# Formstack Documents Reviews **Vendor:** Formstack, LLC **Category:** [Document Creation Software](https://www.g2.com/categories/document-creation) **Average Rating:** 4.5/5.0 **Total Reviews:** 153 ## About Formstack Documents 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. ## Formstack Documents Pros & Cons **What users like:** - Users value the **seamless integrations** of Formstack Documents, enhancing workflow efficiency and automating document generation. (6 reviews) - Users appreciate the **automation capabilities** of Formstack Documents, significantly saving time in document generation processes. (5 reviews) - Users find Formstack Documents to be **extremely user-friendly** , significantly enhancing their document generation efficiency. (5 reviews) - Users value the **easy integrations** of Formstack Documents, enhancing workflows and streamlining document generation with various platforms. (5 reviews) - Users appreciate the **time-saving automation** of Formstack Documents, enhancing efficiency and minimizing manual errors. (5 reviews) - Users value the **time-saving automation** of Formstack Documents, streamlining workflows and significantly reducing manual effort. (5 reviews) - Users value the **customization options** of Formstack Documents, enhancing both internal and external documentation processes effectively. (3 reviews) - Ease of Creation (2 reviews) - Salesforce Integration (2 reviews) - Versatility (2 reviews) **What users dislike:** - Users find that the **learning curve** can be steep initially, especially for complex document merges without adequate support. (2 reviews) - Users find **bug issues** can arise, though they are often easily resolved with the new builder feature. (1 reviews) - Users find the **interface not intuitive** , experiencing a clunky design that complicates template creation despite robust capabilities. (1 reviews) - Users find **poor documentation** to be a significant issue, noting the need for more comprehensive support materials. (1 reviews) - Users find the **setup difficulty** of Formstack Documents challenging initially, though it becomes reliable after configuration. (1 reviews) - Slow Performance (1 reviews) - Steep Learning Curve (1 reviews) - Technical Issues (1 reviews) - Template Limitations (1 reviews) - UX Improvement (1 reviews) ## Formstack Documents Reviews ### 1. Very simple to use, great for automating getting signatures **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler B. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **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. **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. **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. ### 2. One of the best document processor and automation that I have seen before **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2021 **What do you like best about Formstack Documents?** rich in features and support to other platforms integrations including both MS Flow and Zapier **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. **Recommendations to others considering Formstack Documents:** if you are looking for document automation and data forms processing, FormStack is a solid contender for trial. **What problems is Formstack Documents solving and how is that benefiting you?** document automation and processing from one application and output to another. ### 3. Automated Document Generation Made Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Víctor A. P. | Administrative Professional Student Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Formstack Documents?** Its ability to automate document generation with customizable templates and seamless integrations. **What do you dislike about Formstack Documents?** Some advanced features can be hard to configure, and pricing may be high for small teams. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents automates document creation, eliminating repetitive manual tasks. This saves me time, reduces errors, and improves efficiency in processes like contracts, reports, and personalized forms. ### 4. Great tool to design forms online **Rating:** 4.0/5.0 stars **Reviewed by:** Han B. | Full Stack Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2025 **What do you like best about Formstack Documents?** Easy of use and how to set up forms online to make me customized **What do you dislike about Formstack Documents?** Maybe having a little more tool to design better user friendly forms **What problems is Formstack Documents solving and how is that benefiting you?** Custom form per user cause it changed per school district ### 5. Formstack is the tool for automating your paper based processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 27, 2024 **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. **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. **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 ### 6. Customize documents **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany T. | Operations Project Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2023 **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. **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. **What problems is Formstack Documents solving and how is that benefiting you?** Digitizing our forms for parents and staff. We have gotten rid of most of our paper forms. **Official Response from Caitlin Collis:** > 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! ### 7. Works great for contract and document creation within our overall tech stack **Rating:** 4.5/5.0 stars **Reviewed by:** Alex S. | VP of Customer Success, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **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. **What do you dislike about Formstack Documents?** The reporting included is great, but could have more detail. **What problems is Formstack Documents solving and how is that benefiting you?** Allows us and our users to streamline contract creation processes, save time and reduce risk through use of a central, single set of templates. ### 8. Efficient Document Generation and Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Prashant V. | Director, Enterprise Architecture, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **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 **What do you dislike about Formstack Documents?