Formstack Documents (formerly WebMerge) Reviews

11 Ratings
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Score 9.6 out of 100

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Reviews (1-7 of 7)

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Paul Mayo | TrustRadius Reviewer
January 17, 2020

Perfect tool for integrating automated Word documents and PDFs into your workflow.

Score 10 out of 10
Vetted Review
Verified User
Review Source
We used Formstack Documents firm-wide to automate a number of different often-used document packages, including business formations and several different types of contracts. It allowed us to streamline workflow and it made it much easier to eliminate human error in drafting.
  • PHP made it great for using logic trees to build out forms.
  • Built-in calculations and parsing are a great feature.
  • UX is a little bland.
  • Better functionality for electronic signature would be nice - like an option to preview/edit before sending.
Good for:
- Building out frequently-used forms.
- Decreasing human error and time spent on repetitive tasks.
- There's very little it can't do in terms of drafting complex documents with lots of options.

Not great for:
- Increasing billable hours.
- One-off projects.
- Using as a tool that everyone in the organization will need to understand (it can be a little complicated).
Read Paul Mayo's full review
Anonymous | TrustRadius Reviewer
March 14, 2020

Formstack saved me 10-15 hours a week!

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Formstack to automate part of our client process. Our clients must each complete a large questionnaire (60+ questions) that we use to prep each of our teams for their part of the project. This questionnaire needed to go from just answers in an excel sheet to an interactive PDF document that was visually attractive and easy to digest at a quick glance. With Formstack the client submitted questionnaire immediately gets put into a carefully designed document that is emailed to all team members instantly. It's been a HUGE time saver for us!
  • Formstack allowed us to design a beautiful document that was still functional.
  • Formstack saved our client team approx 15 hours a week in the busy season! We used to have to create these documents by hand based on client survey submissions and now form stack does it for us.
  • Formstack allows everything we need to happen in the back end seamlessly and instantly.
  • 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.
Formstack is ideally suited for any use where you need to take information from one place and translate that to a single attractively formatted document. This is great for helping companies better use their data. For example, a client survey answers could go directly to a Google sheet with AL submitted answers, but a single client's answers could do into a single formatted sheet meant to be shared.
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Anonymous | TrustRadius Reviewer
January 14, 2020

Minimal expense for a significant time savings and increased productivity

Score 10 out of 10
Vetted Review
Verified User
Review Source
Formstack Documents is an essential component of our overall business practices. It is used to easily and quickly generate financing proposals, and integrates seamlessly with our existing software. Formstack Documents saves us a significant amount of time that would otherwise be spent producing proposals manually. With a push of a button in our sales software, we are able to create and email proposals to clients using Formstack Documents.
  • It eliminates the manual creation of documents.
  • It integrates seamlessly with our existing software.
  • More software integration options.
  • Provide more tips for usage.
Formstack Documents is well suited for companies that want to easily and quickly produce PDF proposals and email them directly to clients with the push of a button. Any company that uses sales software with integration options can benefit from using Formstack Documents. If you are an old-school company that does not use much technology, then Formstack Documents may not work within your existing model.
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Craig Schneider | TrustRadius Reviewer
February 15, 2019

Merge Data onto a PDF with Ease

Score 9 out of 10
Vetted Review
Verified User
Review Source
It's used by our service center department to prefill PDF applications. It saves our service team from having to manually prefill applications for our customers.
  • It consumes PDF applications and prefills them from a database or form. If your file is not in PDF form it can work from applications such as Microsoft Word.
  • It has logic that enables you to bundle applications based on criteria. For example you could bundle state specific applications with a new business applications if a state criteria is met.
  • It has several integrations partners in the fields of E Signature and Forms.
  • I wish you could update field tags in WebMerge instead of having to download the PDF and then correct them in a PDF editor. The download/upload feature works well but the updating of field tags isn't nearly easy to work with as some E Signature companies such as DocuSign and Echosign.
WebMerge does a great job of prefilling applications and forms. It doesn't matter if you have a word document or a PDF. It's handles a variety of data types such as text boxes, date, check box and option buttons. If you are prefilling a PDF it has limitations if you have a large narrative field that needs to grow and expand.
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Patrick Stephens | TrustRadius Reviewer
January 16, 2019

