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Formstack Documents: Reviews, Testimonials and Expert Opinions
(1508)Document Generation & Automation | Formstack
Top 52 Formstack Documents Alternatives
Cognito Forms
Powerful Form Builder Features - cognitoforms
Cognito Forms is an online form builder that allows to easily create forms for the website like the contact forms, registration forms, order forms, and more. It helps to improve efficiency and acquire customers. ...
Cognito Form creates unlimited forms with easy-to-use, drag-and-drop form builder that has the layout and flexibility required. It customizes style and embeds the form directly on the website or blog and receive customized email notifications, view entries from any device, and create custom views to manage workflow.
Its features like analytics and tracking, import form entries, document merging, entry sharing, conditional logic, data encryption, electronic signatures, etc enable to spend less time and energy designing custom solutions, and more time and energy using them to take the business forward.
Formplus
Online & Offline Data Collection Tool | Formplus
Formplus is a software/service that allows to collect data (including files) easily using web forms. These forms are created using an intuitive and user-friendly form builder. It helps to enhance customer relationships and build brand awareness. ...
Formplus helps to collect data via the forms and stores them in any cloud storage (Google Drive, Dropbox, and OneDrive) or on the servers providing access to the data, at any time and anywhere. It provides a simple interface to easily drag and drop desired form components onto the new form canvas. It also offers a wide variety of input choices, form customization (including implementing CSS), and various form options.
Formplus allows to create online forms without writing any code - simply click or drag and drop the desired form fields into the intuitive form builder. It stylize the forms according to the brand, share forms easily forms can be filled from anywhere, online and offline. Email notifications of submissions and send out a custom message to users upon successful form submission. Integrated with the largest and most secure online payment processors and more.
Formstack Form Builder
Formstack | Online Form Builder & Form Creator
Formstack is a versatile online form builder & data collection tool for registrations, surveys, payments, leads & more. It helps to increase workplace productivity and also improve internal communications and acquire customers. ...
Its code free, built using drag and drop form builder and templates at fingertips. Forms are shared online through native apps and custom webhooks for use by customers. Data collections are form integrated to update CRM, collect payments, manage email subscriber lists.
Formstack powerful features assists to collaborate with the team, streamline internal processes, and make better business decisions.
Formidable Forms
Formidable Forms - The Most Advanced WordPress Forms...
"The most remarkable plug-in I have ever used. Unbelievable as to the functions you can perform, knowing next to no html, php or any other technical stuff... Hats off to you for this masterful tool. Your plugin has been a dream to me and was the crit...ical piece I was missing in building a directory.
"
- Paul W
Zoho Forms
Online forms for every business
Zoho Forms is a powerful online form builder for business. It helps to create and share forms online, collect data, and collaborate with the team on the go. It helps to acquire customers and improve digital and social presence. ...
Some of its features include creating forms without having to code, collecting data from all channels, instant notifications whenever a new record is submitted or updated, view, analyze, and optimize data for better conversions.
Formsite
Formsite - Form Builder
Formsite is a Demand Generation Software. Formsite is a tool for businesses of all types that provides a simple platform to create and implement surveys and forms online. The solution comes with an online survey and form editor that is easy to use with a drag and drop functionality. ...
Formsite lets users create contact and lead forms, order forms, registration forms, and more. The drag and drop functionality makes it easy for users to place elements in the template as well as add other components for that added customization and branding feel. Formsite users don’t need to build surveys and forms from the ground up. Formsite offers more than 100 templates that can customized to make it their own.
All forms created using the Formsite platform are designed to be responsive for all devices – desktops, laptops, tablets, and smartphones. That means people who receive the form can instantly enter their details, regardless of the device they are using. With Formsite, users can get real-time results via email notifications.
Jotform
Online form builder & form creator for every business
JotForm is an online form builder that makes it easy to create robust forms and collect important data to gathering better information to power the business. It also helps to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more and is used in nonprofits, educational institutions, small businesses, and enterprises. ...
It is a digital workplace productivity tool that provides a powerful ROI across the entire organization. JotForm offers integration with popular enterprise products such as Active Directory, which provides the highest industry standards to help protect the information and geolocalization to host the account almost anywhere in the world using Amazon Web Services (AWS), Google Cloud and Microsoft Azure. It also helps to meet data privacy requirements and can import the current forms from legacy environments to ensure a smooth transition with the help of the migration tool.
Some of its features include creating HIPAA Forms effortlessly, stay organized with personalized columns, collaborate to keep the team in the loop, convert the PDF to HTML Web Forms, visualize and present the data in seconds, improve the data collection, and many more.
