About Formstack Documents

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.
Formstack Documents Software - Formstack Documents provides cloud based document generation
Formstack Documents Software - Formstack Documents Manage documents from a dashboard
Formstack Documents Software - Formstack Documents Create many different types of documents
Formstack Documents Software - Formstack Documents Build templates with Web-based editor
Formstack Documents Software - Formstack Documents Flexible delivery methods
Formstack Documents Software - Merge your data into templates
Formstack Documents Software - Formstack Documents provides cloud based document generation - thumbnail
Formstack Documents Software - Formstack Documents Manage documents from a dashboard - thumbnail
Formstack Documents Software - Formstack Documents Create many different types of documents - thumbnail
Formstack Documents Software - Formstack Documents Build templates with Web-based editor - thumbnail
Formstack Documents Software - Formstack Documents Flexible delivery methods - thumbnail
Formstack Documents Software - Merge your data into templates - thumbnail

Formstack Documents pricing

Formstack Documents has a free version and offers a free trial. Formstack Documents paid version starts at USD 92.00/month.

Starting Price:
USD 92.00/month
Free Version:
Yes
Free trial:
Yes

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Formstack Documents Reviews

Feature rating

Value for Money
4.5
Functionality
5
Ease of Use
4.5
Customer Support
5
5 reviews of 104 View all reviews
Michael L.
  • Used Weekly for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
4

5
Reviewed on 22/05/2018

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.

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.

Andrew B.
  • Industry: Construction
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 26/08/2020

A Powerful, Flexible Platform

We love it. It has opened up a ton of doors for automated processes. We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases.

Pros

The most important aspect of Formstack Documents is how flexible it is. I was looking for something that could check a ton of boxes, and Formstack Documents coupled with the Formstack Forms product enables us to easily ingest data and output attractive documents ready to be presented to customers. The options for output are also extensive, enabling you to push your document to hundreds of different other software products.

Cons

Formstack Documents used to be Webmerge, and while the product was and still is excellent, I'm waiting for them to make the integration between Forms and Documents more seamless. I also wouldn't mind seeing the licensing model change to be per user/designer as opposed to per document.

Rhys G.
  • Industry: Hospital & Health Care
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
2
Features
5
Ease of Use
2
Customer Support
1

3
Reviewed on 01/10/2020

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)

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.

Chris L.
  • Industry: Religious Institutions
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 02/09/2020

Formstack has become a trusted partner!

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

Pros

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.

Cons

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.

Zach P.
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 25/08/2020

Great way to automate document creation

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.

Pros

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.

Cons

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.

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