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Formstack Documents Reviews & Product Details

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.

Product Website

Seller

Formstack, LLC

Discussions

Formstack Documents Community

Languages Supported

English

Overview by

Natasha M.

Pricing

Pricing provided by Formstack Documents.

Starter

$110

per month

View More Pricing Information

Formstack Documents Integrations

(3)

Verified by Formstack Documents

Formstack Documents Media

Formstack Documents Demo - Easy document generation from start to finish

Use Formstack Documents to transform data into beautifully designed documents you can send anywhere.

Formstack Documents Demo - Create documents in a snap.

Build documents from scratch in minutes, start with a premade template, or upload your own PDFs, Word docs, Excel sheets, and PowerPoint presentations.

Formstack Documents Demo - Accelerate your Salesforce document generation.

Easily generate dynamic proposals, contracts, reports, invoices, letters, and more with your Salesforce data.

Formstack Documents Demo - Take control of your data collection.

Build no-code forms with a drag-and-drop builder

G2 reviews are authentic and verified.

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Verified User in Computer & Network Security

Small-Business (50 or fewer emp.)

5/28/2018

"Solved a huge problem"

4.5/5

What do you like best about Formstack Documents?

Webmerge integration with Cognito forms, their support and ability to built and tis forms for free before going live - - we had to fit the development in between our real-jobs so it took a while. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Nothing really, it all worked pretty well and their support was great so I don't have any dislikes. Review collected by and hosted on G2.com.

What problems is Formstack Documents solving and how is that benefiting you?

We use Webmerge to simplify filling out an overly complicated sate required agreement that is a 19 page Word Doc. The agreement requires all sorts of user input and often an answer can be derived from other answer and it requires the same info in multiple locations - like most government forms.... Using Cognito Forms and Webmerge works GREAT. Its made it possible for our users to actually complete the document as intended without administrative oversite. Review collected by and hosted on G2.com.

Syachfri T.

Information, Communications & Technology Manager

Mid-Market (51-1000 emp.)

2/26/2018

"A game changer for small-medium business in document automation and workflow"

5/5

What do you like best about Formstack Documents?

- Ease of use

- quick helpful and knowledgeable support team

- integration support with many systems

- Powerful document logic and validations

- Scalable usage and flexible billing arrangement. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Haven't really found one to date. The system is satisfactory to our business growing needs to this date. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

If your business document processing are still involve manually handling from one team to another, you should consider WebMerge as a possible solution to create workflow and automate end to end process. Review collected by and hosted on G2.com.

What problems is Formstack Documents solving and how is that benefiting you?

Transitioning business processes into one that is more digital, intelligent and automated.

Since introduction of WebMerge to our business Late 2017, we have successfully reduce many of our document processing time from approximately 3-5 business days into typically one business day turnover. Review collected by and hosted on G2.com.

Verified User in Computer Software

Enterprise (> 1000 emp.)

11/1/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Easier to use for document creation than our existing solution."

4/5

What do you like best about Formstack Documents?

The UX is more straightforward than our current system. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The learning curve could be lower to quicken user adoption. Review collected by and hosted on G2.com.

Aneil S.

Enterprise (> 1000 emp.)

10/25/2018

"Great Tool"

4.5/5

What do you like best about Formstack Documents?

Easy to use and edit contracts. Adding additional terms is also super easy. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Tool U.I looks a bit outdated but the functionality is there. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

8/14/2018

"Simply Awesome and Works Seemlessly"

5/5

What do you like best about Formstack Documents?

It is straight-forward, does what it says it does, easy to set-up and use, and significantly improves efficiency and productivity. I have been using WedMerge for 2 or 3 months and will likely keep on adding more onto it over time. I have already and happily upgraded plans a couple of times. Also, support has been awesome: heard back and requests addressed immediately. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Really nothing I can say at this time. Everything is working great. Review collected by and hosted on G2.com.

Jeff C.

Director

Computer Software

Small-Business (50 or fewer emp.)

11/28/2017

"Webmerge product is as amazing as their service is."

5/5

What do you like best about Formstack Documents?

