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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Formstack Documents

    Score6.4 out of 10
    N/AFormstack 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

    SAP CPQ

    Score7.9 out of 10
    N/ASAP CPQ (replacing the former CallidusCloud CPQ solution) has been built to be independent of any CRM. The vendor says that this makes their solution more flexible. The vendor also says their solution provides businesses the flexibility to customize and enhance the solution without the constraints of CRM code. Pricing and product catalog changes can also be made by the users without having to rely on a CRM administrator.N/A
    Pricing
    Formstack DocumentsSAP CPQ
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Formstack DocumentsSAP CPQ
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Community Pulse
    Formstack DocumentsSAP CPQ
    Considered Both Products
    Formstack
    No answer on this topic
    SAP
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    100%
    Would buy again
    8 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    6 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    88%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    5 Answers
    100%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    100%
    Implementation went as expected
    8 Answers
    Features
    Formstack DocumentsSAP CPQ
    CPQ
    Comparison of CPQ features of Formstack Documents and SAP CPQ
    Feature
    Formstack Documents
    -
    Ratings
    SAP CPQ
    8.4
    8 Ratings
    4% below category average
    Quote sharing/sending00 Ratings8.88 Ratings
    Product configuration00 Ratings8.48 Ratings
    Configuration options00 Ratings8.78 Ratings
    Pricing rules00 Ratings8.08 Ratings
    Price adjustment00 Ratings8.78 Ratings
    Purchase history and open contracts00 Ratings8.57 Ratings
    Guided selling/Sales portal00 Ratings7.16 Ratings
    CPQ reporting & analytics00 Ratings8.36 Ratings
    CPQ-CRM integration00 Ratings8.37 Ratings
    Attachments to quotes00 Ratings9.27 Ratings
    Order capturing00 Ratings8.77 Ratings
    Best Alternatives
    Formstack DocumentsSAP CPQ
    Small Businesses
    Formstack for Salesforce
    Score7.1 out of 10
    QuoteWerks
    Score9.7 out of 10
    Medium-sized Companies
    Formstack for Salesforce
    Score7.1 out of 10
    QuoteWerks
    Score9.7 out of 10
    Enterprises
    Conga Composer
    Score7.9 out of 10
    Agentforce Revenue Management
    Score8.6 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Formstack DocumentsSAP CPQ
    Likelihood to Recommend
    8.5
    (9 ratings)
    8.0
    (8 ratings)
    Likelihood to Renew
    8.0
    (1 ratings)
    9.5
    (2 ratings)
    Usability
    -
    (0 ratings)
    7.8
    (8 ratings)
    Support Rating
    10.0
    (3 ratings)
    8.0
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Formstack DocumentsSAP CPQ
    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.
    Incentivized
    Read full review
    SAP
    I would recommend SAP CPQ because it is powerful and works really well for handling complex pricing quotes and approvals. It save time and keep everything in one systems.
    Incentivized
    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
    Incentivized
    Read full review
    SAP
    • Simple order entry
    • Fast order entry
    • Quick contracts creations and pricings
    Incentivized
    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.
    Incentivized
    Read full review
    SAP
    • It is a complex solution and could do better on ease of use
    • Perhaps give mini explainer tutorials as you begin using it
    Incentivized
    Read full review
    Likelihood to Renew
    Formstack
    Ease of use, nice functionality that saves time
    Read full review
    SAP
    We definitely want to renew based on the functionality and the use we give to it. However you never know 100% so that's why it is not a 10. Let's imagine if pricing changed significantly or they made sudden changes to the product which we considered negative... Then we would move elsewhere. This is highly unlikely though
    Read full review
    Usability
    Formstack
    No answers on this topic
    SAP
    it make the pricing and quoting part easier and able to integrate with other sap products easily but the ui could have been better and the customizations is not straight forward, requires deep expertise. which make the work more difficult. but instead of custom designing. this way we can reduce the coding and can go straight ahead with custom pricing part
    Incentivized
    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.
    Incentivized
    Read full review
    SAP
    Not used
    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
    Incentivized
    Read full review
    SAP
    It connect much better with our existing SAP system like ERP and S/4HANA. keeping everything in sync automatically. Approval processes and automation are faster. reducing email and manual work.
    Incentivized
    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.
    Incentivized
    Read full review
    SAP
    • Helped us make a lot of sales easier and quicker
    • More revenue we have made since doing this
    • Only negative is sometimes can be slow or want to attach custom email templates for send outs
    Incentivized
    Read full review
    ScreenShots

    SAP CPQ Screenshots

    Screenshot of CPQ Catalog - configurable to support multiple catalogs, graphics, and easy to follow guides.Screenshot of CPQ Configurator - guides users through configuration, indicating when a valid configuration is met, and showing commissions in real-time.Screenshot of CPQ Margin Health Indicator - sliding scale to make pricing easy while protecting margins.Screenshot of CPQ and Salesforce integration is seamless. Users never need to leave Salesforce to create a quote.