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Formstack Documents Logo

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Document generation tool for teams

(11)

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Formstack Documents Features

Features Summary

Functionality

4.8

/5

110

Total features

34

4 categories

Formstack Documents features

API
Access Controls/Permissions
Batch Processing
Collaboration Tools
Compliance Tracking
Configurable Workflow
Contract Drafting
Customizable Branding

Common features of Document Generation software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Trail

Price starts from

110

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.8

/5

110

Price starts from

110

Per month

Total Features

34

Unique features

  • Multiple Output Formats

  • Document Templates

  • Electronic Signature

  • Template Management

Functionality

4.6

/5

27.4K

Price starts from

6

/user

Per month

Total Features

29

Features in Common

6

Unique features

  • Real Time Synchronization

  • Mobile Access

  • Multi-Device Support

  • Role-Based Permissions

Functionality

4.5

/5

28.1K

Price starts from

6

/user

Per month

Total Features

17

Features in Common

7

Unique features

  • Chat/Messaging

  • Search/Filter

  • Full Text Search

  • Productivity Tools

Common Formstack Documents comparisons

Formstack Documents logo
PandaDoc logo
Formstack DocumentsvsPandaDoc

Reviewers who mentioned features said:

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 9 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

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 7 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

MK
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Micah K.

Animation, 11-50 employees

Used daily for 1-2 years

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

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Great service, Stellar support

Reviewed 7 years ago

I've been using WebMerge for the past few years to merge proposals from our CRM. It has removed the tedious task of copying/pasting customer data into proposals, greatly improving the efficiency of our sales process. WebMerge's great service is only surpassed by its stellar support. Beyond its robust help articles and community content, I have received almost immediate responses to any submitted support requests - which adequately answer any pending questions. I would highly recommend this software.

Pros

Ease of use, stellar support.

Cons

Nothing.

EV
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Eamon V.

Construction, 1-10 employees

Used daily for 6-12 months

Review source

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

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Fantastic software that has literally transformed the way we engage clients

Reviewed 7 years ago

Automation and efficiency boosts

Pros

I love the ease of customisation. I don't need to be an advanced programmer to achieve amazing automation. If you have any questions, just ask the customer rep and he'll steer you in the right direction. We use the software to create a document and receive signatures from clients accepting our quote. Upon signing, the customer receives a signed copy of the document and the signed document is then automatically uploaded to Dropbox.

Cons

There is an initial learning curve, but that is expected for such a comprehensive service.

RK
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Roger K.

Construction, 11-50 employees

Used weekly for 1-2 years

Review source

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

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Best Customer Service & Development I've experienced!!

Reviewed 8 years ago

This is the easiest, best, and most valuable tool to integrate with Knack to create PDF's and fillable forms for our Company's information. I've used many CRM's and other software and had given up on getting forms for our data. WebMerge has changed all that. Jeremy has provided extremely fast and efficient customer service throughout my experience. He's even responded during holidays and weekends which keeps me going on my projects and efforts! I hired WebMerge to build a Template and it was very economical and now I use it as a guide to build my own templates. I'm a "roofer" but my documents look as professional as any organizations'!

Pros

Excellent customer services!! Easy to use. Reliability is awesome. Test mode is create to save merges while developing.

Cons

I've built beautiful documents with no coding experience but more documentation or examples could have helped.

JP
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Jeff P.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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It does everything you can think of...

Reviewed 9 years ago

I can't say enough good things about WebMerge. We were looking for a tool that would allow us to generate a variety of documents based on our sales and customer data. We were looking to build custom proposals, contracts, templates, etc. I stumbled upon WebMerge and it appeared to do most of what we wanted. After we got it setup, we realized that it did much more than we ever anticipated. We...

Pros

No pros were added to this review

Cons

No cons were added to this review

MJ
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Melissa J.

Insurance, 1-10 employees

Used daily for 6-12 months

Review source

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

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E-signature Helper

Reviewed 2 years ago
Pros

The thing I like most about this is how if an insured lives out of town or just isn't able to come into the office then it makes it super easy to just email it over to them and with a few clicks their document is signed.

Cons

I do not have any complaint for the software at the moment.

UH
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Ulrich H.

Oil & Energy, 51-200 employees

Used daily for less than 6 months

Review source

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

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We use Webmerge together with Podio to create contract documents completely automatic from Podio.

Reviewed 7 years ago

Fully automatic contract and document creation to save a lot of manual work.

Pros

Using Webmerge with Podio is very powerful. The setup was easy thanks to some good examples. Having some programming experience I like very much that the document templates can be with basic PHP methods (if restrictions, string conversion, ...). It allows a very flexible document creation depending on the value of various Podio elements. It is also very comfortable to define certain email delivery actions when a document is created.

Cons

Actually there is really nothing I don't like about Webmerge. Maybe the possibility to check the raw webhooks fired from Podio could be a nice addon.

EU
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Eugene U.

Construction, 51-200 employees

Used daily for less than 6 months

Review source

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

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Makes Life Awesome!

Reviewed 8 years ago

Sales reps registered a complaint about needing to hand fill service orders, scan and fax them in. Operations tells me I need to place this form online but make final results look exactly like original hard copy. I've got Wufoo on one hand, making life super easy, a non-fillable PDF copy of Service Order on other hand, making life super hard. Then a simple google search finds Webmerge and in a heartbeat I surprise Sales Reps, Operations and get a high five from the president.

Pros

Biggest pro is the people behind this software and their determination to make this painless and quick.

Cons

Doing everything by yourself could be a headache.

MG
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Mark G.

1-10 employees

Used daily for less than 6 months

Review source

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

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Webmerge Is a Life Saver!!!

Reviewed 8 years ago

I use Webmerge with Infusionsoft to populate quotes to send to my clients. 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. Webmerge populates a custom quote that pulls all the contact data from infusionsoft and pluggs it into the Webmerge PDF quote.

Pros

Works Great now that it is all setup!

Cons

The setup instructions for what I was doing were confusing and took me forever to get working

AS
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Anmol S.

Information Technology and Services, 1-10 employees

Used weekly for 6-12 months

Review source

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

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A brilliant seamless easy flowing tool

Reviewed 7 years ago

Powerful Cost Effective way to merge with Zapier and create fillable PDFs for our members. Complete control of the procerss.

Pros

It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.

Cons

I cannot really find any cons is does what it says on the tin :-). The support model is based on time zones so responses are not a factor.

JR
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Jeffrey R.

Law Practice,

Used monthly for 6-12 months

Review source

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

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Great product, great service!

Reviewed 7 years ago

Our company had a situation where we needed a form and a way to output the form into PDF depending on how our clients answered the form. One of the agencies we work with recommended using WebMerge. We gave it a shot, and WebMerge had all the answers to the problems and situations we had to solve. If we didn't know something, we contacted Customer Support, which helped us along the way. Customer support was stellar by the way; speedy response time, great solutions, and it made the whole service and experience great. Currently, we are still using WebMerge as it works great and still answers our needs for this particular project.

Pros

Easy to use, flexible, customizable, and provides analytics on activities.

Cons

Minor things, like we didn't know out of the box that we could add custom css into the fields.

PO
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Philip O.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Handling the top end of the funnel

Reviewed 9 years ago

Our business is trade and investment consulting with Russia. We receive a lot of enquiries that don't get beyond initial contact. Mention an actual sum of money and the client drifts away. To prevent wasting time we like to mention money quickly. Webmerge enables us to send data from the enquiry form straight out into a standardised proposal for the enquirers industry following approval. The process takes 10 minutes. It takes 30 on our old system so we only did our Category A & B enquiries. The less appealing were not followed up. Now everyone gets something.

Pros

No pros were added to this review

Cons

No cons were added to this review

AR
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Verified reviewer

Legal Services, 1-10 employees

Used weekly for 2+ years

Review source

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

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Great product, if you can afford it.

Reviewed a year ago

Great a automating the creation of complex documents, but way to expensive for the number of documents you are able to generate, and the number of templates you are able to use. If they dropped the prices by 50% I would consider going back, but it would still be a tough pill to swallow.

Pros

Formstack Documents is one of the most complete and feature rich document generation platforms out there. It is probably the best in terms of features, integrations, conditional logic, etc.

Cons

Formstack Documents is like a Rolls Royce. It will have a tonne of features, looks great, and has impressive specs, but it's way too expensive for most people. When you consider the cost of some alternatives, even if they have fewer options, they are a better option for most people.

Vendor response

Hello! Thanks for taking the time to share your thoughts and feedback with us. We're grateful for your honest feedback. We are glad you feel we're on the right track but we'll be sure to share this feedback with our team.

AD
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Angelo D.

Internet, 201-500 employees

Used daily for 1-2 years

Review source

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

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An Impressive Document Automation Platform from Formstack Documents

Reviewed a year ago

Overall, Formstack Documents is a great document automation platform that provides a wide range of features and customization options. It is easy to use and allows users to quickly create and manage documents. However, the lack of a mobile app and support for third-party applications may be a deal breaker for some.

Pros

Formstack Documents is an incredibly powerful and easy to use document automation platform. It allows users to quickly and easily create dynamic documents that can be used in any situation. The platform has a wide range of features, such as templates and integrations, that can be used to customize documents to perfectly meet any need. It also makes it easy to manage and share documents with colleagues and customers.

Cons

Although Formstack Documents offers excellent features, there is currently no mobile app available for users on the go. This can be a bit of a hassle for those who need to access their documents quickly. Additionally, the platform does not offer any support for third-party applications, so users may need to look elsewhere for more customization options.

Vendor response

Angelo, Thank you - we truly appreciate your review. I'll make sure to pass that feedback about our integrations to our product team for review. Thank you!

RG
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Rhys G.

Hospital & Health Care, 51-200 employees

Used daily for 1-2 years

Review source

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

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Functionality okay, integration lacking

Reviewed 4 years 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.

AB
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Andrew B.

Construction, 201-500 employees

Used daily for 6-12 months

Review source

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

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A Powerful, Flexible Platform

Reviewed 4 years 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.

JP
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Jason P.

Law Enforcement, 201-500 employees

Used daily for 1-2 years

Review source

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

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WebMerge creates clean professional reports. Tech support is great!

Reviewed 7 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.

CL
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Chris L.

Religious Institutions, 11-50 employees

Used daily for 6-12 months

Review source

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

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Formstack has become a trusted partner!

Reviewed 4 years ago

We are saving time and resources by implementing this solution. I'm very pleased with Formstack Documents.

Pros

Formstack's suite of products has revolutionized our daily operations. Formstack Documents, specifically, has allowed us to integrate and create documents digitally based on information gathered with Formstack Forms. The integration with Formstack Sign allows us to capture signatures on these documents and the Stash add-on is the best value in cloud based document storage I've encountered! Overall, I couldn't be more happy with Formstack's suite of products.

Cons

No real cons from me. The one piece that would be great is if a dynamic picture could be integrated. We use this product for our application process and it would be great if we could have the applicants upload a photo and that photo display (not the link to the photo) in the document that is created.

dn
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david n.

Civic & Social Organization,

Used daily for 1-2 years

Review source

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

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Makes creating a professional looking form such as invoices so much easier to do saving hours.

Reviewed 6 years ago

Saves so much time.

Pros

A great time saver creating custom built forms such as invoices, contracts a database or from a spreadsheet. Webmerge has saved my company many hours of work. The support and response is excellent. It is extremely good value for money.

Cons

Currently not able to automatically create multiple line invoices using Zapier. I still have to download a spreadsheet and manually upload to Webmerge. It will only work automatically if there is 1 line on data or say a contract where it just picks up the data items. It still requires development with Zapier to accept multiple lines. I can only use 1 login for everything which means I can not allocate certain merges to logins

ZP
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Zach P.

Legal Services, 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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Great way to automate document creation

Reviewed 4 years ago

The software is easy to use and very robust and powerful. We did run into one issue where some internal code with Microsoft Word was creating errors, and their customer service team worked tirelessly until we figured it out.

Pros

This was the only software I found (after exhaustive research) that could do everything I wanted, namely, create a fully customized document (using not just field filling, but logic expressions) using data input from a form on my website.

Cons

They limit both the number of documents you can have in a plan and the number of document creations (and if one document is created and both emailed and stored in the stash, it counts as two creations). So you get bumped up into the next expensive price tier without doing much.

AF
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Abbey F.

Real Estate, 51-200 employees

Used daily for 2+ years

Review source

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

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Very useful tool

Reviewed 4 years ago

Great - once we finalized our document forms, it's a set it and forget it tool. The documents are immediately generated and in the hands of the appropriate recipients. It saves a ton of manual work.

Pros

We use formstack docs integrated with Smartsheet. It's very useful and time saving in creating automatic communications based on Smartsheet submissions.

Cons

The set-up process was harder than expected to get the documents just right.

CR
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Christopher R.

Biotechnology, 1-10 employees

Used daily for 1-2 years

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

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Webmerge is a gem

Reviewed 7 years ago

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!

Pros

Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.

Cons

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.

AM
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Alan M.

Nonprofit Organization Management, 11-50 employees

Used daily for 2+ years

Review source

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

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Webmerge is a solution to a lot of administration issues for non-profits like ourselves.

Reviewed 7 years ago

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.

Pros

Creating a word document and then using zapier and webmerge has saved us time and money. And saving money is vital for non-profits!!

Cons

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.

MB
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Marta B.

Medical Practice,

Used daily for less than 6 months

Review source

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

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Outstanding solution for merging data into your documents

Reviewed 7 years ago

I have been looking for a way to get the data from the gravity forms and merge it to the excel docs, based on the conditional rules; then convert it to PDF and email customer a copy combined with other documents that I have stored in another location, all in one request. Well, I found it - WebMerge. I love how it combines flexibility allowing for rather complex design but with very logical and user friendly interface. In addition to that - support for this product is just incredible. I so appreciated that I quickly got help when I really needed it. Sincerely and strongly recommend!

Pros

It's capabilities, it met all the needs in one software, from merging, to combining with other documents, to even placing a delay on delivery. I only have two months of web designing experience and I was able to configure and accomplish my goal. Not that it's very easy to use but it's logical, and it's the matter of following the rules. I really appreciate the outstanding support of this product.

Cons

It takes time to test it and to get your document to look right after PDF conversion from Excel. It's not so much as a problem but expect it to be a time consuming process of setting it up right.