Formstack Documents vs. PandaDoc

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Formstack Documents
Score 7.7 out of 10
N/A
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.N/A
PandaDoc
Score 8.9 out of 10
N/A
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$19
per user/per month
Pricing
Formstack DocumentsPandaDoc
Editions & Modules
No answers on this topic
Essentials
$19
per user/per month
Business
$49
per user/per month
Enterprise
Contact sales team
Offerings
Pricing Offerings
Formstack DocumentsPandaDoc
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsPandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial.
More Pricing Information
Community Pulse
Formstack DocumentsPandaDoc
Considered Both Products
Formstack Documents

No answer on this topic

PandaDoc
Chose PandaDoc
We used PDFfiller for over a year, but had some issues with the Zapier integration and things not looking right on the page. While PDFfiller had some nice features we miss (they had more powerful PDF editing features), we had to switch to PandaDoc because of the issues we were …
Top Pros
Top Cons
Best Alternatives
Formstack DocumentsPandaDoc
Small Businesses
PandaDoc
PandaDoc
Score 8.9 out of 10
PDFfiller
PDFfiller
Score 9.0 out of 10
Medium-sized Companies
PandaDoc
PandaDoc
Score 8.9 out of 10
MSB Docs
MSB Docs
Score 9.7 out of 10
Enterprises
Conga Composer
Conga Composer
Score 8.7 out of 10
Adobe Acrobat Sign
Adobe Acrobat Sign
Score 8.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Formstack DocumentsPandaDoc
Likelihood to Recommend
8.5
(9 ratings)
8.9
(270 ratings)
Likelihood to Renew
8.0
(1 ratings)
9.0
(18 ratings)
Usability
-
(0 ratings)
8.0
(23 ratings)
Availability
-
(0 ratings)
9.1
(4 ratings)
Performance
-
(0 ratings)
9.6
(21 ratings)
Support Rating
10.0
(3 ratings)
5.2
(23 ratings)
Implementation Rating
-
(0 ratings)
6.3
(4 ratings)
Configurability
-
(0 ratings)
2.8
(3 ratings)
Ease of integration
-
(0 ratings)
9.0
(20 ratings)
Product Scalability
-
(0 ratings)
8.6
(4 ratings)
Vendor post-sale
-
(0 ratings)
9.9
(20 ratings)
Vendor pre-sale
-
(0 ratings)
6.7
(4 ratings)
User Testimonials
Formstack DocumentsPandaDoc
Likelihood to Recommend
Formstack
[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.
Read full review
PandaDoc
PandaDoc is well suited for companies that send proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of them. You can even use this to collect payments as it integrates with software like QBO.
Read full review
Pros
Formstack
  • Excellent integration with other popular platforms
  • Clear and usable documentation to walk through setup in a number of scenarios
  • Responsive support that provided appropriate answers when we had questions
  • Flexibility in use cases that support multiple modes of use
Read full review
PandaDoc
  • Complex quoting.
  • API integration for cross platform communication and automation.
  • Easy signing experience.
  • Easy user interface.
  • Excellent engagement and willing to partner with clients.
  • Fantastic training resources (1:1 sessions, webinars, micro-videos, on-demand, articles).
  • Beautiful proposal designs.
  • Integrations - HR, CRM, Payments, CRMs. (Salesforce, HubSpot, Pipedrive, Zendesk, Greenhouse, Lever, etc).
  • Online Notary.
Read full review
Cons
Formstack
  • 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.
Read full review
PandaDoc
  • The table builder could be a little more robust.
  • It can be difficult to figure out which token to use so it can grab the info from Hubspot
  • It could offer better integration with meeting tools so you can go over proposals with clients.
Read full review
Likelihood to Renew
Formstack
Ease of use, nice functionality that saves time
Read full review
PandaDoc
The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
Read full review
Usability
Formstack
No answers on this topic
PandaDoc
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
Read full review
Reliability and Availability
Formstack
No answers on this topic
PandaDoc
We haven't had any real issues regarding downtime as of yet.
Read full review
Performance
Formstack
No answers on this topic
PandaDoc
The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
Read full review
Support Rating
Formstack
Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.
Read full review
PandaDoc
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
Read full review
Implementation Rating
Formstack
No answers on this topic
PandaDoc
Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
Read full review
Alternatives Considered
Formstack
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
Read full review
PandaDoc
PandaDoc offers a free version with basic features and several tiered pricing options. The pricing is generally considered to be competitive and offers good value for the range of features provided. we often find PandaDoc intuitive and user-friendly. Its interface is designed to facilitate easy document creation and management, even for users who aren't particularly tech-savvy. PandaDoc is known for its robust document management capabilities. It offers a wide range of features such as document creation, a rich content library, customizable templates, and a user-friendly interface for creating interactive and engaging documents. It also includes CRM integrations, automated workflows, and analytics.
Read full review
Scalability
Formstack
No answers on this topic
PandaDoc
It's scalable
Read full review
Return on Investment
Formstack
  • 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.
Read full review
PandaDoc
  • Time saved creating documents. Not copying that answer. I've said that several times in this review already
  • IDK about increasing close rate, but customers certainly aren't afraid to click on a PandaDoc link or attachment
  • Only miniscule, miniscule negative is that it isn't always instant
Read full review
ScreenShots

PandaDoc Screenshots

Screenshot of Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of Reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of Centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of Document analytics displays what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.