--- title: "Formitize Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Formitize Software - reviews, pricing plans, popular comparisons to other Forms Automation products and more." source_url: "https://www.capterra.com/p/162539/Formitize/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Formitize Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Formitize ## What is Formitize? Super flexible Mobile Forms, Job Management & Tracking with full Scheduling and Customer CRM all in one powerful, yet simple to use solution! Formitize is ready to get you paperless working across more than two hundred industries from the smallest of businesses right through to government agencies and many of the world's largest corporations. Smart automation built in for Job Status Updates, Future Job Reminders, Leads & Quote Followups, Overdue Invoice Chasing and so much more. Great Free Trial ## What is Formitize used for? [Pest Control](https://www.capterra.com/pest-control-software/)[Scheduling](https://www.capterra.com/scheduling-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/) Top alternative Featured Overall rating Based on 47 user reviews Reviews sentiment Positive 87% Neutral 6% Negative 6% Starting price $29.99 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Formitize?[Manage this product listing](https://www.g2.com/products/formitize/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Formitize 4.4 (47) VS. [4.6 (1,490)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $29.99 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (47) Ease Of Use 4.6 (1,450) Value For Money 4.3 (47) Value For Money 4.4 (1,253) Customer Service 4.3 (46) Customer Service 4.6 (1,403) ## Formitize alternatives Highest Rated [4.9 (30)](https://www.capterra.com/p/158852/Less-Paper/reviews/) Starting price $120.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [3.6 (115)](https://www.capterra.com/p/183679/ServiceWorks/reviews/) Starting price $948.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 58% of reviewers rated it above 4 stars [4.7 (2,749)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.3 (342)](https://www.capterra.com/p/150053/ServiceTitan/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/162539/Formitize/alternatives/) ## FAQs about Formitize Overview ### Which roles and teams benefit most from Formitize? Formitize is most used by directors, owners, and general managers overseeing field-service businesses, especially pest control and security operations. Operations, office, and administration managers use it to manage job forms, scheduling, compliance records, and customer documentation. Field technicians rely on mobile workflows to complete inspections, service reports, and site records. Answer based on 47 reviews Overview ### What company size and industries is Formitize built for? Formitize is built for small businesses, representing 96% of reviewers, particularly Chemicals organizations at 16%, while serving sole operators through government agencies and large corporations. Facilities Services also accounts for 16% of reviewers, Construction for 9%, and enterprises for 4%. Answer based on 47 reviews Features and Usability ### What are the key features of Formitize? Formitize offers customizable forms and templates, job scheduling, dispatch management, and work order management for field service operations. It also includes inspection management, GPS and location tracking, electronic signature, billing and invoicing, payment processing, reporting and analytics, and integrations such as QuickBooks and other third-party systems. Pricing ### How much does it cost and what fees or limitations are included? Formitize starts at $29.99 per user per month on the Standard plan, and the Industry Solutions plan is custom-priced. Both plans include a 14-day free trial with no credit card required. Reviewer feedback is mixed on value, with some calling setup easy and others saying support and training can be costly. Answer based on 6 reviews Integrations ### Which third-party tools and platforms does Formitize integrate with? Formitize integrates with Xero, Mailchimp, and Twilio. Xero is the most frequently mentioned accounting platform, while Mailchimp covers email marketing and Twilio supports messaging and communications. These integrations give Formitize connections to core business tools for invoicing, campaigns, and notifications. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does Formitize offer? Formitize provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual guidance for self-paced review. Answer based on 3 reviews Getting Started and Support ### What customer support options does Formitize offer? Formitize provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users describe the support team as outstanding, helpful during onboarding, and quick to assist, with resources that make the system easier to navigate and technical support that feels reliable. Answer based on 4 reviews Ease of use ### How easy is Formitize to use? Formitize makes daily record keeping and field data capture easier for many small business teams through customizable forms, mobile access, and centralized information. However, some users find initial implementation, form design, scheduling, and mobile app navigation difficult, especially when workflows require detailed setup or tailored layouts. Answer based on 10 reviews ## Features AI summary Based on 444 Forms Automation reviews Capterra data shows that buyers of pest control software rank the following features as their top priorities: - **Customer Database** (**62%** of reviewers rated this feature as critical) - **Job Scheduling** (**70%**) - **Scheduling** (**63%**) Formitize supports all three of the features reviewers rate most highly: **Customer Database**, **Job Scheduling**, and **Scheduling**. Together, these capabilities help businesses keep customer records organized, assign and plan service visits efficiently, and manage daily workloads with less manual effort, allowing teams to stay responsive and complete jobs on time. Scheduling 4.2 (13) 38.46% of 13 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Mobile Access 4.7 (15) 60.00% of 15 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Routing 3.3 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Plan daily routes to optimize employee scheduling and provide directions Billing & Invoicing 4.2 (13) 30.77% of 13 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers For Pest Control Companies 4.6 (8) 25.00% of 8 reviewers that rated this feature as important or highly important Intended to be used by pest control companies Customer History 4.8 (5) 20.00% of 5 reviewers that rated this feature as important or highly important Access previous interactions or concerns to maintain