--- 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: '2026-08-04' 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. Very simple to use, great for automating getting signatures **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler B. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Formstack Documents?** Love how easy it is to setup and use. We integrate it with Kintone, which allows us to create documents that are sent directly to our customers to sign through AdobeSign. The whole process works seamlessly and we have never had any issues at all. Very happy overall with how it works. **What do you dislike about Formstack Documents?** Nothing comes to mind, at least not for us. We have never had any issues setting documents up and everything has worked well for us right from day 1. **What problems is Formstack Documents solving and how is that benefiting you?** Needed an effective way to create and send documents out to customers for signatures, including Purchase Orders, Lease Documents, Delivery Confirmations and more. And by integrating with our databases and pushes data to Formstack, we can do that quickly. Once setup, it has never had a problem or not delivered our docs. ### 2. One of the best document processor and automation that I have seen before **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2021 **What do you like best about Formstack Documents?** rich in features and support to other platforms integrations including both MS Flow and Zapier **What do you dislike about Formstack Documents?** unrelated to this product specificaly, but sister product of FormStack Sign currently only works and support US letter document only. that means any customers outside US like us, will not be able to bundle the experience of automation from formstack document to formstack sign. **Recommendations to others considering Formstack Documents:** if you are looking for document automation and data forms processing, FormStack is a solid contender for trial. **What problems is Formstack Documents solving and how is that benefiting you?** document automation and processing from one application and output to another. ### 3. Automated Document Generation Made Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Víctor A. P. | Infrastructure and DevOps Administrator, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Formstack Documents?** Its ability to automate document generation with customizable templates and seamless integrations. **What do you dislike about Formstack Documents?** Some advanced features can be hard to configure, and pricing may be high for small teams. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents automates document creation, eliminating repetitive manual tasks. This saves me time, reduces errors, and improves efficiency in processes like contracts, reports, and personalized forms. ### 4. Customize documents **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany T. | Operations Project Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Formstack Documents?** I like that you can customize documents and that it is connected to formstack forms. We use this for internal and external purposes. I like that it is easy to integrate into other systems such as sharepoint, onedrive, email, etc. **What do you dislike about Formstack Documents?** It can be a bit hard to learn at first but with the new builder it makes it easier. On occasion there may be a glitch but that is easily fixed. **What problems is Formstack Documents solving and how is that benefiting you?** Digitizing our forms for parents and staff. We have gotten rid of most of our paper forms. **Official Response from Caitlin Collis:** > Hi Brittany, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you're finding customized solutions for internal and external purposes. Your support means the world to us and we appreciate your notes and considerations. Thanks again! ### 5. Works great for contract and document creation within our overall tech stack **Rating:** 4.5/5.0 stars **Reviewed by:** Alex S. | VP of Customer Success, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** Fromstack is an invaluable part of our workflow for document generation. Its interface is user-friendly. Unlike other platforms we’ve encountered, it is quite simple and accessible, making it an ideal solution that doesn’t require extensive training for multiple users being added as team members. One of the tool’s biggest strengths is its seamless integration with our existing tech stack. We manage a variety of software platforms and this syncs easily, pulling in data directly from our stack. This integration has helped add a lot of value to anxilery users. **What do you dislike about Formstack Documents?** The reporting included is great, but could have more detail. **What problems is Formstack Documents solving and how is that benefiting you?** Allows us and our users to streamline contract creation processes, save time and reduce risk through use of a central, single set of templates. ### 6. Efficient Document Generation and Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Prashant V. | Director, Enterprise Architecture, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Formstack Documents?** We have been using formstack documents for a few months now and it has significantly streamlined our documentation generation process. Here are some key points that standout: Ease of use Integration using APIs Automation Customization **What do you dislike about Formstack Documents?** Although the support team is generally helpful the response to incidents can be slow or incomplete **What problems is Formstack Documents solving and how is that benefiting you?** Making document generation faster thereby improving efficiency of our Insurance brokers ### 7. Formstack saves my team so much valuable time **Rating:** 5.0/5.0 stars **Reviewed by:** Trish U. | Senior Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** Formstack Documents saves my team so much time by allowing us to automate document generation. It's very user-friendly and I have not experienced the site bugs and errors that so many others have. **What do you dislike about Formstack Documents?** I only wish there were more tier options for documents per cycle. **What problems is Formstack Documents solving and how is that benefiting you?