** Although the support team is generally helpful the response to incidents can be slow or incomplete **What problems is Formstack Documents solving and how is that benefiting you?** Making document generation faster thereby improving efficiency of our Insurance brokers ### 9. Formstack saves my team so much valuable time **Rating:** 5.0/5.0 stars **Reviewed by:** Trish U. | Senior Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **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. **What do you dislike about Formstack Documents?** I only wish there were more tier options for documents per cycle. **What problems is Formstack Documents solving and how is that benefiting you?** Previously, my team would have to individually draft each document. Formstack automation allows us to spend our time efficiently to maximize billable hours. ### 10. Great tool for creating and automating document generation! **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan W. | Consultant, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **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. **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. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents, replaces the slow and manual process of creating documents like contracts. Manual processes are prone to errors, and with Formstack Documents. I'm able to confidently create my documents with my provided data without worry. ### 11. Makes my life so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Alexia s. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** I love the automation of the system, saving me an excess amount of money in just time saved. **What do you dislike about Formstack Documents?** I dont have any real complaints about formstack! **What problems is Formstack Documents solving and how is that benefiting you?** It helps save mass amounts of time in creating a streamline process ### 12. Good product for what we need **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** Integration with SFDC is nice. Has some flexibility to query SFDC data and compile into a formatted document. **What do you dislike about Formstack Documents?** The support is lacking. The help docs can be improved, more challenging scenario should be covered. **What problems is Formstack Documents solving and how is that benefiting you?** We need to output SFDC data into a nicely formatted doc for our customers. ### 13. Great tool for generating large volumes of documents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** Formstack Documents saves our team 30+ hours a month compared to manually generating order forms **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 customization **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents is solving the need to generate hundreds to thousands of unique order forms each month. It saves our team 30+ hours/month ### 14. Efficient and Reliable Document Automation Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Formstack Documents?** It saves us time by automating document creation and integrates well with our other tools, making our workflows smoother. **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. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents streamlines form and document generation, reducing manual work and helping us create accurate, professional documents quickly and efficiently. ### 15. Amazing platform for document management and data classification **Rating:** 4.5/5.0 stars **Reviewed by:** Charvi A. | Associate developer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2024 **What do you like best about Formstack Documents?** Formstack Documents (formerly WebMerge) software is likely to be the best workplace for managing all the official documents and important data unification easily. The workflow and processing of the app is so great and having a very easy UI to use and operate. With this it is very easy to convert multiple file formats to PDF format. And gives you capability for working on number of tabs and projects at one time. whhich saves a lot of time for users. This is very flexible to integrate with google apps and storing services so easily, allows to manage and save the data on google clouds, drives that make it easily access at anytime, become so easy when multiple users want the data. Sharing and file transfering ability of the software is too amazing, make it possible to share the work or documnets within your team or to others also. Withdrawing or extracting data from other web pages, platforms and organising and gathering in the proficient document format, there are literally so many template designs available on this platform for quick and fast preparation and creation of docs. This also gives flexibilty to merge multiple datasets, sheets, multiple PDfs so easily and creating one. **What do you dislike about Formstack Documents?** Its a great document management software, but one think that it does not allow is that it does not enables to edit or insert JPG pr images into the documents with ease, you can't resize the image, orchange the orientation of the JPG file according to the document or PDF. **What problems is Formstack Documents solving and how is that benefiting you?** After we had started using Formstack Documents (formerly WebMerge) software, we are not facing any document management related issues. We have been blessed in creating official docs, forms, bills, invoices so easily. And also sharing docs ability was easy. **Official Response from Scott Crabb:** > Hello Charvi, thanks for the glowing review! I'm so glad Formstack Documents is helping you and your team get your document processes organized. I think this article will help you insert images (and adjust them) into your documents https://help.formstack.com/s/article/Embed-Images-in-Your-Build-Your-Own-PDF . Thanks again for the review! ### 16. The product works great and the suppport team is fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Formstack Documents?