G2

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.