** Previously, my team would have to individually draft each document. Formstack automation allows us to spend our time efficiently to maximize billable hours. ### 8. Makes my life so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Alexia s. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** I love the automation of the system, saving me an excess amount of money in just time saved. **What do you dislike about Formstack Documents?** I dont have any real complaints about formstack! **What problems is Formstack Documents solving and how is that benefiting you?** It helps save mass amounts of time in creating a streamline process ### 9. Great tool for generating large volumes of documents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** Formstack Documents saves our team 30+ hours a month compared to manually generating order forms **What do you dislike about Formstack Documents?** The UI is a little clunky, however the capabilities are robust. The template building process feels a bit jagged but it allows a good amount of customization **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents is solving the need to generate hundreds to thousands of unique order forms each month. It saves our team 30+ hours/month ### 10. Efficient and Reliable Document Automation Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** It saves us time by automating document creation and integrates well with our other tools, making our workflows smoother. **What do you dislike about Formstack Documents?** Some advanced features can be tricky to set up initially, but overall, it’s a reliable and user-friendly tool once configured. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents streamlines form and document generation, reducing manual work and helping us create accurate, professional documents quickly and efficiently. ### 11. Amazing platform for document management and data classification **Rating:** 4.5/5.0 stars **Reviewed by:** Charvi A. | Associate developer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2024 **What do you like best about Formstack Documents?** Formstack Documents (formerly WebMerge) software is likely to be the best workplace for managing all the official documents and important data unification easily. The workflow and processing of the app is so great and having a very easy UI to use and operate. With this it is very easy to convert multiple file formats to PDF format. And gives you capability for working on number of tabs and projects at one time. whhich saves a lot of time for users. This is very flexible to integrate with google apps and storing services so easily, allows to manage and save the data on google clouds, drives that make it easily access at anytime, become so easy when multiple users want the data. Sharing and file transfering ability of the software is too amazing, make it possible to share the work or documnets within your team or to others also. Withdrawing or extracting data from other web pages, platforms and organising and gathering in the proficient document format, there are literally so many template designs available on this platform for quick and fast preparation and creation of docs. This also gives flexibilty to merge multiple datasets, sheets, multiple PDfs so easily and creating one. **What do you dislike about Formstack Documents?** Its a great document management software, but one think that it does not allow is that it does not enables to edit or insert JPG pr images into the documents with ease, you can't resize the image, orchange the orientation of the JPG file according to the document or PDF. **What problems is Formstack Documents solving and how is that benefiting you?** After we had started using Formstack Documents (formerly WebMerge) software, we are not facing any document management related issues. We have been blessed in creating official docs, forms, bills, invoices so easily. And also sharing docs ability was easy. **Official Response from Scott Crabb:** > Hello Charvi, thanks for the glowing review! I'm so glad Formstack Documents is helping you and your team get your document processes organized. I think this article will help you insert images (and adjust them) into your documents https://help.formstack.com/s/article/Embed-Images-in-Your-Build-Your-Own-PDF . Thanks again for the review! ### 12. The product works great and the suppport team is fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Formstack Documents?** We switched to Formstack Documents from much more expensive solution and cut our costs in half. The transition was seamless and the support team was very helpful with helping us get our documents properly configured. I have had to reach out to Support a few times since the initial transition and they are very responsive and were able to help resolve any isuses quickly. **What do you dislike about Formstack Documents?** I wish there were more merges included in the Starter plan. We occastionally get close to or up to our document merge limit on the Starter plan (150 merges). We would be more comfortable with a 200 document merge limit but the cost to add 50 more merges as an add-on is simply too high and would bring our cost per merge up to around $0.70. For context, we are currently paying around $0.64/merge. The teams plan is a much better deal at $0.36/merge (limit of 500/month) but it would double our cost and we would not come close to using 500/month. **What problems is Formstack Documents solving and how is that benefiting you?** We use this product to merge data into our Sales proposal. **Official Response from Caitlin Collis:** > Hi Tonya, I wanted to say thanks for your great review. We're thrilled to hear that you're getting value from the product and have had any issues resolved quickly. Your support means the world to us, as well as your notes for consideration. Thanks again! ### 13. Cornerstone of our contract management platform **Rating:** 4.5/5.0 stars **Reviewed by:** Denis C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Fast document generation Powerful markup language (including conditionals, tables, arrays) Great support Reliable **What do you dislike about Formstack Documents?