# Formstack Documents Software Reviews, Demo & Pricing - 2026

> Review of Formstack Documents Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/forms-automation/formstack-documents-profile

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Formstack Documents

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Overview

[Reviews](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/reviews/)[Alternatives](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/alternatives/)

# Formstack Documents 2026: Benefits, Features & Pricing

Wondering if Formstack Documents is right for your organization?

Our Document Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Formstack Documents

4.7

[(114)](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/reviews/)

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.

Wondering if Formstack Documents is right for your organization?

Our Document Management Software selection experts can help you in 15 minutes or less.

## Formstack Documents User Interface

## Popular Formstack Documents Alternatives

Main Product

Formstack Documents

4.7

[(114)](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/reviews/)

Ratings Breakdown

-   4.46Ease of use
-   4.40Value for money
-   4.73Customer support
-   4.75Functionality

Pricing

Starting at $99.00 per month

Get Price

Alternative Product

[Google Docs](https://www.softwareadvice.com/cms/google-docs-profile/)

4.7

[(29055)](https://www.softwareadvice.com/cms/google-docs-profile/reviews/)

Ratings Breakdown

-   4.69Ease of use
-   4.78Value for money
-   4.35Customer support
-   4.51Functionality

Pricing

Starting at $6.00 per month

Get Price

Alternative Product

[Google Drive](https://www.softwareadvice.com/cms/google-drive-profile/)

4.8

[(28542)](https://www.softwareadvice.com/cms/google-drive-profile/reviews/)

Ratings Breakdown

-   4.70Ease of use
-   4.72Value for money
-   4.39Customer support
-   4.63Functionality

Pricing

Starting at $7.00 per month

Get Price

Alternative Product

[Google Workspace](https://www.softwareadvice.com/marketing/google-workspace-profile/)

4.7

[(17618)](https://www.softwareadvice.com/marketing/google-workspace-profile/reviews/)

Ratings Breakdown

-   4.64Ease of use
-   4.59Value for money
-   4.27Customer support
-   4.63Functionality

Pricing

Starting at $7.00 per month

Get Price

Alternative Product

[Microsoft Word](https://www.softwareadvice.com/cms/microsoft-word-profile/)

4.7

[(2858)](https://www.softwareadvice.com/cms/microsoft-word-profile/reviews/)

Ratings Breakdown

-   4.65Ease of use
-   4.40Value for money
-   4.26Customer support
-   4.68Functionality

Pricing

Starting at $9.99 per month

Get Price

Alternative Product

[OneDrive](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/)

4.5

[(12768)](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/reviews/)

Ratings Breakdown

-   4.40Ease of use
-   4.38Value for money
-   4.21Customer support
-   4.37Functionality

Pricing

Starting at $1.99 per month

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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
    
    Sell Side (Customers)
    
    Template Management
    
    Templates
    
    Web Forms
    
    Workflow Automation
    
    Workflow Management
    

## Formstack Documents Integrations

123FormBuilder

Integration rated undefined from -1 review

Agile CRM

Integration rated undefined from -1 review

Ortto

Integration rated undefined from -1 review

Egnyte

Integration rated undefined from -1 review

HubSpot CRM

Integration rated undefined from -1 review

Insightly

Integration rated undefined from -1 review

See all 124 integrations

## Formstack Documents User Reviews

Overall Rating

4.7

Ratings Breakdown

5

78%

4

18%

3

4%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.7

Functionality

4.8

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.

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

VR

Verified

Reviewer

Human Resources

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed August 2020

A reliable tool for everyone

5

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

5

Ease of use

5

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.

Read More

Anton T.

Verified reviewer

Renewables & Environment

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed January 2019

Can be used

3

Ratings Breakdown

4

Ease of use

4

Value for money

1

Customer support

5

Functionality

Pros:

It works and even supports calculations in Excel spreadsheets!

Cons:

There are no guarantees it will work tomorrow

Read More

VR

Verified

Reviewer

Used daily for less than 12 months

Review source

Reviewed July 2018

Extremely Valuable Software

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

VR

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

5

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

VR

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

4

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

4

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.

Read More

Sean S.

Verified reviewer

Used unspecified for unspecified

Review source

Reviewed September 2016

Total Lifesaver

5

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

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Read More

Brian D.

Verified reviewer

Used unspecified for unspecified

Review source

Reviewed February 2017

A one of a kind solution!

5

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

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Read More

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

5

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

Ahmed ali K.

Verified reviewer

Apparel & Fashion

11-50 employees

Used other for free trial

Review source

Reviewed September 2019

Saves the time

5

We are sending loot of email using webmerge quite quickly.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

Showing 1 - 10 of 114 Reviews

[See All Reviews](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/reviews/)

## Formstack Documents Popular Comparisons

[Google Docs vs Formstack Documents](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/vs/google-docs/)[Google Drive vs Formstack Documents](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/vs/google-drive/)[Google Workspace vs Formstack Documents](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/vs/google-workspace/)[PandaDoc vs Formstack Documents](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/vs/pandadoc/)

[Compare All Alternatives](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/alternatives/)

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