Formstack Documents vs. SAP CPQ

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Formstack Documents
Score 6.1 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
SAP CPQ
Score 7.7 out of 10
N/A
SAP 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
Features
Formstack DocumentsSAP CPQ
CPQ
Comparison of CPQ features of Product A and Product B
Formstack Documents
-
Ratings
SAP CPQ
8.8
5 Ratings
0% below category average
Quote sharing/sending00 Ratings9.15 Ratings
Product configuration00 Ratings8.95 Ratings
Configuration options00 Ratings9.15 Ratings
Pricing rules00 Ratings8.75 Ratings
Price adjustment00 Ratings9.25 Ratings
Purchase history and open contracts00 Ratings9.25 Ratings
Guided selling/Sales portal00 Ratings7.44 Ratings
CPQ reporting & analytics00 Ratings8.54 Ratings
CPQ-CRM integration00 Ratings8.55 Ratings
Attachments to quotes00 Ratings9.75 Ratings
Order capturing00 Ratings9.15 Ratings
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Formstack DocumentsSAP CPQ
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Foxit PDF Editor
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Score 8.6 out of 10
QuoteWerks
QuoteWerks
Score 9.7 out of 10
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User Ratings
Formstack DocumentsSAP CPQ
Likelihood to Recommend
8.5
(9 ratings)
-
(0 ratings)
Likelihood to Renew
8.0
(1 ratings)
-
(0 ratings)
Support Rating
10.0
(3 ratings)
-
(0 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.
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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.
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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
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SAP
  • Simple order entry
  • Fast order entry
  • Quick contracts creations and pricings
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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.
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SAP
  • Ease of initial setup
  • License cost
  • Out of the box AI assistance
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Likelihood to Renew
Formstack
Ease of use, nice functionality that saves time
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SAP
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
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Usability
Formstack
No answers on this topic
SAP
Because, at least for our business, out-of-the-box doesn't work.
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Support Rating
Formstack
Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.
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SAP
Not used
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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
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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.
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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.
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SAP
  • 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
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.