customer relationships Formitize 108 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Barcode/Ticket Scanning: Scan barcodes to ensure accurate pricing and label tracking - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commercial Properties: Designed to serve commercial properties - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contract/License Management: Track, store, and access client contracts or licenses - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Equipment Maintenance: Manage procedures that ensure organizational equipment remains in working condition - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability - File Storage: Store and access documents, forms, and photos in one centralized place - Fleet Management: Management of commercial motor vehicles for work-related purposes - For HVAC Companies: Software designed specifically for HVAC companies - For Pest Control Companies: Intended to be used by pest control companies - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Groundskeeping Management: Track grounds activities done in the field - Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars - Historical Reporting: Information, data and reports that are being tracked over time - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Inventory Control: Monitor product stock levels - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Irrigation Tracking: Manage irrigation equipment and trends - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Mobile Signature Capture: Capture signatures via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Location: Manage and support multiple locations - Online Booking: Book meetings and appointments through a website or digital platform - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Payment Processing: Accept, record, and reconcile financial transactions - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Pest Activity Tracking: Manage inventory based on different requirements of individual work orders - Pesticide Usage Tracking: Track the amount of pesticide inventory used on jobs - Predictive Maintenance: Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms - Preventive Maintenance: Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements - Property Layouts: Analyze floor plans to generate workflow - Purchase Order Management: Create, send, and track purchase orders and their statuses - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Appointments: Schedule repeating appointments based on a duration of time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Residential Properties: For residential properties - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Routing: Plan daily routes to optimize employee scheduling and provide directions - Scheduling: Plan availability and assign specific time slots for tasks and resources - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - SMS Messaging: Send messages via SMS - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Technician Management: Oversee technicians and track their assigned work orders - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (47) 4.3 Based on 47 reviews ## Pricing Value for money 4.3 (47) Free Trial [View pricing plan details](https://www.capterra.com/p/162539/Formitize/pricing/) Giving Back Contact Vendor for Pricing It includes: - Designed for Charities and Not for Profits - Giving Back Program Is Available Standard $29.99 Per User,Per Month It includes: - Quoting & Invoicing - Safety First - Sales Pipeline - Smart Forms - Cloud Scheduler - CRM - Document Management - Job Management - Automated Assistants - Mobile Payments Industry Solutions Contact Vendor for Pricing It includes: - Sales Pipeline - Smart Forms - Specific Dedicated Workflows - Specific Industry Reports - Automated Assistants - Cloud Scheduler - CRM - Dedicated Vertical Industry Solutions - Document Management - Industry Resource Documents - Job Management - Job Type Industry Templates - Mobile Payments - Quoting & Invoicing - Safety First Value for money 4.3 (47) 4.3 Based on 47 reviews ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (46) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (46) 4.3 Based on 46 reviews ## User reviews Overall rating 4.4 Based on 47 reviews Filter by rating Counts reflect reviews available in this feed. 5(32) 4(9) 3(3) 2(1) 1(2) Mentioned topic Recent reviews first, then most helpful RE Reviewer Director Used the software for: Less than 1 year ### "Brilliant" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 27, 2020 Pros Love it. I wanted something comprehensive, yet simple to use. I did a lot of research before subscribing to Formitize. They simply have the best on offer to suit the requirements of my business and industry. Support is brilliant, both phone and online. I would recommend Formitize to anyone as you can use as little or as much of the software as you need. Perfect fit with Xero. Cons Nothing I disliked about this software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director Used the software for: 1-3 years ### "Formitize, enabled Rebel Roasters Coffee to grow their operations with ease" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 1, 2023 I was not expecting what I found in Formitize. I'm used to paying for services and apps and never heard from the company. Formitize, was the opposite. Super supportive and their customer support team is exceptional. They guided our team through the entire process from zero to Hero.Formitize is a part of our business now and we cannot do without it. Pros I'd say accounting as it helps us get paid fast and efficiently. It's super easy to use and setup was pretty much all done automatically by the system. The result was professional-looking invoicing with exceptional CRM data Cons Not much that we don't like. There are some things we don't yet use in our business, but given our experience with the formitize app, we actually look forward to having new use cases to adopt some of these other features. