Formstack Documents Reviews & Product Details

Webmerge is extremely easy to configure. the app works exactly as advertised Review collected by and hosted on G2.com.

My organization's forms are complex, so the mapping takes a while. It would be great if Webmerge integration with FormAssembly automatically generated a PDF form/document. Review collected by and hosted on G2.com.

WebMerge works great as it integrates well (Formstack has its own issues...), and allows us to create awesome looking forms from Word documents. Review collected by and hosted on G2.com.

None that come to mind, it works great!! Review collected by and hosted on G2.com.

Jeremy Clark personally helped me set up through the process of making my workflow work for me. I really appriciate what he and webmerge has done for my business. Review collected by and hosted on G2.com.

No dislikes. Everythin was easy to set up and learn. Review collected by and hosted on G2.com.

If you are considering automated document generation this is definitely the way to go. WebMerge should be called MagicMerge because it is so friggin amazing. Before I even signed up, Jeremy spent an hour on the phone with me discussing the ins-and-outs of WebMerge. After I signed up, Jeremy spent an incredible amount of time getting me going with my 1st Document. I am not a computer person at all, so if I can do it, anyone can do it. WebMerge has a boat-load of resources and they respond almost instantly when I can't find what I am looking for. We have about 15 different merges set up now and have merged almost 1000 documents.

But let me tell you the most fantastic part. The first Merge we set up was a standard trust document used at our law firm. We used to cut-and-paste information when we wanted to create a new document for a client. Between collecting the information from clients and creating the finalized document, the process took anywhere from 45 minutes to 2 hours. Now that we have our information set up in Gravity Forms and automatically delivered to WebMerge (via Zapier) the entire process takes less than 5 minutes. And, the mistakes from cutting-and-pasting are completely eliminated. Believe me when I say that clients do not appreciate getting a legal document with someone else's name buried in the 25th paragraph.

Finally, In our situation (and certainly everyone else's situation as well) the cost of WebMerge pales in comparison to the amount of time/money we save creating documents. I simply cannot say enough about how incredible WebMerge is. Review collected by and hosted on G2.com.

There is nothing to dislike about WebMerge! Review collected by and hosted on G2.com.

I’ve got a lot on my plate. As a CEO, salesperson, and marketer I have to find ways to scale my actions without scaling the time I commit to said actions.

Proposal and contract creation are the perfect example. I need to grow my business and proposals/contracts help us get the job done, but I have more important responsibilities to manage.

Instead of applying more time to the problem, I leverage Zapier & Webmerge to automate the proposal/contract process. It helps me stay sane and move faster. Review collected by and hosted on G2.com.

With any automation it requires trial and error to get set up things perfectly.

Knowing this going in will help you with with it. If used correctly, WebMerge will make it worth it. Review collected by and hosted on G2.com.

The ability to use it with Zapier, Wufoo forms, and Adobe Sign to streamline the delivery and signing of customized client agreements. Customer service is great. Review collected by and hosted on G2.com.

pricing - a pay as you go plan with the ability to purchase merge credits would be a great idea. Review collected by and hosted on G2.com.

I like the built-in document builder that I can use without needing to know much HTML. Review collected by and hosted on G2.com.

I don't like that I have to create a map for each document that I make; I would prefer one map for each Salesforce object. The possibility may be there- but if so, I have not found it. Review collected by and hosted on G2.com.

The team at WebMerge is really smart to have made sure their system plays well with Zapier. This allows us to transform information collected from survey and form sites (such as Formsite) into great customized proposals, presentations, and more. We even use it to lead our candidates through a process that generates a great standardized resume for them. Plus we FTP the doc to our website so it can be a part of our search tool. Review collected by and hosted on G2.com.

The pricing model may not fit us perfectly so it may get a little more expensive as we fully start doing more merges, but still a great value. Review collected by and hosted on G2.com.

WebMerge makes it easy to merge data into multiple types of documents and even emails. It is a huge help for our customers to create and deliver invoices and various other summaries in professional documents. Review collected by and hosted on G2.com.

I wish there was more flexibility with their volume based pricing. It is a detractor for many people we work with. Review collected by and hosted on G2.com.

It gives the ability to easily create contract documents and pass information along through docusign. Review collected by and hosted on G2.com.

Would like to see how the users and permissions work for this. Don't want to have everyone changing parts of the contract. Review collected by and hosted on G2.com.