How Do I Choose Which Survey/Form Tool To Use?

Summary

This article informs readers of the differences between pdf conversion tools such as Docusign, Microsoft Forms, and Qualtrics.

Body


Answer

All faculty, staff and students have the ability to use Qualtrics, Microsoft Forms, or Docusign. 

ITS Offers 3 Survey & Form Tools

In selecting a tool, you want to keep the below factors in mind:

  • Anonymous vs Authenticated Responses
  • Automation
  • Bulk Sending to Collect Responses
  • eSignatures
  • Reporting/Analytics
  • Website Integration
  • Workflows

Let’s look at their features to help you make the best selection for your project.
 

Microsoft Forms Features

  • Easy to use for a simple survey or quiz (File uploads)
  • Easily share and collaborate with Office 365 background
  • Can insert polls, surveys, forms, etc. into Microsoft Teams
  • Can use iFrame to embed into a Web or SharePoint site
  • Ties into Power Automate for back-end automation (Simple information systems) (API integration/webhooks)
  • Ties into PowerBI for reporting
  • Track responses by authentication
     

Qualtrics Features

  • API integration
  • Complex data question for in-depth surveys (Including file upload)
  • Surveys are discrete to each owner/creator
  • Easily monitor responses
  • Can send an anonymous link
     

DocuSign Features

  • eSignature Solution
  • Can easily convert paper documents into forms (Word/PDFs) (File upload)
  • Routing/workflows (Standardize the distributions)
  • Cannot manipulate the data easily
  • Bulk Sending
  • PowerForms
  • Authentication

Which Form/Survey Solution Do I Use?
 

Suvey/Form Tool Features

DocuSign

Microsoft Forms

Qualtrics

eSignature

Yes

(Legally Binding)

No

Yes

(Not Legally Binding)

File Upload

Yes

Yes 

(UNCW accounts only)

Yes

Authentication

Yes

(Limited)

Yes

No

Routing and Workflow

Yes

(Limited)

Yes

(Power Automate)

Yes

Bulk Sending

Yes

No

Yes

Website Integration

Yes

(Link)

Yes

(Link or iFrame)

Yes

(iFrame)

Automation

Yes

Yes

(Power Automate)

Yes

Reporting and Analytics

Yes

Yes

Yes

Approved for Sensitive Data

Yes

No

Yes


Learn More About These Form/Survey Solutions

Docusign

What is Docusign?

Qualtrics

How Do I Use Qualtrics?

Microsoft Forms

Introduction to Microsoft Forms


If you need further assistance, please submit a service request or CHAT with TAC.

Details

Details

Article ID: 140650
Created
Fri 1/14/22 11:15 AM
Modified
Wed 1/3/24 10:46 AM

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