# Compare Square 9 vs Formstack Documents 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Formstack Documents and Square 9 based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/161845-206506/Square-9-vs-Formstack-Documents

---

# Formstack Documents vs Square 9 Features and Cost Comparison

Last updated March 19th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Formstack DocumentsSquare 92/4 selected

[Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/)[4.7 (113)](https://www.capterra.com/p/206506/Formstack-Documents/reviews/)

[Square 9](https://www.capterra.com/p/161845/Square-9/)[4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

[## Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/)[4.7 (113)](https://www.capterra.com/p/206506/Formstack-Documents/reviews/)

Starting Price

$99.00/month

Value-for-Money

4.4

Functionality

4.7

Ease of Use

4.5

Customer Service

4.7

Reviews Sentiment

ZR

Based on [113 reviews](#user-reviews)

Positive

108

Neutral

5

Negative

0

[## Square 9](https://www.capterra.com/p/161845/Square-9/)[4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

Starting Price

$50.00/month

Value-for-Money

4.3

Functionality

4.4

Ease of Use

4.3

Customer Service

4.4

Reviews Sentiment

Based on [141 reviews](#user-reviews)

Positive

132

Neutral

6

Negative

3

## Summary

* * *

Key features rated by users

Features selected based on 27,816 reviews from document management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

\--%Fit

Missing features

Feature ratings

Document Editing

NA

Secure Data Storage

NA

Document Storage

4.3

Mobile Access

NA

Email Management

NA

\--%Fit

Missing features

Not enough reviews

Feature ratings

Document Editing

NA

Secure Data Storage

4.7

Document Storage

4.7

Mobile Access

5.0

Email Management

\--

User satisfaction

User satisfaction

4.7

User reviews[113](https://www.capterra.com/p/206506/Formstack-Documents/reviews/)

Ease of use

4.5

Functionality

4.7

Value for money

4.4

Customer support

4.7

User satisfaction

4.5

User reviews[141](https://www.capterra.com/p/161845/Square-9/reviews/)

Ease of use

4.3

Functionality

4.4

Value for money

4.3

Customer support

4.4

Price starts from

Price starts from

$99Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

$50Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Designed for businesses in healthcare, finance, education, legal services, marketing, information technology (IT), and other industries.

Best for

With Square 9, your work flows freely across critical areas like AP, Order Processing, Customer and Vendor Onboarding, and Contracts Management. The result is faster decisions and fewer errors

## User reviews

Pros & cons

VR

Verified Reviewer

Office Coordinator

> "The document designer is incredibly powerful and with its integration into salesforce it makes creating documents using a wide range of data fields very..."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___7096342)

LS

Lindsey S.

Director of Programs

> "It is pricey for the amount of sends that you use per month, we don't change our reports regularly and only have 3 templates that we use, so the pricing..."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___3542125)

AD

Angelo D.

Associate Product Manager

> "The platform has a wide range of features, such as templates and integrations, that can be used to customize documents to perfectly meet any need."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___4443716)

VR

Verified Reviewer

Owner

> "Great a automating the creation of complex documents, but way to expensive for the number of documents you are able to generate, and the number of..."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___4577134)

JT

Jess T.

SSM

> "It is easy to use and makes signing contracts simple"

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___6507842)

AD

Angelo D.

Associate Product Manager

> "Additionally, the platform does not offer any support for third-party applications, so users may need to look elsewhere for more customization options."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___4443716)

AD

Angelo D.

Associate Product Manager

> "It allows users to quickly and easily create dynamic documents that can be used in any situation."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___4443716)

JC

Jessica C.

Trade Show & Events

> "We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___2766484)

VR

Verified Reviewer

Owner

> "Formstack Documents is one of the most complete and feature rich document generation platforms out there."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___4577134)

AF

Abbey F.

COO

> "The set-up process was harder than expected to get the documents just right."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___2354040)

LS

Lindsey S.

