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Formstack Documents Logo

Document generation tool for teams

Last updated: September 2024

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Table of Contents

Formstack Documents - 2025 Pricing, Features, Reviews & Alternatives

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.

With Formstack Documents, teams can build custom documents, either from scratch or using one of the pre-built templates within the platform. Documents can also be created by uploading pre-made PDFs, Word documents, PowerPoint presentations, or other files. Data can be merged from a wide range of integrated apps to create shareable documents on metrics such as payments, customers, marketing, and more. Formstack Documents also offers automation tools such as event triggered actions, conditional flows, data routing, automatic workflows, and auto-generated forms.

Starting from

110

Per month

view pricing plans
start trial
book a demo

Formstack Documents's key features

Most critical features, based on insights from Formstack Documents users:

Electronic Signature
Document Generation
Document Storage
Document Classification
File Sharing
Templates

All Formstack Documents features

Features rating:

Access Controls/Permissions
Version Control
Third-Party Integrations
Process/Workflow Automation
Forms Management
File Conversion
Workflow Management
Web Forms
Template Management
Multiple Output Formats
Interaction Tracking
Document Templates
Document Review
Document Management
Document Automation
Digital Signature
Data Import/Export
Customizable Templates
Customizable Reports
Customizable Forms
Customizable Fields
Customizable Branding
Contract Drafting
Configurable Workflow
Compliance Tracking
Collaboration Tools
Batch Processing
API

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Formstack Documents pricing

Value for money rating:

Starting from

110

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range
view pricing plans
start trial

Formstack Documents support options

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 reviews

Overall rating

4.7

/5

112

Positive reviews

96

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.06/10
Rating distribution

5

4

3

2

1

88

19

5

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.
I so appreciated that I quickly got help when I really needed it. Sincerely and strongly recommend.
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.

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


Q. What languages does Formstack Documents support?

Formstack Documents supports the following languages:
English


Q. Does Formstack Documents offer an API?

Yes, Formstack Documents has an API available for use.


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, Fulcrum, Pointerpro, Make, Signable, Workbooks, Adobe Commerce, WooCommerce, PayPal, Universe, Process Street, RightSignature, Dropbox Business, Bidsketch, Ortto, Amazon S3, Insightly, Campaign Monitor by Marigold, Lob, airSlate SignNow, ActiveCampaign, Quickbase, Lead Gen & CRM (formerly SharpSpring), OneSpan Sign, Formstack Forms, Formsite, FormKeep , 123FormBuilder, servis.ai, 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, Mitratech CaseCloud, 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, Device Magic, Highrise, Velocify, APIANT, Ninja Forms, SurveyMonkey, Keap, Chargebee, mailparser.io, Realvolve, Oracle Sales, SuiteCRM, Braintree, TrackVia, Follow Up Boss, ProWorkflow, Redtail CRM, Podio, Spiro, Xero, ProjectManager.com, Smartsheet, HubSpot CRM, Microsoft Power Automate, Donately, BigCommerce, Shopify


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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