WebMerge Saved Us Two Full-Time Employees

Score 9 out of 10
Vetted Review
Verified User
Review Source
We have a lot of paperwork. Nearly everything we have needs to have a paper copy, if not be done originally on paper and have copies made. We may not go through twenty reams a day, but we do go through quite a few. Now, imagine if you had to use all of this paper one by one by one... It was so painful. We had no automations in place, and were spending hours on the tediousness of the repetitive paperwork. I made the decision to bring on WebMerge because of our relationship with Formstack. We'd brought Formstack in to automate our form processes. Now, Formstack does offer a way to print what comes through, but it doesn't give you that chance to look professional. Enter: WebMerge. We use it to take all of our - now automated - processes, use an integration with Formstack to autofill fields, and it sends out a very professional looking document. Authorization paperwork, medical documents, allergy reports, applications, everything. If you can use MS Word, you can design the document you need to come out. And you can use the fields to automate it. At first, we thought it would take two or three individuals to keep WebMerge up, but now it is only one - myself.
  • Customization. It gives you the chance to design the document and take the worry out about having to search constantly. If you design it the way your eyes want to read it, then you never have to do it again.
  • Reliability. It has a great routing feature for emails. If you don't get the email, you can go in to the builder section and either resend or download the whole packet individually. There's always a backup.
  • Integrations. We use Formstack consistently with WebMerge. The integration process is extremely easy.
  • If you don't know anything about these types of programs, it can be hard to learn it at first. There is a bit of a learning curve, especially when you get into the designer. It looks like MS Word, but not as expansive.
  • Lingo. There have been times I've delved into the more complicated pieces and the lingo used wasn't easy to understand. This hasn't occurred much.
  • I would like it to keep up with current upgrades for MS Office, but I also realize they can't be trying to match other companies while trying to maintain the innovation of their own.
[It is well suited for] automation. If you work in child care, where regulations abound, this program is what will take the tediousness out of the small tasks. Design the document the way the organization needs, and just plug in the form fields. Your involvement with the tasks will be whittled down to just putting it in the folder. It also has a reliable email platform which you can use to route the documents to the relevant places. You can send documents to your printer automatically, as well as all the people who need to be included. When you get down to it, the automation can give you back hours from your day. On the flip side, it is not appropriate if you need signatures electronically. The process of getting the signatures will bog you down because you'll have to get what you need first, and then transfer an image from wherever you are integrating. We use Formstack and use an image field to transfer electronic signatures. Sometimes it's cut off by the size of the field; other times it is too small, or doesn't show up, or the image itself shrinks the text on the page. Leave the form to automation needs, and eliminate the amount of people getting involved.
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Rodrigo Rojas | TrustRadius Reviewer
June 07, 2018

WebMerge is the king of creating documents for clients using CRMs!

Score 7 out of 10
Vetted Review
Review Source
We use WebMerge to create automatically documents for our clients. Usually, we use it together with CRM Pipedrive and it works like a charm in a very efficient way to improve efficiency in the sales department of our clients. We applied to be a trained consulting company and we did successfully into a new reseller.
  • Create automatically quotations in Pipedrive based on deals created.
  • Be able to add different products in the quotation based on the deal in the CRM.
  • Be able to send the quotation in the right way how we need.
  • The tool requires some knowledge of programming and it is not easy for everybody.
  • The service needs quite a few interactions with the customer service in order to fully work.
  • There are not enough videos that show how to do everything, you need to keep going to the customer service (although it is very efficient).
WebMerge works perfectly for companies using CRM or whatever other software involving customer data, like attributes and deals data. Also, WebMerge is perfect to deal with the creation of a great variety of different documents, think whatever document and WebMerge will be able to create it for you. However, it needs some training to work with it perfectly.
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Jim Lombardi | TrustRadius Reviewer
August 10, 2018

WebMerge saves time...improves accuracy!

Score 7 out of 10
Vetted Review
Review Source
We've implemented it across a suite of Project Management Templates that we sell to reduce redundant data entry.
  • Easy integrations with MS Office documents
  • Leveraged Zapier for additional integrations
  • Interface and workflow takes some getting used to.
Excellent for automating the generation of forms once you've capture the data elements.
Read Jim Lombardi's full review

Formstack Documents (formerly WebMerge) Scorecard Summary

About Formstack Documents (formerly WebMerge)

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.
Categories:  Document Generation

Formstack Documents (formerly WebMerge) Technical Details

Operating Systems: Unspecified
Mobile Application:No