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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

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.

Discussions

Formstack Documents Community

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

Formstack Documents Reviews (153)

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Verified User in Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

10/24/2023

"Formstack Documents is a game changer!"

4/5

What do you like best about Formstack Documents?

I like how easy it is to map the foms with Documents. I like how clean the results are. All the options that they provide are great. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I wish changing little details on the documents was easier doesn't matter the type of file you're using. Customer Support is also not ideal. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

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

Your support means the world to us and we appreciate your considerations for improvements for our team as well.

Thanks again!

Nneka Okeke D.

Enterprise (> 1000 emp.)

10/24/2023

"Great service"

5/5

What do you like best about Formstack Documents?

Integration

Merge Cabailities

Easy to use Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Merge documents to one if there is multiple email

Make wrokflow cheaper Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Nneka,

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 and helpful for your work.

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

Thanks again!

Angel C.

Mid-Market (51-1000 emp.)

10/24/2023

"Saves time and headaches"

5/5

What do you like best about Formstack Documents?

It is easy to use and update as needed. I was able to create a document in the document writer. We have used formstack and formstack documents to replace someone making offer letters and onboarding documents. The integrations with sign have been super helpful. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Formstack documents can be temperamental which requires troubleshooting about why something failed. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Angel,

I wanted to take a moment to say thanks for your great review. We're happy to hear you find the product easy to use and that the integrations have been helpful for your team.

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

Thanks again!

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

10/24/2023

"Really Easy, Very Useful"

5/5

What do you like best about Formstack Documents?

We can write appeal letters ten times faster and it helps us spend less time trying to make money! Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

There are so many possibilities, but not every possible feature is available yet. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

I wanted to drop you a quick note to say thanks for your review. We're thrilled to hear that your find the product easy to use and are saving time.

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

Thanks again!

Madeline M.

Senior Marketing Manager

Mid-Market (51-1000 emp.)

10/24/2023

"Efficent HIPAA Compliant Way to Automize Processes"

4/5

What do you like best about Formstack Documents?

I've been using it for 4 years for our healthcare new patient paperwork and it's been an efficient, paperless, digital way to conviently have paperwork filled out. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Wish that integration with Adobe Forms was a little easier and translating to other languages Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Madeline,

I wanted to take a moment to say thanks for your thoughtful review. We're happy to hear that you're gaining efficiency in your processes with new patient paperwork.

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

Thanks again!

Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/24/2023

"Useful platform; difficulties w/ 3rd party integrations"

2.5/5

What do you like best about Formstack Documents?

1. ability to customize form

2. ability to create a variety of forms to fit customer needs Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

the support team is communicative but I've had to troubleshoot a lot on my own which has been frustrating. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

I wanted to drop you a quick note to say thank you for your thoughtful review. We're glad to hear you've found benefits from the customization features of the product.

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

Thanks again

Taylor B.

Mid-Market (51-1000 emp.)

10/24/2023

"Straightforward and Simple to Use"

4/5

What do you like best about Formstack Documents?

Merging documents is a common task that can save a lot of time and effort, especially when you have multiple documents that contain similar information. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Can be time-consuming to set up the merge, especially if you are merging a large number of documents Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Taylor,

I wanted to take a moment to say thanks for your thoughtful review. We're glad to hear you find the product easy to use and saves you time.

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

Thanks again!

Verified User in Logistics and Supply Chain

Small-Business (50 or fewer emp.)

10/24/2023

"Formstack Documents Improves Business Efficiencies"

5/5

What do you like best about Formstack Documents?

Formstack Documents has been very valuable to our business in helping to automate our processes and increase our speed and efficiency by removing the factor of human error. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I do not have any areas of improvement at this time. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

I wanted to take a moment to thank you for your great review. We're happy to hear you're finding value in the product for your business and creating efficiencies..

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

Thanks again!

Verified User in Computer Software

Small-Business (50 or fewer emp.)

10/24/2023

"Flexible Tool for Many Different Use Cases"

4/5

What do you like best about Formstack Documents?

It is very flexible in terms of the documents you can create, and the new document editor tool makes it even faster and easier to create documents. I also like that you can build logic straight into the forms. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Formatting can be difficult sometimes and the documents don't always come out looking exactly the way you want them to. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

I wanted to take the time to thank you for your review. It's great to hear the successes you've had with flexibility of the product for your use cases.

We also appreciate your considerations for future developments.

Thanks again!

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

10/24/2023

"Great merging tool for Salesforce!"

5/5

What do you like best about Formstack Documents?

Formstack is very helpful when creating documents, especially when you have to create over 100+. I love knowing that the information is accurate and there is no room for human errror. Formstack is easy to use, even for someone not as tech savvy as me. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Getting support can be a little challenging. It might take a few tries to get the support you need. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

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!