Implementation is one of the software’s core strengths, noted by its G2 Award for fastest implementation in mid-market companies. A user can create and deploy a simple form in minutes, while more complex workflows might take a few hours to fully design and test, requiring no developers or IT involvement.
Account Setup: Instant, self-service start with a free 14-day trial (no credit card required).
Form Creation: Users build forms using the intuitive builder, configuring fields, setting up conditional logic, and adding advanced features.
Workflow Automation: Users define roles, set statuses, trigger Notifications, and assign Tasks to automate processes upon submission.
Deployment: Forms are integrated with business software (via tools like Zapier or Power Automate) and then embedded or linked for use.
Customisation
Customization is extensive and user-driven, focusing on tailoring the data collection interface and, crucially, customizing the automated workflow that processes the collected data, making it suitable for a wide range of unique business processes.
Customizable Forms: Control over form structure using features like Conditional Logic, Repeating Sections, and Custom Themes.
Workflow Customization: Main customization tool, allowing definition of User Roles, Status & Actions, and automated triggers.
Document Generation: Ability to customize and automate the creation of documents like estimates, contracts, or custom Word or PDF files.
Targeted Solutions: Templates and features designed for specific departments like HR, Marketing, and Project Management.
Additional Costs
The cost is primarily the tiered subscription fee, which covers setup, maintenance, and support. Users must account for separate transaction fees if they choose to process payments through their integrated payment partners.
Setup Fees:No explicit setup fees; implementation is self-service and starts with a free trial.
Core Charges:Subscription Fee across tiered plans (Free, Pro, Team, Enterprise), which dictates feature access and user capacity.
Maintenance & Updates:Included in the subscription; handled automatically by the vendor as a cloud service.
Support Charges:Helpful and skilled support is included in the subscription tiers.
Third-Party Fees:Separate transaction fees are charged by integrated payment gateways (Square, Stripe, or PayPal) when accepting online payments.
Training
New users are well-supported by a rich library of self-service guides and tutorials, allowing them to learn at their own pace. Dedicated ticket-based support is available for resolving specific issues.
User Guides (Tutorials): In-depth guides on form-building, calculations, payments, and data integrations.
Industry Guides: Templates and guides for building forms and managing workflows for specific sectors.
Customer Support:Helpful and skilled support is available to answer user tickets.
Active Blog: Provides feature releases and news.
Security Measures
The security framework is comprehensive, featuring encryption, strong authentication (SSO and 2FA), and secure, role-based client portals, all built to support the stringent requirements of healthcare and data privacy regulations.
Data Encryption & Privacy: All data is protected with Data Encryption both in transit and at rest.
Secure Access: User access is protected through Single Sign-On (SSO) and Two Factor Authentication (2FA).
Client Portal Security: Ability to create Secure, Self-Service Portals with Guest Access.
Legally Binding Signatures: Integration of Electronic Signatures for document authenticity.
Updates
Updates are continuous, automatic, and centrally managed by the vendor. This eliminates maintenance burdens for the user while ensuring all customers are constantly on the latest, most secure version of the software.
Release Cadence: Updates are released frequently with announcements on the product's Blog.
Management: Updates are automatically deployed to the cloud platform; no manual installation or upgrade is required by the user.
Visibility: A dedicated Status page is available for checking real-time operational status.
Data Ownership and Portability
The user maintains ownership of all data collected. Portability is guaranteed through direct export features and numerous integrations that allow data to be automatically pushed to or pulled from other business applications.
Data Ownership: Users explicitly own the data they collect via their forms; the platform acts as the processor.
Data Portability: Facilitated through robust Integrations (Zapier, Power Automate, etc.) and the ability to export form data.
Security & Privacy: Policies affirm the commitment to protecting and maintaining the confidentiality of the customer's owned data.
Scaling Up / Down
Scaling is highly flexible and managed entirely through the subscription plan, allowing organizations to instantaneously match their expenditure to their feature needs and organizational size by moving between the Free, Pro, Team, and Enterprise tiers.
Scaling Up: Achieved by upgrading the subscription tier to increase the number of users, storage capacity, and unlock premium features (e.g., HIPAA compliance).
Scaling Down: Managed by downgrading the subscription tier to reduce recurring costs.
No Barriers: Scaling is instant and administrative, as the platform is cloud-hosted.
The terms & conditions for contract renewal and cancellation
The contract structure is subscription-based, implying annual automatic renewal. Customers must consult the official Terms of Service to confirm the required notice period for contract cancellation or non-renewal.
Renewal: As a subscription-based model, contracts (likely annual based on pricing) are often subject to automatic renewal.
Cancellation: The specific notice period for non-renewal or cancellation is not publicly disclosed and must be reviewed in the formal Terms of Service document.
Trial Flexibility: The availability of a Free Trial indicates a commitment to allowing customers to test the product before committing.
Compliance
The software meets crucial compliance standards, specifically offering HIPAA support for healthcare and aligning with GDPR and CCPA for data privacy, which is a major value proposition for any organization collecting sensitive public information.
Global Privacy Compliance: Designed to help users comply with the GDPR (General Data Protection Regulation) and the CCPA (California Consumer Privacy Act).
Data Security: The underlying security features (encryption, SSO, 2FA) satisfy the technical controls required by these regulations.