** We switched to Formstack Documents from much more expensive solution and cut our costs in half. The transition was seamless and the support team was very helpful with helping us get our documents properly configured. I have had to reach out to Support a few times since the initial transition and they are very responsive and were able to help resolve any isuses quickly. **What do you dislike about Formstack Documents?** I wish there were more merges included in the Starter plan. We occastionally get close to or up to our document merge limit on the Starter plan (150 merges). We would be more comfortable with a 200 document merge limit but the cost to add 50 more merges as an add-on is simply too high and would bring our cost per merge up to around $0.70. For context, we are currently paying around $0.64/merge. The teams plan is a much better deal at $0.36/merge (limit of 500/month) but it would double our cost and we would not come close to using 500/month. **What problems is Formstack Documents solving and how is that benefiting you?** We use this product to merge data into our Sales proposal. **Official Response from Caitlin Collis:** > Hi Tonya, I wanted to say thanks for your great review. We're thrilled to hear that you're getting value from the product and have had any issues resolved quickly. Your support means the world to us, as well as your notes for consideration. Thanks again! ### 17. Great Product, Could be Greater **Rating:** 3.5/5.0 stars **Reviewed by:** Phelan O. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** The product is great and we use it a ton. It has been so helpful to be able to generate documents of our forms that are rich, formatted and clean. The coding is intuitive and the ease of use is really awesome. **What do you dislike about Formstack Documents?** Two things - 1) Support is slow and usually not helpful - i've had several cases take days to hear back on and often get bad responses where I have to coach the support agents on how to handle the case. 2) The formula options for calculating fields, especially with tables/lists is not that great. It's created a number of pain points for our team that we've had to go to great lenghts to overcome **What problems is Formstack Documents solving and how is that benefiting you?** We support a large corporate client who does grant making, and they have hundreds of applicants who they want the ability to pull more rigorous data reports on, while also having their program specialists review PDFs of their submissions that match a template they provide their applicants. We use the template and turn our Formstack Form to the formatted document. **Official Response from Caitlin Collis:** > Hi Phelan, Thanks so much for taking the time to leave a review. It's great to hear that you get a lot of use out of the product and find it easy to use. We appreciate your support as well as your notes and considerations for improvements as well. Thanks again! ### 18. Quite useful for our team **Rating:** 4.0/5.0 stars **Reviewed by:** Tori H. | Process Improvement Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack Documents gives a creator quite a bit of flexibility to create the appropriate document package as desired. This can be customized based on results of the formstack form submissions. It also allows you to integrate for delivery of the document package with third parties such as Docusign. Set up is relatively easy as long as the user is paying attention. **What do you dislike about Formstack Documents?** I really don't have any major complaints with Formstack Documents. We've been using for a few years now and the document piece works well. We did find one minor item when leveraging the integration with Docusign where I couldn't determine how to add a certain type of authenitcation to the envelope, but it was not a deal breaker at all. **What problems is Formstack Documents solving and how is that benefiting you?** We use it primarily to deliver new account opening document packages to customers. This allows us to have several versions available depending on the account type chosen. It also allows us to deliver the document package via Docusign. Formstack has a native signature option to the software but we chose to use our third party due to its authentication options. **Official Response from Caitlin Collis:** > Hi Tori, I wanted to take a moment to say thanks for your thoughtful review. We're happy to hear that you're finding the flexibility and customization of the product to be beneficial for your team. Your support means a lot to us, and we appreciate your notes for future considerations as well. Thanks again! ### 19. Cornerstone of our contract management platform **Rating:** 4.5/5.0 stars **Reviewed by:** Denis C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Fast document generation Powerful markup language (including conditionals, tables, arrays) Great support Reliable **What do you dislike about Formstack Documents?** Removes "smart quotes" from the document No Word Add-in to manage document markups Limited error reporting (where tags are missing) Gets confused when conditional tags are included in cross-references / indexes Doesn't update tables of contents after document generation PowerAutomate actions have limitations (need to use native API calls for full functionality) **What problems is Formstack Documents solving and how is that benefiting you?** Formstack Documents generates most of our contracts that we enter into with our customers, including NDAs, master agreements, statements of work, work orders, and more. It allows us to use a single template that changes its content based on the country, entity, and many other run-time parameters. We sign over 5,000 contracts annually. **Official Response from Caitlin Collis:** > Hi Denis, Thanks so much for submitting a positive review. We're happy to hear that you've found it to be fast and reliable for your team. We always appreciate your considerations for future developments as well. Thanks again! ### 20. Formstack Documents is the best in the industry! **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack Documents is such a user friendly tool. Most of our customers are not tech saavy and their easy clicks not code model makes it so that my customers can use this tool seemlessly. In addition, the formstack team is super helpful and easiily accessible to answer our questions and assist with setting up our documents. We have used several other form tools via our customers and we find this one to be the easiest to setup, use and get support from. We recommend this product to all of our clients looking for a documents solution. **What do you dislike about Formstack Documents?