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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

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Verified User in Real Estate

Small-Business (50 or fewer emp.)

8/19/2019

"A Sales Team's Best Friend"

5/5

What do you like best about Formstack Documents?

The simplicity and flexibility of the document design tools, as well as Zapier integration. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I wish it was easier to track monthly usage. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

Great tool, easy to set up and implement. Review collected by and hosted on G2.com.

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

Integration with Zapier means we can easily churn out agreements that pull in lead data from a variety of other platforms like Wufoo, Airtable, etc on demand in seconds. Review collected by and hosted on G2.com.

Mark R.

Professor of Socio-Technical Innovation

Small-Business (50 or fewer emp.)

3/26/2019

"Good customer service for a tool that does what it says it does"

5/5

What do you like best about Formstack Documents?

The tool works exactly as expected and enables me to do something that would otherwise have been impossible without expensive web design. I must have sent at least 10 emails while I was setting it up but Grant was very patient and helpful throughout the process. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Nothing to dislike - working well for me. Review collected by and hosted on G2.com.

Micah G.

General Manager

Mid-Market (51-1000 emp.)

3/19/2019

"Huge Time Saver"

4/5

What do you like best about Formstack Documents?

I love the integration with Zapier! A powerhouse of a duo! Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Honestly. That I have to pay for it. As they say though, “All the best things in life cost a minimum of $29 with the option of staying on a free trial.” They do say that right? Just kidding though. No dislikes from me. Review collected by and hosted on G2.com.

Verified User in Oil & Energy

Small-Business (50 or fewer emp.)

8/19/2019

"Positive Feedback for WebMerge"

4/5

What do you like best about Formstack Documents?

Ease of execution is the leading feature of WebMerge. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I haven't experience any "dislikes" that warrant an entry. Review collected by and hosted on G2.com.

Verified User in Information Services

Small-Business (50 or fewer emp.)

12/20/2018

"Extremely powerful tool for automating your business"

5/5

What do you like best about Formstack Documents?

Webmerge is incredibly powerful. We keep coming up with ways to use it to help automate our business. Today we use it to custom generate all of our proposals, contracts, and some custom display sheets. Once these are generated, they are delivered directly into our Google Drive or Dropbox folders. It does not get any easier than that! We also now intend to use it for invoicing and other financial related tasks.

The last thing I will say about them is that their support is very responsive and knowledgeable. You will get an answer very quickly! Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Really not much. I will warn some that if you really want to expose its power, you will need to have some programming skills (basic - nothing very difficult). Most of the things you would need to do are formatting variables with custom field maps or building simple loops. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

I would do a trial and see how this can help you automate some portion of your business. Try connecting it to other things via Zapier or other integration tools - it works great! I don't think you will be disappointed. Review collected by and hosted on G2.com.

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

We use WM to automate the creation of all of our proposals and contracts. Using their logic, we are able to generate documents and order forms specific to the individual client. Review collected by and hosted on G2.com.

Jon F.

CEO

Small-Business (50 or fewer emp.)

6/3/2019

"Truly incredible product"

5/5

What do you like best about Formstack Documents?

Transforming product. I do not know how we managed without it. They have literally thought of everything. We built our entire service around it. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I have to say, I think the quality support has dropped of support has dropped in the last few months (?since formstack purchase?) but still great support that invariably addresses any issue. Review collected by and hosted on G2.com.

Josh Karl L.

Co-Founder, Managing Partner

Information Technology and Services

Small-Business (50 or fewer emp.)

8/20/2019

"Love it"

5/5

What do you like best about Formstack Documents?

Connected well with our CRM. We automated a time consuming task. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Nothing. Webmerge has been a great partner. Review collected by and hosted on G2.com.

Simon A.

Managing Director

Small-Business (50 or fewer emp.)

1/28/2019

"Excellent Solution"

4.5/5

What do you like best about Formstack Documents?

The structured yet flexible way that the system allows me to use our data better. We've built our own internal systems before but always felt the report we could produce from those systems was too limited without external development support. WebMerge allows us to build those reports in Office templates and then link them to our internal systems. The debug mode makes setting up the templates so easy. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Not much, I think it is a very good tool. Really added value to us. Review collected by and hosted on G2.com.

Shawn T.

Owner

Small-Business (50 or fewer emp.)

1/7/2017

"Nonprofit Friendly"

4/5

What do you like best about Formstack Documents?

I volunteer as a CASA and while helping them build a new website I discovered that a lot of things could be made easier by using Podio. But, with that, came some pitfalls like creating documents automatically. I found WebMerge in the extensions list and didn't really even bother trying it before I knew... I knew it was going to do exactly what I needed! I contacted them and asked for some help and it was provided even after hours via email. Very impressed so far! Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I do actually wish you could hand-type fields in a document to be merged instead of needing to do a full on merge first, but it's not the end of the world. Something similar to BBcode / shortcodes would be great to manually add into a quick document to be merged. Certainly not a deal breaker. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

Don't be afraid to play. If you are working with a Word doc, create your document, do a new mail merge and add your fields. Then just don't add anything to the merge info. It's difficult to grasp if you do mail merges a lot because you actually don't complete the process. You just create the fields, insert them, then save the document. You will end up with a blank merge file as well. Review collected by and hosted on G2.com.

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

CASA must submit case reports to District Attorneys, Judges, family attorneys.... A CASA volunteer can now submit a report on the website and the information will be found in multiple Podio apps and emailed to the CASA office from WebMerge as a Word document for any small minor adjustments. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

8/19/2019

"Great system!"

3.5/5

What do you like best about Formstack Documents?

If you are creating documents this system is great! i like that it can merge with Formstack which is also a great system. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

There aren't many downsides to this system that i have seen so far! Review collected by and hosted on G2.com.