Upgrading to Enterprise 


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Overview

With the FormAssembly's Enterprise Plan, you can manage your organization's users and forms, along with each user's preferences and permissions. This is handy when you have an army of users that need specific access roles and preferences.

How do I upgrade to Enterprise?

Upgrading to Enterprise is a smooth process. We have a few steps to take in order to provide you with the setup and customization you need.


Contact us on the Enterprise page.

The first step for upgrading to Enterprise is to contact us. This will help us understand your specific needs when setting up your Enterprise instance of FormAssembly, as well as what you may have questions about.

You can also request a quote to learn more.


Welcome to FormAssembly Enterprise!

Expect our followup email as soon as we set up your order. You will receive an email containing the URL and credentials to log into your Cloud instance.


Helpful Links

About Enterprise

Enterprise Upgrade Considerations 

Enterprise Administrator Guide

Best Practices in Web Form Security


Enterprise Details

We're happy to host your company's Enterprise instance. Choosing this option allows you to specify the custom URL for your forms, e.g., mycompany.tfaforms.net.

You're also able to request a discount if your organization is a nonprofit.


Select how many users you need

With the Enterprise Plan, you can start out with a minimum of 3 users. If you would like to add additional users, please speak with your Customer Success Manager. 

Here's a comparison chart showing all of our plans and features.


Multi-Org Salesforce Integration

Admins can configure multiple connectors on each for so that data is exchanged with two or more Salesforce orgs simultaneously.

The first Salesforce org is included with your FormAssembly plan.  Additional orgs can be added for $200/year.  Please contact sales@formassembly.com for more details.


Payment Method & Billing Schedule

A monthly subscription requires a credit card. On an annual subscription, we can invoice you.

Choose an annual billing schedule for a 10% discount.


Contact Information

We want to make sure that we communicate with you properly moving forward. For example, you may be the administrator for your system but have another colleague who should be set up as the primary contact or billing contact. You can note this on the order form.


Nonprofit Discount

On Enterprise Cloud, you can request a 20% nonprofit discount.


Content Migration

If you would like to have your existing forms copied from your current account, you can use our Form Transfer Tool once you log into your new Enterprise admin account.

For future access to your original forms, ask to suspend your account. You will still be able to access all the forms and responses, but new form submissions will not process or be sent through connectors.



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