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Document generation tool for teams
Formstack Documents Pricing, Features, Reviews and Alternatives
Formstack Documents product overview
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
Platforms supported
Support options
Training options
Formstack Documents pricing information
Value for money
4.5
/5
109
Starting from
110
Per month
Flat Rate
Pricing options
Value for money contenders
Formstack Documents features
Functionality
4.8
/5
109
Total features
35
4 categories
Most valued features by users
Functionality contenders
Formstack Documents users reviews
Overall Rating
4.8
/5
109
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.16/10
86
19
4
0
0
Overall rating contenders
Christopher R.
Biotechnology, 1-10 employees
Used daily for 1-2 years
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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!
Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.
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.
Alan M.
Nonprofit Organization Management, 11-50 employees
Used daily for 2+ years
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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.
Creating a word document and then using zapier and webmerge has saved us time and money. And saving money is vital for non-profits!!
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.
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.
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...
No pros were added to this review
No cons were added to this review
Kévin F.
Electrical/Electronic Manufacturing, 51-200 employees
Used daily for less than 6 months
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Fast and systematic document generation, high versatility along with very nice integration with other software or web services.
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.
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
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?
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, 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
Common Formstack Documents comparisons
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