Apptivo
Cloud Business Management Software Suite
Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...
Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.
Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.
ConnectWise Manage
Business Management Software | ConnectWise Manage Business ...
ConnectWise Manage helps users manage customer service agreements, automate recurring invoices and document agreements in a central storage location. It caters to small and midsize businesses and can also be deployed on-premises. ...
The workflow rules defined in ConnectWise Manage cover all areas of the business, from sending targeted marketing campaigns, to tracking service delivery through service level agreements, to invoice creation and financial management. The app can be used for help desk and ticket management, project management, time tracking, customer relationship management, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, inventory management and more.
ConnectWise Manage offers a solution to streamline IT, with automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management. The customizable dashboards and reporting tools give detailed insight into all your most critical KPIs. ConnectWise Manage also comes as a mobile app for dealing with service requests and access data on-the-go.
Sugar CRM
SugarCRM: #1 Rated Customer Relationship Management Software
SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle. ...
It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.
It comes with built in automation and analytics.
YetiForce CRM
An open source application that is constantly being improved
YetiForce CRM is an open-source application that helps to run the company efficiency, controlling, multitasking, innovation. It helps to enhance customer relationships and increase sales and revenue. ...
YetiForce CRM is completely free and provides full access to its source code. Regular updates and new versions are free of charge as well. Providing the system at no cost contributes to the growth of the open-source community.
YetiForce features include its infrastructure, gaining full control over all the data, server, and security, ideal hosting for small companies that are looking for efficiency, stability and quality, calendar module with functions for effective time management as well as human resources, built-in e-mail module to send and receive e-mails directly in the system and many more.
Agiloft Contract Management Suite
Automates the workflows associated with initiating, executing, and monitoring contractual agreements
Agiloft Contract Management Suite is an adaptable and rapidly deployed enterprise software for Contract and Commerce Lifecycle Management. It helps to improve ROI and enhance customer relationships. ...
Agiloft automates the workflows by initiating, executing, and monitoring contractual agreements. Implementing a contract management system helps companies in purchase savings, enables more efficient sales cycles and drastically lowers compliance risk.
Agiloft's CLM comes with fully customizable functionality for buy and sell-side contract management including repository and templates, clause library, flexible approval workflows, built-in AI, security and compliance safeguards, automated notifications and seamless integration with existing systems.
ConnectWise Sell
Quoting and Proposal Software | ConnectWise Sell
ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more. ...
The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.
With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.
eSign PDF
Innovation Beyond eSignatures
eSign Genie is a legally binding electronic and digital signature solution for e-signing documents. It helps to improve digital and social presence and establish thought leadership. eSign Genie ...
Its features include reusable templates to save time, ability to send one or more documents together, audit trail, bulk sending for e-signatures, generating a document link to email and to integrate into applications already in use and much more.
Siebel CRM
Siebel CRM - Digital Transformation
Siebel CRM is a comprehensive customer relationship management (CRM) solution and a pioneer in the sales force automation. It is designed to assist enterprises to manage their customer experiences. It includes a range of sales, marketing and customer service applications tailored to various industries. ...
Siebel CRM enables businesses to maximize the growth of their top and bottom line and deliver exceptional experiences to their customers across all channels, touchpoints, and devices. It provides users with a vast range of sales, marketing and customer service capabilities and tools that are designed to fit the best practices.
Siebel CRM provides transactional, analytical, and engagement tools and capabilities to help users get the job done. Its capabilities are rooted in sales force automation, it is also able to support conventional processes including managing marketing campaigns and tickets, performing sales collaboration, capturing quotes and orders, rolling out loyalty programs, handling events, setting up a help desk, and offering customers self-service, to name some.
Experlogix CPQ
Experlogix CPQ - Enterprise CPQ, Powerfully Simple
Experlogix is an Enterprise CPQ platform which can be deployed in industries such as Hardware & Software, Telecom, Manufacturing, Heavy Equipment and so on. It can be integrated seamlessly with ERP and CRM solutions such as Microsoft Dynamics, Netsuite and Salesforce. ...
Experlogix for CRM, ERP users integrates seamlessly with those applications and provides a similar looking user interface eliminating the need for user training. Experlogix’s Rules Engine enables engineering and pricing guidance for sales teams enabling validating of options and providing real-time feedback for optimising on choices.
Experlogix’s rules engine for pricing and discounting assists in complex calculations to arrive at the pricing and margins ensuring accuracy and speed and wherever needed, enabling integrations into external systems for working out the price. Experlogix features also include advanced manufacturing capabilities and automated workflows.
Invoca Signal AI
The Enterprise-Ready Call Tracking Solution.
