Formstack saved me 10-15 hours a week!
March 14, 2020

Formstack saved me 10-15 hours a week!

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

Overall Satisfaction with Formstack Documents (formerly WebMerge)

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 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.

Do you think Formstack Documents (formerly WebMerge) delivers good value for the price?

Yes

Are you happy with Formstack Documents (formerly WebMerge)'s feature set?

Yes

Did Formstack Documents (formerly WebMerge) live up to sales and marketing promises?

Yes

Did implementation of Formstack Documents (formerly WebMerge) go as expected?

Yes

Would you buy Formstack Documents (formerly WebMerge) again?

Yes

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.