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Formstack Documents, formerly known as WebMerge, has proven to be a valuable tool for users across various industries. One of the key use …
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What is Formstack Documents?
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.
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What is Formstack Documents?
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.
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Formstack Documents (formerly WebMerge) + Pipedrive Demo | Formstack
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Drag-and-Drop Formstack Document Builder | Formstack
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What is Formstack Documents?
Formstack Documents Video
Formstack Documents - A Seamless Document Creator for Versatile Teams
Formstack Documents Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
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.
Reviewers rate Support Rating highest, with a score of 10.
The most common users of Formstack Documents are from Mid-sized Companies (51-1,000 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Formstack Documents, formerly known as WebMerge, has proven to be a valuable tool for users across various industries. One of the key use cases of this software is automating the sales proposal generation process. Users have expressed that with Formstack Documents, they are able to easily create final, client-ready presentations, saving them significant time and effort. Consulting services departments have also found great value in this software. By using it to generate client documentation, sign-off forms, and other client-facing forms, they have been able to streamline their processes and bridge the gap between data entry and final client documents. What sets Formstack Documents apart is its flexibility. Reviewers appreciate the ability to generate editable documents rather than just PDFs. This allows for easy customization of each document while keeping the structured data simplified. Customers who deal with a lot of paperwork have found Formstack Documents to be a valuable tool in automating their processes. The software saves them from the tediousness of repetitive paperwork and enables them to automate document creation efficiently. Integration with other platforms, such as Formstack, has been highly advantageous for users. With this integration, Formstack Documents can autofill fields and generate professional-looking documents like authorization paperwork, medical documents, allergy reports, and applications. Service center departments have also benefited from this software. They are able to prefill PDF applications using Formstack Documents, saving the service team from manual data entry tasks. Formstack Documents has been implemented firm-wide by users looking to automate various document packages including business formations and different types of contracts. This streamlines workflow and reduces human error in drafting. Moreover, Formstack Documents seamlessly integrates with CRM Pipedrive to enhance efficiency in sales departments by automatically creating documents for clients. Another use case that customers have found helpful is automating their client process by transforming large questionnaires into visually attractive and easy-to-digest interactive PDF documents. These documents are then instantly emailed to team members, improving collaboration and saving time. Additionally, the software is versatile and can be used in sales, operations, accounting, and customer service departments for both internal and external document generation. This automation saves labor hours and allows admin users to focus on more productive work. Users have expressed that Formstack Documents has become an essential component of their overall business practices. It enables them to easily and quickly generate financing proposals while seamlessly integrating with existing software. One big time-saving benefit users have found with Formstack Documents is the ability to create and email proposals to clients with just a push of a button. Overall, users have found Formstack Documents to be a reliable tool that enhances their document generation processes. Whether it's automating sales proposals, generating client documentation, or transforming questionnaires into interactive PDFs, the software has consistently delivered results. Its flexibility, ease of use, and integration capabilities have made it a valuable asset for businesses across various departments and industries. By eliminating manual data entry, reducing errors, and saving time, Formstack Documents empowers users to streamline their workflows and focus on more important tasks.
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Users recommend trying out Formstack Documents as a valuable tool for document generation and customization, especially when used in conjunction with Formstack Forms. They appreciate the control and standardization it offers, as well as the use of the Smarty syntax templating language.
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Webmerge is recommended for its cost-effectiveness, great support, and documentation. Users suggest using the trial version to see what Webmerge is capable of and watching tutorial videos for assistance. They also mention that it is easy to set up and implement.
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WebMerge is described as a reliable and popular tool for document automation and data forms processing. It is suggested to select the correct plan based on usage needs and try the free trial. The support team is mentioned to be responsive and helpful.
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Considering WebMerge as a possible solution for automating end-to-end document processing and creating workflows is recommended. It is suggested to try the quick trial with a real template to experience the difference. Users also mention outstanding support and recommend asking for integrations if needed.
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WebMerge is seen as a straightforward solution for merging data and deploying documents. Exploring WebMerge, especially the free plan, is recommended to see if it meets users' needs. Using Microsoft Word as templates and understanding how the API works along with webhooks are also suggested. Integration options with Zapier are mentioned as well.
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Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
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.
- Allowed adoption of a different business model that relied on streamlined workflow.
- Reduced the need for proofreading and low-skill word processing.
Formstack Documents integrates well with all of these other products, making workflow very streamlined and easy to manage.
February 15, 2019
Merge Data onto a PDF with Ease
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.
- 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.
January 17, 2019
WebMerge Saved Us Two Full-Time Employees
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.
- I used to spend roughly half my day with this kind of paperwork. Now, maybe 10 minutes a week. It has reduced the need for at least two full time employees.
- It made things easier for our customers. They can fill out paperwork from their phone, tablet, or laptop without having to go through the same process as before.
- One negative would be accountability. It's easy to automate, but you still need human involvement. Small errors can invalidate forms. So, if someone fills something out wrong on the form side, that still transfers over to the paper document and if you don't catch it...
- We have saved so much money in wasted paper! Everything that comes out - save for the negative mentioned above - is actually needed.
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.