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Formstack Documents

Document generation tool for teams

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Formstack Documents Pricing, Features, Reviews and Alternatives

Formstack Documents product overview

Price starts from

$

92

/momonth
Per Feature

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

Videos
Webinars
Live Online
Documentation

Formstack Documents pricing information

Value for money

4.5

/5

105

Price starts from

$

92

/momonth
Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Formstack Documents features

Functionality

4.8

/5

105
Total Features35 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

105

Positive reviews

96%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.21/10
Rating distribution

5

4

3

2

1

84

17

4

0

0

Pros
I like how easy it is to use with form software such as Formstack. Their customer support is amazing.

AT

Ann T.

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.

FG

Freddys G.

The support and response is excellent. It is extremely good value for money.

dn

david n.

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

JC

Jessica C.

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.

MG

Mark G.

However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service.

KF

Kévin F.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Easy to use and reliable. In the two years we been using this software, nil complains.

Reviewed 4 years ago

Webmerge made our application process so easier. Thanks for developing this sort of software for the public.

Pros

I like how it made our recruitment efforts seamless. gaining more interest from potential students. and it was easy to set up. Afterwards, its nice to monitor on the mobile app.

Cons

the designing of the templates could be more interchangeable. and it is on the pricey side. also the billing was sort of a challenge to figure out. For instance, we were confused about the increase and decrease from month to month because it was basically a yearly plan buy was charged monthly. As a organization that gets audited yearly, we had to explain this finding as we lost track of the changes the first time we used it.

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

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A Powerful, Flexible Platform

Reviewed a year ago

We love it. It has opened up a ton of doors for automated processes. We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases.

Pros

The most important aspect of Formstack Documents is how flexible it is. I was looking for something that could check a ton of boxes, and Formstack Documents coupled with the Formstack Forms product enables us to easily ingest data and output attractive documents ready to be presented to customers. The options for output are also extensive, enabling you to push your document to hundreds of different other software products.

Cons

Formstack Documents used to be Webmerge, and while the product was and still is excellent, I'm waiting for them to make the integration between Forms and Documents more seamless. I also wouldn't mind seeing the licensing model change to be per user/designer as opposed to per document.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Functionality okay, integration lacking

Reviewed a year ago

Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce. Therefore they do not have to experience the pains that I do as an admin. (Webmerge noted below as this was the previous software prior to it being bought by Formstack and converted to Formstack Documents, this i believe is what lead to the account issues mentioned. Support was poor throughout conversion)

Pros

Once setup with your document template you can be confident this product will be fit for purpose. Good level of resources available for understanding document and template creation, ideal to have a software partner to configure in initial instance if no background using merge style fields/software.

Cons

Integration with other formstack products. Still to this day when i login to Formstack i am unable to access all of the different products in my stack without constant errors. As a user of Formstack Forms, Documents & Sign, the ability to switch between the products and utilise the data from the others, is highly lacking. Support for this has also been extremely lacking, appears to be the result of Formstack purchasing other solutions and attempting to integrate within their own.

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

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Simple and easy to use contract generation tool

Reviewed 3 months ago

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.

Pros

- 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

Cons

- Field naming convention isn't always clear and trying to troubleshoot when something does go wrong can be a bit of hit and miss.

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

Share this review:

WebMerge creates clean professional reports. Tech support is great!

Reviewed 4 years ago

Clean professional looking reports that can be automatically distributed with ease.

Pros

I few years ago our department began using Formstack for yearly performance evaluations. We wanted an on-line solution that was easy to use and produced professional documents. Formstack was easy to use, but the end product was not what we hoped for. I found WebMerge integrated with Formstack very nicely and the software produced an end product that was professional looking and easy to read. We were able to import our logo and arrange the document that worked best for our needs. WebMerge also gave us the capability of forwarding these reports automatically to command staff. We now use WebMerge for Training Requests and to reports incidents, injuries or damage that occurs at our facilities.

Cons

The first templates I created was a little confusing for me as I had no experience with "formulas" or creating templates for importing data fields. Tech support was great and helped me every step of the way.

Formstack Documents FAQs and common questions

Formstack Documents has the following pricing plans:
Starting from: $92.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)


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


Formstack Documents supports the following languages:
English


Yes, Formstack Documents has an API available for use.


Formstack Documents integrates with the following applications:
Vtiger CRM, SharePoint, Wufoo, Teachable, Salesmate, Capsule, amoCRM, Constant Contact, Google Forms, Chargify, Fulcrum, Survey Anyplace, Integromat, Signable, Workbooks, Magento Commerce, WooCommerce, PayPal, Universe, Process Street, RightSignature, Dropbox Business, Bidsketch, Autopilot, Amazon S3, Insightly, Campaign Monitor, Lob Direct Mail, signNow, ActiveCampaign, Quick Base, SharpSpring, OneSpan Sign, Formstack Forms, Formsite, FormKeep, 123FormBuilder, Adobe Sign, FreeAgent CRM, Zapier, QuickBooks Online Advanced, Recurly, Knack, Solve, DocuSign, Kissflow Digital Workplace, Unbounce, Airtable, ClinchPad, Streak, Google Drive, Box, Pipedrive, Dynamics 365, ShareFile, LessAccounting, PipelineDeals, Agile CRM, PayPal Checkout, NetSuite, Alchemer, Salesflare, Formstack Sign, Egnyte, HelloSign, Cheddar, Contactually, Ontraport, Gravity Forms, Stripe, GetAccept, JotForm, PerfectForms, 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, Facebook, Clio, SpringCM, Batchbook, Wave, Device Magic, Highrise CRM, 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 offers the following support options:
Email/Help Desk, Chat, Phone Support, Knowledge Base

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