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Formstack Documents

4.8
(110)

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Document generation tool for teams

(10)

Formstack Documents Pricing, Features, Reviews and Alternatives

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)

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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, 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

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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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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

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Starting from

110

Per month

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Formstack Documents pricing information

Value for money

4.4

/5

110

Starting from

110

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Formstack Documents features

Functionality

4.8

/5

110

Total features

34

4 categories

Most valued features by users

Collaboration Tools
Access Controls/Permissions
Third Party Integrations
Document Management
File Sharing
Document Storage
API
Data Import/Export

Functionality contenders

Formstack Documents users reviews

Overall Rating

4.8

/5

110

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.1/10
Rating distribution

5

4

3

2

1

87

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.
TM
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Tim M.

Used daily for 2+ years

Review source

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

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Outstanding labour reducing tool

Reviewed 6 years ago

Labour reduction

Pros

1) Easy interface 2) Awesome support 3) It just works 4) Wide ranging compatibility 5) Works with Zapier to expand possibilities

Cons

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.

DC
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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 8 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

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

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Decent Product

Reviewed 3 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.

AJ
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Aaron James S.

Real Estate, 1-10 employees

Used daily for 6-12 months

Review source

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 2 years 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.

AT
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Ann T.

Machinery, 51-200 employees

Used daily for 2+ years

Review source

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

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Easy to use and GREAT customer support!

Reviewed 6 years ago

Great looking reports from our formstack submissions.

Pros

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

Cons

making form data look pretty in webmerge can be pretty complicated and not intuitive at all, and require help from WEbmerge

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