Formstack Documents

Formstack Documents
Formerly WebMerge

About TrustRadius Scoring
Score 7.7 out of 100
Formstack Documents

Overview

Recent Reviews

Read all reviews

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Formstack Documents, and make your voice heard!

Return to navigation

Pricing

View all pricing
N/A
Unavailable

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Would you like us to let the vendor know that you want pricing?

1 person want pricing too

Alternatives Pricing

What is Conga Document Generation?

Conga Document Generation solutions (including Conga Composer and Conga Collaborate) is a solution that helps organization is designed to help organizations streamline the creation and distribution of Salesforce reports. The solution can be used to generate invoices & receipts, proposals and quotes.

What is DocuSign CLM?

DocuSign CLM, formerly SpringCM, is a cloud-based platform that can be used to manage documents, contracts and related collateral. The solution includes workflows that can be tailored to an organization's business processes. It is also designed to accelerate team collaboration. SpringCM was…

Return to navigation

Product Demos

Formstack Documents - A Seamless Document Creator for Versatile Teams
01:36
Return to navigation

Features Scorecard

No scorecards have been submitted for this product yet..
Return to navigation

Product Details

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.

Formstack Documents Video

Formstack Documents - A Seamless Document Creator for Versatile Teams

Formstack Documents Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

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 Small Businesses (1-50 employees) and the Information Technology & Services industry.
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

 (14)

Ratings

Reviews

(1-9 of 9)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Review Source
[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.
Jessica Tanenhaus | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Formstack Documents [(formerly WebMerge)] is extremely well-suited to relatively simple document generation across a variety of target formats. It also does much better than other options I tried out when I was dealing with relational data, as opposed to single table data, on the source side. It is a single direction solution - put data in, get document out - so it wouldn't be as great a choice for documents that are iterative and need updates from the source data; you will generate an entirely new document each time.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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).
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Craig Schneider | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Patrick Stephens | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
[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.
Rodrigo Rojas | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Reseller
Review Source
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.
Return to navigation