Invoca is an AI-powered call tracking and analytics platform that helps marketers get campaign attribution and actionable data from inbound phone calls. It helps to Improve ROI, Increase sales & revenue. ...
Invoca measures the true impact of digital marketing and helps to drive conversions up and down by integrating call and conversational analytics into the marketing platforms that matter most to business.
Invoca Signal AI gives advertisers an extraordinary view into discussion information from high-plan buyers, for example, buys made or advancement requests. Advertisers can rapidly increase new bits of knowledge from a huge number of discussions and make a move on them continuously to drive more income creating calls, support transformation rates, and improve the purchasing experience.
Signal AI analyzes previous calls and automatically groups conversations into topics based on similarities in speech patterns. It Identifies the call topics and outcomes to be tracked using a custom-generated predictive model. These conversions are automatically pushed to preferred marketing platforms, so one can optimize spend, create audiences, and drive revenue. The Predictive models are applied against live calls to detect conversation topics and outcomes in real-time.
(Invoca acquires Dialogtech)
Typeform
Software to build people-friendly forms and surveys
Typeform is a software platform for building people-friendly forms and surveys, transforming questions into a conversational flow that ensures better responses and completion rates. It can be used by Sales and Marketing teams to attract new customers, by writers, designers and content creators, amongst others. ...
Typeform provides a sleek user interface that combines custom layouts and themes, and questions brought to life by photos and videos from the photo and video libraries provided with the software.
The question build-up is assisted by conditional logic which prompts for the right questions to be asked in the right sequence ensuring a conversational flow to the questionnaire. Forms can be built from the templates provided or custom built. Integrations are provided with all the popular business tools current, in addition to reports for tracking results.
OptinMonster
OptinMonster - Best Lead Generation Software for Marketers
OptinMonster is a cloud-based solution for lead generation and marketing automation that allows to create highly effective optin forms that are guaranteed to maximize growth. It is designed to reduce cart abandonment and increase conversions. ...
OptinMonster conversion optimization tool allows users to grow email lists, generate leads and increase revenue by showing personalized messages based on the user's behavior to maximize engagement, conversions, and sales. It allows users to convert abandoning website visitors into subscribers and customers. With OptinMonster, users can build a range of form types, including slide-ins, floating bars, inline forms, scroll boxes, lightbox popups, slide-ins, and more.
OptinMonster features include lead capture forms, multiple form types, A/B testing, exit intent®, page-level targeting, advanced traffic redirection, analytics and insights, onsite retargeting® and personalization.
CallTrackingMetrics
All-in-One conversation platform for a better customer experience
CallTrackingMetrics is an all-in-one call tracking and contact center platform that provides call tracking tools and analysis to organizations. It helps to improve ROI and acquire customers. It ...
CallTrackingMetrics platform includes features like call tracking, call automation, analytics, unified communications, and many more.
Jotform
Online form builder & form creator for every business
Jotform supports robust communication management and digital engagement, sharing characteristics with Demand Generation solutions. It excels in diverse capabilities, catering to varying business needs. Formstack Documents, also in Demand Generation, centers around document and proposal management with a focus on workflow efficiency, appealing to industries like IT and services. Each solution aligns uniquely with target users, offering tailored vendor support and integration options to facilitate daily operations effectively. ...
Formstack Form Builder
Formstack | Online Form Builder & Form Creator
Formstack Form Builder and Formstack Documents offer robust tools in the Other Demand Generation category, with distinct advantages tailored to different operational needs. Formstack Form Builder excels at workflow and customer feedback management, making it ideal for large enterprises in education and financial services. In contrast, Formstack Documents provides strong capabilities for sales document and contract management, fitting well with industries like IT and non-profit organizations. Each product attracts a unique user base and offers particular strengths in compliance, security, and integration support. Choosing between them depends on specific business contexts and strategic aims. ...
Convirza Call Tracking
Call Tracking Software, Metrics & Measurement ‚ Convirza
Convirza is a call tracking and marketing analytics software to maximize marketing and make phone calls work. It helps sales, marketing, and customer service analyze and act on calls to generate more revenue and improve customer experience. ...
Convirza’s call tracker precisely measures consumer actions and behavior on calls. Businesses and agencies use call tracking for marketing and business intelligence.
Tracking numbers are unique phone numbers linked to individual customer engagement points. Convirza has every type of tracking numbers including 800 numbers, toll free numbers, vanity numbers and local call tracking numbers. When everything is known about the phone calls its easy to optimize.
Marchex Call Analytics
AI-powered conversation intelligence for more effective sales and customer service
Marchex Call Analytics is an AI-powered intelligence for smarter marketing, sales, and customer service. It enables businesses to attribute phone calls to the media channel, block unwanted calls and get advanced conversation analytics. ...
