to have more options for field types especially with date and time fields, which can get challenging to manage at times. Review collected by and hosted on G2.com.

It's easy to use and connecting the forms to our different platforms is pretty seamless. Review collected by and hosted on G2.com.

Sometimes, I kind of have to play with the connecters to make sure they're connecting the correct SF fields. Review collected by and hosted on G2.com.

FormAssembly is reallt easy to use. I like how I can quickly create forms without writing any backend code. The AI agent is a greate feature, Like I just tell it what kind of form I need, like a contact or enquiry form and it builds it for me within seconds. Review collected by and hosted on G2.com.

Sometime the UI feels a bit heavy when working with large forms and loading can take a few extra secs. But overall, it still works smoothly. Review collected by and hosted on G2.com.