Recommendations to others considering Formstack Documents:
There are plenty of "big cannon" tools out there which will solve every business problem out there, but if you need something that just works and can be implemented in a relatively short amount of time, then give WebMerge a try. Review collected by and hosted on G2.com.
What problems is Formstack Documents solving and how is that benefiting you?
One of the largest expenses we have is creating name badges for all the volunteers who volunteer at our nonprofit. We have to get the list, export it to Excel and create a mail merge. Then print the document, assemble the name badge and ship it to the volunteer location.
WebMerge gets rid of that by providing an on-demand way to deliver a volunteer's custom name badge as an emailed PDF attachment which the volunteer can print on their own, cut out, and bring to the location where we hand them a name badge holder.
It's an elegant solution to a complex logistical problem we've been dealing for years. There's no waste and the volunteer can even ask for a re-printed badge if their name was incorrect. So we save money and time by having everything on-demand and electronic.
I have a Salesforce instance which sends out an outbound message when a required field is hit, Zapier receives it, sends the data to WebMerge which generates the PDF, I then have the PDF stored on a private Google Drive folder with a URL generated which is embedded in a custom email on Campaign Monitor. Review collected by and hosted on G2.com.
