Formstack Documents

RATING:

4.75

(110)

About Formstack Documents

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, ...

Awards and Recognition

FrontRunner 2020
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.

Formstack Documents Pricing

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

Starting price: 

$110.00 per month

Free trial: 

Available

Free version: 

Available

Formstack Documents provides cloud based document generation
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Formstack Documents Reviews

Overall Rating

4.75

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

5

Most Helpful Reviews for Formstack Documents

1 - 5 of 110 Reviews

Jason

Law Enforcement, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2017

WebMerge creates clean professional reports. Tech support is great!

Clean professional looking reports that can be automatically distributed with ease.

PROS

I few years ago our department began using Formstack for yearly performance evaluations. We wanted an on-line solution that was easy to use and produced professional documents. Formstack was easy to use, but the end product was not what we hoped for. I found WebMerge integrated with Formstack very nicely and the software produced an end product that was professional looking and easy to read. We were able to import our logo and arrange the document that worked best for our needs. WebMerge also gave us the capability of forwarding these reports automatically to command staff. We now use WebMerge for Training Requests and to reports incidents, injuries or damage that occurs at our facilities.

CONS

The first templates I created was a little confusing for me as I had no experience with "formulas" or creating templates for importing data fields. Tech support was great and helped me every step of the way.

Chris

Religious Institutions, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

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.

Reason for choosing Formstack Documents

We already used Formstack Forms and Sign so it was a natural choice for our needs.

Stefan

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed July 2017

A little bit complicated to create documents with salesforce

PROS

Easy change of document layouts and integration to other tools, especially salesforce and the divergence of documents to create

CONS

Process efficiency for standard processes. For users it does need too many steps to create and wait for the created documents

david

Civic & Social Organization

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2018

Makes creating a professional looking form such as invoices so much easier to do saving hours.

Saves so much time.

PROS

A great time saver creating custom built forms such as invoices, contracts a database or from a spreadsheet. Webmerge has saved my company many hours of work. The support and response is excellent. It is extremely good value for money.

CONS

Currently not able to automatically create multiple line invoices using Zapier. I still have to download a spreadsheet and manually upload to Webmerge. It will only work automatically if there is 1 line on data or say a contract where it just picks up the data items. It still requires development with Zapier to accept multiple lines. I can only use 1 login for everything which means I can not allocate certain merges to logins

Zach

Legal Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2020

Great way to automate document creation

The software is easy to use and very robust and powerful. We did run into one issue where some internal code with Microsoft Word was creating errors, and their customer service team worked tirelessly until we figured it out.

PROS

This was the only software I found (after exhaustive research) that could do everything I wanted, namely, create a fully customized document (using not just field filling, but logic expressions) using data input from a form on my website.

CONS

They limit both the number of documents you can have in a plan and the number of document creations (and if one document is created and both emailed and stored in the stash, it counts as two creations). So you get bumped up into the next expensive price tier without doing much.

Reason for choosing Formstack Documents

Formstack was the only one that did what I needed it to do.