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 ...


Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

104 Reviews of Formstack Documents

Average User Ratings

Overall

4.78 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(83)

83

4 stars

(17)

17

3 stars

(3)

3

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 104 results

May 2018

User Profile Picture

Michael from Kinlaní Dormitory

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

May 2018

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.

August 2020

Andrew from Sequoyah Electric

Company Size: 201-500 employees

Industry: Construction

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

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.

Reasons for Choosing Formstack Documents

We have very complex needs for our forms. Tons of logic. Formstack Forms and Documents was the only product that when we asked "Can it do this?" the answer was always "yes". With the others there was always a dead end that was a deal-breaker.

Reasons for Switching to Formstack Documents

Google Forms was the only other tool (if you installed add-ins) that I found that had something along the lines of the functionality of Formstack Documents. We switched because it felt like a hacked-together solution as opposed for Formstack Documents which is a mature and well-supported product, along with the integration with Formstack Forms and the many additional capabilities that it provides.

October 2020

Rhys from Disability Connect Victoria

Company Size: 51-200 employees

Industry: Hospital & Health Care

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

1.0

Functionality

5.0

October 2020

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.

Reasons for Choosing Formstack Documents

Primarily utilised this software under the recommendation of our Salesforce Integration partner. Too expensive to change at this point.

December 2020

Matt from fivexfive

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

December 2020

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.

September 2020

Chris from International Ministerial Fellowship

Company Size: 11-50 employees

Industry: Religious Institutions

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Reasons for Choosing Formstack Documents

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