Minimal expense for a significant time savings and increased productivity
January 15, 2020

Minimal expense for a significant time savings and increased productivity

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Formstack Documents (formerly WebMerge)

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.

Pros

  • It eliminates the manual creation of documents.
  • It integrates seamlessly with our existing software.

Cons

  • More software integration options.
  • Provide more tips for usage.
  • 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.

Do you think Formstack Documents delivers good value for the price?

Yes

Are you happy with Formstack Documents's feature set?

Yes

Did Formstack Documents live up to sales and marketing promises?

Yes

Did implementation of Formstack Documents go as expected?

Yes

Would you buy Formstack Documents again?

Yes

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.

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