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Formstack Documents
Document generation tool for teams
(10)
Q. Who are the typical users of Formstack Documents?
Q. What languages does Formstack Documents support?
Q. What other apps does Formstack Documents integrate with?
Formstack Documents integrates with the following applications:
Vtiger CRM, Microsoft SharePoint, Wufoo, Teachable, Salesmate, Capsule, Kommo, Constant Contact, Google Forms, Fulcrumapp.com, Pointerpro, Make, Signable, Workbooks, Adobe Commerce, WooCommerce, PayPal, Universe, Process Street, RightSignature, Dropbox Business, Bidsketch, Ortto, Amazon S3, Insightly, Campaign Monitor, Lob, signNow, ActiveCampaign, Quickbase, Lead Gen & CRM (formerly SharpSpring), OneSpan Sign, Formstack Forms, Formsite, FormKeep , 123FormBuilder, Adobe Acrobat Sign, FreeAgent CRM, Zapier, QuickBooks Online Advanced, Recurly, Knack, Solve CRM, DocuSign, Unbounce, Airtable, ClinchPad, Lime Go, Streak, Google Drive, Box, Pipedrive, Dynamics 365, LessAccounting, Pipeline CRM, Agile CRM, PayPal Commerce Platform, NetSuite, Alchemer, Salesflare, Formstack Sign, Egnyte, Dropbox Sign, CheddarGetter, Contactually, Ontraport, Gravity Forms, Stripe, GetAccept, Jotform, PerfectApps, BambooHR, Zoho Forms, Nutshell, Salesforce Sales Cloud, Rezdy, Cognito Forms, SugarCRM, Harvest, kintone, QuickTapSurvey, Repsly, FormAssembly, NetDocuments, Caspio, Typeform, Nimble, Proposify, Drip, Zoho Sign, Pipeliner CRM, Xodo Sign, Ecwid, Zendesk Sell, OnePageCRM, Eventbrite, Workato, Meta for Business, Clio, DocuSign CLM, Batchbook, Wave Accounting, Device Magic, Highrise, Velocify, APIANT, SurveyMonkey, Keap, Chargebee, mailparser.io, Realvolve, Oracle Sales, SuiteCRM, Braintree, TrackVia, ProWorkflow, Redtail CRM, Podio, Spiro, Xero, ProjectManager.com, Smartsheet, HubSpot CRM, Microsoft Power Automate, Donately, BigCommerce, Shopify
Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents. Formstack Documents integrates with a range of third party tools including Zoho, Salesforce, Docusign, Google Drive, and more in order to facilitate actions such as data transfer and electronic signature capture.
Typical customers
Platforms supported
Support options
Training options
Starting from
110
Per month
Flat Rate
Starting from
No pricing info
Value for money
4.4
/5
110
Starting from
110
Per month
Flat Rate
Value for money contenders
Functionality
4.8
/5
110
Total features
34
4 categories
Functionality contenders
Overall Rating
4.8
/5
110
Positive reviews
87
19
4
0
0
Overall rating contenders
Tim M.
Used daily for 2+ years
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Labour reduction
1) Easy interface 2) Awesome support 3) It just works 4) Wide ranging compatibility 5) Works with Zapier to expand possibilities
rice seems high, until you compare the cost of the manual work saved. They have gone for a value based billing model and I dont blame them.
Daniel C.
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We are a sales organization with hundreds of agents in an industry with a relatively moderate level of agent rotation (real estate brokerage). We use webmerge and formstack to automate our entire agent recruiting, on-boarding, and compliance process, which includes the generation and delivery, based on logic, of at least 30 documents, ranging from W9s, policy acknowledgements, direct desposit authorization...
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Jessica C.
Nonprofit Organization Management, 1-10 employees
Used monthly for 1-2 years
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We use Formstack to manage all our intake registration forms, applications and other forms for our annual conference
Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process
We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.
Aaron James S.
Real Estate, 1-10 employees
Used daily for 6-12 months
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We use this in tandem with InvestorFuse to set up contract generation and it works flawlessly. It is a great partner and the capability to integrate with other e-signature platforms and not be tied down to the Formstack ecosystem is a big plus.
- Excellent integration capabilities with different platforms such as CRMs and e-signature providers. - Multiple-use cases, very flexible with delivery options - Documentation was straightforward and relatively easy to setup
- Field naming convention isn't always clear and trying to troubleshoot when something does go wrong can be a bit of hit and miss.
Ann T.
Machinery, 51-200 employees
Used daily for 2+ years
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Great looking reports from our formstack submissions.
I like how easy it is to use with form software such as Formstack. Their customer support is amazing!
making form data look pretty in webmerge can be pretty complicated and not intuitive at all, and require help from WEbmerge