Certinia Professional Services Cloud vs FormAssembly

Certinia Professional Services Cloud8.3Visit FormAssembly8.1Visit

Higher score Certinia Professional Services Cloud #6 in Salesforce AppExchange Apps 8.3/10 Pricing on request Visit Certinia

vs

FormAssembly #8 in Salesforce AppExchange Apps 8.1/10 Pricing on request Visit FormAssembly

• Certinia Professional Services Cloud fits best

  Professional services firms managing projects in Salesforce

• FormAssembly fits best

  Teams building Salesforce-connected forms and workflows

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	Certinia Professional Services Cloud 8.3/10 Visit ↗	FormAssembly 8.1/10 Visit ↗
At a glance
Editor score	8.3	8.1
Ranking	#6 in Salesforce AppExchange Apps	#8 in Salesforce AppExchange Apps
Best for	Professional services firms managing projects in Salesforce	Teams building Salesforce-connected forms and workflows
Pricing model	Paid	Paid
Starting price	Pricing on request	—
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Tickets, Community, Docs	Email, Live chat, Tickets, Docs
Compliance	SOC 2, HIPAA	SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS, SSO/SAML, 2FA
Integrations	12 integrations	17 integrations
Built for	Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Specs
Salesforce clouds	Not checked yet	Not checked yet
Deployment	Not checked yet	Not checked yet
Supported editions	Not checked yet	Not checked yet
Platforms	Not checked yet	Not checked yet
Native integrations	Not checked yet	Not checked yet
Free plan users	Not checked yet	Not checked yet
Our review
Pros	Connects staffing, scheduling, skills matching, and utilization reporting Covers project budgets, margins, forecasts, billing events, and invoicing Supports Salesforce Experience Cloud collaboration plus REST and SOAP APIs	Conditional forms, approvals, payments, signatures, and document generation Salesforce plus broad storage, CRM, spreadsheet, and payment integrations Offline mobile collection with analytics and compliance controls
Cons	Pricing uses a contact-sales model rather than published plan rates Cloud deployment may not fit organizations requiring on-premises hosting Salesforce-centered design may be a poor fit for teams outside that ecosystem	Explorer includes only three active workflows FormAssembly branding appears on Explorer forms Advanced security and HIPAA features require higher-tier plans
Our verdict	Certinia Professional Services Cloud is a Salesforce-native professional services automation platform for consulting, technology, IT services, and other project-based organizations. It brings resource requests, staffing, scheduling,… Read the review →	FormAssembly is a web-based form builder and data collection platform for organizations that need structured submissions tied to workflows, payments, approvals, and connected systems. Its no-code drag-and-drop builder supports conditional… Read the review →

Strengths and trade-offs

• Certinia Professional Services Cloud — where it wins

  • Connects staffing, scheduling, skills matching, and utilization reporting
  • Covers project budgets, margins, forecasts, billing events, and invoicing
  • Supports Salesforce Experience Cloud collaboration plus REST and SOAP APIs

  Where it doesn't

  • Pricing uses a contact-sales model rather than published plan rates
  • Cloud deployment may not fit organizations requiring on-premises hosting
  • Salesforce-centered design may be a poor fit for teams outside that ecosystem

• FormAssembly — where it wins

  • Conditional forms, approvals, payments, signatures, and document generation
  • Salesforce plus broad storage, CRM, spreadsheet, and payment integrations
  • Offline mobile collection with analytics and compliance controls

  Where it doesn't

  • Explorer includes only three active workflows
  • FormAssembly branding appears on Explorer forms
  • Advanced security and HIPAA features require higher-tier plans

• Certinia Professional Services Cloud8.3/10 · Pricing on request

  A broad Salesforce PSA suite for firms coordinating delivery, staffing, and project finances.

  Visit CertiniaFull verdict →
• FormAssembly8.1/10 · Pricing on request

  A Salesforce-connected form and workflow platform with broad integrations and compliance options.

  Visit FormAssemblyFull verdict →