Cognito Forms vs. FileBound Comparison


Cognito Forms	FileBound Upland Software	+	+
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About Cognito Forms is a powerful form builder that enables users to create, manage, and automate their data collection process. Build your form in minutes with drag-and-drop form fields, templates, and AI form builder. Cognito Forms has advanced features like calculations, conditional logic, repeating sections, Lookup fields, custom branding, and data encryption. Power your complex business processes with Workflow Automation. You can set up conditional logic rules to automate and document approvals, signatures, payments, and other repetitive tasks requiring user input in your workflow. With email notifications and automatically assigned Workflow Tasks, you can bring the right people in at the right time. Overall, Cognito Forms delivers a powerful yet approachable solution for anyone looking to streamline data collection and automate workflows. Its advanced features, user-friendly design, and flexible pricing make it a valuable tool for businesses, teams, and solo entrepreneurs.	About Work better together, eliminate tedious tasks, and build customized workflows that let teams easily create, route, review, process, and retrieve content. Drag-and-drop configuration lets you automate even the most intricate tasks, without the need for coding.Make workflow seamless between full time, on-site, virtual, or freelance teams across the globe. Access files, route documents for review and approval, create forms, collect eSignatures, see pending tasks, and assess project status and results from anywhere. Centralize multiple interfaces for indexing and distributing data for use in other applications. Collect information from virtually any format: email, fax, paper documentation, forms, and more.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Small businesses and teams who collect information from customers and employees.	Audience Companies that need a document management system
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $19 per month Free Version Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.5 / 5 ease 4.8 / 5 features 4.6 / 5 design 4.6 / 5 support 4.7 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros Simple drag and drop forms creator and published instantly. Easy to embed forms with all Platforms such as Wordpress and others too. The level of customization of this platform is great, it has a variety of advanced or customization options where you can create forms which are quite adapted to the needs that I have. This platform can handle the complex forms and processes it takes to create one very well, so it has become a great choice for me with the amount of data this platform can manage. It helps me to collect payments as well as manage subscriptions and also handle event registration, this platform is quite useful because it has practically everything covered. Cognito Form knew how to handle the integration with Zapier and also with Slack. This integration has allowed me to connect forms not only with these applications but with various applications and services where workflows and process optimization can be automated. Whether you need to send data obtained from the forms to CRM or be able to synchronize them with an accounting platform to facilitate the transfer and entry of information. Therefore, in short, this platform facilitates the integration of forms with already existing platforms and those that are currently used the most. It has flexibility in relation to the language and currencies that this platform handles, so its use can be international, and it can be suitable for any company with local currency, no matter where its headquarters are located. This being a good choice for me because I was able to adapt forms for clients of different nationalities and make it easier to convert the currency and also the language, having the benefit of having a global reach without having to limit myself to having a local client base. I'm just expanding beyond my home country. Its customer service team is receptive, it has been able to satisfy my doubts that I have had over time, I did not have to wait long to get an answer about some features that I did not know how to handle on this platform. Although I certainly do not want to mention the ease with which forms can be created since it has a very easy to use interface, I feel that it is quite intuitive, which is why the first forms I created were very quick and easy. So, the help I got from customer support was pretty complimentary but helpful. * The ease with which payment methods can be implemented within the forms is extremely incredible. Although I would like them to add more payment methods such as receiving payments from digital wallets such as Payoneer, Neteller or Skrill in order to facilitate the user and have a better diversity of payments. They could also adapt to the crypto world and allow payments to be integrated in different cryptocurrencies which a customer can access with simple steps and easily send payments. But for now, the payment methods that Cognito Forms has within its forms work very well and I have not had problems and errors during its use and application. * The templates are very varied and not only show templates depending on what you want to collect but also that you can order templates depending on the industry. The marketing templates have worked very well for me for the daily use that I give to Cognito Forms, I have been able to have very good results both within surveys and also with model release forms. With all these templates I have had good potential within my specialty, and I have obtained good results when applying the forms of this platform. I can also have forms