Item: Formstack Documents
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

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.

Pros and Cons

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

Return on Investment

Labor Savings
Automated Document Generation Flow

Key Insights

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

Not sure

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

Other Software Used

Formstack Forms, ClicData, Act-On Software

Likelihood to Recommend

[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.

Good solution for some, not cost effective for all

Overall Satisfaction with Formstack Documents (formerly WebMerge)