Marchex Call Analytics analyzes data points across business conversations allowing to reduce errors from manual review and do things in seconds that previously would take hours, days, or even weeks. It utilizes these customer insights to make smarter decisions about digital marketing strategies, call handling best practices, mystery shopping and more.
Some of its features include Lost Opportunities, High Intent, Conversation Search, Sentiment Analysis, Agent Script Tracking, and Secure Redaction. It automatically identifies which callers are showing a propensity to buy and measures the economic impact. It identifies potential customer churn before it happens by analyzing conversations by caller sentiment. It ensures security with the automatic removal of credit card and social security numbers from call audio and transcripts.
Wufoo
Online Form Builder with Cloud Storage Database | Wufoo
Wufoo excels in communication and engagement management, vital for customer relationship enhancement. Its advanced data import and custom report features make it suitable for larger enterprises in marketing and education sectors. Formstack Documents focuses on sales and document management, with strong workflow and digital signature capabilities, aligning well with IT sectors. Its integration and security features cater to smaller, more technology-driven firms, boosting sales and internal communication. ...
OptiMonk
On-Site Messages & Exit-Intent Popups for eCommerce
OptiMonk is a lead generation platform that helps to convert website visitors into customers. It helps to increase sales and revenue and enhance customer relationships. OptiMonk helps online ...
Its features include engaging visitors to convert them into sales, reduce cart abandonment, increase cart value to generate larger purchases for the same amount of traffic, collect messenger subscribers via Facebook, promote special offers to convert existing customers into repeat buyers, and so on.
Justuno
The AI Visitor Conversion Optimization Platform
Justuno is an AI visitor conversion platform that helps to capture leads, personalize website messaging, and audience analytics to convert more visitors into customers. It helps to scale best practices and increase sales and revenue. ...
Justuno enables to create integrated marketing solutions that turn visitors into customers. It organizes and analyzes data to present in-depth and straightforward reporting and analytics. It also helps businesses discover hidden segments and new opportunities.
Some of its features include creating mobile-specific promotions, geo-targeting, e-commerce integrations, real-time marketing analytics dashboard, omnichannel messaging, audience segmentation, and advanced behavioral audience targeting.
Whatconverts
WhatConverts | Call Tracking Software
WhatConverts is a cloud-based call tracking solution that enables businesses of all sizes to manage, track and record leads and calls across all marketing channels. WhatConverts includes features ...
WhatConverts provides a phone call tracking module, which enables users to track specific referral sources for each lead using marketing keywords. It facilitates integration with third-party applications such as Zenkit, Snapengage, Leadbridge, Apexchat and more.
CallSource
Performance Management for Sales and Marketing
CallSource is a leader for call tracking, lead management and business analytic solutions. It helps to collect business intelligence about customers, review, interpret and act on the information that will improve the profitability, and Increase ROI with better marketing attribution. ...
CallSource provides actionable analytics and a roadmap to help understand marketing and sales performance data by analyzing call tracking as a performance threshold. It delivers data to solve, strategize, and implement real business solutions, reporting provides constant insights into business and benchmarks progress, and optimize industry data to provide business acumen.
CallSource features include call recording and tracking, call analytics, performance evaluation and more. Its capabilities also extend far beyond call tracking to include marketing insights, such as cost-per-lead analysis and sales conversion percentages, as well as training and coaching for employees.
Formidable Forms
Formidable Forms - The Most Advanced WordPress Forms...
Formidable Forms and Formstack Documents offer solutions in the Other Demand Generation category, tailored to different user needs. Formidable Forms is excellent for educational and software industries, emphasizing workflow and communication management. Formstack Documents caters to a wide range of industries, focusing on document and contract management. Both offer robust support options, with Formstack leading in accessibility. Their capabilities and features reflect their target audience's operational preferences and business goals, aiding decision-makers in selecting the best fit. ...
CallFire
Texting and Calling Solutions that Help You Reach More Customers
CallFire is a cloud-based platform that provides call centers with automated outbound campaign options and helps to track their business progress and functions. It specializes in helping local businesses grow and retain their revenue through proactive outreach and engagement. ...
CallFire main features fall under the following categories: voice broadcast, text messaging, call tracking, IVR, cloud call center and developer API. It provides agents with all customer history and notes in one interface by integrating with CRM and excel spreadsheets. The app supports unlimited call transfers and offers real-time reporting.
