Formstack Documents 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
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Overview

Formstack Documents

4.7

(113)

Pricing

Starting at $99.00 per month

About Formstack Documents

Formstack Documents 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. It 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.

Formstack Documents Screenshots

Formstack Documents Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

documents

$99.00

flat rate, per month

Plan includes:

Document Sending
Document Merge
10 Document Templates
Data Routing
Custom Branding

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Formstack Documents Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Formstack Documents
API
Batch Processing
Compliance Management
Conditional Logic
Configurable Workflow
Content Management
Contract Drafting
Contract/License Management
CRM
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Digital Signature
Document Automation
Document Capture
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Forms Management
Interaction Tracking
Multiple Output Formats
Pre-built Templates
Process/Workflow Automation
Sell Side (Customers)
Template Management
Templates
Web Forms
Workflow Management

Formstack Documents Integrations

123FormBuilder

Agile CRM

Ortto

Egnyte

HubSpot CRM

Insightly

See all 124 integrations

Formstack Documents User Reviews

Overall Rating

4.7

Ratings Breakdown

78%

18%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.7

Functionality

4.7

Arab S.

Verified reviewer

International Affairs

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed February 2018

Webmerge has been an amazing tool for our organization.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Webmerge has a very robust templating system and offers a large catalog of integration tools and API access which enables us to develop automated solutions in a secure and timely manner.

Cons:

It would be good if Webmerge could add more Azure Cloud services integrations, such as Azure Storage. Right now they only support Amazon S3, Google Drive, Box, and Dropbox.

Verified

Reviewer

Human Resources

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed August 2020

A reliable tool for everyone

I would recommend it to everyone especially if you are in the field of recruiting that requires a lot of documents that needs a signature of the candidate. It makes my work so easy, same for the candidates by just clicking the document they can instantly sign the documents.

Ratings Breakdown

Ease of use

Functionality

Pros:

* Can send documents instantly * Can save templates that you can easily send to the candidates * Candidates can easily electronically sign the Documents needed for their application * Easy to use

Cons:

So far I don't see any problems with Formstack, it has been a great help to recruiters like me especially if we need the candidates to electronically sign a certain documents.

Stefan R.

Used daily for less than 12 months

Review source

Reviewed July 2017

A little bit complicated to create documents with salesforce

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Verified

Reviewer

Used daily for less than 12 months

Review source

Reviewed July 2018

Extremely Valuable Software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Webmerge has streamlined our business processes and saved us money, increased accuracy, and increased speed. The integrations with docusign make sending contracts out for signature absolutely seamless. In addition, the integration with Zapier makes Webmerge infinitely configurable.

Cons:

None, The software is very well designed and is reliable. We have not ran into any issues. Customer service is very prompt, so even if there were any issues, they would be addressed within minutes.

Verified

Reviewer

Textiles

201-500 employees

Used daily for less than 6 months

Review source

Reviewed July 2019

WebMerge - enhancing our internal system and customer interactions

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It easily integrates with Zapier and our Kintone platform. This allows us to streamline our processes even further; including customer interaction.

Cons:

It does require a tad bit of programming to handle attachment fields - but it's certainly not a deal-breaker.

Verified

Reviewer

Computer Software

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed June 2019

Webmerge - an amazing time saver tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

1) it helps us to quickly merge documents. 2) it is user friendly and reliable. 3) best thing is that customer support service is too good.

Cons:

This is really a good tool which I highly recommend to all. Price is the only thing which is quite high.

Sean S.

Verified reviewer

Used unspecified for unspecified

Review source

Reviewed September 2016

Total Lifesaver

We use WebMerge to pull client project details from several apps out of Podio. We collect a ton of information over the course of several months. WebMerge allows us to click a few buttons and generate a set documentation to hand off to the client at the end. While it can be a little technical to set up, the customer support is as good as it gets. Great service!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Brian D.

Verified reviewer

Used unspecified for unspecified

Review source

Reviewed February 2017

A one of a kind solution!

I've never found anything like it, and boy can you do some really cool stuff. 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. The explanations at Webmerge.me say it all and the support we've received has been phenomenal. The people behind this platform are brilliant. Check it out!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Mehdi A.

Verified reviewer

Computer Software

2-10 employees

Used other for less than 6 months

Review source

Reviewed September 2018

Very efficient for automatic pdf

I used it with Zapier and typeform to make a whole process of investment reservation (real estate)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's very easy to use it with their API Also, customising mails and PDFs helps you to automate complete processes on your business like sending quotes, invoices, reservations etc

Cons:

Design and user experience are a little bit too old compared to the value of their software

Ahmed ali K.

Verified reviewer

Apparel & Fashion

11-50 employees

Used other for free trial

Review source

Reviewed September 2019

Saves the time

We are sending loot of email using webmerge quite quickly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The webmerge really helped us in saving our loot of time we have to sebd loot if emails to our potenital customer and webmerge had realky made it easy and fast for us

Cons:

The least thing about webmerge has not been found till yet i am still looking for it it is perfect from my side

Showing 1 - 10 of 113 Reviews

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