Formstack Documents vs Square 9

Microsoft Word

Adobe Acrobat

Google Workspace

Microsoft Word is a cloud-based word processing tool that allows users to create professional documents on their phones, tablets and computers. The program comes with numerous features including built-in spell checker and grammar checker, integration with other Microsoft 365 products such as Excel and PowerPoint, and access from anywhere.

Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

General Manager & IT Operations Manager

Director of Information Technology

We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases.

Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce.

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.

Access Controls/Permissions

Batch Processing

Collaboration Tools

Compliance Management

Compliance Tracking

Conditional Logic

Configurable Workflow

Content Management

Contract Drafting

Contract/License Management

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Extraction

Data Import/Export

Digital Signature

Document Automation

Document Capture

Document Classification

Document Generation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Electronic Signature

File Conversion

File Sharing

Forms Management

Interaction Tracking

Multiple Output Formats

Pre-built Templates

Process/Workflow Automation

Sell Side (Customers)

Template Management

Templates

Third-Party Integrations

Version Control

Web Forms

Workflow Management

Formstack Documents

Web-based

Jotform

documents

Office Coordinator

there is a fairly steep learning curve to the product. While it is easy to create a base document, verifying and testing all the fields that are used to populate it do cause some issue.

The licenses itself are also fairly expensive

Operations

Documents work well once they are set up and have professional look.

 Associate Product Manager

Overall, Formstack Documents is a great document automation platform that provides a wide range of features and customization options.

Sales Team Member

We mostly use formstack for signing up for offers and forms are limited to have submission by emails and it would be great if there would be a submission by number as to one user can only submit one form per mobile number that would reduce the number of requests for the customer service team and also the spamming for us to go through a lot of emails one customer could ever have.

I can also customize its templates using CSS to make sure it meets my design needs and it just melts into my website as if it was inbuilt.

I have liked the range of fields it offers to be embedded into the forms, the features of designing a form to implementing it on various platforms.

Owner

It is probably the best in terms of features, integrations, conditional logic, etc.

It also makes it easy to manage and share documents with colleagues and customers.

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.

Operations Specialist

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

There are lots of different price models / charts on the web that creates confusion - most likely for the different features/products offered by Formstack, but it causes perception to be less than polished.

Founder

The conditional visibility function is incredible for complex document creation based on multiple input options.

Trade Show & Events

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

Multiple-use cases, very flexible with delivery options

Trying to create documents where you need to output a specific option based on the inputs you have is very time-consuming.

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.

Talent Acquisition 

It makes my work so easy, same for the candidates by just clicking the document they can instantly sign the documents.

Candidates can easily electronically sign the Documents needed for their application

We use formstack docs integrated with Smartsheet.

Can save templates that you can easily send to the candidates

It has opened up a ton of doors for automated processes.

Pastor of Membership Services and Operations

We are saving time and resources by implementing this solution.

The Airtable integration makes sit a breeze.

Easy to get started and design your documents the way you want them to look.

Integration with other formstack products.

Document Creation

Integrations

Customer Support

Pricing

Email Delivery

Document Signing

Formstack Integration

Training and Learning Curve

User Interface

Large Enterprises

Small Business

Mid-size Business

Formstack

Google Drive

Google Drive is a cloud storage and backup platform to access files, docs, photos & more, store them in a safe place, and collaborate with other people

OneDrive

OneDrive is a secure access, sharing, and file storage solution which enables users to store and share photos, videos, documents, and more at anytime, via any device.

Info Sec Lead

Response time combined with the depth and breadth of knowledge by support is amazing.

We haven't had to call Support too often and when we were deploying Square 9 they were always helpful and fantastic, treating our business like their business.

Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

Accounting

Activity Dashboard

Activity Tracking

AI/Machine Learning

Alerts/Notifications

Annotations

Approval Process Control

Approval Workflow

Archiving & Retention

Audit Management

Audit Trail

Autofill

Business Process Automation

Business Process Control

Commenting/Notes

Content Publishing Options

Convert to PDF

Data Capture and Transfer

Data Storage Management

Data Synchronization

Data Verification

Disaster Recovery

Distributed Capture

Document Conversion

Document Imaging

Duplicate Payment Alert

Electronic Forms

Email Management

Expense Tracking

File Management

File Recovery

File Transfer

Filtering

Forms Automation

Forms Creation & Design

Full Text Search

Generative AI

Graphical Workflow Editor

HIPAA Compliant

ID Scanning

Image Editing

Image Pre-processing

Indexing

Information Governance

Invoice Processing

Metadata Extraction

Metadata Management

Mobile Access

Multi-Language

No-Code

Offline Access

Optical Character Recognition

PDF Conversion

Process Modeling & Designing

Real-Time Data

Real-Time Reporting

Real-Time Updates

Receipt Management

Remote Data Capture

Reporting/Analytics

Reporting & Statistics

Role-Based Permissions

Rules-Based Workflow

Search/Filter

Secure Data Storage

Single Sign On

SSL Security

Supplier Management

Surveys & Feedback

Tagging

Proprietary

Square 9

Windows

Square 9 Process Automation Essentials

Square 9 Digital Transformation Essentials

Square 9 Enterprise Essentials

Vice-President of Finance and Administration

What I like most about Square-9 is how easy it is to scan documents and use templates to automatically populate indexed fields, making documents simple and fast to search and retrieve later.

Manager

Their support response is quick, and the features of the system keep all our documents organized in one easily accessible place.

System Administrator

When a document gets lost or misrouted during processing, it can be confusing to troubleshoot and get it back on track.

IT Production Support Lead

I've been an IT Admin user of Square 9's GlobalSearch (and previously SmartSearch) and GlobalCapture for our company's document repository solution for around 8 years.

Member Service Representative

The localized storage makes it easy for employees throughout the office to locate, view and send different documents relating to all of our members.

Formstack Documents vs Square 9 Comparison (2026)

Formstack Documents

Square 9

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives