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Document generation tool for teams

(11)

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Formstack Documents Pricing

Pricing overview

Value for money rating

4.4

/5

110

Price starts from

110

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Pricing details

Formstack Documents offers various pricing plans for different businesses, from the Micro plan for individuals to custom enterprise plans. A 14-day free trial is available, after which pricing is tiered as follows:

Starter: $92/month
Teams: $184/month
Pro: $367/month
Enterprise: Contact Formstack for a customized quote

Click here for pricing chart: https://www.formstack.com/pricing/documents

What users say

The support and response is excellent. It is extremely good value for money.
I am pretty happy with whatever formstack has, as there are very few software companies that offer one in all products at reasonable pricing, and formstack is one of them.

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Reviewers who mentioned pricing said:

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 7 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.

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.

VC
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Vincent C.

Hospital & Health Care, 501-1,000 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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Great Product - Something more companies should be looking at

Reviewed 7 years ago

When I originally started with my current company, I was in the position where I could make changes that would fundamentally change the way we onboard people into our company. Going paperless was the first task I had in mind, and WebMerge made that possible with very little training. The only slight niggle I would have with their system is their account packages, the higher one being less value for money.

Pros

No pros were added to this review

Cons

No cons were added to this review

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.

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.

AR
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Verified reviewer

Computer Software, 501-1,000 employees

Used daily for less than 6 months

Review source

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

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Webmerge - an amazing time saver tool

Reviewed 5 years ago
Pros

1) it helps us to quickly merge documents. 2) it is user friendly and reliable. 3) best thing is that customer support service is too good.

Cons

This is really a good tool which I highly recommend to all. Price is the only thing which is quite high.

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.

AR
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Verified reviewer

Accounting, 11-50 employees

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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All in one Powerful Forms for easy form creation to utilization

Reviewed 2 years ago

I am pretty happy with whatever formstack has, as there are very few software companies that offer one in all products at reasonable pricing, and formstack is one of them. Although, they have some limitations in submitting the form but overall the experience is very good by far.

Pros

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. 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.

Cons

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.

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.

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.

KF
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Kévin F.

Electrical/Electronic Manufacturing, 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 recommend9/10

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We use this software as an extension to Pipedrive to quickly generate documents.

Reviewed 7 years ago

Fast and systematic document generation, high versatility along with very nice integration with other software or web services.

Pros

We like the strong versatility of this software thanks to its ability to fully read the data provided by the API of the software it integrates with. The conditional formatting of the documents is really thorough, allowing us to make elaborate documents for which the information is adapted to the user. It requires very low maintenance once your setup is done. Delivery options are vast and very well made: for instance, you can deliver your documents to Dropbox, which is neat. The data routing feature is also amazing to quickly discernate which document template should be used based on a set of predefined conditions.

Cons

The triggering and delivery behavior can sometimes be erratic depending on how quick the user does the trigger event for document generation. However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service.

MB
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Matt B.

Computer Software, 1-10 employees

Used weekly 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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Makes document creation super easy from the data you already have

Reviewed 3 years ago

Trying to create documents where you need to output a specific option based on the inputs you have is very time-consuming. Formstack take all that away and it's pretty much the only tool that can handle those complex logic paths. Excellent.

Pros

Easy to get started and design your documents the way you want them to look. Pull in the data from multiple sources and it all happens super fast. The Airtable integration makes sit a breeze. The conditional visibility function is incredible for complex document creation based on multiple input options.

Cons

Can be a little expensive and the pricing options can be confusing, but the value it brings to creating large numbers of documents or very complex documents makes it a must-have.

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Brayan Agostinho D.

501-1,000 employees

Used weekly 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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very good automation tool to stop using paper and avoid manual processes

Reviewed 6 years ago
Pros

WebMerge is a good automation tool for companies, where we avoid those long documentation processes. ideal to save time, money and avoid mistakes. with WebMerge we just have to create a template, either in: PDF, Word, Excel and many more ... where we can use these templates and choose a means of delivery through their mail integration or other applications in the cloud. What is most striking about WebMerge is that it includes ideal integrations for cloud storage and shipping. such as: Google Drive, Salesdorce, box .... WebMerge is a valuable tool to grow a business, it helps us automate tedious document processes and makes our company work in a more professional way. You can try WebMerge for free and detail all your documentation of what this tool can do

Cons

When using WebMerge for the first time we can find it difficult, it should include better tutorials to become familiar with all its tools. We can try this application for free, but then it is paid and can be expensive in some cases

FR
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Frank R.

