Unable to filter / sort fields view statements but can download as spreadsheet to sort/filter offline.

So far the experience has been great, their team is fantastic, they have great support and tech staff and the platform itself is aesthetically pleasing and easy to use.

I have had a great experience with it and hope we still do continue to use it.

The navigation could be a little confusing with 2 components to commission.

It gives good clarity on the compensations and the understanding of what and why the compensation is paid. Easy comparisons between months and good tracking of the earning potential.

Graphs can be confusing to read. Does not denote where accelerators kick in.

There is nothing in particular that I dislike about using the CaptivateIQ platform.

We've just recently started using the software, so I don't have any real complaints at this time.

It's been super helpful as a sales rep to understand how my commission has been paid out, big fan.

A great tool that has found the sweet spot between functionality and simplicity.

I dislike that it only updates every 24 hours rather than in real-time.

There's nothing I would say that I dislike about the software.

I have not come across anything that I dislike.

Very pleased -- it takes no time away from my day and helps me stay on top of my money.

Overall I am very pleased with the platform. Much better than other solutions.

I love being able to see a report of my operating profit and commissions for approval. It's great to have a breakdown.

Great product, would recommend it to other companies to invest in.

This product is fantastic. Would highly recommend to others looking for a solid commissions tool.

With Excel there are always errors - With Captivate, the only errors are related to something I haven't put in correctly.

I like how I am able to better understand my quote goals and the money that I will get per each throughout each quarter/year.

It was a great experience with capitaveIQ and I'm sure other people will love the product too.

A Brilliant Solution for Your Compensation Planning.

Ease of use and was able to seamlessly integrate for end users.

I have really enjoyed it so far. It is super easy to use and I really appreciate my company implementing this software.

It's great to preview my statements and see what I can budget for the month ahead.

Our experience has been great throughout the process. Great customer service and very easy for our teams in the field to adjust to and use.

Much more robust and reliable than my commission calculating spreadsheet, and I've loved the support from the team.

There aren't really any features I dislike about the software.

Ease of use and ability to break down complicated sales and commission formulas. Helps to understand where your pay is coming from and how to improve over all compensation as well.

I love that it provides notifications regarding my commission +  I love that it gives you a breakdown structure.

Really good, customer service is great. Everyone at Captivate has been really helpful.

C-IQ have an excellent support and customer service team.

It's been great thus far. The support for the CaptiavateIQ team is strong and the UX is great.

Fantastic - gets me the info I want in a timely fashion, and doesn't flood me with information unless I seek it out (and great that I have the option to).

I love how easy it is for me to see a breakdown of my numbers and know the direct correlation between my efforts and money in my pocket.

Very clear and concise reporting thanks to the clean UI. Intuitive to operate, lets you download a spreadsheet of the report which is a nice bonus.

I've been using CaptivateIQ for the past 12 months and as a rep I've had a great experience. I like CaptivateIQ best for the speed it works and the simplicity and clean UI/UX.

I love that this is an easy way to find out my commission but also the ability to see the break down of the commission quite easily.

A few of the things that CaptivateIQ does great is the ease of processing commission statements and its diverse integrations.

The color scheme is also a bit dull - consider oranges or reds. It also was troubling trying to log-in at first.

The UI is super friendly, and it really is easy to navigate. All the things that are important to me and my role are easy to access.

Great customer service if you ever have questions or concerns.

This is a great tool that is incredibly easy to use. I love understand when and how I am getting paid out.

Easy to use and understand. I also love the confetti option when you first open your statement, nice touch.

On top of that, the customer service was unmatched. I had truly the absolute best on-boarding experience with them.

Ease of use and seamless integration with SSO and other accounting tools.

We like the strong versatility of this software thanks to its ability to fully read the data provided by the API of the software it integrates with.

Gets pricey once you're over 2,000 deliveries per month. The jump from $250 to $750 dollars per month is scary.

Customer support was stellar by the way; speedy response time, great solutions, and it made the whole service and experience great.

Excellent customer support, great functionality and integrations.

Positive, clean, efficient, to the point, easy and straightforward.

I like how it made our recruitment efforts seamless. Gaining more interest from potential students.

Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce.

Once setup with your document template you can be confident this product will be fit for purpose.

Powerful Cost Effective way to merge with Zapier and create fillable PDFs for our members. Complete control of the procerss.

I like how easy it is to use with form software such as Formstack. Their customer support is amazing.

I so appreciated that I quickly got help when I really needed it. Sincerely and strongly recommend.

I love how it combines flexibility allowing for rather complex design but with very logical and user friendly interface. In addition to that - support for this product is just incredible.

It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.

We are a small business and found ourselves wasting so much time with generating documentation for our customers.

Therefore they do not have to experience the pains that I do as an admin.

The price tiers are the most disappointing aspect of the product.

We are saving time and resources by implementing this solution. I'm very pleased with Formstack Documents.

We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.

Makes document creation super easy from the data you already have.

We had searched for software with this functionality for quite some time and this fit the bill exactly. The customer service is also over the top great.

The software is easy to use and very robust and powerful.

It makes my work so easy, same for the candidates by just clicking the document they can instantly sign the documents.

The support and response is excellent. It is extremely good value for money.

The perfect tool which integrates speed and quality assurance.

The setup instructions for what I was doing were confusing and took me forever to get working.

Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process.

As a organization that gets audited yearly, we had to explain this finding as we lost track of the changes the first time we used it.

Formstack Documents, specifically, has allowed us to integrate and create documents digitally based on information gathered with Formstack Forms.

It was much more user friendly than I had anticipated and the support from The support has always been extremely helpful and he is always quick to respond.

Webmerge is easy and the support is outstanding. I would recommend it to anyone looking for this type of service.

It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out.

US Dollar

CaptivateIQ offers the smartest, most flexible way to automate sales commissions. Our innovative platform helps companies automate the administration, calculation, reporting, analysis, and management of even the most complex, variable-based commission plans. CaptivateIQ is the only sales commission platform that can centralize and enrich data from disparate data sources into one powerful platform while also providing unbeatable flexibility and scalability to meet the needs of your organization. Leading companies such as Carta, Gong, and Intercom rely on CaptivateIQ for their sales commissions process to drive faster close times, reduce costly payout errors, and maximize sales performance.

LongDescription

Agency Commission

User Management

Tiered Commissions

Customizable Reports

Dispute Management

Financial Analysis

SSL Security

Single Sign On

Incentive Management

Integrations Management

Bonus Management

Sliding Scale Commissions

Compensation Plan Modeling

Data Import/Export

Audit Trail

Multi-Currency

Planning Tools

Compliance Management

Performance Metrics

Commission Calculations

Split Commissions

Commission Scheduling

Flat Commissions

Commission Rules/Conditions

Workflow Management

Real-Time Updates

Reporting & Statistics

Compensation Management

Commission Statements

Accounting Integration

Commission Calculator

Audit Management

Real Time Reporting

Percentage Commissions

Commission Management

Reporting/Analytics

Payroll Management

Contract Drafting

Commission Overrides

Third-Party Integrations

Document Management

Compensation Statements

Search/Filter

Market Data Analysis

Salary Planning

Employee Database

Customizable Templates

Get more pricing information here www.captivateiq.com/pricing

Email/Help Desk

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

CaptivateIQ

Live Online

Webinars

Documentation

Videos

Formstack Documents (formerly WebMerge) is a web-based document management system that enables users to merge data from the cloud into custom PowerPoint presentations, Word documents, Excel spreadsheets, or PDFs. The solution can be used by businesses of any size in a wide range of industries, including accounting, education, healthcare, and real estate.


Formstack Documents offers various features that include applications for contract management, records management, and case management. These features help users to streamline any data-driven process within their business.


Formstack Documents is built on an open API that allows documents to be generated from any system in the cloud. Companies can also integrate Formstack Documents with their internal systems, CRMs, and more. Formstack Documents integrates with many popular cloud-based services like Google Drive or DropBox to deliver documents via e-signature, email, and more. Formstack Documents offers scalable pricing based on document merges, making it an option for single users as well as enterprise-level organizations.



Document Templates

Document Storage

Access Controls/Permissions

Templates

Digital Signature

Electronic Signature

Customizable Fields

Collaboration Tools

Template Management

File Transfer

Process/Workflow Automation

File Conversion

Document Classification

Version Control

Configurable Workflow

Forms Management

File Sharing

Document Review

Multiple Output Formats

Document Automation

Interaction Tracking

Web Forms

Customizable Branding

Compliance Tracking

Batch Processing

Customizable Forms

Document Generation

Mac OS

Web browser (OS agnostic)

Windows 8

Formstack Documents offers various pricing plans for different businesses, from the Micro plan for individuals to custom enterprise plans. A 14-day free trial is available, after which pricing is tiered as follows:

Starter: $92/month 
Teams: $184/month
Pro: $367/month
Enterprise: Contact Formstack for a customized quote

Click here for pricing chart: https://www.formstack.com/pricing/documents 

CaptivateIQ vs Formstack Documents

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