Formstack for Salesforce Reviews (37)

Reviews

Formstack for Salesforce Reviews (37)

4.1
37 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the product for its seamless integration with Salesforce, which simplifies data collection and management. The intuitive form builder allows for quick creation and mapping of forms, making it accessible even for non-technical users. However, some users note that the documentation could be improved to better support advanced features.

Pros & Cons

Generated from real user reviews
View All Pros and Cons
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Kiran D.
KD
Kiran D.
Salesforce Technical Specialist
Mid-Market (51-1000 emp.)
"About Salesforce product"
5/5
What do you like best about Formstack for Salesforce?

We can break down data silos, save time and improve the custo.er experience with dynamically prefilled forms automated document generation and streamlined digital signature collection Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Right now we don't have any diskies found Review collected by and hosted on G2.com.

Alex Z.
AZ
Alex Z.
Salesforce Product Manager - ForeSight LoB at Panaya - Change Intelligence for Salesforce
Mid-Market (51-1000 emp.)
"Forms capabilities meet business needs , service is good"
4/5
What do you like best about Formstack for Salesforce?

Easy to manage, decent level of flexibility and customization, good customer support service Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Not the best ui I met on salesforce which is not aligned to Lightening UI Review collected by and hosted on G2.com.

Nicole C.
NC
Nicole C.
CEO & Founder
Information Technology and Services
Small-Business (50 or fewer emp.)
"Powerful Tool Where Salesforce Lacks"
5/5
What do you like best about Formstack for Salesforce?

Formstack for Salesforce is such an incredibly powerful tool to leverage the data capability in Salesforce. Forms, Docs, or Sign, Formstack is a clean and fully functional solution to gather data in a way that actually feeds clean into SFDC. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

I would love to see a quicker native interface Review collected by and hosted on G2.com.

Abhishek V.
AV
Abhishek V.
Salesforce Developer
Mid-Market (51-1000 emp.)
"Can easily manage digital forms and documents with help of Formstack"
4/5
What do you like best about Formstack for Salesforce?

This is perfect tool to build a digital form inside Salesforce and easily connecting to multiple Salesforce objects at a time. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

It lacks training and the costing is more compared to use Review collected by and hosted on G2.com.

Response from Scott Crabb of Formstack for Salesforce

Hello Abhiskek!

Thanks you for leaving us a review and some feedback for Formstack for Salesforce. We're so glad you're finding value from our tool.

Just in case you aren't aware, we have a lot of training/help articles available for all our our solutions. Please visit this page to see more https://help.formstack.com/s/formstack-topics?subtopic=0mt4w000000wk3FAAQ

Thank you!

Kunal K.
KK
Kunal K.
Marketing and Advertising
Mid-Market (51-1000 emp.)
"A Great Workflow Automation Software!"
4.5/5
What do you like best about Formstack for Salesforce?

The best thing about FormStack is it's easy to use templates to create embedded forms and then integrate them with other software to record data like Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

There is no downside to Formstack. But, the thing which can be improved is formatting forms in a way we want them to look with fewer options available in the interface of the software. Review collected by and hosted on G2.com.

Ashish P.
AP
Ashish P.
Technical Manager
Enterprise (> 1000 emp.)
"Survey Form builder for Salesforce"
4/5
What do you like best about Formstack for Salesforce?

We can create custom forms with good UI natively on Salesforce, without any integration. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

All was good. It fits well to our requirements. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"One click documentation Salesforce tool"
4/5
What do you like best about Formstack for Salesforce?

Document generation

Automated flows and other use cases Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Payment gateway connectivity could have improved, especially UI Review collected by and hosted on G2.com.