Formstack Documents

Formstack Documents
Formerly WebMerge

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Score 7.7 out of 100
Formstack Documents

Overview

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Pricing

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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.

Entry-level set up fee?

  • No setup fee

Offerings

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

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Product Demos

Formstack Documents - A Seamless Document Creator for Versatile Teams
01:36
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Features Scorecard

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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.
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Comparisons

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Reviews and Ratings

 (14)

Ratings

Reviews

(1-9 of 9)
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Jessica Tanenhaus | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • In generating a sales proposal, the time to generate was reduced from roughly 8 hours to under 1 hour, including time for edits and customization after generation.
  • Sales proposals were much more consistent and had less overall errors/omissions/mistakes after switching to this solution. In addition, the number of people involved in sales proposal generation went down from 4 to 2, because we didn't need someone vetting formatting and standard language for every proposal.
  • Client-facing documentation went from a trailing time of 4-5 weeks post-project to delivery within 48 hours post-project. This was largely due to busy consultants being able to enter the data in a straight form and just generate documentation, rather than free-form edit documentation.
  • Tracking of the generation of both sales proposals and client documentation moved from hunting through shared drive folders to looking at the updated form field after Formstack Documents received the document and updated the source field. It also emailed documents to groups, allowing easy tracking of timing and finding the original document. This cut down on wasted time and pointed fingers.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Formstack was an absolute necessity for us and during our busy season, it saves our client team approx. 15 hours a week. This is MASSIVE and allows us to take on more clients.
  • Formstack wasn't crazy intensive to set up timewise, but it took a team member a day to set up and a few days of testing. Once it was set, we have no reason to look back unless we want to add something on.
Craig Schneider | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Patrick Stephens | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Rodrigo Rojas | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Reseller
Review Source
  • Definitely, WebMerge has improved our time on creating a great number of documents for our clients.
  • It has managed to cut the times of preparation of documents in more than 50% of the time.
  • Our clients can now deliver, in a faster way, quotes and can improve the time to validate prospects.
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