in a personalized way and in the same way be able to save them to use them in another application or applications of similar use, thus being able to save time in my workflow. Another thing that I almost forgot to mention is that the form builder was very easy to use, also when I am adding many elements and I used Cognito Forms inside the browser I have not seen a performance drop, everything is very smooth, and the number of elements added inside of a form does not directly impact inside my computer. * The way in which the data is handled within this platform is fascinating, it is very practical to be able to treat the results regardless of the source from which this data comes from, since it is possible to import data from other platforms through Excel and likewise Being able to export data from this platform to others in a practical and readable format such as the .xlsx file type, so there will be no reading problem if you want to use this platform for data collection and another platform that allows you to process them properly. You can also very easily show the results to clients when they are sent by email, making it easy for the client to understand the data once processed and filtered with this platform. Cognito Forms is an appropriate way to create and manage large-scale forms, forms that help us collect customer information and allow us to establish an understanding of the opinions of each one of them. The forms created in Cognito Forms have a very optimized design, that is one of the things that I liked the most, since I have the ability to add an optimal design to my forms and I can change the colors of the design, in order to add more comfort to the interviewee during the completion of the information required in the form. Also, another thing I like about Cognito Forms is that it provides me with real-time receptivity to all the opinions that clients write, so I can receive the information instantly, when the client completes the form successfully. Cognito Forms has been one of our primary options for the creation and administration of all types of forms in our work sector. In our company, we handle the creation of many forms, since we constantly need user opinions about a previously provided service. Cognito Forms has been one of our best options for creating forms, one of the things that I liked the most about this platform is that it has an excellent way to create forms, quite simple and easy to use. Thanks to the "drag and drop" system I can create all kinds of forms in just a few steps, with an exclusive design and with a perfect organization of the inserted information. In addition, I love the great variety of templates that Cognito Forms offers me, this great variety of templates has given me a more exclusive design to the forms that I create every day, since I enjoy templates for all types of occasions or topics related to the form. you are brewing. Cons Customization is limited but can able to do with little coding language. I find certain negative aspects of Cognito Forms frustrating since I know that not every platform is perfect, but there are things that have taken time to improve and optimize for better performance and workflow. Therefore, I will detail the negative things that I have found in this platform regarding the use that I have given it in recent years: Performance can be quite devastating, being quite slow to load and submit data, especially when dealing with forms that have a lot of inputs, so sometimes creating complex forms can be a challenge for me because of the time it takes. can get to take This has not happened recently, but it has been like this for a long time, and I have not seen any improvement, it is incredible that despite the fact that this performance is deplorable, tools are still added to this platform that make it slower instead of improving the performance. performance to have the best optimization in complex forms. I realize that the customization is quite good within this platform, but it is difficult to be able to design some elements within a form, specifically when you want to add CSS code in order to have better customization and control over the aesthetics of the forms. This limitation is quite significant for me since I mostly like to create forms that are visually appealing and also fit the brand I'm working with. As I mentioned, the customization options are available and they're pretty good, but to really give it a more unique feel I run into this problem where you have to add code to the forms. Although it has integrations with a large number of platforms that are currently used, it is not possible to connect certain platforms that are not directly integrated with Cognito Forms, so an intermediary tool is needed that can do this bridging work that allows the connection of this platform with others. This negative point is not so serious because if the platform that a user is available to integrate with Cognito Forms, then everything will be fine, otherwise you will have to do the tedious work of having to connect platforms like Zapier to serve as a can for the integration. There is a lack of a scheduling function that is integrated into this platform, because this is a limit for creating forms that have to do with reservations or appointments. So, to do this you will need to connect other platforms with which you have programming tools to be able to do this job. I hope that soon they add that function that is so vital for forms for reservation purposes. Another significant limitation that Cognito Forms has is that it does not have a robust tracking or auditing feature, which makes it difficult to track changes or actions on forms. This can be problematic for businesses or organizations that need to keep track of who is accessing their forms