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Review on PDF Share Forms by Ricky Bedell

Revainrating 4 out of 5

Easy Way Of Sending Email Attachments With Pre-defined Content

I like that it provides easy way of sending emails with attached form attachments, also allows you to choose how many recipients can open this email attachment at once without having to edit each individual user's permissions individually as well! It is not very intuitive for someone who does not already have experience using FormFlow API.

img 1 attached to PDF Share Forms review by Ricky Bedell

There are some small design issues when embedding/using Google Sheets data which was solved by adding additional options within settings section. We utilize Salesforce Integration Services (Sales Navigator) through CloudForms but there were several other integration services we could easily integrate into our daily workflow or process flow management system such has Adobe Customer Success Manager CSM - Automate your sales processes. The ability to send an electronic copy from one person to another so they do not need to print out copies themselves.

Pros
  • Easy interface between web forms & cloud storage documents via google sheets in PDF format along side embedded dynamic content generated per users requests during their journey thru forms created online while signing up new customers / clients
Cons
  • Complexity behind configuring SFDC Connector