The G2 on Formstack Documents

Formstack Documents Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the easy integrations of Formstack Documents, enhancing workflows and saving time through automation. (6 mentions)

Users value the efficiency of automations in Formstack Documents, significantly saving time and enhancing workflow integration. (5 mentions)

Users appreciate the ease of use of Formstack Documents, simplifying template creation and streamlining document generation. (5 mentions)

Users enjoy the easy integrations of Formstack Documents, enhancing workflow efficiency and saving valuable time. (5 mentions)

Users appreciate the time-saving automation of Formstack Documents, enhancing efficiency and reducing manual errors in workflows. (5 mentions)

Users value the time-saving automation of Formstack Documents, streamlining workflows and significantly reducing manual effort. (5 mentions)

Users value the customization options of Formstack Documents, enhancing both internal and external documentation processes effectively. (3 mentions)

Users find the learning curve steep, especially with complex document merges, despite improvements from the new builder. (2 mentions)

Users find bug issues occasionally arise, causing minor disruptions, but acknowledge that they are often easily resolved. (1 mentions)

Users find the UI not intuitive, making the template building process feel clunky despite its robust capabilities. (1 mentions)

Users find the poor documentation inadequate for addressing complex scenarios and requiring significant improvement. (1 mentions)

Users find the setup difficult initially, but the tool is reliable once configured properly. (1 mentions)

Top Pros or Advantages of Formstack Documents

1. Integrations

Users value the easy integrations of Formstack Documents, enhancing workflows and saving time through automation.

See 6 mentions

See Related User Reviews

Brittany T.

Mid-Market (51-1000 emp.)

5.0/5

"Customize documents"

What do you like about Formstack Documents?

I like that you can customize documents and that it is connected to formstack forms. We use this for internal and external purposes. I like that it is

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Efficient and Reliable Document Automation Tool"

What do you like about Formstack Documents?

It saves us time by automating document creation and integrates well with our other tools, making our workflows smoother.

2. Automations

Users value the efficiency of automations in Formstack Documents, significantly saving time and enhancing workflow integration.

See 5 mentions

See Related User Reviews

Alexia s.

Small-Business (50 or fewer emp.)

5.0/5

"Makes my life so much easier"

What do you like about Formstack Documents?

I love the automation of the system, saving me an excess amount of money in just time saved.

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Efficient and Reliable Document Automation Tool"

What do you like about Formstack Documents?

It saves us time by automating document creation and integrates well with our other tools, making our workflows smoother.

3. Ease of Use

Users appreciate the ease of use of Formstack Documents, simplifying template creation and streamlining document generation.

See 5 mentions

See Related User Reviews

Jonathan W.

Small-Business (50 or fewer emp.)

4.0/5

"Great tool for creating and automating document generation!"

What do you like about Formstack Documents?

It allows users to easily create dynamic, customizable templates that populate with data from various sources, saving time and reducing manual errors.

Prashant V.

Mid-Market (51-1000 emp.)

4.5/5

"Efficient Document Generation and Automation"

What do you like about Formstack Documents?

We have been using formstack documents for a few months now and it has significantly streamlined our documentation generation process. Here are some k

4. Easy Integrations

Users enjoy the easy integrations of Formstack Documents, enhancing workflow efficiency and saving valuable time.

See 5 mentions

See Related User Reviews

Brittany T.

Mid-Market (51-1000 emp.)

5.0/5

"Customize documents"

What do you like about Formstack Documents?

I like that you can customize documents and that it is connected to formstack forms. We use this for internal and external purposes. I like that it is

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Efficient and Reliable Document Automation Tool"

What do you like about Formstack Documents?

It saves us time by automating document creation and integrates well with our other tools, making our workflows smoother.

5. Time-saving

Users appreciate the time-saving automation of Formstack Documents, enhancing efficiency and reducing manual errors in workflows.

See 5 mentions

See Related User Reviews

Alexia s.

Small-Business (50 or fewer emp.)

5.0/5

"Makes my life so much easier"

What do you like about Formstack Documents?

I love the automation of the system, saving me an excess amount of money in just time saved.

Jonathan W.

Small-Business (50 or fewer emp.)

4.0/5

"Great tool for creating and automating document generation!"

What do you like about Formstack Documents?

It allows users to easily create dynamic, customizable templates that populate with data from various sources, saving time and reducing manual errors.

6. Time-Saving

Users value the time-saving automation of Formstack Documents, streamlining workflows and significantly reducing manual effort.

See 5 mentions

See Related User Reviews

Alexia s.

Small-Business (50 or fewer emp.)

5.0/5

"Makes my life so much easier"

What do you like about Formstack Documents?

I love the automation of the system, saving me an excess amount of money in just time saved.

Jonathan W.

Small-Business (50 or fewer emp.)

4.0/5

"Great tool for creating and automating document generation!"

What do you like about Formstack Documents?

It allows users to easily create dynamic, customizable templates that populate with data from various sources, saving time and reducing manual errors.

7. Customization

Users value the customization options of Formstack Documents, enhancing both internal and external documentation processes effectively.

See 3 mentions

See Related User Reviews

Brittany T.

Mid-Market (51-1000 emp.)

5.0/5

"Customize documents"

What do you like about Formstack Documents?

I like that you can customize documents and that it is connected to formstack forms. We use this for internal and external purposes. I like that it is

Jonathan W.

Small-Business (50 or fewer emp.)

4.0/5

"Great tool for creating and automating document generation!"

What do you like about Formstack Documents?

It allows users to easily create dynamic, customizable templates that populate with data from various sources, saving time and reducing manual errors.

Top Cons or Disadvantages of Formstack Documents

1. Learning Curve

Users find the learning curve steep, especially with complex document merges, despite improvements from the new builder.

See 2 mentions

See Related User Reviews

Jonathan W.

Small-Business (50 or fewer emp.)

4.0/5

"Great tool for creating and automating document generation!"

What do you dislike about Formstack Documents?

Complex document merges can be a little harder to figure out and support was't available for more in depth document merges.

Brittany T.

Mid-Market (51-1000 emp.)

5.0/5

"Customize documents"

What do you dislike about Formstack Documents?

It can be a bit hard to learn at first but with the new builder it makes it easier. On occasion there may be a glitch but that is easily fixed.

2. Bug Issues

Users find bug issues occasionally arise, causing minor disruptions, but acknowledge that they are often easily resolved.

See 1 mentions

See Related User Reviews

Brittany T.

Mid-Market (51-1000 emp.)

5.0/5

"Customize documents"

What do you dislike about Formstack Documents?

It can be a bit hard to learn at first but with the new builder it makes it easier. On occasion there may be a glitch but that is easily fixed.

3. Not Intuitive

Users find the UI not intuitive, making the template building process feel clunky despite its robust capabilities.

See 1 mentions

See Related User Reviews

Verified User

Enterprise (> 1000 emp.)

4.5/5

"Great tool for generating large volumes of documents"

What do you dislike about Formstack Documents?

The UI is a little clunky, however the capabilities are robust. The template building process feels a bit jagged but it allows a good amount of custom

4. Poor Documentation

Users find the poor documentation inadequate for addressing complex scenarios and requiring significant improvement.

See 1 mentions

See Related User Reviews

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Good product for what we need"

What do you dislike about Formstack Documents?

The support is lacking. The help docs can be improved, more challenging scenario should be covered.

5. Setup Difficulty

Users find the setup difficult initially, but the tool is reliable once configured properly.

See 1 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Efficient and Reliable Document Automation Tool"

What do you dislike about Formstack Documents?

Some advanced features can be tricky to set up initially, but overall, it’s a reliable and user-friendly tool once configured.

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!