Pros from reviewers

• Branching logic and hidden fields: FormAssembly offers branching logic, which allows for the creation of a single form for multiple audiences, and hidden fields for tracking and segmentation in the CRM

• Easy to use and set up: FormAssembly is user-friendly and can be set up within hours, featuring a drag and drop interface and the ability to instantly create new records

• Seamless integration with CRM: The software integrates seamlessly with Salesforce, saving time and resources on data entry and allowing for data transfer and form population during the form filling process

• Ability to collect payment and save forms: The software has the ability to collect payment and allows users to save forms and return to them later, expanding survey operations affordably

• Responsive customer service and helpful user community: The customer service is responsive, even via email and social media, and the user community shares best practices and problem-solving ideas.

Cons from reviewers

• Limited reporting capabilities: Despite its many features, FormAssembly lacks robust reporting capabilities directly from the platform, making it difficult to analyze data without exporting it to another tool

• Restriction on date selection: The software does not allow for the restriction of certain dates in a date field within a form, limiting its flexibility in data collection

• Limited customization in text fields: While FormAssembly offers a variety of features, it lacks customization in some text fields, making it challenging to achieve a desired look for the form

• Complexity in editing form fields: After setting up a connection with Salesforce, users have found it difficult to edit form fields, indicating that the software could be more user-friendly

• Vague error messages: The error messages provided by FormAssembly can sometimes be vague and do not provide enough information to troubleshoot, making it difficult to resolve issues quickly.