** We sometimes find all of the steps complicated when it comes to uploading your own document template. The downloading and uploading of the document with the merge tags can be cumbersome, but once you set it up it works great. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack solves a variety of issues for our clients. Previously, our clients were exporting reports from Salesforce and doing mail merges of data and sending documents via snail mail. They did not always have correct addresses and it obviously took time to send out these documents. When documents were needed to be sent to large volumes of people, they spent days halting all other work to produce the documents. Now, with the click of a button they are able to reach their audiences faster! **Official Response from Caitlin Collis:** > Hi Natalie, I just wanted to drop you a quick note to say thanks for your great review. We love to hear that you've found the product to be user friendly and provides a solution for your team and customers. Your support means the world to us and we appreciate your notes for consideration as well. Thanks again! ### 21. Longtime user and still finding new applications **Rating:** 5.0/5.0 stars **Reviewed by:** Don K. | Manager, Staffing Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack automates so much of our back office now it's hard to imagine being able to fuction without it. We have integrations with at least 10 different applications all made possible by Formstack. We have been using it as a core part of our stack for about 8 years. I have been satisfied with the support i have received as well, and the team generally seems very willing to help. **What do you dislike about Formstack Documents?** I can't really think of a downside. Our experience has been overwhelmingly positive. **What problems is Formstack Documents solving and how is that benefiting you?** Creation of contracts. Creation of timesheets for signature. Integration between applicant tracking system and CRM. Creation of offers of employment/subcontracts. Creation of API files for upload to our ERP. **Official Response from Caitlin Collis:** > Hi Don, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you're enjoying our product and the successes you've had with automating your processes. 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! ### 22. A must have for us! **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Easy to setup, integrates well with several of our tech solutions, and is very cost effective for our needs. **What do you dislike about Formstack Documents?** Slight learning curve, but we really don't have any issues or complaints at all! **What problems is Formstack Documents solving and how is that benefiting you?** We need a way to send automatically generated documents to our end user and it has to come from our custom built software solution, and we have 10 different documents depending on the situation for the customer. Through the API, we trigger a document that then sends to Adobe Sign to get a signature with all the correct details already in the document. Saves us a ton of time in document creation, formatting, and getting signatures. **Official Response from Caitlin Collis:** > Hi Tyler, 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 the product easy to set up & use. Your support means a lot to us and we appreciate your business! Thanks again! ### 23. formstack has made us more efficient in data gathering and output **Rating:** 4.5/5.0 stars **Reviewed by:** mitchell g. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Formstack Documents?** Formstack has made us more efficient in data gathering and output. They have a lot of good services to offer that can be bundled together and work well with salesforce. **What do you dislike about Formstack Documents?** The integration with salesforce does not have good aesthetics out of the box. The customer service is somewhat limited unless you buy a bigger package, no video chat support for my level. **What problems is Formstack Documents solving and how is that benefiting you?** it gives us an easy way to gather information about clients and update salesforce. It also allows us to automatically create documents from data in salesforce. **Official Response from Caitlin Collis:** > Hi Mitchell, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you're gaining efficiency in your data capture. Your support means a lot to us and we appreciate your notes for future considerations as well. Thanks again! ### 24. Formstack is game changing **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey P. | Accounts Payable, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** What is most helpful with formstack is the ease of creating any form, collecting data, reimbursement etc. If you can think of it, formstack can do it. **What do you dislike about Formstack Documents?** Linking the combine document into 1 PDF feature can be difficult to figure out and if you make a slight change it will mess up your merge but other than that it is pretty user friendly! **What problems is Formstack Documents solving and how is that benefiting you?** We now use this for catering requests, reimbursement request, mileage, off duty police pay, capex request. This has been a game changer. **Official Response from Caitlin Collis:** > Hi Lindsey, 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 with easy form creation and data collection. Your support means the world to us and we appreciate your considerations for the future as well. Thanks again! ### 25. Formstack Documents helps us.... to automate document creation! **Rating:** 4.0/5.0 stars **Reviewed by:** Geert B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Use the comple Formstack Document suite... and the easy use to generate documents from Forms and workflow is Great. The customer Support is also great and fast! **What do you dislike about Formstack Documents?