** Removes "smart quotes" from the document No Word Add-in to manage document markups Limited error reporting (where tags are missing) Gets confused when conditional tags are included in cross-references / indexes Doesn't update tables of contents after document generation PowerAutomate actions have limitations (need to use native API calls for full functionality) **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents generates most of our contracts that we enter into with our customers, including NDAs, master agreements, statements of work, work orders, and more. It allows us to use a single template that changes its content based on the country, entity, and many other run-time parameters. We sign over 5,000 contracts annually. **Official Response from Caitlin Collis:** > Hi Denis, Thanks so much for submitting a positive review. We're happy to hear that you've found it to be fast and reliable for your team. We always appreciate your considerations for future developments as well. Thanks again! ### 14. Formstack Documents is the best in the industry! **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack Documents is such a user friendly tool. Most of our customers are not tech saavy and their easy clicks not code model makes it so that my customers can use this tool seemlessly. In addition, the formstack team is super helpful and easiily accessible to answer our questions and assist with setting up our documents. We have used several other form tools via our customers and we find this one to be the easiest to setup, use and get support from. We recommend this product to all of our clients looking for a documents solution. **What do you dislike about Formstack Documents?** We sometimes find all of the steps complicated when it comes to uploading your own document template. The downloading and uploading of the document with the merge tags can be cumbersome, but once you set it up it works great. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack solves a variety of issues for our clients. Previously, our clients were exporting reports from Salesforce and doing mail merges of data and sending documents via snail mail. They did not always have correct addresses and it obviously took time to send out these documents. When documents were needed to be sent to large volumes of people, they spent days halting all other work to produce the documents. Now, with the click of a button they are able to reach their audiences faster! **Official Response from Caitlin Collis:** > Hi Natalie, I just wanted to drop you a quick note to say thanks for your great review. We love to hear that you've found the product to be user friendly and provides a solution for your team and customers. Your support means the world to us and we appreciate your notes for consideration as well. Thanks again! ### 15. Longtime user and still finding new applications **Rating:** 5.0/5.0 stars **Reviewed by:** Don K. | Manager, Staffing Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack automates so much of our back office now it's hard to imagine being able to fuction without it. We have integrations with at least 10 different applications all made possible by Formstack. We have been using it as a core part of our stack for about 8 years. I have been satisfied with the support i have received as well, and the team generally seems very willing to help. **What do you dislike about Formstack Documents?** I can't really think of a downside. Our experience has been overwhelmingly positive. **What problems is Formstack Documents solving and how is that benefiting you?** Creation of contracts. Creation of timesheets for signature. Integration between applicant tracking system and CRM. Creation of offers of employment/subcontracts. Creation of API files for upload to our ERP. **Official Response from Caitlin Collis:** > Hi Don, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you're enjoying our product and the successes you've had with automating your processes. Your support means the world to us. If you ever have questions or need assistance, feel free to reach out anytime—formstack@formstack.com Thanks again! ### 16. A must have for us! **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Easy to setup, integrates well with several of our tech solutions, and is very cost effective for our needs. **What do you dislike about Formstack Documents?** Slight learning curve, but we really don't have any issues or complaints at all! **What problems is Formstack Documents solving and how is that benefiting you?** We need a way to send automatically generated documents to our end user and it has to come from our custom built software solution, and we have 10 different documents depending on the situation for the customer. Through the API, we trigger a document that then sends to Adobe Sign to get a signature with all the correct details already in the document. Saves us a ton of time in document creation, formatting, and getting signatures. **Official Response from Caitlin Collis:** > Hi Tyler, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you're finding the product easy to set up & use. Your support means a lot to us and we appreciate your business! Thanks again! ### 17. formstack has made us more efficient in data gathering and output **Rating:** 4.5/5.0 stars **Reviewed by:** mitchell g. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Formstack Documents?** Formstack has made us more efficient in data gathering and output. They have a lot of good services to offer that can be bundled together and work well with salesforce. **What do you dislike about Formstack Documents?** The integration with salesforce does not have good aesthetics out of the box. The customer service is somewhat limited unless you buy a bigger package, no video chat support for my level. **What problems is Formstack Documents solving and how is that benefiting you?** it gives us an easy way to gather information about clients and update salesforce. It also allows us to automatically create documents from data in salesforce. **Official Response from Caitlin Collis:** > Hi Mitchell, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you're gaining efficiency in your data capture. Your support means a lot to us and we appreciate your notes for future considerations as well. Thanks again! ### 18. Formstack is game changing **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey P. | Accounts Payable, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** What is most helpful with formstack is the ease of creating any form, collecting data, reimbursement etc. If you can think of it, formstack can do it. **What do you dislike about Formstack Documents?