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ash M. Director Used the software for: Less than 1 year ### "Formitize - Difficult to implement, bad customer service " 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 30, 2021 It was incredibly difficult to implement, to be honest in the end it was impossible. I booked a 1 hour paid training session, which was a total waste of time, I felt I knew more about the software than the trainer, I actually stopped the call halfway through as we were not getting anywhere! I spent hours tearing my hair out trying to get the Formitize to do what I wanted it to. I really wanted it to work, I reached out to everyone I could, account manager, training etc. On the service it's great, everyone will tell you it does what you want it to but it doesn't. After some further digging on google, I found some much better software that is so easy to use and create forms. Pros I like that everything was under one roof so to speak. You can have your forms, CRM, Accounting etc all in one place. Cons Very difficult to implement. If you planning on using forms then good luck. Especially if you want them to look a certain way, this doesn't need to be difficult there are many ways to do forms better than this. The training sucked, big-time waste of money, I tried to get my money back but there is an army behind stopping any refunds, not worth the time or hassle trying to get it, they obviously need it. You could spend your whole time setting up your business on here and they will probably go bust if they are that desperate to keep $150. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Control Systems Manager Used the software for: Less than 1 year ### "Formitize Review" 4.0 September 7, 2021 Getting help from Client Success Manager to get the forms and Asset register to fix some of the problems. Asset register may require some face lift Overall a very good product - May be good to have some sort of online help Pros Asset management unit is important to us. Linking asset to forms are not great but workaround functions are available. Forms are easier to modify Cons Still new user to comment on this. Asset register was not correctly working initially. Lookup table not updating with new fields, Resources not working as should be Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Contract Manager Used the software for: Less than 1 year ### "Formitize makes work request management and payment claims, easy!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 13, 2021 Formitize has turned around our cashflow issues from high volume work processing... We love it. Pros Before Formitize we relied on paper and admin to sort, scan and process work requests for payment claims. Now that we have implemented Formitize we have a higher quality of data capture, faster reporting and have been able to implement automation to process work requests for payment. Cons Some of the form setup options can be limiting but there is always a different way to implement what you need Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Administration Assistant Used the software for: 1-3 years ### "Continuously Improving " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 8, 2021 The app allows our technicians to complete their reports whilst onsite which ensures the report data's reliability and ensures that our customers receive their reports before our team has even left the site. Liaising closely with the Formitize team during our initial set up allowed them to better understand our company needs and they were then keen to adapt sections of the software to better suit our reporting needs. Pros Formitize is constantly evolving. The team are helpful and willing to incorporate any requested changes to the current set up, which opens the software up to so many new function options going forward. We love that we are able to create and fully customise our own reports using the Form builder section of Formitize. Cons Support ticketing system is a little hard to keep track of, but the team are always very friendly and helpful whenever they need to be contacted about a current support ticket. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Bogdan K. Owner Used the software for: 3-5 years ### "Why you should choose formitize" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 7, 2021 Formitize is great and we have been using it for 7 plus years. Sadly we never set it up properly in the beginning or kept up with all the great features that they have implemented over those years. Taking the time to understand the program and all its features has allowed us to integrate about 5 different programs we were using, about 25 different spreadsheets as well as other processes. I wish I had invested the time to properly use this software in the beginning and with each new feature that was released earlier. If you are unsure feel free to contact me directly Pros The ability to completely customise the forms we use and automate so many processes and use the CRM function and interact with clients. Cons That the scheduler does not allow us to schedule something on the 2nd Tuesday of the month every month for example however we have been advised that this will be available in the next version due out shortly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: 3-5 years ### "Brilliant " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2022 Brilliant and the Team at formitize BRILLIANT. Pros User friendly easy to understand and the resources available makes it easier to navigate through the system. Tech support that is available is second to nun. Cons No computer APP for your screen shortcut Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Builder/building Consultant Used the software for: 3-5 years ### "Why I recommend Formatize" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 4, 2023 Overall, my experience with Formatize was positive with ease of use, particularly with my lack of computer skills Pros Most of all, I found Formatize easy to navigate and use. With the work that I do, I have quite a lot of clients, so finding their information and contact details is simple. Cons On the rare occasion when Formatize is inaccessible due to online issues, that can be frustrating. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Operations Manager Used the software for: 3-5 years ### "Formitize has helped transform our business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 9, 2021 We use a number of features and modules as part of our Formitize portals. We have found the service scheduling features particularly helpful with our service and support team. We have been able to streamline our quoting and invoicing processes through the xero integration which saves us hours in tracking quotes to follow up chasing Purchase Orders and remembering what needs to be invoiced. Pros One of the great assets of Formitize is the helps you define your business processes. The sales pipeline helps to define what a sales pipeline should look like including how and when to contact customers and follow with automated responses and reminders. Similarly the quoting and invoicing process is defined making quoting really simple and turning the quote into an invoice as simple as clicking a button. Cons As with every application there is always something that it does or doesn't do. For the most part Formitize has had the functionality that we need to use it for. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/162539/Formitize/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.