Easy to use and reliable. In the two years we been using this software, nil complains.

Webmerge made our application process so easier. Thanks for developing this sort of software for the public.

Pros

I like how it made our recruitment efforts seamless. gaining more interest from potential students. and it was easy to set up. Afterwards, its nice to monitor on the mobile app.

Cons

the designing of the templates could be more interchangeable. and it is on the pricey side. also the billing was sort of a challenge to figure out. For instance, we were confused about the increase and decrease from month to month because it was basically a yearly plan buy was charged monthly. 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.

A Powerful, Flexible Platform

We love it. It has opened up a ton of doors for automated processes. We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases.

Pros

The most important aspect of Formstack Documents is how flexible it is. I was looking for something that could check a ton of boxes, and Formstack Documents coupled with the Formstack Forms product enables us to easily ingest data and output attractive documents ready to be presented to customers. The options for output are also extensive, enabling you to push your document to hundreds of different other software products.

Cons

Formstack Documents used to be Webmerge, and while the product was and still is excellent, I'm waiting for them to make the integration between Forms and Documents more seamless. I also wouldn't mind seeing the licensing model change to be per user/designer as opposed to per document.

Functionality okay, integration lacking

Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce. Therefore they do not have to experience the pains that I do as an admin. (Webmerge noted below as this was the previous software prior to it being bought by Formstack and converted to Formstack Documents, this i believe is what lead to the account issues mentioned. Support was poor throughout conversion)

Pros

Once setup with your document template you can be confident this product will be fit for purpose. Good level of resources available for understanding document and template creation, ideal to have a software partner to configure in initial instance if no background using merge style fields/software.

Cons

Integration with other formstack products. Still to this day when i login to Formstack i am unable to access all of the different products in my stack without constant errors. As a user of Formstack Forms, Documents & Sign, the ability to switch between the products and utilise the data from the others, is highly lacking. Support for this has also been extremely lacking, appears to be the result of Formstack purchasing other solutions and attempting to integrate within their own.

Makes document creation super easy from the data you already have

Trying to create documents where you need to output a specific option based on the inputs you have is very time-consuming. Formstack take all that away and it's pretty much the only tool that can handle those complex logic paths. Excellent.

Pros

Easy to get started and design your documents the way you want them to look. Pull in the data from multiple sources and it all happens super fast. The Airtable integration makes sit a breeze. The conditional visibility function is incredible for complex document creation based on multiple input options.

Cons

Can be a little expensive and the pricing options can be confusing, but the value it brings to creating large numbers of documents or very complex documents makes it a must-have.

Formstack has become a trusted partner!

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

Pros

Formstack's suite of products has revolutionized our daily operations. Formstack Documents, specifically, has allowed us to integrate and create documents digitally based on information gathered with Formstack Forms. The integration with Formstack Sign allows us to capture signatures on these documents and the Stash add-on is the best value in cloud based document storage I've encountered! Overall, I couldn't be more happy with Formstack's suite of products.

Cons

No real cons from me. The one piece that would be great is if a dynamic picture could be integrated. We use this product for our application process and it would be great if we could have the applicants upload a photo and that photo display (not the link to the photo) in the document that is created.