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.

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

Customer support was stellar by the way; speedy response time, great solutions, and it made the whole service and experience great.

Excellent customer support, great functionality and integrations.

Positive, clean, efficient, to the point, easy and straightforward.

I like how it made our recruitment efforts seamless. Gaining more interest from potential students.

Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce.

Once setup with your document template you can be confident this product will be fit for purpose.

Powerful Cost Effective way to merge with Zapier and create fillable PDFs for our members. Complete control of the procerss.

I like how easy it is to use with form software such as Formstack. Their customer support is amazing.

I so appreciated that I quickly got help when I really needed it. Sincerely and strongly recommend.

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.

It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.

We are a small business and found ourselves wasting so much time with generating documentation for our customers.

Therefore they do not have to experience the pains that I do as an admin.

The price tiers are the most disappointing aspect of the product.

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

We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.

Makes document creation super easy from the data you already have.

We had searched for software with this functionality for quite some time and this fit the bill exactly. The customer service is also over the top great.

The software is easy to use and very robust and powerful.

It makes my work so easy, same for the candidates by just clicking the document they can instantly sign the documents.

The support and response is excellent. It is extremely good value for money.

The perfect tool which integrates speed and quality assurance.

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

Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process.

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.

Formstack Documents, specifically, has allowed us to integrate and create documents digitally based on information gathered with Formstack Forms.

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.

Webmerge is easy and the support is outstanding. I would recommend it to anyone looking for this type of service.

It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out.

There are no defects in this product. But the price is a little high for some companies in the beginning of their way.

I was not able to find any disadvantages right now but Pricing is bit high for small organisations.

Templafy makes it easy to stay in control and unifying the brand across documents and presentations.

Very user friendly and easily manageable within Word. Updated templates and logoes on a daily basis.

Once setup, the software is easy to use. It makes it very easy to standardize documents across the organization and to ensure, that contracts etc. are compliant to the rules and regulations set forth.

Very user friendly and easy to use even with only little introduction.

Great solution for Brand Management - it solves real issues.

User can dynamically update and share the documents with in the organisation. It can integrate with other softwares also like Microsoft office, office 365 and many more.

An easy way of creating documents and presentations that are aligned across the organisation.

Double authentication can be a bit annoying. When in a rush, it can be a bit annoying to wait for extra loading time, but not sure if it is because of Templafy of the internal software etc.

User-friendliness and it saves time for the users. Compliance in terms of branding, content and legal.

Great service and a very friendly team behind it. It's one of those tools you didn't know existed until you heard of it and then you suddenly have a hard time working without it.

Great to preserve brand identity. I also really like that it makes my presentations look a lot better in a very easy-to-use interface.

Basically - Templafy has helped us solved what they rightfully call 'Document Anarchy' - Going from hundreds of different versions to a much more streamlined approach and process.

Very strong integrations to Microsoft Office and other office applicationd. Powefull enablement of company assets and great employee productivity booster.

With image libraries and pre-made infographics, creating documents and presentations is easy, quick and compliant.

US Dollar

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, CRMs, and more. Formstack Documents integrates with many popular cloud-based services like Google Drive or DropBox to deliver documents via e-signature, email, and more. Formstack Documents offers scalable pricing based on document merges, making it an option for single users as well as enterprise-level organizations.



LongDescription

Document Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Templates

Digital Signature

Electronic Signature

Customizable Fields

Collaboration Tools

Template Management

Data Import/Export

File Transfer

Process/Workflow Automation

File Conversion

Document Classification

Version Control

Configurable Workflow

Forms Management

Workflow Management

File Sharing

Customizable Templates

Document Review

Multiple Output Formats

Document Automation

Interaction Tracking

Web Forms

Customizable Branding

Compliance Tracking

Batch Processing

Customizable Forms

Contract Drafting

Third-Party Integrations

Document Management

Document Generation

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 

Email/Help Desk

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Formstack Documents

Live Online

Webinars

Documentation

Videos

Templafy is a fast-growing company, helping over 3.5 million users. Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.
With Templafy, global businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform.

File Management

Signature Management

Digital Asset Management

Asset Sharing

Full Text Search

Offline Access

Asset Library

Content Management

Compliance Management

Reporting & Statistics

Asset Categorization

Image Library

Metadata Management

Campaign Specific Signature

Reporting/Analytics

Signature Creation

Secure Data Storage

Archiving & Retention

Signature Templates

Auto Update

Search/Filter

Templafy's platform is designed for large enterprise companies. Please contact Templafy directly for pricing details. Price depends on how many users, features and add-ons you need.

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