It's been two months since this profile received a new review

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

Product Description

Formstack Documents is an online platform that allows you to easily collect data, populate a document and send it to any contact automatically. They provide you with flexible document types, dynamic content, and delivery options that fit to your business needs.

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.

Here's how.

Jason H.

Service Manager

Small-Business (50 or fewer emp.)

10/24/2023

"Super product"

5/5

What do you like best about Formstack Documents?

This product has changed our bussiness going forward with the ability to inbed forms into our website and have customers sign proposals. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I have no dislikes about the products eveything works great Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Jason,

I wanted to drop you a quick note to say thanks for your great review. We're glad to hear you're finding success with the product for your business.

Your support means a lot to us and we appreciate your business!

Thanks again!

Verified User in Retail

Small-Business (50 or fewer emp.)

10/24/2023

"Formstack Documents is a very useful"

4/5

What do you like best about Formstack Documents?

-Store, Manage, and Edit all different documents and templates in one place

-Works well with our Web Applications

-Quick responses and knowledgeable support team

-Lots of integrations ease

-Able to keep our business running Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

-Don't get informed of a system maintenance update that might affect our processes

-Very Pricey

-Document builder is semi user-friendly

-Needs a better resource collection when troubleshooting web-merges Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Thanks so much for your review. We're happy to hear you're finding the product helpful and integrating well with your other applications.

We appreciate your support and your notes for consideration as well.

Thanks again!

Afifi S.

Small-Business (50 or fewer emp.)

10/24/2023

"Excellent document merging system"

5/5

What do you like best about Formstack Documents?

Very easy to use system and very flexsible. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Data Routing image atachment can't be controlled or resize. Please add feature to be able to resize or change the orientation from Formstack Document. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Afifi,

I wanted to drop you a quick note to say thanks for your great review. We're glad to hear you're finding the product easy to use and helpful for your work.

Your support means a lot to us, and we appreciate your notes for future considerations as well.

Thanks again!

Verified User in Accounting

Small-Business (50 or fewer emp.)

10/25/2023

"Way too expensive"

0.5/5

What do you like best about Formstack Documents?

I can connect Formstack to Zapier, which allows me to automatically fill out PDF templates and send them to clients without having to do anything manually. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The price was quite high for what we needed before they changed the pricing, Now the price was tripled which makes it useless for us.

We also found way cheaper solutions (who cost even less than the price of Formstack before they changed their pricing).

Otherwise.. the UI of Formstack Documents could be renewed. Sometimes its hard to find what I need. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

We appreciate your feedback and take it seriously. We're sorry to hear to hear that you didn't find enough value for the cost of the product. We thank you for your notes and considerations and will use it to continually improve our products and services.

Thanks,

Deion C.

Technology

Small-Business (50 or fewer emp.)

10/24/2023

"Pretty Good"

2.5/5

What do you like best about Formstack Documents?

It's easy to use.. easy to show people how to use it as well Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

their customer service can be hard to work with Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Deion,

I wanted to drop you a quick note to say thanks for your review. We're glad to hear you're finding the product easy to use.

Your support means a lot to us, and we appreciate your notes for future considerations around customer service as well.

Thanks again!

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

10/24/2023

"Our processes have been improved 10 fold!"

4.5/5

What do you like best about Formstack Documents?

We love how it has simplified so many of our processes that have been previously done on paper and complicated PDf formats. Having an online fillable form and all of the integrations that come with it has allowed our processes to become almost seamless. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I think there are still some features that need to be strengthened to the level of other features. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

I just wanted to take a moment to say thanks for your great review. We're thrilled to hear that you've been able to simplify your processes and eliminate paper & complicated PDFs.

Your support and considerations mean so much to us.

Thanks again!

Blair D.

Mid-Market (51-1000 emp.)

10/24/2023

"Just what I need"

5/5

What do you like best about Formstack Documents?

The seamless intergration between forms and documents.

Customer Support is always available! Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Just learning the software but so far so good! Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Blair,

I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you've found success integrating the Forms and Documents products.

If you ever have questions or need assistance, feel free to reach out anytime—formstack@formstack.com

Thanks again!

Jami S.

Small-Business (50 or fewer emp.)

10/24/2023

"Trouble with links"

3/5

What do you like best about Formstack Documents?

Has a helpful easy to use interface and has organized categories Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The links, at times, are incomplete or incorrect and families cannot finish the application Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Jami,

I wanted to drop you a quick note to say thank you for your review. We're glad to hear you're finding the interface easy to use.

Your support means a lot to us, and we appreciate your notes for future considerations around links as well.

Thanks again!

Verified User in Computer Software

Small-Business (50 or fewer emp.)

10/24/2023

"Easy to use dynamic document builder"

4/5

What do you like best about Formstack Documents?

I like that you can fully customize the document using MS Word and just upload your template and it keeps the formatting you've applied in the word template. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Sometimes the naming conventions you need to use cause some issues especially when there are special characters or spaces in the dynamic field names. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

I just wanted to take a moment to say thanks for your review. We're glad to hear you've been able to create customized solutions for your team with ease.

Your support means the world to us. If you ever have questions or need assistance, feel free to reach out anytime—formstack@formstack.com

Thanks again!