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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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Product Demos
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 Small Businesses (1-50 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.
Attribute Ratings
Reviews
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February 28, 2021
Good solution for some, not cost effective for all
When we started using what used to be called WebMerge we were looking for a simple solution that could take form information and create professional pdfs with little fuss. Initially this was only used in the sales department, but we quickly realized there was value in using this in operations, accounting, and customer service for both internal and external document generation. With the easy integration with Formstack it just made sense to use this service. We could provide anyone with a URL (even one pre-populated) and as soon as they entered their information a clean and instant document was provided. This saved countless labor hours and reserved our admins for more productive work.
February 12, 2021
How Formstack Documents Stacks Up (In the Real World)
We used Formstack Documents [(formerly WebMerge)] to move our internal sales proposal generation process from structured data entry to a final, client-ready presentation. We also used Formstack Documents [(formerly WebMerge)] within our consulting services department to generate client documentation, sign off forms, and other client-facing forms. The solution allowed us to bridge data entry into formal and final client documents. The ability to generate editable documents rather than just PDF also gave us the flexibility to customize the document after generation, which meant that we could keep our structured data simpler and still achieve easy, custom results for each document.
March 14, 2020
Formstack saved me 10-15 hours a week!
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!
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.
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.
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.
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.
August 10, 2018
WebMerge saves time...improves accuracy!
We've implemented it across a suite of Project Management Templates that we sell to reduce redundant data entry.
We use WebMerge to create automatically documents for our clients. Usually, we use it together with CRM Pipedrive and it works like a charm in a very efficient way to improve efficiency in the sales department of our clients. We applied to be a trained consulting company and we did successfully into a new reseller.