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

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.

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.

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

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.

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.

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

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

Saves so much time.

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.

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

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.

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.

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.

Great - once we finalized our document forms, it's a set it and forget it tool. The documents are immediately generated and in the hands of the appropriate recipients. It saves a ton of manual work.

We use formstack docs integrated with Smartsheet. It's very useful and time saving in creating automatic communications based on Smartsheet submissions.

The set-up process was harder than expected to get the documents just right.

Savings in time, administration resources and the ability to merge Webmerge with Zapier to handle a lot of our donation receipts, subscriptions and invoicing easily and quickly.

Creating a word document and then using zapier and webmerge has saved us time and money. And saving money is vital for non-profits!!

Really don't have any cons apart from maybe the new pricing structure. A tier for smaller users would encourage more companies to try webmerge.

Our company has been using webmerge for a few years now. We use it for all of our reporting. The implementation for automated text assembly is extremely easy to use. We also use it to generate tables in documents and insert figures. All of these features are seamless with our Podio project management system now. Nothing but excellent things to say about Webmerge!

Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.

Complex table generation is somewhat cumbersome, but honestly haven't found a better cloud solution unless you're willing to set up a server and apply custom code.

Fast and systematic document generation, high versatility along with very nice integration with other software or web services.

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. The conditional formatting of the documents is really thorough, allowing us to make elaborate documents for which the information is adapted to the user. It requires very low maintenance once your setup is done. Delivery options are vast and very well made: for instance, you can deliver your documents to Dropbox, which is neat. The data routing feature is also amazing to quickly discernate which document template should be used based on a set of predefined conditions.

The triggering and delivery behavior can sometimes be erratic depending on how quick the user does the trigger event for document generation. However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service.

I have been looking for a way to get the data from the gravity forms and merge it to the excel docs, based on the conditional rules; then convert it to PDF and email customer a copy combined with other documents that I have stored in another location, all in one request. Well, I found it - WebMerge. 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. I so appreciated that I quickly got help when I really needed it. Sincerely and strongly recommend!

It's capabilities, it met all the needs in one software, from merging, to combining with other documents, to even placing a delay on delivery. I only have two months of web designing experience and I was able to configure and accomplish my goal. Not that it's very easy to use but it's logical, and it's the matter of following the rules. I really appreciate the outstanding support of this product.

It takes time to test it and to get your document to look right after PDF conversion from Excel. It's not so much as a problem but expect it to be a time consuming process of setting it up right.

With Webmerge we have lowered the human errors in making document packages. Manually combining document sets and trying to make sure everyone in your team uses the right format for documents is a thing of the past! No more inconsistencies or funny looking documents! Yay!

It's easy to use and there are so many possibilities!

It is great to see companies like WebMerge growing in stature. Their interface is extremely easy and their product fulfils an important niche area of the market, providing the ability to automate reports from external databases. My program management and contract management tools, developed in Knack are greatly enhanced by the ability to utilise the WebMerge templates and produce reports for my customers. This is truly an example of collaboration between multiple tools to make interoperability the focus. Great job guys, keep it up!

It provides the ability to build dynamic reports.

Can sometimes be complex to understand if you are not a programmer. I think more examples are needed.

The ability to generate templated letters from out information system (salesforce). We also managed to get webmerge to turn out some reports that Salesforce itself could not handle.

It is very easy to setup simple templates from a word document. The support is personal and superb. Replies have been fast (especially considering the difference in timezones), accurate and helpful. The delivery option for merged documents are many and makes this product incredibly flexible.

Some of the very complex templates I had to create involved some coding (which I quite like, but it might put some people off). However with the excellent support that comes with this product I suspect anyone can do this.

Formstack's customer service is fantastic. They are responsive, kind, professional, and take the time to understand customer needs in order to provide solution support.

Integration with Airtable works really well. The customizable delivery options offered makes a big difference. Having the ability to insert field tags into the delivery email template subject line and email body is very helpful. Customer service is fantastic.

The price tiers are the most disappointing aspect of the product. The 3x jump from the first tier to the second tier is hard to accept as justified from the customer side. There are lots of different price models / charts on the web that creates confusion - most likely for the different features/products offered by Formstack, but it causes perception to be less than polished. The UI/UX could use some work, but it is easy to use and is well organized.

I like that we can get documents immediately from WebMerge as soon as forms are completed. 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.

I would say the thing I like least is that you can't pick up the phone and talk to someone for support. Email is great but sometimes its helpful to be on the phone with someone who can walk through questions with you while you in the tool.

I use Webmerge with Infusionsoft to populate quotes to send to my clients. I almost gave up on infusionsoft because the in app quote tool was so terrible. After months of searching I found the Http post sync between infusionsoft and webmerge. Webmerge populates a custom quote that pulls all the contact data from infusionsoft and pluggs it into the Webmerge PDF quote.

Works Great now that it is all setup!

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

I'm using Webmerge to create PDFs and word documents using data lifted from Infusionsoft and Formstack. Deliveries are fast, setting up new documents is easy and the integrations were straightforward too (I'm using Zapier for the Infusionsoft integration). The direct integration with formstack was really handy.

Great integrations, easy document creation.

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