Formstack Documents Software

FrontRunners 2020

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, ...

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: 

$92.00 per month

Free trial: 

Available

Free version: 

Available

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Formstack Documents provides cloud based document generation

Formstack Documents User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

5

Showing 1 - 5 of 106 reviews

User Profile

Michael

Verified reviewer

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

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.

Anonymous

Company size: 11-50 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

February 2022

All in one Powerful Forms for easy form creation to utilization

I am pretty happy with whatever formstack has, as there are very few software companies that offer one in all products at reasonable pricing, and formstack is one of them. Although, they have some limitations in submitting the form but overall the experience is very good by far.

Pros

I have liked the range of fields it offers to be embedded into the forms, the features of designing a form to implementing it on various platforms. I can also customize its templates using CSS to make sure it meets my design needs and it just melts into my website as if it was inbuilt.

Cons

We mostly use formstack for signing up for offers and forms are limited to have submission by emails and it would be great if there would be a submission by number as to one user can only submit one form per mobile number that would reduce the number of requests for the customer service team and also the spamming for us to go through a lot of emails one customer could ever have.

Reasons for choosing Formstack Documents

The versatile design functionality and the ability to customize the form based on our needs with the reasonable pricing was the biggest advantage we had and we were very happy to see a lot of features included under one roof

Rhys

Company size: 51-200 employees

Industry: Hospital & Health Care

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
2

Ease-of-use

out of 5
2

Value for money

out of 5
1

Customer support

out of 5
5

Functionality

out of 5

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.

Andrew

Company size: 201-500 employees

Industry: Construction

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Jason

Company size: 201-500 employees

Industry: Law Enforcement

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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.

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