Experlogix Document Automation vs. Formstack Documents

The best part I found about Xpertdoc is its completely automated process, and it saves our valuable time. Our staff deal with documents and can create documents using premade templates that we need for more than 2 months if we are going to build from scratch. And another positive aspect of Xpertdoc is its friendly and helpful experts on their support and setup team.

[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.

Incentivized

• As we have our own CRM it easily gets integrated to our CRM, so its very easy for data handling and send dynamic data, charts, and analytics.
• As its help our company documentation completely automatic

Incentivized

• It consumes PDF applications and prefills them from a database or form. If your file is not in PDF form it can work from applications such as Microsoft Word.
• It has logic that enables you to bundle applications based on criteria. For example you could bundle state specific applications with a new business applications if a state criteria is met.
• It has several integrations partners in the fields of E Signature and Forms.

Incentivized

• As I use it I find it a very good software for small scale industry.

Incentivized

• If you don't know anything about these types of programs, it can be hard to learn it at first. There is a bit of a learning curve, especially when you get into the designer. It looks like MS Word, but not as expansive.
• Lingo. There have been times I've delved into the more complicated pieces and the lingo used wasn't easy to understand. This hasn't occurred much.
• I would like it to keep up with current upgrades for MS Office, but I also realize they can't be trying to match other companies while trying to maintain the innovation of their own.

Incentivized

Ease of use, nice functionality that saves time

Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.

Incentivized

Formstack Documents [(formerly WebMerge)] has better overall integration with third-party integrators at a very competitive cost. That allowed us to have a broader range of choices than something like SharePoint at a better cost point than something like DocuSign. It was simple to implement, flexible, and gave us what we needed without a lot of extra fuss.

Incentivized

• Formstack was an absolute necessity for us and during our busy season, it saves our client team approx. 15 hours a week. This is MASSIVE and allows us to take on more clients.
• Formstack wasn't crazy intensive to set up timewise, but it took a team member a day to set up and a few days of testing. Once it was set, we have no reason to look back unless we want to add something on.

Incentivized