Formstack Documents vs. SAP CPQ

[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

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

• 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

• Simple order entry
• Fast order entry
• Quick contracts creations and pricings

Incentivized

• 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

• Ease of initial setup
• License cost
• Out of the box AI assistance

Ease of use, nice functionality that saves time

it has been the best and easiest order system to use by far. i have really enjoyed and like the simplicity, limited problems and support and customization

Incentivized

Because, at least for our business, out-of-the-box doesn't work.

Incentivized

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

Incentivized

Not used

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

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

• 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

• The first client had a huge jump in sales after implemetation
• The second client did well but did not have internal support and closed down

Incentivized