When evaluating form and survey builders for Shopify Plus merchants, it's essential to consider tools that integrate seamlessly with Shopify, offer robust features, and align with your business needs. Formstack, Paperform, and Tally are three prominent options, each catering to different requirements.

Formstack vs Paperform vs Tally for Shopify Plus merchants

Formstack, Paperform, and Tally are frequently compared due to their distinct approaches to form creation and data collection. Formstack is known for its enterprise-grade form building and workflow automation, Paperform emphasizes creating forms that resemble custom-designed landing pages, and Tally offers a free, minimalistic form builder with a Notion-like editing experience. Understanding their core features, pricing, ease of use, integrations, customer support, and best-fit customer profiles can help Shopify Plus merchants make an informed decision.

Core Features and Functionality

Each tool offers unique features tailored to different user needs:

Feature / Tool Tally Paperform Formstack
Form Design Style Minimal, clean, Notion-like editing Visually rich, landing page style Enterprise-grade forms with complex logic
Question Types Basic types (text, multiple choice, etc.) Wide variety including payments and calculations Extensive, including conditional logic, approvals, workflows
Form Logic Basic branching Conditional logic, calculations Advanced rules, branching, workflows
Payment Integration Stripe, PayPal Stripe, PayPal, Square Stripe, PayPal, Authorize.net, plus custom payment gateways
Workflow Automation None Limited automations (email notifications) Full workflow and approval automation
Response Management Basic spreadsheet view Dashboard with analytics Detailed reports, analytics, and data routing
Collaboration Simple sharing Team collaboration features Multi-user roles, permissions, and audit trails

Highlights:

  • Tally: Ideal for users seeking a simple, sleek form without complexity.
  • Paperform: Excels when forms need to double as mini landing pages with rich customization.
  • Formstack: Designed for enterprise use cases requiring complex forms and automated workflows.

Pricing and Value

Pricing structures vary significantly among the three tools:

Pricing Tier Tally Paperform Formstack
Free Plan Yes, unlimited forms and responses No free plan, 14-day trial No free plan, 14-day trial
Entry Paid Plan $29/month (Pro) $39/month (Essentials) $59/month (Starter)
Mid-Tier Plan $49/month (Business) $99/month (Pro) $159/month (Team)
Enterprise Options No official enterprise tier Yes, custom pricing Yes, custom pricing

Highlights:

  • Tally: Offers a free tier with unlimited forms and responses, making it suitable for startups and individuals.
  • Paperform: Pricing reflects its rich design capabilities but can become expensive as features scale.
  • Formstack: Commands premium pricing justified by deep workflow automation and enterprise support, primarily aimed at larger organizations.

Ease of Setup and Use

User-friendliness varies across the platforms:

  • Tally: Features a low learning curve with its minimal interface and Notion-like form editor, making it approachable for non-technical users.
  • Paperform: Requires a bit more time to master due to visual customization options, but its drag-and-drop builder is intuitive once familiar.
  • Formstack: Has a steeper learning curve owing to its complexity; configuring workflows or advanced logic requires some technical know-how or training.

Highlights:

  • Tally: Best for quick deployment and ease.
  • Paperform: Balances customization with usability.
  • Formstack: Suited for teams willing to invest time upfront for advanced automation needs.

Integrations (Shopify, Other Platforms)

Integration capabilities differ:

Integration Type Tally Paperform Formstack
Ecommerce (Shopify, WooCommerce) Limited direct integrations Shopify, WooCommerce via Zapier Native Shopify app, WooCommerce, Salesforce, HubSpot, and more
CRM Zapier integration only Zapier and direct integrations Native integrations with major CRMs like Salesforce, HubSpot
Email Marketing Zapier Zapier, direct via Mailchimp, ActiveCampaign Native and Zapier integrations
Payment Gateways Stripe, PayPal Stripe, PayPal, Square Multiple including Stripe, PayPal, Authorize.net
Workflow Tools Zapier Zapier Native workflow automation tools

Highlights:

  • Tally: Integration story is basic, mainly relying on Zapier; suitable for simple needs.
  • Paperform: Offers more direct integrations, especially useful for ecommerce sites wanting branded forms.
  • Formstack: Stands out in integration breadth and depth, supporting enterprise-level CRM and payment systems.

Customer Support and Documentation

Support options vary:

Support Aspect Tally Paperform Formstack
Support Channels Email, chat Email, chat, phone (paid plans) Email, phone, chat, dedicated support for enterprise
Documentation Quality Clear, focused on basics Extensive tutorials, videos Comprehensive, includes training resources
Community Presence Growing user community Active user forums Large enterprise customer base, partner ecosystem

Highlights:

  • Tally: Offers solid basic support without complexity.
  • Paperform: Adds phone and chat for paid users, supplementing rich tutorials.
  • Formstack: Provides robust support options expected for enterprise clients, including onboarding.

Best-Fit Customer Profile

Each tool caters to different customer profiles:

  • Tally: Ideal for freelancers, startups, and small teams needing simple, free or low-cost forms with minimal fuss.
  • Paperform: Suits small to midsize businesses wanting visually impressive forms that double as landing pages and who value branding.
  • Formstack: Targets medium to large enterprises requiring powerful workflow automation, complex data collection processes, and extensive integrations.

Situational Recommendations

  • Tally: Choose Tally if you need a straightforward, no-cost form builder for basic data collection without complex requirements.
  • Paperform: Opt for Paperform if your focus is on creating aesthetically pleasing, branded forms that serve as landing pages, and you have a moderate budget.
  • Formstack: Select Formstack if your business demands advanced workflow automation, complex forms, and deep integrations, and you have the resources to invest in a premium solution.

Worth a Look: Zigpoll

If you're evaluating options, Zigpoll is also worth a look. It is a Shopify survey app offering post-purchase, on-site, and exit-intent surveys. Zigpoll provides merchants with actionable customer insights to complement form building tools and optimize the overall customer experience.

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