Formstack Documents Reviews & Product Details

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.

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.

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.

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

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.

The payment plans that WebMerge offer are very expensive and out of date with how businesses grow.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.

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.

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

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.

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.

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.

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.

- 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.

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.

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.

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

- 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.

- 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.

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.

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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.