CallFire record calls, add customized scripts and play pre-recorded voicemail messages for customers. Through its voice broadcast and text messaging feature this application gives agents the flexibility to update information, send important alerts, notify customers, promote services and track the progress of employees. It provides IVR system service which helps to set up surveys and appointment reminders, make payments and create polls for outbound and inbound purposes.
Ringostat - Call Tracking
Ringostat is a call tracking and call analytics platform for business
Ringostat is a call tracking and call analytics platform for marketing and sales professionals. It helps to raise the effectiveness of sales and marketing and also helps to see sources of conversion and revenue by driving data to a single interface. ...
Ringostat includes call tracking, virtual PBX, browser user-friendly extension, callback widget and real-time analytics for the sales reps. The data from Ringostat can be transmitted to CRM, Google Analytics, Google Adwords, etc.
Ringostat call tracking substitutes phone numbers and determines where the callers are coming from. Call tracking is performed by different methods like In-static tracking, where a number is assigned to a certain visitor source and is suitable for offline advertising. The Dynamic call tracking displays different phone numbers for each site visitor. It’s often used to track online advertising. After the call, the data about an ad source and user’s behavior is transferred to the system. In the Combined call tracking both static and dynamic methods are used. It also provides detailed information on a limited number of traffic sources.
Phonexa
Call, Lead & Email Marketing Tracking & Analytics Software
Phonexa is an all-in-one powerful tracking solution that delivers insight into the marketing campaigns, allowing to make smarter optimizations and increase the ROI. It brings together multiple marketing channels to create a more efficient workflow, all while collecting campaign data so companies can get the most from their marketing efforts. It also helps to increase sales and revenue and acquire customers. ...
Phonexa is a provider to offer businesses the opportunity to use one platform to track and coordinate inbound calls, generate and distribute web leads, automate marketing emails, and manage business accounting.
Some of its features are tracking detailed customer behavior through meaningful data and statistics, increase ROI by providing detailed metrics and inbound call reports, distributing the leads to additional buyers through a multi-tier Ping Tree, and so on.
involve.me
Engagement tool to convert the audience to engaged customers
involve.me is a user engagement and customer experience platform focusing on digital marketers and e-commerce. It helps to convert the audience into customers through personalized interactions at every step of the customer journey and also helps in measuring customer satisfaction. It helps to increase user engagement, get better data and grow online sales. ...
Its features include logic jumps, embed code for the website, building engaging interactive content without the need for a developer, customizable design and templates, content elements, managing projects according to the need and more.
Convertful
Convertful - The All-In-One Tool to Turn Your Visitors ...
Convertful primarily focuses on lead generation and integration, making it ideal for marketing-oriented enterprises aiming to increase sales and customer lifetime value. Formstack Documents excels in document and workflow management, suited for diverse industries that need robust document handling and internal communication solutions. ...
Paperform
Easy form creator without technical knowledge
Paperform is a flexible online SaaS platform helping small businesses build beautiful no-code solutions that simplify work and life. It collects information, keeps it on schedule, a form that gets paid, onboard and organizes, educates and entertains, persuades, sells and solves problems. It's a form for any situation. ...
It gets out of the way and makes it easy to design beautiful, branded forms. With smart form, it transforms business on autopilot by taking payments, automating workflows, using question logic for tailored experiences, and making magic with calculations.
Some of its features include multiple pages and conditional content, guided mode, conditional logic and questions, scoring, auto-close submission, multiple calendars, template gallery and so on.
Cognito Forms
Powerful Form Builder Features - cognitoforms
Cognito Forms and Formstack Documents both cater to document management and workflow needs in diverse businesses. Cognito Forms emphasizes integration and security, with a keen focus on large enterprises across legal and educational sectors. Formstack Documents excels in data operations and offers robust support channels, attracting a varied client base, particularly in IT and computer software sectors. ...
Zoho Forms
Online forms for every business
Zoho Forms excels in managing workflows and customer feedback, making it ideal for enterprises focused on communication and lead generation. It is popular in IT and consumer electronics sectors. Formstack Documents, with strong document and contract management, benefits businesses seeking to improve sales and internal communications. Its extensive support and focus on document capabilities cater to larger enterprises in tech and software industries. ...
Ringba
Inbound Call Tracking and Analytics platform for marketers.
Ringba is an inbound call tracking and analytics platform for marketers. It helps to acquire customers and improve ROI. Ringba empowers businesses to take complete control over their call flow ...
Ringba’s real-time call management and reporting helps to view, group, filter, sort, manipulate, and export data instantly at an unlimited scale. It accesses key conversion insights for personalizing the caller experience and optimizing campaigns. Also, its AI helps to improve business with automated decision making, automated call monitoring for behavior patterns, and compliance.