** Linking the combine document into 1 PDF feature can be difficult to figure out and if you make a slight change it will mess up your merge but other than that it is pretty user friendly! **What problems is Formstack Documents solving and how is that benefiting you?** We now use this for catering requests, reimbursement request, mileage, off duty police pay, capex request. This has been a game changer. **Official Response from Caitlin Collis:** > Hi Lindsey, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you've found success with easy form creation and data collection. Your support means the world to us and we appreciate your considerations for the future as well. Thanks again! ### 19. Formstack Doc **Rating:** 5.0/5.0 stars **Reviewed by:** Katie J. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack Documents is very easy to use and you are able to have it sent to a person or a shared drive which makes it easy when multiple folks need the documents. We use formstack documents for HR, IRB, Withdrawal Forms, etc. **What do you dislike about Formstack Documents?** The merge part to the document side can be a little aggrevating but overall the product is worth it. **What problems is Formstack Documents solving and how is that benefiting you?** It allows multiple users to receive one document. It cuts out a lot of back and forth emails. **Official Response from Caitlin Collis:** > Hi Katie, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you find the product easy to use and successful for multiple use cases. Your support and considerations mean so much. Thanks again! ### 20. Formstack Review **Rating:** 4.5/5.0 stars **Reviewed by:** Becky F. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Formstack Documents?** We have over 400 forms and being able to push them to a PDF document has been such a game changer for our company. **What do you dislike about Formstack Documents?** The support lacks, you cannot speak to a single person for technical support - no phone calls. I feel as if I just have to keep repeating the issue even though I supplied it all in the request for assistance. **What problems is Formstack Documents solving and how is that benefiting you?** Sending signed documents immediately after signings. **Official Response from Caitlin Collis:** > Hi Becky, I just wanted to drop you a quick note to say thanks for your review. We're thrilled to hear that you're finding successes with creating efficiencies for your team. We appreciate your support as well as your notes for consideration. Thanks again! ### 21. Support is only ay PST time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Formstack Documents?** Webmerge is a wonderful tool and ease to integrate with salesforce **What do you dislike about Formstack Documents?** Need to support across the globe which is not happening. I work from India and in IST time zone. Its very difficult to get connected over your technical support team as there is different day light settings. Instead of exchanging mails for support it would be best if any one gets connected over teams / skype / zoom would help to address the issue. **What problems is Formstack Documents solving and how is that benefiting you?** Getting techincal support is a huge task and they need to improve supporting across globe. However in salesforce its easing us in generating proposal documents to customers. **Official Response from Caitlin Collis:** > We appreciate your thoughtful review of Formstack Documents. We're glad to hear that you find the product easy to use, but understand you've had trouble getting support due to time differences. We take your comments to heart and will apply these considerations as we work to continually improve our products and services. Thanks, ### 22. Super product **Rating:** 5.0/5.0 stars **Reviewed by:** Jason H. | Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** This product has changed our bussiness going forward with the ability to inbed forms into our website and have customers sign proposals. **What do you dislike about Formstack Documents?** I have no dislikes about the products eveything works great **What problems is Formstack Documents solving and how is that benefiting you?** We looked for years on how to solve having our service agreements paperless and that a customer can sign up with ease and this product solved everything **Official Response from Caitlin Collis:** > Hi Jason, I wanted to drop you a quick note to say thanks for your great review. We're glad to hear you're finding success with the product for your business. Your support means a lot to us and we appreciate your business! Thanks again! ### 23. Excellent document merging system **Rating:** 5.0/5.0 stars **Reviewed by:** Afifi S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Very easy to use system and very flexsible. **What do you dislike about Formstack Documents?** Data Routing image atachment can't be controlled or resize. Please add feature to be able to resize or change the orientation from Formstack Document. **What problems is Formstack Documents solving and how is that benefiting you?** We are no longer using manual enrolment form. Since we used Formstack Form & Formstack Document, the enrolment process is now seamless. **Official Response from Caitlin Collis:** > Hi Afifi, I wanted to drop you a quick note to say thanks for your great review. We're glad to hear you're finding the product easy to use and helpful for your work. Your support means a lot to us, and we appreciate your notes for future considerations as well. Thanks again! ### 24. Our processes have been improved 10 fold! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** We love how it has simplified so many of our processes that have been previously done on paper and complicated PDf formats. Having an online fillable form and all of the integrations that come with it has allowed our processes to become almost seamless. **What do you dislike about Formstack Documents?** I think there are still some features that need to be strengthened to the level of other features. **What problems is Formstack Documents solving and how is that benefiting you?** Allowing documents to be filled out and signed digitally, and then sent directly to our storage platform dropbox. **Official Response from Caitlin Collis:** > I just wanted to take a moment to say thanks for your great review. We're thrilled to hear that you've been able to simplify your processes and eliminate paper & complicated PDFs. Your support and considerations mean so much to us. Thanks again! ### 25. Just what I need **Rating:** 5.0/5.0 stars **Reviewed by:** Blair D. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** The seamless intergration between forms and documents. Customer Support is always available! **What do you dislike about Formstack Documents?** Just learning the software but so far so good! **What problems is Formstack Documents solving and how is that benefiting you?** It is cutting down the amount of time I have to spend creating contracts to send out. Thank you! **Official Response from Caitlin Collis:** > Hi Blair, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you've found success integrating the Forms and Documents products. If you ever have questions or need assistance, feel free to reach out anytime—formstack@formstack.com Thanks again! ### 26. Great on issuing the documents quickly and effeciently. **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie R. | Underwriter, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Formstack Documents?** Quickly able to provide insureds with docs and completed forms. **What do you dislike about Formstack Documents?** nothing really. Very easy to use. quickly issued. **What problems is Formstack Documents solving and how is that benefiting you?** Quick info input. Correct information exported from our systems **Official Response from Caitlin Collis:** > Hi Stephanie, Thank you so much for your review of Formstack Documents. We're glad to hear you find the product easy to use. Your support means so much to us, and we appreciate your business! Thanks again, ### 27. Great service **Rating:** 5.0/5.0 stars **Reviewed by:** Nneka Okeke D. | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Integration Merge Cabailities Easy to use **What do you dislike about Formstack Documents?** Merge documents to one if there is multiple email Make wrokflow cheaper **What problems is Formstack Documents solving and how is that benefiting you?** Send one email with multiple attachments **Official Response from Caitlin Collis:** > Hi Nneka, 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 and helpful for your work. Your support means a lot to us, and we appreciate your notes for future considerations as well. Thanks again! ### 28. Saves time and headaches **Rating:** 5.0/5.0 stars **Reviewed by:** Angel C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** It is easy to use and update as needed. I was able to create a document in the document writer. We have used formstack and formstack documents to replace someone making offer letters and onboarding documents. The integrations with sign have been super helpful. **What do you dislike about Formstack Documents?** Formstack documents can be temperamental which requires troubleshooting about why something failed. **What problems is Formstack Documents solving and how is that benefiting you?** Offer Letters and Onboarding Documents **Official Response from Caitlin Collis:** > Hi Angel, I wanted to take a moment to say thanks for your great review. We're happy to hear you find the product easy to use and that the integrations have been helpful for your team. Your support means a lot to us, and we appreciate your notes for future considerations as well. Thanks again! ### 29. Really Easy, Very Useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** We can write appeal letters ten times faster and it helps us spend less time trying to make money! **What do you dislike about Formstack Documents?** There are so many possibilities, but not every possible feature is available yet. **What problems is Formstack Documents solving and how is that benefiting you?** Generating appeal letters to negotiate prices and make more money! It is faster to appeal so we can appeal more cases and therefore win more money! **Official Response from Caitlin Collis:** > I wanted to drop you a quick note to say thanks for your review. We're thrilled to hear that your find the product easy to use and are saving time. Your support means a lot to us and we appreciate your business! Thanks again! ### 30. Formstack Documents Improves Business Efficiencies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack Documents has been very valuable to our business in helping to automate our processes and increase our speed and efficiency by removing the factor of human error. **What do you dislike about Formstack Documents?** I do not have any areas of improvement at this time. **What problems is Formstack Documents solving and how is that benefiting you?** Automation, increase speed, standardize our documents and remove human error. **Official Response from Caitlin Collis:** > I wanted to take a moment to thank you for your great review. We're happy to hear you're finding value in the product for your business and creating efficiencies.. Your support means a lot to us and we appreciate your business! Thanks again! ### 31. Great merging tool for Salesforce! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack is very helpful when creating documents, especially when you have to create over 100+. I love knowing that the information is accurate and there is no room for human errror. Formstack is easy to use, even for someone not as tech savvy as me. **What do you dislike about Formstack Documents?** Getting support can be a little challenging. It might take a few tries to get the support you need. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack helps me be more efficient with my time and with my work. **Official Response from Caitlin Collis:** > I wanted to drop you a quick note to say thanks for your great review. We're glad to hear you're finding the product easy to use and helpful for your work. Your support means a lot to us and we appreciate your notes for future considerations as well. Thanks again! ### 32. Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Formstack Documents?** Fully customized filters by user of completed forms. **What do you dislike about Formstack Documents?** Does not automatically move screen to missing required parts on forms. **What problems is Formstack Documents solving and how is that benefiting you?** Manual paper forms into digital and integrated plans **Official Response from Caitlin Collis:** > Thank you so much for your review of Formstack Documents. We're glad to hear you find the product easy to use and benefit from the customization options. Your support means so much to us, and we appreciate your considerations for the future as well. Thanks again, ### 33. From WebMerge to Formstack Documents, there's not a better solution for dynamic doc generation! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea E. | Remote IT Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2021 **What do you like best about Formstack Documents?** Support for Smarty syntax in the document templates which helps us massage the field inputs in many ways that reduce/eliminate the amount we have to manually adjust. **What do you dislike about Formstack Documents?** Nothing really comes to mind. The learning curve can be as easy or strenuous as you want it to be depending on your use-case and expectations of final output. It's very dynamic. **Recommendations to others considering Formstack Documents:** Formstack Documents has been the peanut butter to our Formstack Forms jelly. They go hand-in-hand for us. We've had both since inception and the customizability of both independently and together is invaluable. We have so much more control over our document generation where things are more streamline/standardized in form and in aesthetics. We heavily use the Smarty syntax templating language to further refine the way our submitted data looks and functions. **What problems is Formstack Documents solving and how is that benefiting you?** We have put so many fillable PDFs out to pasture, and it's been amazing. We have drastically reduced our issues with folks submitting various versions of forms because, with Formstack, it's always current! We've nixed a significant amount of people doing it the "old way," where they'd fill out a paper form, scan it to email and then put it in its respective digital folder. Gradually, we are changing the company mindset about how to gather and distribute information. ### 34. Auto-generating documents from formstack submissions is the best **Rating:** 4.5/5.0 stars **Reviewed by:** Deepti P. | I am a Digital Reporting Coordinator on the project work on formstack docs., Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Formstack Documents?** Formstack documents has provided us with the best solution to generate documents based on form submissions. Being a construction company, we have our teams who go on the field and fill the forms. Formstack docs has reduced their work of editing pdfs and generating reports. They fill their forms/submissions and, within minutes, have their reports emailed to them. We like the functionalities offered by formstack docs with various data routing options also. **What do you dislike about Formstack Documents?** I like formstack docs, but I think every product has room for improvement. I feel if formstack docs can develop a way to have multiple fields recognized in a single box on a fillable pdf, just like how we can do that on a regular pdf, that would be the best thing. **What problems is Formstack Documents solving and how is that benefiting you?** I think I mentioned this earlier. Auto generating reports is one of the best things and a huge relief to our team. They can better utilize their time on the field rather than preparing reports at their desk. ### 35. Formstack Documents (formerly WebMerge) review **Rating:** 4.5/5.0 stars **Reviewed by:** Eric P. | Senior Technical Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2021 **What do you like best about Formstack Documents?** I have trailed many products, but Formstack Documents is the best in terms of usability and functionality. It's estraightforward to use, and their support is great **What do you dislike about Formstack Documents?** It would be a lot better if they had servers outside of the US. We base in Australia, and sometimes, we have connection issues when trying to upload a document template. **What problems is Formstack Documents solving and how is that benefiting you?** We are using Formstack Documents for merging and sending correspondence to our customers from Salesforce. We don't need to leave Salesforce to perform all tasks, which is a benefit. ### 36. Full function form builder **Rating:** 5.0/5.0 stars **Reviewed by:** Ice X. | Managing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2021 **What do you like best about Formstack Documents?** Almost all available functions are drag and drop. There's no programming involved. The logic function is simple to navigate. **What do you dislike about Formstack Documents?** The free version only allows you to receive very few submissions. **Recommendations to others considering Formstack Documents:** I know there are lots of form builders out there, many are even free. But if you or your organization is seeking a permanent and professional solution to all of your form problems, I'd still strongly recommend you to try out Formstack. It's industry leading, reliable, and popular. **What problems is Formstack Documents solving and how is that benefiting you?** My corporation has been using it to collect and process orders from customers. We are also using it to act as a COVID-19 contact tracing form. ### 37. Easy to use product that plugs in seamlessly with Formstack Forms. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Relations | Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2021 **What do you like best about Formstack Documents?** Formstack documents is simple to use and plugs in seamlessly with Formstack Forms. Utilizing some other tools in coordination with formstack documents and formstack forms, this has worked out very well for our organization. **What do you dislike about Formstack Documents?** The main dislike is when Formstack Documents is down and the integrations are not working as expected. This is typically fixed pretty quick, but it can be a pain to deal with integrations not working even for a short time. **What problems is Formstack Documents solving and how is that benefiting you?** We are solving a problem of formstack form submissions populating into our sharepoint database utilizing Formstack Documents. This works very simply to populate data into our lists utilized in SharePoint. ### 38. Great professional integration with formstack **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2021 **What do you like best about Formstack Documents?** Formstack Documents allows you to design the way a form will look after it has been submitted. It comes out in a nice PDF version. Easy to build, you don't need any specific type of skill. **What do you dislike about Formstack Documents?