Director of Programs

> "This program has been very helpful for us in mass exporting and mass emailing our reports"

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___3542125)

ZP

Zach P.

Owner

> "So you get bumped up into the next expensive price tier without doing much."

[See full review](https://www.capterra.com/p/206506/Formstack-Documents/#Capterra___2355943)

[View Reviews](https://www.capterra.com/p/206506/Formstack-Documents/reviews/)

GC

Greg C.

Vice-President of Finance and Administration

> "Its performance is solid, and since we primarily use it for the retrieval of finalized AP and AR documents, it has proven..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7075633)

AjAM

Ar-jay Angelo M.

System Adminstrator

> "The user interface feels a bit outdated, and the initial configuration process can be time-consuming."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6808783)

VR

Verified Reviewer

Administrative Clerk

> "I love Square 9 software as I can prepare all my documents without any issues. Plus if I am out of office I can still..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7085194)

KL

Karen L.

Accounts Payable - Agronomy

> "This can cause delays in the amount of time invoices reach their destination to be worked. But, overall, I don't have too..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6562702)

JT

Jeremy T.

Chief Financial Officer

> "Our experience with Square 9 has allowed paperless invoice storage with automated workflows customized to our company's..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6837214)

MD

Meredith D.

Finance Specialist

> "The worst part of Square9 is that we are not completely reliant on it for our Accounts Payable processing, so when the..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4834934)

CM

Candace M.

Administrative Assistant

> "Its user-friendly interface, robust features, workflow automation, integration capabilities, and excellent customer support..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6294120)

RS

Rita S.

System Analyst

> "Too much time was spent covering low-level concepts such as X button being used to exit the screen."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6717462)

KL

Karen L.

Accounts Payable - Agronomy

> "I like Square 9 for the main purpose of getting the invoices entered and directed to the correct personal to work them, and..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6562702)

MD

Marsha D.

Office Manager/Bookkeeper

> "I do not like or use the QR code sheet, it is too time consuming and uses too much extra paper"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4777841)

JB

John B.

System Administrator

> "User and group management provides robust access control while remaining easy to configure."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7055242)

SB

Shawn B.

Mgr of Mfg Technology

> "There have been times the screen is unresponsive, but not clearly because the application has locked up either. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6004039)

NM

Nikki M.

Office Manager

> "It has been a useful tool for everyone in our office for filing, invoice processing, and research. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6869079)

CA

Chris A.

.NET Developer

> "Training can be outdated and sometimes answers can be flat out wrong on quizzes."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___5073256)

MH

Matt H.

IT Manager

> "The setup costs and yearly maintenance is very reasonable expaecially compared to other products. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7114727)

SB

Shawn B.

Mgr of Mfg Technology

> "I have found the connection to the server to be very slow and unresponsive at times. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6004039)

TL

Trevis L.

Managed IT and Solutions Specialist

> "Square 9 is an remarkable document management solution that has significantly streamlined our customer's workflow and..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6370434)

GM

Gauravi M.

Learning Designer

> "Mobile features are less than what we get on laptop."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4965539)

CR

Candice R.

Member Service Representative

> "Overall, the program has allowed for us to efficiently improve our imaging/documentation routine to better assist the..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6610505)

TE

Timothy E.

CEO

> "No, I don't have any document management needs that the Square 9 products don't solve."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4761085)

MH

Matt H.

IT Manager

> "Havent needed to contact support very much but when I do, they have resolved our issues quickly"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7114727)

MD

Meredith D.

Finance Specialist

> "Fixes for those urgent problems do not happen as quickly as we need them done."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4834934)

VR

Verified Reviewer

Systems Analyst

> "Currently, it fits our needs without breaking the bank, but it looks like there is a lot of untapped potential in the..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6313360)

JG

Janine G.

Director of HR

> "Most of the cons are related to how our IT department has implemented the solution. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4840974)

KL

Karen L.