I searched for quite a while trying other SaaS applications that claimed to do what webmerge does. Some were ok, but within a day of my webmerge trial I knew I would be a customer for life.

Webmerge is brilliant, it’s easy to use has multiple file formats that it works with and so far, it has not let me down no matter what challenge I’ve thrown at it.

The support from webmerge is even more amazing than the product, if you stumble they will be there to get you on your feet again and point you in the right direction.

I would recommend webmerge to anyone that has any online merge needs. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Webmerge is a little pricy, but when you factor in time saved working with other inferior products and the value of the outstanding customer support, it’s well worth it’s price. Review collected by and hosted on G2.com.

David H.

Co-founder & CEO

Computer Software

Small-Business (50 or fewer emp.)

9/5/2018

"Great unique piece of software"

5/5

What do you like best about Formstack Documents?

The ability to create custom template and hook into Zapier was pretty seamless. I'm not a developer but I picked up the templating language with ease. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

It's pricy. But it would have cost more for our dev team to rig this up in the short-term. Review collected by and hosted on G2.com.

Duncan B.

Marketing

Hospital & Health Care

Small-Business (50 or fewer emp.)

5/7/2018

"Been using for years and it works great"

5/5

What do you like best about Formstack Documents?

The ability to set up data routing to output our forms to multiple documents. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

We use WebMerge through formstack as a plugin and we have difficulty sometimes getting the signatures we collect to display properly on files that are output through WebMerge. This is a very small problem, but it this function could be a little more user friendly that would go a long way. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

I highly recommend this product. Review collected by and hosted on G2.com.

What problems is Formstack Documents solving and how is that benefiting you?

Collecting multiple points of data and spitting those out into various files based on field dependencies. This makes our our lives so much easier by having so much of these processes automated. Review collected by and hosted on G2.com.

Darlene M.

Small-Business (50 or fewer emp.)

4/5/2018

"A solution to our unique marketing item"

5/5

What do you like best about Formstack Documents?

Functionality of the merge and ease of creating unique templates. The program is user friendly and delivers everything that is promised. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Nothing, everything worked as promised and areas that I needed support, I got it. No questions asked! Review collected by and hosted on G2.com.

What problems is Formstack Documents solving and how is that benefiting you?

For years we have tried several programs to design our marketing book for international use. We spent thousands of dollars and it still wasn't functioning the way we wanted or it was too difficulty to make simple edits. With the support of the team at WebMerge, they worked with me night and day to design the template, incorporate all the "desired functions" needed and made positive recommendations for the project. Review collected by and hosted on G2.com.

Alex Soul S.

Business Intelligence and Automation Expert (co-owner)

Real Estate

Small-Business (50 or fewer emp.)

10/17/2017

"Smashingly outstanding customer service!!!"

5/5

What do you like best about Formstack Documents?

When was the last time you signed up for a service only to realize a bit of a luck in functionality? Pretty common, ye? Well, same here... HOWEVER, I was absolutely blown away how this product was literally modified on-the-fly to accommodate my needs. These guys have added full integration that I needed in just few days, I assume by going through the full agile life cycle - design, develop, test, deploy, release, document. Wow, what a wonderful people work there. Thank you sooooooo much! You are AWESOME guys! I Love You! Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

It took waaaaaay too quick for them to develop and release new feature.... lol ... just kidding. No, absolutely no negatives. Very easy, very simple, support is outstanding and SUPER quick to reply Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

Just go for it and don't be shy to ask for an integration you cannot find. From my experience those guys take it very seriously and don't just wait for million of feature requests to come through before they implement something. Just ask - it will be given :) Support is outstanding. I trust you will love this product dearly Review collected by and hosted on G2.com.

What problems is Formstack Documents solving and how is that benefiting you?

Signing electronic agreements. We have loads to sign. All our data is in our management tool and we were looking for ways to merge it into documents and send over for signature. Well, we were kind of doing it already with custom made APIs, but whole process was unmanageable when setting up new documents or making changes in existing. Now, with Webmerge + Signable it is just a click of a button, literally. Review collected by and hosted on G2.com.