** The document editor to create templates is not complete foolproof. If you create an mergefield with not the correct markers (e.g. $)... it gives an errer on the top of the document and you should search in the document where the error occurs. **What problems is Formstack Documents solving and how is that benefiting you?** Creating e.g. Labor agreements in word with all human errors... now its a flow. **Official Response from Caitlin Collis:** > Hi Geert, I just wanted to drop you a quick note to say thanks for your thoughtful review. We're thrilled to hear that you find the product easy to use and have received helpful support from our team. Your support means a lot to us and we appreciate your notes for future considerations as well. Thanks again! ### 26. Formstack Doc **Rating:** 5.0/5.0 stars **Reviewed by:** Katie J. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Formstack Documents is very easy to use and you are able to have it sent to a person or a shared drive which makes it easy when multiple folks need the documents. We use formstack documents for HR, IRB, Withdrawal Forms, etc. **What do you dislike about Formstack Documents?** The merge part to the document side can be a little aggrevating but overall the product is worth it. **What problems is Formstack Documents solving and how is that benefiting you?** It allows multiple users to receive one document. It cuts out a lot of back and forth emails. **Official Response from Caitlin Collis:** > Hi Katie, I just wanted to drop you a quick note to say thanks for your great review. We're thrilled to hear that you find the product easy to use and successful for multiple use cases. Your support and considerations mean so much. Thanks again! ### 27. Data Merging and Personalization **Rating:** 3.5/5.0 stars **Reviewed by:** Mel M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** The platform facilitates the merging of data from different sources into documents, enabling users to create personalized and dynamic content efficiently. **What do you dislike about Formstack Documents?** Despite its user-friendly interface, some new users might have found the setup and initial configuration process a bit complex, particularly if they were not familiar with document automation tools. **What problems is Formstack Documents solving and how is that benefiting you?** By automating the document generation process, Formstack Documents reduces the time and effort spent on manually creating documents, allowing users to focus on more critical tasks. **Official Response from Caitlin Collis:** > Hi Mel, I wanted to take a moment to thank you for your review. We're happy to see you find value in its ability to automate the doc gen process. We appreciate your support as well as your notes for consideration. Thanks again! ### 28. Formstack Review **Rating:** 4.5/5.0 stars **Reviewed by:** Becky F. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Formstack Documents?** We have over 400 forms and being able to push them to a PDF document has been such a game changer for our company. **What do you dislike about Formstack Documents?** The support lacks, you cannot speak to a single person for technical support - no phone calls. I feel as if I just have to keep repeating the issue even though I supplied it all in the request for assistance. **What problems is Formstack Documents solving and how is that benefiting you?** Sending signed documents immediately after signings. **Official Response from Caitlin Collis:** > Hi Becky, I just wanted to drop you a quick note to say thanks for your review. We're thrilled to hear that you're finding successes with creating efficiencies for your team. We appreciate your support as well as your notes for consideration. Thanks again! ### 29. Support is only ay PST time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Formstack Documents?** Webmerge is a wonderful tool and ease to integrate with salesforce **What do you dislike about Formstack Documents?** Need to support across the globe which is not happening. I work from India and in IST time zone. Its very difficult to get connected over your technical support team as there is different day light settings. Instead of exchanging mails for support it would be best if any one gets connected over teams / skype / zoom would help to address the issue. **What problems is Formstack Documents solving and how is that benefiting you?** Getting techincal support is a huge task and they need to improve supporting across globe. However in salesforce its easing us in generating proposal documents to customers. **Official Response from Caitlin Collis:** > We appreciate your thoughtful review of Formstack Documents. We're glad to hear that you find the product easy to use, but understand you've had trouble getting support due to time differences. We take your comments to heart and will apply these considerations as we work to continually improve our products and services. Thanks, ### 30. Excellent Integration with Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Kristopher H. | System Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** the most helpful aspect for our team is the salesforce integration. with flexible object mappings, we can stand up documents quickly and accurately. **What do you dislike about Formstack Documents?** would be great if salesforce integration was native - like the forms for salesforce product **What problems is Formstack Documents solving and how is that benefiting you?** better able to use salesforce as single source of truth - reducing clerical errors and freeing up team members to perform more value-added tasks **Official Response from Caitlin Collis:** > Hi Kristopher, I just wanted to drop you a quick note to say thanks for your review. We're so glad to hear the Salesforce integration has been successful for your team, and always appreciate considerations for the future. Thanks again! ### 31. Super product **Rating:** 5.0/5.0 stars **Reviewed by:** Jason H. | Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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. **What do you dislike about Formstack Documents?