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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

Discussions

Formstack Documents Community

Languages Supported

English

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.

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Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/31/2023

"Easy to use for storing contracts"

4/5

What do you like best about Formstack Documents?

I like the user interface and easy of use. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Can't really say anything about this. Haven't had major issues. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Thank you so much for your review of Formstack Documents. We're glad to hear you find the product interface easy to use.

Your support means so much to us, and we appreciate your business!

Thanks again,

Verified User in Human Resources

Enterprise (> 1000 emp.)

10/25/2023

"Easy to Use"

4.5/5

What do you like best about Formstack Documents?

Fully customized filters by user of completed forms. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Does not automatically move screen to missing required parts on forms. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Thank you so much for your review of Formstack Documents. We're glad to hear you find the product easy to use and benefit from the customization options.

Your support means so much to us, and we appreciate your considerations for the future as well.

Thanks again,

Prince G.

Sr. Manager, Operations

Small-Business (50 or fewer emp.)

7/8/2022

"Gets the job done but setup needs some work to make it user friendly"

3.5/5

What do you like best about Formstack Documents?

I have used Formstack Documents in association with Formstack forms. The functions allowed me to generate a document and then send it for signatures using Docusign. Without Formstack documents I would have just sent the form for signatures which doesn't serve my purpose. So, I like the fact that I am able to create a document as per my needs. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Setting up the documents while merging it with forms took a bit of back and forth with the support team. I'm pretty sure the setup could be made a bit more user friendly. The pricing is way too high. Review collected by and hosted on G2.com.

Andrea E.

Remote IT Systems Analyst

Mid-Market (51-1000 emp.)

10/6/2021

"From WebMerge to Formstack Documents, there's not a better solution for dynamic doc generation!"

5/5

What do you like best about Formstack Documents?

Support for Smarty syntax in the document templates which helps us massage the field inputs in many ways that reduce/eliminate the amount we have to manually adjust. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Nothing really comes to mind. The learning curve can be as easy or strenuous as you want it to be depending on your use-case and expectations of final output. It's very dynamic. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

Formstack Documents has been the peanut butter to our Formstack Forms jelly. They go hand-in-hand for us. We've had both since inception and the customizability of both independently and together is invaluable. We have so much more control over our document generation where things are more streamline/standardized in form and in aesthetics. We heavily use the Smarty syntax templating language to further refine the way our submitted data looks and functions. Review collected by and hosted on G2.com.

What problems is Formstack Documents solving and how is that benefiting you?

We have put so many fillable PDFs out to pasture, and it's been amazing. We have drastically reduced our issues with folks submitting various versions of forms because, with Formstack, it's always current! We've nixed a significant amount of people doing it the "old way," where they'd fill out a paper form, scan it to email and then put it in its respective digital folder. Gradually, we are changing the company mindset about how to gather and distribute information. Review collected by and hosted on G2.com.

Deepti P.

I am a Digital Reporting Coordinator on the project work on formstack docs.

Mid-Market (51-1000 emp.)

10/5/2021

"Auto-generating documents from formstack submissions is the best"

4.5/5

What do you like best about Formstack Documents?

Formstack documents has provided us with the best solution to generate documents based on form submissions. Being a construction company, we have our teams who go on the field and fill the forms. Formstack docs has reduced their work of editing pdfs and generating reports. They fill their forms/submissions and, within minutes, have their reports emailed to them. We like the functionalities offered by formstack docs with various data routing options also. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I like formstack docs, but I think every product has room for improvement. I feel if formstack docs can develop a way to have multiple fields recognized in a single box on a fillable pdf, just like how we can do that on a regular pdf, that would be the best thing. Review collected by and hosted on G2.com.

Eric P.

Senior Technical Business Analyst

Mid-Market (51-1000 emp.)

11/8/2021

"Formstack Documents (formerly WebMerge) review"

4.5/5

What do you like best about Formstack Documents?

I have trailed many products, but Formstack Documents is the best in terms of usability and functionality. It's estraightforward to use, and their support is great Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

It would be a lot better if they had servers outside of the US. We base in Australia, and sometimes, we have connection issues when trying to upload a document template. Review collected by and hosted on G2.com.

Ice X.

Managing Director

Mid-Market (51-1000 emp.)

8/18/2021

"Full function form builder"

5/5

What do you like best about Formstack Documents?

Almost all available functions are drag and drop. There's no programming involved. The logic function is simple to navigate. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The free version only allows you to receive very few submissions. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

I know there are lots of form builders out there, many are even free. But if you or your organization is seeking a permanent and professional solution to all of your form problems, I'd still strongly recommend you to try out Formstack. It's industry leading, reliable, and popular. Review collected by and hosted on G2.com.

What problems is Formstack Documents solving and how is that benefiting you?

My corporation has been using it to collect and process orders from customers. We are also using it to act as a COVID-19 contact tracing form. Review collected by and hosted on G2.com.

Verified User in Government Relations

Mid-Market (51-1000 emp.)

11/2/2021

"Easy to use product that plugs in seamlessly with Formstack Forms."

4.5/5

What do you like best about Formstack Documents?

Formstack documents is simple to use and plugs in seamlessly with Formstack Forms. Utilizing some other tools in coordination with formstack documents and formstack forms, this has worked out very well for our organization. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The main dislike is when Formstack Documents is down and the integrations are not working as expected. This is typically fixed pretty quick, but it can be a pain to deal with integrations not working even for a short time. Review collected by and hosted on G2.com.

Verified User in Primary/Secondary Education

Mid-Market (51-1000 emp.)

11/8/2021

"Great professional integration with formstack"

5/5

What do you like best about Formstack Documents?

Formstack Documents allows you to design the way a form will look after it has been submitted. It comes out in a nice PDF version. Easy to build, you don't need any specific type of skill. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

When you run out of forms it start putting a watermark on them Review collected by and hosted on G2.com.

Verified User in Publishing

Enterprise (> 1000 emp.)

12/10/2021

"Formstack superuser"

3.5/5

What do you like best about Formstack Documents?

We are able to embed the forms into our webpages. We also have the forms synced to sales force. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

It's difficult to update forms without data missing . Wish there was a way to track exactly which webpage someone filled out the form. We have the same form embedded on different pages but we are unable to track exactly where they came from Review collected by and hosted on G2.com.