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 appreciate the easy integration with various systems, enhancing workflows and streamlining document automation. (6 mentions)

Users love the automation capabilities of Formstack Documents, significantly saving time and streamlining workflows. (5 mentions)

Users value the ease of use of Formstack Documents, enhancing efficiency in document creation and management. (5 mentions)

Users appreciate the easy integrations of Formstack Documents, which enhance workflow efficiency across multiple platforms. (5 mentions)

Users value the time-saving automation of Formstack Documents, streamlining workflows and enhancing efficiency across tools. (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 difficult initially, especially for complex document merges without adequate support. (2 mentions)

Users find occasional bugs in Formstack Documents, although they can be resolved easily with minimal effort. (1 mentions)

Users find the interface not intuitive, with a clunky UI and a jagged template building process. (1 mentions)

Users find the poor documentation inadequate, lacking support for challenging scenarios and improvements are needed. (1 mentions)

Users find the setup difficulty for advanced features somewhat challenging, though the tool is reliable once configured. (1 mentions)

Top Pros or Advantages of Formstack Documents

1. Integrations

Users appreciate the easy integration with various systems, enhancing workflows and streamlining document 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 love the automation capabilities of Formstack Documents, significantly saving time and streamlining workflows.

See 5 mentions

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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 value the ease of use of Formstack Documents, enhancing efficiency in document creation and management.

See 5 mentions

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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 appreciate the easy integrations of Formstack Documents, which enhance workflow efficiency across multiple platforms.

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 value the time-saving automation of Formstack Documents, streamlining workflows and enhancing efficiency across tools.

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 difficult initially, especially for complex document merges without adequate support.

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 occasional bugs in Formstack Documents, although they can be resolved easily with minimal effort.

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 interface not intuitive, with a clunky UI and a jagged template building process.

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, lacking support for challenging scenarios and improvements are needed.

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 difficulty for advanced features somewhat challenging, though the tool is reliable once configured.

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.

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Tyler B.

CTO

Small-Business (50 or fewer emp.)

9/23/2025

"Very simple to use, great for automating getting signatures"

5/5

What do you like best about Formstack Documents?

Love how easy it is to setup and use. We integrate it with Kintone, which allows us to create documents that are sent directly to our customers to sign through AdobeSign. The whole process works seamlessly and we have never had any issues at all. Very happy overall with how it works. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Nothing comes to mind, at least not for us. We have never had any issues setting documents up and everything has worked well for us right from day 1. Review collected by and hosted on G2.com.

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

Needed an effective way to create and send documents out to customers for signatures, including Purchase Orders, Lease Documents, Delivery Confirmations and more. And by integrating with our databases and pushes data to Formstack, we can do that quickly. Once setup, it has never had a problem or not delivered our docs. Review collected by and hosted on G2.com.

Verified User in Higher Education

Mid-Market (51-1000 emp.)

9/5/2021

"One of the best document processor and automation that I have seen before"

5/5

What do you like best about Formstack Documents?

rich in features and support to other platforms integrations including both MS Flow and Zapier Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

unrelated to this product specificaly, but sister product of FormStack Sign currently only works and support US letter document only. that means any customers outside US like us, will not be able to bundle the experience of automation from formstack document to formstack sign. Review collected by and hosted on G2.com.

Recommendations to others considering Formstack Documents:

if you are looking for document automation and data forms processing, FormStack is a solid contender for trial. Review collected by and hosted on G2.com.

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

document automation and processing from one application and output to another. Review collected by and hosted on G2.com.

Víctor A. P.

Administrative Professional Student Assistant

Small-Business (50 or fewer emp.)

7/21/2025

"Automated Document Generation Made Easy"

4.5/5

What do you like best about Formstack Documents?

Its ability to automate document generation with customizable templates and seamless integrations. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Some advanced features can be hard to configure, and pricing may be high for small teams. Review collected by and hosted on G2.com.

Han B.

Software developer

Mid-Market (51-1000 emp.)

6/5/2025

"Great tool to design forms online"

4/5

What do you like best about Formstack Documents?

Easy of use and how to set up forms online to make me customized Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Maybe having a little more tool to design better user friendly forms Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

12/27/2024

"Formstack is the tool for automating your paper based processes"

4/5

What do you like best about Formstack Documents?

Formstack has a great partner network and a great product team that has built a set of tools that have helped us automate our historically paper-based processes. The integration with CRM platforms like Salesforce has made the tool useful in helping us bridge the gap between where data resides and where we need to import it. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Sometimes, support can be lacking in areas where there are product gaps, but they have the right points of escalation and run a relatively flat organization, which allows you to directly communicate with key stakeholders to make changes and help the community of users stronger. Review collected by and hosted on G2.com.

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

The specific issues that Formstack Documents has assisted with are client onboarding, client feedback and fund subscriptions. These have historically been processes that take our teammultiply hours to aggregate data and process between teams. With the streamlineing of the process we now see less errors and more throughput Review collected by and hosted on G2.com.

Brittany T.

Operations Project Specialist

Mid-Market (51-1000 emp.)

4/13/2023

"Customize documents"

5/5

What do you like best 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 easy to integrate into other systems such as sharepoint, onedrive, email, etc. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Caitlin Collis of Formstack Documents

edit

Hi Brittany,

I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you're finding customized solutions for internal and external purposes.

Your support means the world to us and we appreciate your notes and considerations.

Thanks again!

Alex S.

VP of Customer Success

Information Technology and Services

Mid-Market (51-1000 emp.)

11/14/2024

"Works great for contract and document creation within our overall tech stack"

4.5/5

What do you like best about Formstack Documents?

Fromstack is an invaluable part of our workflow for document generation. Its interface is user-friendly. Unlike other platforms we’ve encountered, it is quite simple and accessible, making it an ideal solution that doesn’t require extensive training for multiple users being added as team members.

One of the tool’s biggest strengths is its seamless integration with our existing tech stack. We manage a variety of software platforms and this syncs easily, pulling in data directly from our stack. This integration has helped add a lot of value to anxilery users. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

The reporting included is great, but could have more detail. Review collected by and hosted on G2.com.

Prashant V.

Director, Enterprise Architecture

Mid-Market (51-1000 emp.)

2/20/2025

"Efficient Document Generation and Automation"

4.5/5

What do you like best 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 key points that standout:

Ease of use

Integration using APIs

Automation

Customization Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

Although the support team is generally helpful the response to incidents can be slow or incomplete Review collected by and hosted on G2.com.

Trish U.

Senior Paralegal

Small-Business (50 or fewer emp.)

11/14/2024

"Formstack saves my team so much valuable time"

5/5

What do you like best about Formstack Documents?

Formstack Documents saves my team so much time by allowing us to automate document generation. It's very user-friendly and I have not experienced the site bugs and errors that so many others have. Review collected by and hosted on G2.com.

What do you dislike about Formstack Documents?

I only wish there were more tier options for documents per cycle. Review collected by and hosted on G2.com.

Jonathan W.

Consultant

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

12/19/2024

"Great tool for creating and automating document generation!"

4/5

What do you like best 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.