--- title: Formstack Documents Reviews meta_title: 'Formstack Documents Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 153 reviews by the users' company size, role or industry to find out how Formstack Documents works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 153 scale: '5' date_modified: '2026-07-17' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- # Formstack Documents Reviews **Vendor:** Formstack, LLC **Category:** [Document Creation Software](https://www.g2.com/categories/document-creation) **Average Rating:** 4.5/5.0 **Total Reviews:** 153 ## About Formstack Documents Formstack Documents is the only document generation solution you need to save time, put a stop to manual entry, and streamline your paperwork process. With Formstack Documents, you can upload, merge, and deliver smart documents in a snap. Start from scratch or upload your own fillable PDF or Word document. Our app allows you to easily customize your document and merge it with data. Once you've created your document, it's time to figure out where you'll be sending it. From emails to Google Drive to a third-party integration via Webhooks, Formstack Documents gives you the control to send your merged files wherever you want. Formstack Documents integrates with over 150 different products, ensuring you'll easily be able to upload, merge, and deliver your documents, no matter what products you're using. ## Formstack Documents Pros & Cons **What users like:** - Users value the **seamless integrations** of Formstack Documents, enhancing productivity and simplifying document generation workflows. (6 reviews) - Users value the **automation features** of Formstack Documents, significantly enhancing efficiency and saving time during document generation. (5 reviews) - Users find the **ease of use** of Formstack Documents to be exceptional, greatly enhancing their documentation processes. (5 reviews) - Users value the **easy integrations** of Formstack Documents, enhancing workflows and streamlining document generation across platforms. (5 reviews) - Users appreciate the **time-saving automation** of Formstack Documents, significantly enhancing productivity and streamlining workflows. (5 reviews) - Users value the **time-saving automation** of Formstack Documents, streamlining workflows and significantly reducing manual effort. (5 reviews) - Users value the **customization options** of Formstack Documents, enhancing both internal and external documentation processes effectively. (3 reviews) - Ease of Creation (2 reviews) - Salesforce Integration (2 reviews) - Versatility (2 reviews) **What users dislike:** - Users find the **learning curve challenging** initially, especially with complex document merges and limited support available. (2 reviews) - Users find **bug issues** occasionally arise, but they are typically easy to resolve with the new builder. (1 reviews) - Users find the **interface not intuitive** , making the template building process feel uneven despite its customization potential. (1 reviews) - Users find the **poor documentation** frustrating, as it lacks comprehensive guidance for complex scenarios. (1 reviews) - Users find the **initial setup can be tricky** , yet Formstack Documents proves reliable once configured properly. (1 reviews) - Slow Performance (1 reviews) - Steep Learning Curve (1 reviews) - Technical Issues (1 reviews) - Template Limitations (1 reviews) - UX Improvement (1 reviews) ## Formstack Documents Reviews ### 1. Pretty Good **Rating:** 2.5/5.0 stars **Reviewed by:** Deion C. | Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** It's easy to use.. easy to show people how to use it as well **What do you dislike about Formstack Documents?** their customer service can be hard to work with **What problems is Formstack Documents solving and how is that benefiting you?** some of the glitches when they updateb their product and the they doesn't reset merges consistently on each month like they say they do **Official Response from Caitlin Collis:** > Hi Deion, I wanted to drop you a quick note to say thanks for your review. We're glad to hear you're finding the product easy to use. Your support means a lot to us, and we appreciate your notes for future considerations around customer service as well. Thanks again! ### 2. Trouble with links **Rating:** 3.0/5.0 stars **Reviewed by:** Jami S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Has a helpful easy to use interface and has organized categories **What do you dislike about Formstack Documents?** The links, at times, are incomplete or incorrect and families cannot finish the application **What problems is Formstack Documents solving and how is that benefiting you?** Helping to have families complete applications using technology which is more efficient **Official Response from Caitlin Collis:** > Hi Jami, I wanted to drop you a quick note to say thank you for your review. We're glad to hear you're finding the interface easy to use. Your support means a lot to us, and we appreciate your notes for future considerations around links as well. Thanks again! ### 3. Useful platform; difficulties w/ 3rd party integrations **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** 1. ability to customize form 2. ability to create a variety of forms to fit customer needs **What do you dislike about Formstack Documents?** the support team is communicative but I've had to troubleshoot a lot on my own which has been frustrating. **What problems is Formstack Documents solving and how is that benefiting you?** we are able to send a form to customers which then populates and generates a document we use **Official Response from Caitlin Collis:** > I wanted to drop you a quick note to say thank you for your thoughtful review. We're glad to hear you've found benefits from the customization features of the product. Your support means a lot to us, and we appreciate your notes for future considerations as well. Thanks again ## Formstack Documents Discussions - [How do I use WebMerge?](https://www.g2.com/discussions/how-do-i-use-webmerge) - 1 comment - [View Formstack Documents pricing details and edition comparison](https://www.g2.com/products/formstack-documents/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+04%3A33%3A41+-0500&secure%5Bsession_id%5D=b3c5207c-4f21-40c2-8003-a1758e91125f&secure%5Btoken%5D=fbff55553b1cc4b8bfbe9d4c3949d44a0c0cb435bddd50c82c93bde56846eda9&format=llm_user) ## Formstack Documents Integrations - [Adobe Acrobat Sign](https://www.g2.com/products/adobe-acrobat-sign/reviews) - [Kintone](https://www.g2.com/products/kintone/reviews) ## Formstack Documents Features **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Design** - Graphics - Templates - Themes **Delivery** - Workflow - Schedule - Batch **File Types** - Export - Import - Web Publishing **Edit & Revise** - Document Editor **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Integrate & Embed** - Calendar - Website - Applications **Agentic AI - Document Generation** - Autonomous Task Execution **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Agentic AI - Document Creation** - Proactive Assistance ## Top Formstack Documents Alternatives - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (847 reviews) - [S-Docs](https://www.g2.com/products/s-docs/reviews) - 4.7/5.0 (122 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,441 reviews)