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Formstack Documents Reviews & Product Details

Pricing

Pricing provided by Formstack Documents.

Starter

$110
per month

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
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Formstack Documents Reviews (153)

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Reviews

Formstack Documents Reviews (153)

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4.5
153 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the product for its ease of use and seamless integrations with various platforms, which significantly streamlines document generation and management. Many appreciate how it automates processes, saving time and reducing manual errors, making it a valuable tool for businesses. However, some users note that the customer support can be slow at times.

Pros & Cons

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Verified User in Health, Wellness and Fitness
AH
Mid-Market (51-1000 emp.)
"Webmerge saves me time , money and reduces mistakes"
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.
MK
Curriculum Implementation Manager
Education Management
Mid-Market (51-1000 emp.)
"A fantastic product offered and maintained by a fantastic team!"
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.

JW
Small-Business (50 or fewer emp.)
"Webmerge for boat bookings "
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.
KJ
Administration / Developer
Automotive
Mid-Market (51-1000 emp.)
"Great tool for generating documents"
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.
LK
Senior Consultant
Management Consulting
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Creates dynamic, professional-looking documents, no matter how complex"
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.

Jame H.
JH
Managing Partner
Research
Small-Business (50 or fewer emp.)
"It just works ... beautifully."
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.

Verified User in Individual & Family Services
AI
Mid-Market (51-1000 emp.)
"Filled the gap we had"
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
UL
Small-Business (50 or fewer emp.)
"good product, works as intended"
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.

Verified User in Financial Services
AF
Small-Business (50 or fewer emp.)
"Very powerfull tool"
What do you like best about Formstack Documents?

It's very easy to upload and update the different documents that need to be populated.

The data rooting service is also very convenient. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

When we copy a document from an existing one, the mapping needs to be redone. Review collected by and hosted on G2.com.

Verified User in Program Development
EP
Small-Business (50 or fewer emp.)
"Excellent software"
What do you like best about Formstack Documents?

Everything - it’s powerful and does everything i need Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Need it to automatically update

CRM with signed contract Review collected by and hosted on G2.com.

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Pricing Options

Pricing provided by Formstack Documents.

Starter

$110
per month

Teams

$220
per month

Pro

$440
per month
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