Accounts Payable - Agronomy

> "I also like the fact that it finds duplicate invoices so reducing accidental duplicate payments."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6562702)

KL

Kathie L.

Corp. Finance Mgr

> "Integration when purchasing a new scanner was not all that easy"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4928308)

AF

Ashley F.

Administrative Assistant

> "Overall, Square 9 has been a welcome addition to our office, helping us organize large volumes of data which is easily..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6580430)

TD

Tammi D.

Assistant to CFO

> "The time it takes to "pull" up the document is frustrating. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4980346)

CM

Candace M.

Administrative Assistant

> "Square 9 offers a comprehensive and scalable solution for modern document management needs."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6294120)

JB

Jennifer B.

VP; Information Technology

> "There are some hurdles when it comes to JSON, etc. when you have not had experience with the language. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4761528)

GS

Gisele S.

Manager

> "The system is easy to use and access, and the AI feature is a plus."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7102240)

LR

Liliana R.

HR Support Specialist

> "Even though the product is easy to use, it's not fit for employee files."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4854128)

VR

Verified Reviewer

Administrative Clerk

> "This software is great value for money and the customer support is excellent"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7085194)

MM

Matthew M.

IT Manager

> "Things happen, stuff may not be configured correctly, etc."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4781550)

MG

Melissa G.

Lead IT Support Specialist

> "I like that Square 9 can not only store our documents and separate them into convenient archive folders, but we also..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___5036625)

LR

Liliana R.

HR Support Specialist

> "It does not provide like subfolders."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4854128)

TR

Tom R.

IT Director.

> "Creation if workflow automation makes us very productive."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6837255)

LR

Liliana R.

HR Support Specialist

> "The files themselves are not easy to manage or find the documents easily."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4854128)

EP

Ela P.

Financial Controller

> "We have saved money and time by utilizing Sqaure9 software for our Accounts Payable System and streamlined a lot of..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4768475)

Adrian A.

Dir of IT

> "Server sometimes crashes / administration"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4980765)

RS

Rita S.

System Analyst

> "It's very interactive and allows for the user to follow along with the tutorials"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6717462)

KK

Kristen K.

Accounts Payable/ Business Analyst

> "It seems to lag a bit at times."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4936585)

MJ

Melinda J.

Executive Coordinator

> "Square 9 allows us to easily access our accounts payable checks and accompanying invoices."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4863147)

CD

Caladonia D.

Office Manager

> "Honestly, it can be a bit intimidating. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___5074418)

FA

Frank A.

IT Production Support Lead

> "They're a good team to work with."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7091398)

TJ

Tracey J.

Administrative

> "I really can't think of an issue that I dislike."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4980601)

DS

Deneen S.

HR Manager

> "The Square 9 system itself is laid out efficiently and stays up to date/modern."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6593233)

KK

Kristin K.

Finance and Admin Assistant

> "Can't think of any issues. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4988838)

KP

Kim P.

Director of Communications

> "It also has allowed us to implement district-wide procedures across all of our buildings that we were not able to do so in..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4980270)

CB

Chris B.

IT

> "Cocky and conceded staff, poorly written code, support unable to provide help for the simplest things."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___3167887)

[View Reviews](https://www.capterra.com/p/161845/Square-9/reviews/)

## User interface

4.73 (113)

4.50 (141)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Access Expiration Management

150

Important

Activity Dashboard

120

Important

Formstack Documents

22/47

-   Access Controls/Permissions
-   Access Expiration Management
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   Annotations
-   API
-   Approval Process Control
-   Archiving & Retention
-   Audit Trail
-   Collaboration Tools
-   Commenting/Notes
-   Compliance Tracking
-   Content Management
-   Customizable Branding
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Capture
-   Document Classification
-   Document Editing
-   Document Generation
-   Document Review
-   Document Storage
-   Drag & Drop
-   Electronic Signature
-   Email Management
-   File Conversion
-   File Recovery
-   File Sharing
-   Forms Management
-   Full Text Search
-   Generative AI
-   Metadata Extraction
-   Mobile Access
-   Offline Access
-   Optical Character Recognition
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   SSL Security
-   Tagging
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/206506/Formstack-Documents/#features)