** When you run out of forms it start putting a watermark on them **What problems is Formstack Documents solving and how is that benefiting you?** It looks more professional vs the original Formstack version ### 39. Formstack Document Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** October 11, 2021 **What do you like best about Formstack Documents?** The UI is one of the best out there and it's so much easy to use. Creating forms by drag & drop and then integrating the form to the document is magical. I also like the large number of supported integrations which include support to AWS S3, which we used in our orgatzation to store documents. **What do you dislike about Formstack Documents?** From the software side there are not much to dislike, however the pricing could be better optimzed for small buinesses. **What problems is Formstack Documents solving and how is that benefiting you?** Creating forms and automating document creation. Creating documents templates for run books. ### 40. User Friendly and easy to use Formstack documents **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2021 **What do you like best about Formstack Documents?** I like the way mapping our fields and Developing the forms **What do you dislike about Formstack Documents?** The web merge button is taking quite a long to appear. **What problems is Formstack Documents solving and how is that benefiting you?** Web merge for merging the data with our insurance forms. ### 41. Formstack is a really easy and simple document creator **Rating:** 5.0/5.0 stars **Reviewed by:** Bernardo M. | Ingeniero de infraestructura, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about Formstack Documents?** I like Formstack because it is an easy-to-use platform with a wide variety of options for creating documents. What I find most interesting is that you can import documents and do not modify the structure of them, it is even possible to edit them and keep the document fonts. Also, it is affordable. **What do you dislike about Formstack Documents?** I love this software. It is a tool that allows me to easily manipulate my documents. Also, it has a totally affordable price. I have nothing negative to comment about Formstack. **Recommendations to others considering Formstack Documents:** I recommend using the free 14-day trial of Formstack so you can test its features. It is a product with an affordable price. Also, it is really easy to use and simple. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack is our ideal tool to manipulate all the infrastructure documentation in our IT department, having the ability to load Word, Excel or PDF files already created, or create a document from your collection of templates. In addition, it is also possible to create documents from scratch easily. ### 42. Very customizable, great support! **Rating:** 5.0/5.0 stars **Reviewed by:** Daniela V. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2019 **What do you like best about Formstack Documents?** There are so many ways to customize it to your business no matter if you are looking to create contracts, invoices, presentations, personalized marketing they can do it. I appreciate the amount of testing they allow prior to merging live which helps you feel confident about the final merged document. There are so many support articles which really empower you to use it how you need to. **What do you dislike about Formstack Documents?** The only thing I would change about it is the main website and maybe stating what it can and can't do. Almost like showing real-life examples of something like a contract process and where WebMerge fits into that cycle. They should also really highlight the vast amount of integrations they have. **Recommendations to others considering Formstack Documents:** Use the support articles and read the comments. They have done a great job to help you answer your own questions. **What problems is Formstack Documents solving and how is that benefiting you?** We are creating our contracts using their integration with Salesforce and DocuSign. I am looking to expand it to further personalize our client experience. ### 43. Webmerge is an valuable and adaptable tool for process optimization and maximising efficency **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2019 **What do you like best about Formstack Documents?** The conditional logic capability of Webmerge allows me to completely customize documents needed for my business, while still being formatted exactly how I want it to be formatted. **What do you dislike about Formstack Documents?** There is a bit of a learning curve, which is understandable given the customizability of the software and its capabilities. Sometimes the help articles provide links to external resources which aren't the most useful and sometimes didn't work. I've had more success using Google to figure how to achivve certain functions using php. **Recommendations to others considering Formstack Documents:** There's no harm in trying the free trial which will give you a glimpse into what Webmerge is capable of. **What problems is Formstack Documents solving and how is that benefiting you?** We're automating business processes that require manual data entry, which means more time and room for error. ### 44. Very Powerful and easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Jim H. | Solutions Specialist and Business Development Manger, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2019 **What do you like best about Formstack Documents?** We like how easy Webmerge is to use. I was up and running in a few days. There is a bit of a learning curve as with any new platform. **What do you dislike about Formstack Documents?** I didn't like aspects of the pricing but they worked with me on this. **Recommendations to others considering Formstack Documents:** You cannot lose with the cost effective product. **What problems is Formstack Documents solving and how is that benefiting you?** Saves me much time in sending out forms and pricing. ### 45. Automation Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Ricky J. | Web Developer and Content Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2019 **What do you like best about Formstack Documents?** WebMerge makes creating documents from form submissions on our website a breeze. I love the fact that it makes our application process so much more streamlined. **What do you dislike about Formstack Documents?