Skip to main content
TrustRadius
Formstack Documents

Formstack Documents
Formerly WebMerge

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.

Read more
Recent Reviews

TrustRadius Insights

Formstack Documents, formerly known as WebMerge, has proven to be a valuable tool for users across various industries. One of the key use …
Continue reading
Read all reviews
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?

3 people also want pricing

Alternatives Pricing

What is Conga Composer?

Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to…

What is PandaDoc?

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Return to navigation

Product Demos

Formstack Documents (formerly WebMerge) + Pipedrive Demo | Formstack

YouTube

Drag-and-Drop Formstack Document Builder | Formstack

YouTube
Return to navigation

Product Details

What is Formstack Documents?

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(18)

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!

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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
We originally used Google Documents in Google Drive to create the same formatted word documents that included all relevant info. However, that method required a LOT of manual copy and pasting and was proving to be a huge time waste for the team, let alone unsustainable as we grew. By switching to Formstack we saved massive amounts of time and remove room for user error.
I contacted Formstack support a few times when I was initially setting up our document(S) and they were very helpful. They responded quickly and were able to identify my problem and offer a solution. They offered to help walk us through the creation of our document(s) as well and were there to provide as much guidance as we needed.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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).
  • 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.
Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • It's saved significant time.
  • It's reduced staffing requirements.
I use Zapier to integrate Formstack documents with Podio and InsureSign (now Formstack sign). All three applications work very well together, and I would recommend that anyone who is looking to use Formstack Documents also use Formstack Sign as well as Podio. Zapier is the intermediary software that allows you to connect these other applications.
I've had almost no service issues with Formstack Documents in almost 5 years of using the software (it was formerly Webmerge). When I have had a service issue, the support team is very helpful and responsive and usually gets back to me right away. I have not used the support team since Formstack took over Webmerge.
Return to navigation