Square 9

Top features

44/47

-   Access Controls/Permissions
-   Access Expiration Management
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   Annotations
-   API
-   Approval Process Control
-   Archiving & Retention
-   Audit Trail
-   Collaboration Tools
-   Commenting/Notes
-   Compliance Tracking
-   Content Management
-   Customizable Branding
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Capture
-   Document Classification
-   Document Editing
-   Document Generation
-   Document Review
-   Document Storage
-   Drag & Drop
-   Electronic Signature
-   Email Management
-   File Conversion
-   File Recovery
-   File Sharing
-   Forms Management
-   Full Text Search
-   Generative AI
-   Metadata Extraction
-   Mobile Access
-   Offline Access
-   Optical Character Recognition
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   SSL Security
-   Tagging
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/161845/Square-9/#features)

### Recognition

No recognitions have been awarded to Formstack Documents

No recognitions have been awarded to Square 9

### Deployment & support

Formstack Documents

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Square 9

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Formstack Documents

-   By Formstack
-   Located in United States
-   Founded in

Square 9

-   By Square 9 Softworks
-   Located in United States
-   Founded in 2001

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4.6

[View full comparison](https://www.capterra.com/compare/206506-247901/Formstack-Documents-vs-Google-Workspace)

[Square 9](https://www.capterra.com/p/161845/Square-9/)[4.50 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

vs

[OneDrive](https://www.capterra.com/p/161304/OneDrive/)[4.48 (12,607)](https://www.capterra.com/p/161304/OneDrive/reviews/)

$50/month

Price

$1.99/month

4.4

Features

4.4

4.3

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/161304-161845/OneDrive-vs-Square-9)

[Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/)[4.73 (113)](https://www.capterra.com/p/206506/Formstack-Documents/reviews/)

vs

[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)[4.67 (2,782)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

$99/month

Price

$39/month

4.7

Features

4.6

4.5

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/158456-206506/JotForm-4-0-vs-Formstack-Documents)

[Square 9](https://www.capterra.com/p/161845/Square-9/)[4.50 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

vs

[Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,028)](https://www.capterra.com/p/227157/Microsoft-365/reviews/)

$50/month

Price

$6/month

4.4

Features

4.6

4.3

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/161845-227157/Square-9-vs-Microsoft-365)

[Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/)[4.73 (113)](https://www.capterra.com/p/206506/Formstack-Documents/reviews/)

vs

[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[4.50 (1,242)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

$99/month

Price

$19/month

4.7

Features

4.3

4.5

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/131735-206506/PandaDoc-vs-Formstack-Documents)

[Square 9](https://www.capterra.com/p/161845/Square-9/)[4.50 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

vs

[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[4.73 (2,777)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/)

$50/month

Price

$159.99

4.4

Features

4.7

4.3

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/161845-227146/Square-9-vs-Microsoft-Word)

[Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/)[4.73 (113)](https://www.capterra.com/p/206506/Formstack-Documents/reviews/)

vs

[M-Files](https://www.capterra.com/p/122215/M-Files/)[4.37 (274)](https://www.capterra.com/p/122215/M-Files/reviews/)

$99/month

Price

Contact vendor for pricing

4.7

Features

4.4

4.5

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/122215-206506/M-Files-vs-Formstack-Documents)

[Square 9](https://www.capterra.com/p/161845/Square-9/)[4.50 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

vs

[Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,411)](https://www.capterra.com/p/1167/SharePoint/reviews/)

$50/month

Price

$5/month

4.4

Features

4.3

4.3

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/1167-161845/SharePoint-vs-Square-9)