Music, 11-50 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Easy integration with Airtable

Reviewed 4 years ago

Formstack's customer service is fantastic. They are responsive, kind, professional, and take the time to understand customer needs in order to provide solution support.

Pros

Integration with Airtable works really well. The customizable delivery options offered makes a big difference. Having the ability to insert field tags into the delivery email template subject line and email body is very helpful. Customer service is fantastic.

Cons

The price tiers are the most disappointing aspect of the product. The 3x jump from the first tier to the second tier is hard to accept as justified from the customer side. 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. The UI/UX could use some work, but it is easy to use and is well organized.

RL
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Robert L.

Health, Wellness and Fitness, self-employed

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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Affordable Option

Reviewed 5 years ago
Pros

Easy to implement and not complicated to use.

Cons

I cannot think of any cons at the moment.

MP
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Michael P.

Review source

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

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Now an Instrumental Part of Our Systems

Reviewed 9 years ago

PROS WebMerge is user friendly and scales to our needs. Exemplary workflow and document creation. WebMerge provides integration with numerous other software providers. We were pleased to see Adobe EchoSign (now Adobe Document Cloud) among the integrations as this is critical in our workflows. The price is very reasonable and we experienced an immediate return on investment as staff time saved and...

Pros

No pros were added to this review

Cons

No cons were added to this review

JV
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Jürgen V.

Used daily for less than 6 months

Review source

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

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Very powerful and easy to use tool, we enjoy it!

Reviewed 6 years ago
Pros

Great possibilities to use reports and comfortable handling. WebMerge fits perfectly into Salesforce, no technical problems so far. The support team reacts really fast and the preview function is very useful.

Cons

It could be faster while generating reports, sometimes its a little bit laggy. The pricing model is ok, but could be better. Especially for a high amount of documents.

LS
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Lindsey S.

Nonprofit Organization Management, 51-200 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Very Effective but Pricey

Reviewed 2 years ago
Pros

This program has been very helpful for us in mass exporting and mass emailing our reports

Cons

It is pricey for the amount of sends that you use per month, we don't change our reports regularly and only have 3 templates that we use, so the pricing seems a bit much considering.

TM
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Tim M.

Review source

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

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Prototype and Launch

Reviewed 9 years ago

Webmerge provides our team the ability to quickly prototype new ideas and build pilot projects. Using Webmerge has allow us to focus on design and content, and let Webmerge provide the technology for merging our data with our templates. It has even enabled us to bridge our tests into production while we build out our platform. It's also great that Webmerge provides a very affordable entry-level tier that made the selection a no-brainer and their customer service is always there with very quick answers whenever we have questions.

Pros

No pros were added to this review

Cons

No cons were added to this review

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Eirik S.

Military, 11-50 employees

Used monthly 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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We have saved a lot of time and increased compliance using WebMerge with Salesforce

Reviewed 6 years ago

Saved time and increased compliance

Pros

Relatively easy to use. Works with several different file types. Integration with Salesforce is great.

Cons

They could improve documentation. I think it is relatively expensive if I was to use it for documents we use every day. But for more complex documents like NDA, supplier agreements etc. it is good value for money.

NT
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Nick T.

Review source

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

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A critical part in our web mashup of Travel awesomeness

Reviewed 9 years ago

Thanks to WebMerge and their great support we are now delivering highly personalised brochures and travel documentation for our clients. Web Merge has become a key part of our highly personal and flexible customer service. We are now able to do what many other travel companies have been trying to do for years, at a cost effective and scalable way.

Pros

No pros were added to this review

Cons

No cons were added to this review

DB
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David B.

Review source

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

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great and affordable!

Reviewed 7 years ago

it's a great way to automate all our documents. Very easy to setup for everyone! I would recommend it! The only limitation I see is their pricing: the gap is huge when you go over 100 documents a month, probably something to review here

Pros

No pros were added to this review

Cons

No cons were added to this review

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Mehdi A.

Computer Software, 1-10 employees

Used other 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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Very efficient for automatic pdf

Reviewed 6 years ago

I used it with Zapier and typeform to make a whole process of investment reservation (real estate)

Pros

It's very easy to use it with their API Also, customising mails and PDFs helps you to automate complete processes on your business like sending quotes, invoices, reservations etc

Cons

Design and user experience are a little bit too old compared to the value of their software