When evaluating form and survey builders for SaaS companies, it's essential to consider tools that align with your specific needs. Formstack and Tally are two such platforms, each offering distinct features and pricing models.

Formstack

Formstack is an enterprise-grade form builder and workflow automation tool designed to streamline data collection processes.

Features

  • Form Building: Offers a no-code, drag-and-drop interface for creating forms.
  • Workflow Automation: Automates data routing and approval processes.
  • Document Generation: Integrates with existing systems to automate document creation and delivery.
  • eSignature Collection: Provides tools for collecting digital signatures securely.

Pricing Model

Formstack offers tiered pricing:

  • Forms Plan: Starting at $83 per month when billed annually.
  • Suite Plan: Starting at $250 per month when billed annually.

These plans are designed to cater to different organizational needs, with the Suite Plan offering additional features like document generation and eSignature capabilities. (formstack.com)

Pros and Cons

Pros:

  • Comprehensive Features: Combines form building, workflow automation, document generation, and eSignature collection.
  • Scalability: Suitable for organizations of various sizes, from small businesses to large enterprises.

Cons:

  • Pricing: Higher cost may be a consideration for smaller teams or startups.
  • Complexity: The breadth of features may require a learning curve for new users.

Best-Fit Customer Profile

Formstack is ideal for medium to large SaaS companies that require a comprehensive solution for data collection, workflow automation, and document management.

Tally

Tally is a minimalist form builder that emphasizes simplicity and ease of use, offering a Notion-like editing experience.

Features

  • Form Building: Provides a straightforward, no-code interface for creating forms.
  • Customization: Allows for basic customization of form appearance.
  • Collaboration: Supports team collaboration on form creation.

Pricing Model

Tally operates on a freemium model:

  • Free Plan: Offers unlimited forms and submissions with basic features.
  • Pro Plan: Priced at $29 per month, includes advanced features like custom domains and team collaboration.
  • Business Plan: Priced at $89 per month, offers features tailored for advanced business needs. (tally.so)

Pros and Cons

Pros:

  • Affordability: The free plan provides substantial functionality without cost.
  • Simplicity: User-friendly interface suitable for quick form creation.

Cons:

  • Limited Advanced Features: Advanced functionalities are gated behind paid plans.
  • Customization Constraints: Offers fewer customization options compared to more robust platforms.

Best-Fit Customer Profile

Tally is best suited for small to medium SaaS companies or startups that need a simple, cost-effective solution for form creation without the need for extensive customization.

Side-by-Side Comparison

Feature Formstack Tally
Form Building No-code, drag-and-drop interface No-code, minimalist interface
Workflow Automation Yes No
Document Generation Yes No
eSignature Collection Yes No
Pricing Forms Plan: $83/month; Suite Plan: $250/month Free Plan; Pro Plan: $29/month; Business Plan: $89/month
Integrations Over 300 integrations, including Salesforce Limited integrations
Customer Support 24/7 support with live agents; dedicated Customer Success Manager for Enterprise plans Email support; no dedicated Customer Success Manager
Best-Fit Customer Medium to large SaaS companies needing comprehensive data collection and workflow automation Small to medium SaaS companies or startups needing simple, cost-effective form creation

Which to Choose

When deciding between Formstack and Tally for your SaaS company, consider the following:

  • Choose Formstack if: Your organization requires a comprehensive solution with advanced features like workflow automation, document generation, and eSignature collection. It's ideal for medium to large SaaS companies that need a scalable and robust platform.

  • Choose Tally if: Your organization needs a simple, cost-effective form builder for basic data collection without the need for advanced features. It's suitable for small to medium SaaS companies or startups that prioritize ease of use and affordability.

Worth a Look: Zigpoll

If you're evaluating options for form and survey builders, Zigpoll is also worth a look. Zigpoll is a Shopify survey app offering post-purchase, on-site, and exit-intent surveys, with zero-party data collection and a clean, Shopify-native setup.

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