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Formstack Documents Logo
Formstack Documents
4.8
(109)

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Document generation tool for teams

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(7)

Formstack Documents Pricing, Features, Reviews and Alternatives

Formstack Documents product overview

Price starts from

110

Per month

Flat Rate

What is Formstack Documents?

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

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
Phone Support
Knowledge Base

Training options

Webinars
Videos
Live Online
Documentation

Formstack Documents pricing information

Value for money

4.5

/5

109

Starting from

110

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

Formstack Documents features

Functionality

4.8

/5

109

Total features

35

4 categories

Most valued features by users

Collaboration Tools
Access Controls/Permissions
Document Management
Third Party Integrations
File Sharing
Document Storage
API
Customizable Branding

Formstack Documents users reviews

Overall Rating

4.8

/5

109

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.16/10
Rating distribution

5

4

3

2

1

86

19

4

0

0

Pros
I like how easy it is to use with form software such as Formstack. Their customer support is amazing.
I have some technical ability, but that was from years ago. I was able to set this up quickly, and the final details that I needed help, customer support stepped up and were great.
The support and response is excellent. It is extremely good value for money.
Cons
We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.
I almost gave up on infusionsoft because the in app quote tool was so terrible. After months of searching I found the Http post sync between infusionsoft and webmerge.
However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service.
CR
AvatarImg

Christopher R.

Biotechnology, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Webmerge is a gem

Reviewed 6 years ago

Our company has been using webmerge for a few years now. We use it for all of our reporting. The implementation for automated text assembly is extremely easy to use. We also use it to generate tables in documents and insert figures. All of these features are seamless with our Podio project management system now. Nothing but excellent things to say about Webmerge!

Pros

Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.

Cons

Complex table generation is somewhat cumbersome, but honestly haven't found a better cloud solution unless you're willing to set up a server and apply custom code.

AM
AvatarImg

Alan M.

Nonprofit Organization Management, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Webmerge is a solution to a lot of administration issues for non-profits like ourselves.

Reviewed 6 years ago

Savings in time, administration resources and the ability to merge Webmerge with Zapier to handle a lot of our donation receipts, subscriptions and invoicing easily and quickly.

Pros

Creating a word document and then using zapier and webmerge has saved us time and money. And saving money is vital for non-profits!!

Cons

Really don't have any cons apart from maybe the new pricing structure. A tier for smaller users would encourage more companies to try webmerge.

JC
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Jessica C.

Nonprofit Organization Management, 1-10 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Decent Product

Reviewed 2 years ago

We use Formstack to manage all our intake registration forms, applications and other forms for our annual conference

Pros

Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process

Cons

We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.

DC
AvatarImg

Daniel C.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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All our salespeople files are done through Webmerge

Reviewed 7 years ago

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...

Pros

No pros were added to this review

Cons

No cons were added to this review

KF
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Kévin F.

Electrical/Electronic Manufacturing, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

We use this software as an extension to Pipedrive to quickly generate documents.

Reviewed 6 years ago

Fast and systematic document generation, high versatility along with very nice integration with other software or web services.

Pros

We like the strong versatility of this software thanks to its ability to fully read the data provided by the API of the software it integrates with. The conditional formatting of the documents is really thorough, allowing us to make elaborate documents for which the information is adapted to the user. It requires very low maintenance once your setup is done. Delivery options are vast and very well made: for instance, you can deliver your documents to Dropbox, which is neat. The data routing feature is also amazing to quickly discernate which document template should be used based on a set of predefined conditions.

Cons

The triggering and delivery behavior can sometimes be erratic depending on how quick the user does the trigger event for document generation. However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service.

Formstack Documents FAQs

Q. What type of pricing plans does Formstack Documents offer?

Formstack Documents has the following pricing plans:
Starting from: $110.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)


Q. Who are the typical users of Formstack Documents?

Formstack Documents has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business

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Q. What languages does Formstack Documents support?

Formstack Documents supports the following languages:
English

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Q. Does Formstack Documents offer an API?

Yes, Formstack Documents has an API available for use.

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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, Chargify, 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, SharpSpring from Constant Contact, 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, Citrix ShareFile, LessAccounting, Pipeline, 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, eversign, 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

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Q. What level of support does Formstack Documents offer?

Formstack Documents offers the following support options:
Email/Help Desk, Chat, Phone Support, Knowledge Base

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