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Formstack Documents vs LockedOn: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Formstack Documents vs. LockedOn is based on a specific set of business needs and context. The comparison uses 1779 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Formstack Documents and LockedOn

Formstack Documents, Cognito Forms, Formplus, etc., belong to a category of solutions that help Other Demand Generation, whereas LockedOn belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Formstack Documents covers Sales Document Management, Workflow Management, Helpdesk Management, Engagement Management with Phone Calls, etc.

LockedOn focuses on Sales Document Management, Helpdesk Management, Workflow Management, Engagement Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Formstack Documents

Focus area

Formstack Documents is better than LockedOn for

Software Failure Risk

  • low

logo LockedOn

Focus area

Software Failure Risk

  • medium

About

Document Generation & Automation | Formstack

Age

2006

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

30

19

Total Goals
(we found evidences for)

7

2

Top Processes

Evidences indicate better relative satisfaction


sales document management

contract management

proposal & quote management


helpdesk management


workflow management


engagement management

engaging and following up


contact list management


generation of new leads


communication management

sending & publishing communications


training & onboarding


products & pricelist management


campaign management




customer case management


customer feedback management



content management


conversion management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Improve internal communications

  • Improve digital and social presence

  • Improve ROI

  • Launch new products

  • See 4 more
  • Enhance customer relationships

  • Acquire customers

Top Channels

Channels Used

  • e-mail

  • text SMS

  • offline

  • point of sale

  • out of home

  • brochure

  • See 3 more
  • e-mail

  • text SMS

  • offline

  • point of sale

  • out of home

  • brochure

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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medium

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Migration Risk

low

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medium

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Business Setting