Formstack Documents
About Formstack Documents
Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents. Formstack Documents integrates with a range of third-party tools including Zoho, Salesforce, Docusign, Google Drive, and more in order to facilitate actions such as data transfer and electronic signature capture.
With Formstack Documents, teams can build custom documents, either from scratch or using one of the pre-built templates within the platform. Documents can also be created by uploading pre-made PDFs, Word documents, PowerPoint presentations, or other files. Data can be merged from a wide range of integrated apps to create shareable documents on metrics such as payments, customers, marketing, and more. Formstack Documents also offers automation tools such as event triggered actions, conditional flows, data routing, automatic workflows, and auto-generated forms.
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Review Source
Overall rating
- Ease of Use
- Customer Support
Great Software!
Reviewed on 2015/11/24
I love the software and use it to do some pretty advanced tricks in tandem with jotform and zapier....
I love the software and use it to do some pretty advanced tricks in tandem with jotform and zapier. Only thing I don't like is the price. I need to do thousands of merges so it can get a bit pricey.
- Industry: Construction
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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- Value for Money
- Ease of Use
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- Likelihood to recommend 10.0 /10
A Powerful, Flexible Platform
Reviewed on 2020/08/26
We love it. It has opened up a ton of doors for automated processes. We waited for years for a...
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.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Monthly for 1+ year
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- Value for Money
- Ease of Use
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- Likelihood to recommend 6.0 /10
Decent Product
Reviewed on 2021/03/23
We use Formstack to manage all our intake registration forms, applications and other forms for our...
We use Formstack to manage all our intake registration forms, applications and other forms for our annual conference
Pros
Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process
Cons
We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.
- Industry: Law Enforcement
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
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- Likelihood to recommend 10.0 /10
WebMerge creates clean professional reports. Tech support is great!
Reviewed on 2017/11/10
Clean professional looking reports that can be automatically distributed with ease.
Clean professional looking reports that can be automatically distributed with ease.
Pros
I few years ago our department began using Formstack for yearly performance evaluations. We wanted an on-line solution that was easy to use and produced professional documents. Formstack was easy to use, but the end product was not what we hoped for. I found WebMerge integrated with Formstack very nicely and the software produced an end product that was professional looking and easy to read. We were able to import our logo and arrange the document that worked best for our needs.
WebMerge also gave us the capability of forwarding these reports automatically to command staff.
We now use WebMerge for Training Requests and to reports incidents, injuries or damage that occurs at our facilities.
Cons
The first templates I created was a little confusing for me as I had no experience with "formulas" or creating templates for importing data fields. Tech support was great and helped me every step of the way.
- Industry: Religious Institutions
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Formstack has become a trusted partner!
Reviewed on 2020/09/02
We are saving time and resources by implementing this solution. I'm very pleased with Formstack...
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.
Formstack Documents FAQs
Below are some frequently asked questions for Formstack Documents.Q. What type of pricing plans does Formstack Documents offer?
Formstack Documents offers the following pricing plans:
- Starting from: US$99.00/month
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of Formstack Documents?
Formstack Documents has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Formstack Documents support?
Formstack Documents supports the following languages:
English
Q. Does Formstack Documents support mobile devices?
Formstack Documents supports the following devices:
Q. What other apps does Formstack Documents integrate with?
Formstack Documents integrates with the following applications:
123FormBuilder, APIANT, ActiveCampaign, Adobe Commerce, Agile CRM, Airtable, Alchemer, Amazon S3, BambooHR, Batchbook, Bidsketch, BigCommerce, Box, Braintree, Campaign Monitor by Marigold, Capsule, Caspio, Chargebee, CheddarGetter, ClinchPad, Clio, Cognito Forms, Constant Contact, Contactually, Device Magic, Docusign, Docusign CLM, Donately, Drip, Dropbox Business, Dropbox Sign, Dynamics 365, Ecwid, Egnyte, Eventbrite, FlowXO, Follow Up Boss, FormAssembly, FormKeep, Formsite, Formstack Forms, Formstack Sign, Fulcrum, GetAccept, Google Drive, Google Forms, Gravity Forms, Harvest, Highrise, HubSpot CRM, Insightly, Jotform, Keap, Knack, Kommo, Lead Gen & CRM (formerly SharpSpring), LessAccounting, Lime Go, Lob, Make, Meta for Business, Microsoft Power Automate, Microsoft SharePoint, Mitratech CaseCloud, NetDocuments, NetSuite, Nimble, Ninja Forms, Nutshell, OnePageCRM, OneSpan Sign, Ontraport, Oracle Sales, Ortto, PayPal, PayPal Commerce Platform, Paymill, PerfectApps, Pipedrive, Pipeline CRM, Pipeliner CRM, Podio, Pointerpro, ProWorkflow, Process Street, ProjectManager.com, Proposify, QuickBooks Online Advanced, QuickTapSurvey, Quickbase, Realvolve, Recurly, Redtail CRM, Repsly, Rezdy, RightSignature, Salesflare, Salesforce Sales Cloud, Salesmate, Shopify, Signable, Smartsheet, Solve CRM, Spiro, Streak, Stripe, SugarCRM, SuiteCRM, SurveyMonkey, SweepBright, Teachable, TrackVia, Typeform, Unbounce, Universe, Velocify, Vtiger CRM, Wave, WooCommerce, Workato, Workbooks, Wufoo, Xero, Xodo Sign, Zapier, Zendesk Sell, Zoho Forms, Zoho Sign, airSlate SignNow, iFormBuilder, kintone, mailparser.io, servis.ai
Q. What level of support does Formstack Documents offer?
Formstack Documents offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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Document Management Software
