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Compare Formstack Documents and Formstack for Salesforce 
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At a Glance
Market Segments
Small-Business (58.8% of reviews)
Mid-Market (48.5% of reviews)
Entry-Level Pricing
$110 per month
No pricing available
Formstack Documents
Star Rating
(153)4.5 out of 5
Market Segments
Small-Business (58.8% of reviews)
Entry-Level Pricing
$110 per month
Browse all 4 pricing plansFormstack for Salesforce
Star Rating
(36)4.1 out of 5
Market Segments
Mid-Market (48.5% of reviews)
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Formstack for SalesforceSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Formstack Documents excels in document signing with a high rating of 9.7, making it a preferred choice for businesses that prioritize efficient signature processes. In contrast, Formstack for Salesforce does not have a specific rating for this feature, which may indicate less focus on document signing capabilities.
- Reviewers mention that Formstack Documents offers robust automation features with a score of 8.6, allowing users to streamline their document generation processes. Meanwhile, Formstack for Salesforce has a slightly lower score in automation, suggesting it may not be as efficient in this area.
- G2 users highlight the ease of setup for Formstack for Salesforce, which received a score of 8.7, indicating a smoother onboarding experience compared to Formstack Documents, which scored 8.0. This could be a significant factor for teams looking to implement software quickly.
- Users on G2 report that Formstack Documents provides better customization options, particularly with custom fields (8.3) and multi-page forms (8.7), which are essential for creating tailored documents. Formstack for Salesforce, while still functional, does not match these scores, suggesting less flexibility in customization.
- Reviewers mention that Formstack for Salesforce shines in its integration capabilities, particularly with Salesforce, which is crucial for businesses already using that platform. This integration allows for seamless data flow, whereas Formstack Documents may not offer the same level of integration with CRM systems.
- Users say that Formstack Documents has a strong focus on regulatory compliance, scoring 9.3, which is vital for industries that require strict adherence to legal standards. Formstack for Salesforce, while also compliant, does not emphasize this feature as strongly, which could be a concern for compliance-focused organizations.
Pricing
Entry-Level Pricing
Formstack Documents
Starter
$110
per month
Perfect for individuals getting started.
- 150 Document Merges per Month
- 2 Users
- 10 Document Templates
Formstack for Salesforce
No pricing availableFree Trial
Formstack Documents
Free Trial is available
Formstack for Salesforce
Free Trial is available
Ratings
Meets Requirements
9.2
134
8.3
29
Ease of Use
8.2
136
7.9
29
Ease of Setup
8.0
107
8.2
22
Ease of Admin
8.6
105
7.8
19
Quality of Support
8.7
125
8.1
25
Has the product been a good partner in doing business?
9.0
104
8.0
20
Product Direction (% positive)
8.6
132
8.4
29
Features by Category
Signature Process
Not enough data
9.3
9
Not enough data
8.8
8
Not enough data
9.0
8
Not enough data
8.8
8
Not enough data
9.2
8
Not enough data
9.0
8
Not enough data
8.3
8
Not enough data
8.9
9
Agentic AI - E-Signature
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and Scalability
Not enough data
8.5
9
Not enough data
9.2
8
Not enough data
8.5
8
Platform
Not enough data
8.8
10
Not enough data
8.5
9
Not enough data
7.2
9
Not enough data
8.8
10
Not enough data
7.8
9
Data Sources
8.1
45
Not enough data
7.4
45
Not enough data
8.4
46
Not enough data
Generation
8.4
45
Not enough data
8.6
45
Not enough data
8.0
42
Not enough data
Delivery
8.4
42
Not enough data
7.8
39
Not enough data
7.8
40
Not enough data
Generative AI
7.3
27
Not enough data
7.0
27
Not enough data
6.8
27
Not enough data
6.9
27
Not enough data
Agentic AI - Document Generation
Not enough data
Not enough data
Design
7.3
30
Not enough data
7.9
29
Not enough data
7.4
28
Not enough data
Collaboration
Feature Not Available
Not enough data
Feature Not Available
Not enough data
File Types
7.9
30
Not enough data
7.6
30
Not enough data
7.0
28
Not enough data
Edit & Revise
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.2
29
Not enough data
Integrate & Embed
6.5
28
Not enough data
6.8
29
Not enough data
7.3
28
Not enough data
Operating System
7.7
29
Not enough data
7.4
28
Not enough data
6.7
23
Not enough data
Generative AI
6.9
21
Not enough data
6.9
21
Not enough data
7.0
21
Not enough data
6.8
18
Not enough data
6.9
19
Not enough data
Agentic AI - Document Creation
Not enough data
Not enough data
Customization
Not enough data
7.7
25
Not enough data
7.6
24
Not enough data
8.4
24
Not enough data
7.3
25
Additional Functionality
Not enough data
8.1
24
Not enough data
Feature Not Available
Not enough data
8.1
25
Not enough data
6.7
22
Not enough data
7.7
22
Categories
Categories
Shared Categories
Formstack Documents and Formstack for Salesforce are categorized as Salesforce CRM Document Generation
Unique Categories
Formstack Documents is categorized as Document Generation and Document Creation
Formstack for Salesforce is categorized as E-Signature and Online Form Builder
Reviews
Reviewers' Company Size
Formstack Documents
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Formstack for Salesforce
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Non-Profit Organization Management
7.4%
Financial Services
6.8%
Computer Software
6.8%
Hospital & Health Care
6.1%
Legal Services
4.7%
Other
68.2%
Non-Profit Organization Management
21.2%
Information Technology and Services
12.1%
Computer Software
12.1%
Financial Services
9.1%
Writing and Editing
3.0%
Other
42.4%
Alternatives
Discussions
How do I use WebMerge?
1 Comment
ST
mostly use it with integration with other automation platforms such as Microsoft Flow or Zapier.Read more
Formstack Documents has no more discussions with answers
Formstack for Salesforce has no discussions with answers
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