Formstack Documents

Formstack Documents
Formerly WebMerge

About TrustRadius Scoring
Score 7.5 out of 100
Formstack Documents

Overview

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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Recent Reviews

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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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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).
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Comparisons

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Reviews and Ratings

 (14)

Ratings

Reviews

(1-9 of 9)
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Score 8 out of 10
Vetted Review
Verified User
  • Full integration with Formstack
  • Document delivery options that can be routed based on form information
  • Reporting on auto generated documents to ensure delivery
  • Cost
  • Sometimes difficult to manage delivery routes
  • Tricky to uncover programming errors in word docs
Jessica Tanenhaus | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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
  • Integration with a third-party platform through Zapier tended to be very limited in actual functionality
  • The functionality for testing as you roll out a new document, particularly one using a different method than previously used, was cumbersome and errors weren't always clear
  • Documentation of field naming conventions sometimes was not clear, leading to some additional troubleshooting to figure out syntax when trying to integrate
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Craig Schneider | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Patrick Stephens | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Rodrigo Rojas | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
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).
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