2026 Best Software Awards are here!See the list
It's been two months since this profile received a new review
Leave a Review

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
Play Formstack Documents Video
Play Formstack Documents Video
Play Formstack Documents Video
Play Formstack Documents Video
Product Avatar Image

Have you used Formstack Documents before?

Answer a few questions to help the Formstack Documents community

Formstack Documents Reviews (153)

View 1 Video Reviews
Reviews

Formstack Documents Reviews (153)

View 1 Video Reviews
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

Generated from real user reviews
View All Pros and Cons
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Eric G.
EG
Director of E-Commerce
Small-Business (50 or fewer emp.)
"Simple and Flexible Tool"
What do you like best about Formstack Documents?

It's really easy to learn the basics of how to merge documents and I appreciate the well written documentation. Support has also been top-notch.

The integrations are also a welcome addition. Anymore, a Zapier integration is a huge selling point for us because of the opportunities it presents. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I know it's not a web-to-print product, but more font support would be welcome. Review collected by and hosted on G2.com.

Lynn G.
LG
Chief Executive Officer
Hospital & Health Care
Small-Business (50 or fewer emp.)
"Excellent Document Integration Platform That's Has Saved Hours of Time and Improved Document Quality"
What do you like best about Formstack Documents?

I use Webmerge with Formstack to create word documents from forms created by my team and by clients. I use it for all of my documents and the integrations are amazing. I love that I don't have to manually merge documents with Formstack and I can have professional documents and letters sent out simply from a form. This has improved all my processes and made us more efficient. It has also improved the quality of our work. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I don't have anything that I dislike at this time. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Enterprise (> 1000 emp.)
"Very good platform however out of date payment options"
What do you like best about Formstack Documents?

WebMerge does the key things we need for the business, it creates and automates paypal (and other) reciepts and sends them to customers. It is very well featured and has an excellent merge and creation facility. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The payment plans that WebMerge offer are very expensive and out of date with how businesses grow. You need to make a significant "jump" to get from one level to another (rather than small dollar/small volume incrementals like others, and therefore once you start clipping the limit it becomes more expensive by double rather than simple increments. Review collected by and hosted on G2.com.

Elizabeth G.
EG
co-founder CEO
Leisure, Travel & Tourism
Small-Business (50 or fewer emp.)
"Very useful product- Integrates very well with infusionsoft and docusign"
What do you like best about Formstack Documents?

I like how easy it is to use- I can easily take data from other platforms and create word documents and PDFs. I also love that is just downloads to my dropbox.

This has made everything so much easier and efficient in my company. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Not much to dislike. I really am happy with infusionsoft. Review collected by and hosted on G2.com.

Salman A.
SA
Real Estate Broker Associate
Real Estate
Mid-Market (51-1000 emp.)
"Reliable service, excellent support, and A+ product"
What do you like best about Formstack Documents?

WebMerge is the easiest and probably the most reliable service out there. I was most impressed by the personal support provided by Jeremy. Features-wise: Data Routing is priceless. I highly recommend this service to anyone. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Webmerge is awesome in that it lets you run unlimited test merges. So it is easy to test without incurring costs. I do not dislike this. I just have to fill the 40 character minimum. Review collected by and hosted on G2.com.

Julia R.
JR
Director of Outreach
Education Management
Small-Business (50 or fewer emp.)
"Reliable time saver, integrates very well, and has superb customer support"
What do you like best about Formstack Documents?

Webmerge has been reliable, cost effective, and very useful for us. We received personalized, courteous, and effective customer support during set up - even on weekends. Once we had set up the first of our many merges and documents and tested them, we didn't need customer support again because the app functioned very reliably. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

There is helpful documentation on the site but I would have appreciated even more detailed instructions during set up since I had not used similar software before. However, the excellence of the customer service made this a manageable weakness. Review collected by and hosted on G2.com.

Blake D.
BD
Vice President, Client Services
Computer Software
Mid-Market (51-1000 emp.)
"Amazing, purpose-built application for automatically generating pixel perfect documents"
What do you like best about Formstack Documents?

- Simple integration with other platforms

- Clear, flexible, usable UI

- Extensible logic that can be embedded into merge documents themselves for for loops and conditional logic

- Very fast, personalized and friendly support Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Very little. WebMerge is an extremely flexible, purpose-built platform that integrates nicely with other solutions in my ecosystem. Review collected by and hosted on G2.com.

Marc S.
MS
Owner
E-Learning
Small-Business (50 or fewer emp.)
"Great Infusionsoft Integration"
What do you like best about Formstack Documents?

The seamless API connection to Infusionsoft is fantastic. I can send my customer an email with a pdf of a training certificate and have it simultaneously upload to their contact record. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I will let you know. So far I cannot come up with anything. Review collected by and hosted on G2.com.

Justin T.
JT
Manager, GrabCar Driver Acquisition
Internet
Enterprise (> 1000 emp.)
"Webmerge removed the need for paper forms"
What do you like best about Formstack Documents?

- integration with Formstack - one of the main reasons

- easily renamed merged files according to a form field

- quick and helpful customer service (thanks Jeremy Clarke!) Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

- limited email delivery customization options i.e. I can't change the colour of my text (have to edit in HTML in order to do this) Review collected by and hosted on G2.com.

BP
CFO
Newspapers
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Webmerge rocks!"
What do you like best about Formstack Documents?

I'm using Quickbooks Online and needed to make some changes to invoices and sales receipts. Quickbooks Online would/could not accommodate the changes. I went looking for a third-part app to accomplish this, and found Webmerge. More importantly, I started working with Jeremy Clarke, Webmerge's support guru.

I had some challenges with creating the formats to make the invoices and sales receipts look exactly how I needed. Jeremy worked with me every step of the way. We accomplished what wasn't doable in QB Online. I signed up for Webmerge's monthly plan.

I've worked with tech support people throughout my career. I've rarely met anyone as responsive, knowledgeable and effective as Jeremy.

I'm glad we found Webmerge and recommend it highly.

Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The option we chose was to build the forms ourselves in Webmerge. This involved some use of HTML. I would not have been able to complete this without Jeremy Clarke's help. Review collected by and hosted on G2.com.

Trending Discussions related to Formstack Documents

Pricing Options

Pricing provided by Formstack Documents.

Starter

$110
per month

Teams

$220
per month

Pro

$440
per month
Formstack Documents Comparisons
Product Avatar Image
Conga Composer
Compare Now
Product Avatar Image
PandaDoc
Compare Now
Product Avatar Image
S-Docs
Compare Now
Formstack Documents Features
Software
Spreadsheets
Documents
Templates
Automation
Branding
Workflow
Schedule
Batch
Document Editor
Product Avatar Image
Formstack Documents