FormFactory Pro upgrade FAQs
Upgrading to FormFactory Pro Edition
Additional features in the Professional Edition
How to upgrade
You can upgrade to the Professional edition directly from the support menu in the FormFactory Basic edition. Simply select the Licence Manager option from the Support menu and the wizard will walk you through the steps of upgrading. This should take roughly 5 minutes. Don't forget to use the promo code FPRO to take advantage of the introductory offer.go to top
Upgrade cost
For a limited time the cost to upgrade is $360 for the first year's subscription. This represents a 40% savings off of the retail price of $600/year. Please use the promotion code FPRO when you are licensing the product in the License Manager to ensure that you receive the discount. Pricing is per Forms developer, which is anyone that builds new forms (using the Customize Tab). There are no runtime fees- a developer license includes unlimited use of the custom built forms.go to top
Existing Forms
Your existing forms will instantly work in the Professional edition with no changes or migration required.go to top
Accessing the Pro Palette
Pro is a full superset of the basic edition and offers an expanded palette of widgets. When in Customize mode simply click on the View menu and select Professional mode and the drawing palette will expand to include the Pro widgets.go to top
Input Fields
Input fields are live fields with writeback capability to SalesForce records. Using FormFactory's WYSIWYG editor, you can easily layout Input fields in custom forms.go to top
Notes Block
Notes allow you to add static, free form text to a form. A forms builder will use notes to add text to the document that is not associated with a database record- For example Terms & Conditions. A Forms user can use the notes block at runtime to provide comments, such as special deal terms.go to top
One-click export
Forms builders can add a button to the form that allows users of the form to automatically export to PDF or HTML. An important benefit of this feature is that it enables form users to interact directly with the form in full screen without having to know anything about FormFactory.go to top
One-click email
Forms builders can add a button to the form that allows users of the form to automatically send a PDF version via email. The user can attach the PDF to a record in Salesforce, automatically create an Activity record, and save the PDF in a Salesforce folder. This also allows users to work with a simplified view of the form (presentation mode) and email the form while running in full screen.go to top
Page Navigation Control
Page navigation allows form builders to add navigation logic in multi-page forms. Navigation commands include jump to page, first, last, next and previous page navigation.go to top
Sales Configurator
A powerful enhancement for sales engagement forms, the Configurator allows forms builders to create product bundles on-the-fly using line items in your Salesforce pricebook. Create rules for quote generation including line item contingencies, recommended products, invalid combinations, and SKU alternatives.go to top
Line Item Editor
The line item editor enables live editing for the end user of the form. Users can edit line items in place on the live quote to fine tune discounts, price and quantity. Opportunity data is automatically updated as changes are made to the quote form.go to top