** I have no dislikes about the products eveything works great **What problems is Formstack Documents solving and how is that benefiting you?** We looked for years on how to solve having our service agreements paperless and that a customer can sign up with ease and this product solved everything **Official Response from Caitlin Collis:** > 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! ### 32. Formstack Documents is a very useful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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 **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 **What problems is Formstack Documents solving and how is that benefiting you?** Solves our PDF generating processes for all our web applications and easy to manage as all of it are in one place. The benefit is it keeps our business running smoothly. **Official Response from Caitlin Collis:** > 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! ### 33. Excellent document merging system **Rating:** 5.0/5.0 stars **Reviewed by:** Afifi S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Very easy to use system and very flexsible. **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. **What problems is Formstack Documents solving and how is that benefiting you?** We are no longer using manual enrolment form. Since we used Formstack Form & Formstack Document, the enrolment process is now seamless. **Official Response from Caitlin Collis:** > 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! ### 34. Way too expensive **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **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. **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. **What problems is Formstack Documents solving and how is that benefiting you?** I can send some form data from a website form to formstack and let formstack generate a PDF out of a PDF-template and send the filled out PDF to both the user who filled out the form and me. **Official Response from Caitlin Collis:** > 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, ### 35. Pretty Good **Rating:** 2.5/5.0 stars **Reviewed by:** Deion C. | Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** It's easy to use.. easy to show people how to use it as well **What do you dislike about Formstack Documents?** their customer service can be hard to work with **What problems is Formstack Documents solving and how is that benefiting you?** some of the glitches when they updateb their product and the they doesn't reset merges consistently on each month like they say they do **Official Response from Caitlin Collis:** > 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! ### 36. Our processes have been improved 10 fold! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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. **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. **What problems is Formstack Documents solving and how is that benefiting you?** Allowing documents to be filled out and signed digitally, and then sent directly to our storage platform dropbox. **Official Response from Caitlin Collis:** > 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! ### 37. Just what I need **Rating:** 5.0/5.0 stars **Reviewed by:** Blair D. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** The seamless intergration between forms and documents. Customer Support is always available! **What do you dislike about Formstack Documents?** Just learning the software but so far so good! **What problems is Formstack Documents solving and how is that benefiting you?** It is cutting down the amount of time I have to spend creating contracts to send out. Thank you! **Official Response from Caitlin Collis:** > 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! ### 38. Trouble with links **Rating:** 3.0/5.0 stars **Reviewed by:** Jami S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Has a helpful easy to use interface and has organized categories **What do you dislike about Formstack Documents?** The links, at times, are incomplete or incorrect and families cannot finish the application **What problems is Formstack Documents solving and how is that benefiting you?** Helping to have families complete applications using technology which is more efficient **Official Response from Caitlin Collis:** > 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! ### 39. Easy to use dynamic document builder **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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. **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. **What problems is Formstack Documents solving and how is that benefiting you?** It allows us to use customer templates and dynamically drop data from our system into those areas of the template **Official Response from Caitlin Collis:** > 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! ### 40. Great on issuing the documents quickly and effeciently. **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie R. | Underwriter, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Formstack Documents?** Quickly able to provide insureds with docs and completed forms. **What do you dislike about Formstack Documents?** nothing really. Very easy to use. quickly issued. **What problems is Formstack Documents solving and how is that benefiting you?** Quick info input. Correct information exported from our systems **Official Response from Caitlin Collis:** > Hi Stephanie, Thank you so much for your review of Formstack Documents. We're glad to hear you find the product easy to use. Your support means so much to us, and we appreciate your business! Thanks again, ### 41. Formstack Documents is a game changer! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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. **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. **What problems is Formstack Documents solving and how is that benefiting you?** The need to go send multiple emails or even doing everything physically. **Official Response from Caitlin Collis:** > 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! ### 42. Great service **Rating:** 5.0/5.0 stars **Reviewed by:** Nneka Okeke D. | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Formstack Documents?