--- 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: '2026-08-07' 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. Formstack is the tool for automating your paper based processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Formstack Documents?** Formstack has a great partner network and a great product team that has built a set of tools that have helped us automate our historically paper-based processes. The integration with CRM platforms like Salesforce has made the tool useful in helping us bridge the gap between where data resides and where we need to import it. **What do you dislike about Formstack Documents?** Sometimes, support can be lacking in areas where there are product gaps, but they have the right points of escalation and run a relatively flat organization, which allows you to directly communicate with key stakeholders to make changes and help the community of users stronger. **What problems is Formstack Documents solving and how is that benefiting you?** The specific issues that Formstack Documents has assisted with are client onboarding, client feedback and fund subscriptions. These have historically been processes that take our teammultiply hours to aggregate data and process between teams. With the streamlineing of the process we now see less errors and more throughput ### 3. 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! ### 4. 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. ### 5. Good product for what we need **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** Integration with SFDC is nice. Has some flexibility to query SFDC data and compile into a formatted document. **What do you dislike about Formstack Documents?** The support is lacking. The help docs can be improved, more challenging scenario should be covered. **What problems is Formstack Documents solving and how is that benefiting you?** We need to output SFDC data into a nicely formatted doc for our customers. ### 6. 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. ## 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%5Bsentiment_snippet%5D=1285032&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+18%3A32%3A42+-0500&secure%5Bsession_id%5D=4126a117-648c-474c-b7bd-5ff399201c72&secure%5Btoken%5D=e747896b1542839057699c7c3883a50ff987ccbe337d8a9f20945ebb269e5583&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 **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Design** - Graphics - Templates - Themes **Delivery** - Workflow - Schedule - Batch - Compliance Management - Workflow Management **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 - Generative AI - Document Generation **Integrate & Embed** - Calendar - Website - Applications **Agentic AI - Document Generation** - Autonomous Task Execution **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **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 (3,470 reviews)