and what changes are being made. * Only the Stripe platform for the Pro version is available as a method of delimiting payments, this should be broader since you are paying for a service in which the various ways in which payments are received should already be integrated. I can understand that it is valid for the free version, but if I only want to have features of the Pro version, but the paid means like PayPal I simply cannot because I have to upgrade to a more expensive version which I will not use all its benefits. For the only advantage that is seen in the most expensive plans is for the management of a large team or companies that want to integrate several departments of the rest, it is not necessary to have such advanced features and not take full advantage of it. For the only thing that is fair in the plans is the fair price that each plan has when you want to add more users, however, for the rest it is not flexible if you want to improve only one aspect of the current plan. Another thing that there are problems with the plans is security and that is that they only offer two-step authentication if the most expensive plan of that platform is purchased, this means that if a small team wants to protect the collected data in a secure way, they cannot do it Because of this, you simply have to purchase the most expensive plan and not take advantage of all the advantages or simply have a certain risk of not being able to activate the two-step security which is very common in any platform that exists today without paying for something additional. * It should have a section with easy documentation that allows non-expert users to be able to perform better in the creation of forms and that they can get the most out of it when processing the data obtained. It would be a good way to speed up the implementation process within a company without requiring so much training on our side, but simply for the user to easily understand what data he needs to collect and how he really has to do it, this would increase productivity and they would save costs in training for the proper use of this platform. One of the things I don't like about Cognito Forms is accessing the forms from the cell phone. Compared to other platforms, Cognito Forms does not allow me to modify the design or the visualization that the client has when opening the form using the version for mobile phones. Currently, the forms open in a browser version, when they are accessed from the cell phone, and it should not be this way, it should allow me to create a unique design for cell phones so that the interviewees can have more ease in completing the form. One of the things I must criticize negatively about Cognito Forms is its ability to receive responses from interviewees. Compared to other platforms, which offer a real-time responsiveness service, Cognito Forms takes even longer to receive responses. When one of our clients successfully responds to our forms, these responses take approximately 20 to 30 minutes for the system to process the information and we finally receive it.
Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Cognito Forms Founded: 2013 United States www.cognitoforms.com/	Company Information Upland Software Founded: 2010 United States www.uplandsoftware.com
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Categories Forms Automation Supported Online Form Builders Supported	Categories Document Management Supported
Show More Features Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Not Supported Drag & Drop Supported Full Text Search Not Supported Remote Document Access Not Supported Rules-Based Workflow Supported Text Editing Supported Version Control Not Supported Online Form Builders Features Artificial Intelligence Supported Assign Roles / Permissions Supported Collaboration Tools Supported Conversational Forms Supported Data Tables Supported Drag & Drop / No Code Supported Export to PDF Supported HIPAA Compliant Supported Import Existing Forms Supported Mobile Forms Supported Offline Forms Supported Pre-made Templates Supported Quizzes / Questionnaires Supported Reporting / Data Visualization Not Supported Signup Forms Supported Surveys Supported	Show More Features Document Management Features Access Controls Supported Archiving & Retention Not Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Not Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Not Supported Document Indexing Not Supported Document Retention Supported Electronic Signature Not Supported Email Management Not Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Not Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Not Supported
Integrations Act-On Supported Agile CRM Supported Asana Supported Caspio Supported ClickFunnels Supported Egnyte Supported GoTo Webinar Supported Google Docs Supported Kissmetrics Supported Microsoft Excel Supported Microsoft SharePoint Supported QuickBooks Commerce Supported Rebrandly Supported Remember The Milk Supported Revamp CRM Supported SendPulse Supported ShipStation Supported Square Payments Supported Teamwork.com Supported WiserNotify Supported Show More Integrations View All 208 Integrations	Integrations Act-On Not Supported Agile CRM Not Supported Asana Not Supported Caspio Not Supported ClickFunnels Not Supported Egnyte Not Supported GoTo Webinar Not Supported Google Docs Not Supported Kissmetrics Not Supported Microsoft Excel Not Supported Microsoft SharePoint Not Supported QuickBooks Commerce Not Supported Rebrandly Not Supported Remember The Milk Not Supported Revamp CRM Not Supported SendPulse Not Supported ShipStation Not Supported Square Payments Not Supported Teamwork.com Not Supported WiserNotify Not Supported Show More Integrations View All 2 Integrations
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