Who Uses This Software?

With the highest security and compliance, FormAssembly is the ideal data collection solution for businesses that handle any type of data from SMB to large enterprises.


Average Ratings

14 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $89.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • FormAssembly
  • www.formassembly.com

About FormAssembly

FormAssembly is the #1 form solution for Salesforce built to help teams streamline complex processes and drive quality form conversions. With an unmatched Salesforce integration and gold ISV partner designation, ever-evolving features and use cases, a mobile app for iOS and Android, a HIPAA-Compliant Compliance Cloud plan, and drag-and-drop form-building functionality, FormAssembly is the ideal data collection solution for organizations in healthcare, higher ed, business and other fields.


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FormAssembly Features

  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Remote Document Access
  • Rules-Based Workflow
  • Text Editing
  • Version Control

FormAssembly Reviews Recently Reviewed!


Capterra-loader

Simple form publisher gives non marketing/web design staff the ability to create and publish forms

Jun 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy to use with a drag and drop interface. Easily connects to our CRM (Salesforce) to create new records instantly. Branching logic allows you to build a single form for multiple audiences. Hidden fields allow for tracking and segmentation in the CRM. Ability to collect payment, save forms and return to them and many more. Customer service is responsive via email and even social media. User community is willing to share best practices, ideas, and help problem solve.

Cons: Would like to see more reporting ability directly out of Form Assembly. Within a form where the field is a date field, I would like the ability to restrict users from selecting certain dates (like weekends for appointments, etc).

Overall: Easy to use and set up. Was up and running within hours. Seamless integration into the CRM saved time and resources on data entry.

Capterra-loader

Versatile form builder but has a learning curve

Mar 08, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: There's a lot to learn with FormAssembly. It's a lot of poking around, self-teaching and trial and error. That said, I use FormAssembly's customer support quite a bit and am pleased to say that they are phenomenal to work with. They're always willing to walk you through troubleshooting or point you to a resource that can assist.

Cons: FormAssembly isn't the most intuitive. It takes a while to learn the tool and menu bars. Though the functionality is high, I feel the forms we build always look a bit plain and amateur. They offer templates, but I feel designers that know CCS could take this software to the next level. Lastly, a tiny quirk: If you highlight all of the text in a text box and you hit delete, sometimes it backs you out of the form and doesn't save your progress. It's minor but frustrating.

Capterra-loader

Gathering important information made easy

Feb 15, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love that I can create surveys on Form Assembly that make it very easy for the people completing the surveys to fill out. I get all of the information that I need in a clean and organized way!

Cons: If you make a question that is multiple choice, "radio buttons," and want to have multiple questions with the same answer options, it is possible. However, if you later want to go back and edit the questions present, or add one, the answers get completely screwed up. Unless you delete and re-enter the questions and answer choices, the formatting will be completely off.

Overall: Organized data input from external sources.

Wonderful software that allows you to create forms for quickfire campaigns.

Mar 06, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
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Pros: I like that this product easily integrates with our accounting program. Also, it allows various campaigns and appeals to be created to maximize fundraising responses.

Cons: Attaching metadata can be a bit difficult, it would be helpful if there were more information on tagging metadata in the knowledge-base.

Great simple forms!

Apr 18, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Form Assembly is great for building basic forms that integrate seamlessly into Salesforce and are able to take payment.

Cons: We had some issues with forms not accepting payment and were not notified right away, which was missed money!

LOVE FORMASSEMBLY

Oct 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Great Customer service, great intregration with salesforce, reasonable fee

Cons: didnt find it sooner

Overall: I have had only wonderful experiences with Form Assembly. Great GREAT Customer service. They work with non profits which is a super plus!

The best form solution with great Salesforce integration

Dec 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Great features, dependable, powerful, easy to use.

Cons: They just raised their prices

Overall: If you want a form solution, you have to go with Form Assembly. The Salesforce integration is powerful and it can be used for so many things.

Recommendations to other buyers: Definitely the best.

Endless possibilities

May 16, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: So easy to customize and make into a variety of use cases. Love that it integrates directly with Salesforce, giving us the capability we could not do out of the box with Salesforce.

Cons: A bit overwhelming at first to learn the terms and how to integrate, but support was there to assist.

FormAssembly

Oct 06, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Overall, pretty great. However, there are some enhanced features I'd like to see added such as the ability to customize the thank you message when the form is submitted based on how certain fields were answered within the form. For example, if the form was used for an event, I'd like to have a different message for those who weren't coming versus those who RSVPd yes.

FormAssembly for SalesForce

Nov 03, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: This is a great basic if you want to work with website integration with SalesForce. They are in the midst of growing and right now their support system is changing and so is their pricing. However, in my recent dealings with them, they are fantastically responsive. This is a great option for non-profits on low budgets. I have no complaints.

Form Assembly with CAS authentication for Higher Education

Oct 06, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Pros: Online instructions and video. Communication with Tech support

Cons: Formulas for CAS authentication restriction.

Overall: We tested the uses of Form Assembly with our CAS authentication system to restrict the use of a form to certain members of our population. The setup had one hickup but the tech support fixed it with great communication. The restriction requires the use of a formula which may deter some users.

Recommendations to other buyers: Create an API only user in your salesforce org to use this product.

Great customer support

Nov 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support

Comments: This product is really extensive and their customer support is phenomenal. Strongly recommended for anyone using salesforce.

Form Assembly is awesome!

Oct 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: We've deployed form assembly for collecting customer data across multiple custom objects. Very easy to set up and customize.

Formassembly for nonprofit use

Oct 07, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: Good tool that allows you to input data to standard and custom Salesforce objects.

Good online support