** It takes some time and technical know-how to get it set up, especially if you create your own document template. But it's basically set it and forget it, once you do. **What problems is Formstack Documents solving and how is that benefiting you?** We have some long form applications on our government website and we're using WebMerge, Typeform, and Zapier to take the information and documents submitted online and generate a PDF application which we can print off for review. Before WebMerge, this process was such a hassle and it was impossible to get readable results from the application. WebMerge is a life saver! ### 46. WebMerge is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Fritz S. | Senior Digital Strategist , Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2019 **What do you like best about Formstack Documents?** We really like the ability to customize what we need to use in their dashboard. **What do you dislike about Formstack Documents?** We haven’t had any issues at all As this has solved all the challenges we were facing without it. **Recommendations to others considering Formstack Documents:** It is by far the best tool we found for the job in that entire sector **What problems is Formstack Documents solving and how is that benefiting you?** We used their dashboard to create A customized automation ### 47. Webmerge is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Gurtek S. | Business Systems Analyst, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2019 **What do you like best about Formstack Documents?** The ability to customize everything. Using the smarty template engine allows for a lot of functionality. The conditional logic makes it incredibly powerful. The support is awesome! Don't know if it's Jeremy each time or not, but the response is quick and actually helpful. Ties in beautifully with Salesforce. It just works! **What do you dislike about Formstack Documents?** Could be easier to modify, some formatting issues. These are only cons if you don't have a technical person to manage. If they could make the conditional formatting outside of the editor it would go a long way in cleaning up the layout. This isn't really a detractor but it would add some polish to the platform. **Recommendations to others considering Formstack Documents:** If you don't already have cpq, and are considering document generation; this is the way to go. The pricing is great. **What problems is Formstack Documents solving and how is that benefiting you?** Quote generation out of Salesforce. ### 48. WebMerge - I can no longer live without it. **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda C. | Director of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2019 **What do you like best about Formstack Documents?** We had been using Formstack for a few years when I discovered WebMerge. As a nonprofit business, we create complimentary promotional marketing materials for our licensed accounts. In 2017, I received about 250 requests for these materials and I easily managed those requests. In 2018, I received over 1200 requests and found myself unable to complete other aspects of my job due to the time constraints of these requests. I initially implemented WebMerge so that these promotional materials could be automatically generated from the data entered on the Formstack form. I joked around that I was working myself out of a job (but I was really freeing myself up to dedicate time to other important projects). We then started integrating WebMerge into other forms we use on Formstack to reduce the need for data-entry. And now, WebMerge is considered a part-time employee of our business because we have delegated so many time-consuming tasks to the software platform. Most importantly, we are able to provide a better customer experience through our WebMerge implementation. **What do you dislike about Formstack Documents?** I had a few frustrations learning the program and setting up the data routes which was simply due to unfamiliarity. Whenever I reached out for help, I was always given excellent service as well as troubleshooting tips that helped me accomplish the end result. **What problems is Formstack Documents solving and how is that benefiting you?** In addition to the promotional materials mentioned above, we use WebMerge to send order confirmations to customers. We also use it internally to automatically generate estimates in Excel as well as enter customer data into contracts. It is amazing how much time is saved when all you have to do is review and edit customer data as opposed to entering it all from scratch. ### 49. Webmerge = Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Michaela S. | Certified Paralegal, Legal Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2019 **What do you like best about Formstack Documents?** We use WebMerge with Formstack to seamlessly integrate document automation. As a user, I have full control over the look and feel of our document and can manage the process internally. **What do you dislike about Formstack Documents?** So far I have no dislikes with WebMerge. **What problems is Formstack Documents solving and how is that benefiting you?** We are streamlining intake processes, document automation and improving our firm's efficiency. ### 50. AMAZING APPLICATION, A+++ SUPPORT - HIGHLY RECOMMEND! **Rating:** 5.0/5.0 stars **Reviewed by:** Zachary L. | Producer/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2019 **What do you like best about Formstack Documents?** Webmerge is extremely quick to help you. **What do you dislike about Formstack Documents?** Nothing. I don't dislike anything. They are great to use. **Recommendations to others considering Formstack Documents:** Highly recommend the produce. Webmerge is so easy to work with. They have no delays in support and respond quickly. **What problems is Formstack Documents solving and how is that benefiting you?** Webmerge has helped us efficiently create beautiful proposals merging data and graphics from our CRM with the click of a button. SO SO EASY TO USE! Webmerge is so quick to solve any issues and help you integrate the product with how you need to use it. They are a great company and I really recommend using them. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+09%3A54%3A10+-0500&secure%5Bsession_id%5D=3cee6b25-f6ec-4945-b598-2f9d18231ad0&secure%5Btoken%5D=d3bc734d90c46b07b5aaaca57b899760ea0d3e6cc76ca9886f20e28d2f247c82&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)