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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 Health, Wellness and Fitness

Mid-Market (51-1000 emp.)

5/28/2018

"Webmerge saves me time , money and reduces mistakes"

4.5/5

What do you like best about Formstack Documents?

There's a lot of features , that help you make it a perfect fit for the challenge your facing. Also their helpdesk is quick in responding to any questions you might have. I'm no IT wizard but I was even capable of setting this up. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I didn't really dislike anything. I'm living and working in Europe, so there is time difference. Also the free consultation moment at the beginning is really helpful, but I could have used another one. Review collected by and hosted on G2.com.

Matthew K.

Curriculum Implementation Manager

Education Management

Mid-Market (51-1000 emp.)

9/27/2017

"A fantastic product offered and maintained by a fantastic team!"

5/5

What do you like best about Formstack Documents?

WebMerge does exactly what it claims to do, what more could anyone ask for!

The flexibility to use variables in an editable PDF and integrate all those variables in the e-mails that are sent out.

The support received from Webmerge. I had support from Jeremy and it was quick, precise and given that I am pretty rubbish with certain elements of IT, his patience and understanding of the product is phenomenal. What a star and what a team! Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Nothing really. I have not had an issue with any documents being communicated out. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

due to the time I required from support, maybe additional videos to support the text guidance for certain elements would be a good idea. I searched youtube for ages looking for a video guide. Review collected by and hosted on G2.com.

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

We have digitalised our enrolment process for our learners and students. The ability to take a long and complicated online webform and populate it into our mandatory format is a huge benefit. What took teams of people and hours of manual entry and re-entry now takes only 1 person to 'monitor'. Review collected by and hosted on G2.com.

John W.

Small-Business (50 or fewer emp.)

4/23/2018

"Webmerge for boat bookings "

5/5

What do you like best about Formstack Documents?

Great support and an 'honest' pricing structure.

I love the rules functionality and the fact the pricing is not based on use of rules but on production of documents. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Nothing really! It does what we have asked of it and when we struggled webmerge have helped us out very quickly. Review collected by and hosted on G2.com.

Kevin J.

Administration / Developer

Automotive

Mid-Market (51-1000 emp.)

1/15/2018

"Great tool for generating documents"

5/5

What do you like best about Formstack Documents?

I like how smoothly webmerge integrates with our Business Process Management suite built in Trackvia through the Zapier API. Once you have generated a few documents and learned the system you can have a new one up and running very quickly. Also like how easy it is to upload a new version of a document without having to redo the whole process. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The billing is a little inflexible. I don't mind the cost per page, but if you stray over the hard limits you have to pay up to the next tier, which can be very expensive. The plans should include a per-document overage charge. Review collected by and hosted on G2.com.

Lee K.

Senior Consultant

Management Consulting

Small-Business (50 or fewer emp.)

8/25/2017

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

"Creates dynamic, professional-looking documents, no matter how complex"

5/5

What do you like best about Formstack Documents?

In additon to being able to code up MS Office templates, you also have access to all of the underlying objects and so can create very complicated documents, based on complex business rules, directly from the back end system. The documents that can be created really look great and professional. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

For some complex things, it helps to understsand the underlying code,, but these are definitely edge cases. There's not much to dislike! Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

If the data is there or can be gathered, there really isn't a document that can't be generated. so it's worth considering the automation of all forms and documents. For the most complex and intricate documents, it might take a bit of coding skill to pull off the template, but you can easily outsource that piece and once the template is in place, you're done. Review collected by and hosted on G2.com.

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

For one of our clients, we coded up Saleforce to handle an bundled medical billing business. We used WebMerge to allow the company to create and email UBO4 claim forms directly out of Salesforce using the data from the episode. WebMerge was also a great way to create a host of reports that they needed.

Another client was a Media and Events company -- we used WebMerge to create and send their insertion Orders straight out of the opportunity data in Salesforce. (The data was then sent to their accounting system.) Review collected by and hosted on G2.com.

Jame H.

Managing Partner

Research

Small-Business (50 or fewer emp.)

12/12/2017

"It just works ... beautifully."

5/5

What do you like best about Formstack Documents?

I'm not a sophisticated developer, but even I can create a somewhat sophisticated process that accepts a handful of inputs and creates a beautiful document/agreement, sends it to Docusign for eSignature, then saves the completed/executed document to the right SharePoint library.

Yes. I'm quite pleased with myself (and with Webmerge). Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I wish I had more time to automate more processes. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

You have nothing to lose with a quick trial ... but make sure to use a REAL template. You'll see the difference. Review collected by and hosted on G2.com.

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

With a little investment upfront, you save minutes and hours EVERY time a process is run.

Also, because the process is automated, you don't have to worry if you remembered to include a clause, or if you removed ALL the references to another customer (when recycling an old document for reuse). Review collected by and hosted on G2.com.

Verified User in Individual & Family Services

Mid-Market (51-1000 emp.)

4/20/2018

"Filled the gap we had"

4.5/5

What do you like best about Formstack Documents?

This software filled a gap between Formstack and Salesforce. It’s precisely what we needed. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

There’s really nothing I dislike about the system. It’s maybe a little expensive. Review collected by and hosted on G2.com.

Verified User in Legal Services

Small-Business (50 or fewer emp.)

4/30/2018

"good product, works as intended"

3.5/5

What do you like best about Formstack Documents?

api functionality with typeform database Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

requires a little more fooling with than a non-techie guy like me likes to do Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

Have a clear picture of what exactly you want to merge and what the end product should be. It may take some work but web merge will get you there. Review collected by and hosted on G2.com.

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

taking answers from an intake form and incorporating into customized responses Review collected by and hosted on G2.com.