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Formstack Documents Logo

Document generation tool for teams

Table of Contents

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Formstack Documents - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Formstack Documents overview

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.

With Formstack Documents, teams can build custom documents, either from scratch or using one of the pre-built templates within the platform. Documents can also be created by uploading pre-made PDFs, Word documents, PowerPoint presentations, or other files. Data can be merged from a wide range of integrated apps to create shareable documents on metrics such as payments, customers, marketing, and more. Formstack Documents also offers automation tools such as event triggered actions, conditional flows, data routing, automatic workflows, and auto-generated forms.

Starting price

99flat rate /
per month

Pros & Cons

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Document Creation

Integrations

Document Templates

Pricing

Training and Learning Curve

Formstack Documents’s user interface

Ease of use rating:

Formstack Documents pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(25)
5(88)

What do users say about Formstack Documents?

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.

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Who uses Formstack Documents?

Based on 113 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Non-Profit Organization Management
Real Estate
Legal Services
Mechanical or Industrial Engineering
Others

Use cases

Document Management
Document Generation
Forms Automation
Contract Management

Formstack Documents's key features

Most critical features, based on insights from Formstack Documents users:

Electronic signature
Document generation
File sharing
Third-Party integrations
File conversion
Access controls/permissions
Version control
Document classification

All Formstack Documents features

Features rating:

Access controls/permissions
API
Batch processing
Collaboration tools
Compliance management
Compliance tracking
Conditional logic
Configurable workflow
Content management
Contract drafting
Contract/License management
CRM
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 alternatives

Formstack Documents logo

Starting from

99

Per month

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7

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/user

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Formstack Documents pricing

Value for money rating:

Starting from

99

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Formstack Documents price and value

Value for money rating:

To see what individual users think of Formstack Documents's price and value, check out the review snippets below.

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

Nick T.

Operations

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

Angelo D.

Associate Product Manager

Formstack Documents integrations (126)

Integrations rated by users

We looked at 113 user reviews to identify which products are mentioned as Formstack Documents integrations and how users feel about them.

Docusign logo
Docusign

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Formstack Documents customer support

What do users say about Formstack Documents customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of Formstack Documents customer support.

Widespread user sentiment highlights extremely fast, responsive, and knowledgeable customer support for Formstack Documents.

A fair number of users appreciate the support team's patience and ability to resolve complex or technical issues quickly.

Multiple users mention that support staff are friendly, professional, and go above and beyond to provide helpful solutions.

Support options

Email/help desk
Chat
Phone support
Knowledge base
Faqs/forum

Training options

Webinars
Videos
Live online
Documentation

To see what individual users say about Formstack Documents's customer support, check out the review snippets below.

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

AB

Andrew B.

Director of Information Technology

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

RG

Rhys G.

General Manager & IT Operations Manager

“Support was poor throughout conversion)”

RG

Rhys G.

General Manager & IT Operations Manager

Formstack Documents FAQs

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