Formstack Documents (formerly WebMerge, acquired by Formstack April 2019) is an online service that automates the document creation process. It allows users to create customized PDF and Word documents for contracts, applications, government forms, and more.
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Formstack Forms
Score 7.5 out of 10
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Formstack is an online form building solution. Its drag-and-drop web form creator gives digital marketers a tool for online data collection and engagement. Users can collect payments and pass form data to popular marketing apps through third-party integrations. With Formstack, users can capture responses, store the information and share it with their teams.
$50
per month
Pricing
Formstack Documents
Formstack Forms
Editions & Modules
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Enterprise
Contact sales team
Offerings
Pricing Offerings
Formstack Documents
Formstack Forms
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Plans start at $50/month (billed annually), including:
20 Digital Forms
1,000 Submissions Per Form
14,400 API Calls Per Day
Drag-and-Drop Form Builder
Custom Themes
Payment Integrations
Salesforce Integration
SSO User Management
Form Prefill
Each of the programs above answered a specific call to action. While each addressed a small portion of our need, they never quite fit the bill for what we needed. It was actually a representative from three of the ones above which selected WebMerge. They wanted to sell their …
Formstack just had more versatility. We had to start in a rush and they gave us what we needed to hit the ground running. They didn't delay or bog us down with complicated sales pitches, and didn't leave us in the dark on what to do. We didn't need to google how to use the …
[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.
Formstack makes it easy to create a variety of forms. I have used it for event interest and registrations, email list sign-ups, and surveys. I have found it easy to customize, and easy to export data for import into other systems (e.g., CRM).
Allows for unique situations. As a school, we don't have the luxury of being cookie cutter. Neither do our forms.
Support. If we don't know how to do it, their support team has been very helpful and actually attempts to understand the issue on hand.
User friendliness. In our field we have a phrase: "what if you get hit by a bus?" With Formstack, you can "get hit by the bus" and someone else can jump in and still keep things running (this is used as a phrase for illness, not termination).
We've had some issues with document formatting when the Formstack document comes through. Nothing outrageous, but it has been very inconvenient and annoying.
The Formstack website is not attractive or user friendly.
I think it could be clearer to Formstack users that it is a tool that needs another tool, not a tool all its own.
Setting up our multi-step form took some getting used to. Some of the branching logic configuration wasn't as intuitive as would be ideal.
Since we were pushing data directly into Hubspot, I found it cumbersome to deal with data storage limits within Formstack. I would get frequent notices that new responses were not being stored in Formstack and that I needed to upgrade or delete data. I got tired of that.
More/easier support for custom fonts would have been a huge plus. We were able to customize the form's appearance, but had to make some concessions in that regard.
Our user base has come to rely on Formstack to get forms done. The Formstack tools make it easy to start from scratch or copy an existing form to "quick start" a new, similar form. The price is right and frees up IT staff to do more transformative work.
It's easy to learn how to use, generally easy for clients to use, and overall I've never had an overwhelmingly negative experience with it. While there are a few tweaks that could make it really shine, Formstack Forms serves almost all our needs and we're super happy with it.
The agents in the original group, especially the ones in cahoots with the developers, are really solid and know what they're talking about--I'm looking at you, Collin. The 'Tier 1' support agents that typically reply to the tickets are really spotty. If you have an overly technical question, i.e. bugfix, or describe a feature from a few years back that randomly disappeared, these agents typically will give you what feels like a generic reply and not know what you're talking about.
We implemented on one of the earlier versions. Through continuous engineering improvements, the interface keeps getting easier and more intuitive. Therefore, later implementations keep getting easier and better.
Each of the programs above answered a specific call to action. While each addressed a small portion of our need, they never quite fit the bill for what we needed. It was actually a representative from three of the ones above which selected WebMerge. They wanted to sell their product, but knew that we would be unfulfilled if we went with them
Drupal is a much more customizable platform, however you must have someone build the forms first and then you can work with them if you do not have the programming knowledge. If you have any changes to make, it can sometimes be both a time consuming and difficult process. Formstack is much more efficient if you do not have an in house programmer.
The return on investment has been very good. It's very cost effective product. Our service team is on the phone and it takes away from the customer service if they are having to input the same information on applications. Web Merge eliminates additional key strokes while giving customers more time to run their business.
Positive - ability to analyze submission trends - e.g. when a marketing email is sent, looking at increased form viewing and submissions in relation to the sending of the campaign.
Immediate response - those that submit forms receive immediate response that their form has been submitted.