Formstack Documents 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Formstack Documents

4.7

(112)

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

79%

17%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.7

Functionality

4.7

Michael L.

Verified reviewer

Used weekly for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Nick T.

Verified reviewer

Mechanical or Industrial Engineering

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed September 2024

Formstack Documents Review

Ratings Breakdown

Ease of use

Functionality

Pros:

Documents work well once they are set up and have professional look.

Cons:

Customer service is incredibly delayed when issues arrive. You are lucky to exchange more than one email per business day, meaning it can take a week to fix any issues you have.

Angelo D.

Verified reviewer

Internet

201-500 employees

Used daily for less than 2 years

Review source

Reviewed January 2023

An Impressive Document Automation Platform from Formstack Documents

Overall, Formstack Documents is a great document automation platform that provides a wide range of features and customization options. It is easy to use and allows users to quickly create and manage documents. However, the lack of a mobile app and support for third-party applications may be a deal breaker for some.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Formstack Documents is an incredibly powerful and easy to use document automation platform. It allows users to quickly and easily create dynamic documents that can be used in any situation. The platform has a wide range of features, such as templates and integrations, that can be used to customize documents to perfectly meet any need. It also makes it easy to manage and share documents with colleagues and customers.

Cons:

Although Formstack Documents offers excellent features, there is currently no mobile app available for users on the go. This can be a bit of a hassle for those who need to access their documents quickly. Additionally, the platform does not offer any support for third-party applications, so users may need to look elsewhere for more customization options.

Reasons for switching to Formstack Documents

Formstack Documents stands out from its competitors for its wide range of features, such as templates and integrations, which allow users to customize their documents to meet any need. Additionally, its easy-to-use interface makes it a breeze to create, edit and share documents with colleagues and customers. Finally, its advanced security features ensure that documents and the data they contain remain secure.

Vendor Response

Angelo, Thank you - we truly appreciate your review. I'll make sure to pass that feedback about our integrations to our product team for review. Thank you!

Replied February 2023

Verified

Reviewer

Legal Services

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed February 2023

Great product, if you can afford it.

Great a automating the creation of complex documents, but way to expensive for the number of documents you are able to generate, and the number of templates you are able to use. If they dropped the prices by 50% I would consider going back, but it would still be a tough pill to swallow.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Formstack Documents is one of the most complete and feature rich document generation platforms out there. It is probably the best in terms of features, integrations, conditional logic, etc.

Cons:

Formstack Documents is like a Rolls Royce. It will have a tonne of features, looks great, and has impressive specs, but it's way too expensive for most people. When you consider the cost of some alternatives, even if they have fewer options, they are a better option for most people.

Reasons for choosing Formstack Documents

Formstack is way more customizable and has conditional logic capabilities that most other products don't have.

Vendor Response

Hello! Thanks for taking the time to share your thoughts and feedback with us. We're grateful for your honest feedback. We are glad you feel we're on the right track but we'll be sure to share this feedback with our team.

Replied February 2023

Rhys G.

Verified reviewer

Hospital & Health Care

51-200 employees

Used daily for less than 2 years

Review source

Reviewed 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)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Brayan Agostinho D.

Verified reviewer

501-1000 employees

Used weekly for less than 6 months

Review source

Reviewed May 2018

very good automation tool to stop using paper and avoid manual processes

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

WebMerge is a good automation tool for companies, where we avoid those long documentation processes. ideal to save time, money and avoid mistakes. with WebMerge we just have to create a template, either in: PDF, Word, Excel and many more ... where we can use these templates and choose a means of delivery through their mail integration or other applications in the cloud. What is most striking about WebMerge is that it includes ideal integrations for cloud storage and shipping. such as: Google Drive, Salesdorce, box .... WebMerge is a valuable tool to grow a business, it helps us automate tedious document processes and makes our company work in a more professional way. You can try WebMerge for free and detail all your documentation of what this tool can do

Cons:

When using WebMerge for the first time we can find it difficult, it should include better tutorials to become familiar with all its tools. We can try this application for free, but then it is paid and can be expensive in some cases

Eirik S.

Verified reviewer

Military

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed April 2018

We have saved a lot of time and increased compliance using WebMerge with Salesforce

Saved time and increased compliance

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Relatively easy to use. Works with several different file types. Integration with Salesforce is great.

Cons:

They could improve documentation. I think it is relatively expensive if I was to use it for documents we use every day. But for more complex documents like NDA, supplier agreements etc. it is good value for money.

Anton T.

Verified reviewer

Renewables & Environment

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed January 2019

Can be used

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It works and even supports calculations in Excel spreadsheets!

Cons:

There are no guarantees it will work tomorrow

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.

Showing 1 - 10 of 112 Reviews

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