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Field service organizations, mobile workforces, sales teams, customer service teams, consumer packaged goods firms, retailers, manufacturers, financial services firms, healthcare providers.
Whether you run a business, nonprofit, or work in education or healthcare, Jotform makes it easy to collect and manage information. Receive payments, registrations, appointments, uploads, and more.
I like it's flexibility and it's ease of use. For us, the software is multi functional and it has been a great value add that we can do more than 1 thing with 1 piece of software.
Data entry is prone to human error, and validation rules are critical for preventing bad data being captured. Unfortunately, this tool is limited in terms of what you can control in that regard.
IT was great experience. Customer service was great and was ready and happy to answer any question I had.
I dislike the lack of ability to export data. I realize the data lives in SF but being an admin and not a developer I find it difficult to export data from a form individually.
More time to focus on sales because it was very easy to set up so i didn't spend time on that. I tried a lot of solutions but this is by far the best.
Vital contacts need to be configured in advance if they will be on the form, which can be hard when your sales team is lazy on providing this.
The principal pro I found is the super easy integration with Salesforce and the versatility of the forms you can create with Youreka.
I could not follow up all the required steps for initialize this. Got stuck in the middle.
I like the many contract and proposal management features.features. This software has best electronic signature capabilities.
Which confused a lot of individuals in addition, the email landed in many spam/junk folders. Which defeated the purpose of being able to import addresses and directly share/email.
I have spent a good amount of time together with my team to set-up the forms. We have saved a lot in cost and time by using this service and it's quite hassle free once it has been properly set-up.
We really need to be able to send to several people and they can decide who signs it, vs us picking one recipient who may not be the signer and then the Jotform Sign goes ignored.
I am SO glad someone told me about Jotform. Our clients and agents are spread around the country, and most of what we accomplish happens virtually.
Custom fields can be a little confusing with the layour.
I like JotForm for its ease of use and seamless implementation.
If conducting a survey, limiting the amount of responses is a drag.
Prioritize real-user-identified key features according to your needs to find your best fit.
Youreka
Jotform Sign
Top FeaturesYoureka
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