** Integration Merge Cabailities Easy to use **What do you dislike about Formstack Documents?** Merge documents to one if there is multiple email Make wrokflow cheaper **What problems is Formstack Documents solving and how is that benefiting you?** Send one email with multiple attachments **Official Response from Caitlin Collis:** > 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! ### 43. Saves time and headaches **Rating:** 5.0/5.0 stars **Reviewed by:** Angel C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **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. **What do you dislike about Formstack Documents?** Formstack documents can be temperamental which requires troubleshooting about why something failed. **What problems is Formstack Documents solving and how is that benefiting you?** Offer Letters and Onboarding Documents **Official Response from Caitlin Collis:** > 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! ### 44. Really Easy, Very Useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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! **What do you dislike about Formstack Documents?** There are so many possibilities, but not every possible feature is available yet. **What problems is Formstack Documents solving and how is that benefiting you?** Generating appeal letters to negotiate prices and make more money! It is faster to appeal so we can appeal more cases and therefore win more money! **Official Response from Caitlin Collis:** > 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! ### 45. Efficent HIPAA Compliant Way to Automize Processes **Rating:** 4.0/5.0 stars **Reviewed by:** Madeline M. | Senior Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **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. **What do you dislike about Formstack Documents?** Wish that integration with Adobe Forms was a little easier and translating to other languages **What problems is Formstack Documents solving and how is that benefiting you?** It solves workflow inefficencies in office and saves time, makes ease of use from patients better **Official Response from Caitlin Collis:** > 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! ### 46. Useful platform; difficulties w/ 3rd party integrations **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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 **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. **What problems is Formstack Documents solving and how is that benefiting you?** we are able to send a form to customers which then populates and generates a document we use **Official Response from Caitlin Collis:** > 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 ### 47. Straightforward and Simple to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Taylor B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **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. **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 **What problems is Formstack Documents solving and how is that benefiting you?** Automated generating documents through Flow and Forms. **Official Response from Caitlin Collis:** > 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! ### 48. Formstack Documents Improves Business Efficiencies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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. **What do you dislike about Formstack Documents?** I do not have any areas of improvement at this time. **What problems is Formstack Documents solving and how is that benefiting you?** Automation, increase speed, standardize our documents and remove human error. **Official Response from Caitlin Collis:** > 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! ### 49. Flexible Tool for Many Different Use Cases **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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. **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. **What problems is Formstack Documents solving and how is that benefiting you?** Allows us to quickly and easily create documents with the data we need in the format we want and populate signatures. **Official Response from Caitlin Collis:** > 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! ### 50. Great merging tool for Salesforce! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **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. **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. **What problems is Formstack Documents solving and how is that benefiting you?** Formstack helps me be more efficient with my time and with my work. **Official Response from Caitlin Collis:** > 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! ## Formstack Documents Discussions - [How do I use WebMerge?](https://www.g2.com/discussions/how-do-i-use-webmerge) - 1 comment - [View Formstack Documents pricing details and edition comparison](https://www.g2.com/products/formstack-documents/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-16+09%3A18%3A27+-0500&secure%5Bsession_id%5D=7cffff84-3d97-4749-a893-65830ce140a8&secure%5Btoken%5D=ea52a0ccd0e9353879d9e7f6dcc20637e096acca0f97de0e87cd39ce4fa68d60&format=llm_user) ## Formstack Documents Integrations - [Adobe Acrobat Sign](https://www.g2.com/products/adobe-acrobat-sign/reviews) - [Hook](https://www.g2.com/products/hook-technology/reviews) - [Kintone](https://www.g2.com/products/kintone/reviews) ## Formstack Documents Features **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Design** - Graphics - Templates - Themes **Delivery** - Workflow - Schedule - Batch **File Types** - Export - Import - Web Publishing **Edit & Revise** - Document Editor **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Integrate & Embed** - Calendar - Website - Applications **Agentic AI - Document Generation** - Autonomous Task Execution **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Agentic AI - Document Creation** - Proactive Assistance ## Top Formstack Documents Alternatives - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (834 reviews) - [S-Docs](https://www.g2.com/products/s-docs/reviews) - 4.7/5.0 (122 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,309 reviews)