Best For

Our customers primarily use WebMerge to automate their document assembly to save time, reduce errors, and maintain consistency across their organization.

Product Details

No-risk free trial with unlimited testing. Plans start at $29 a month - Formstack Documents automates your document creation so you never have to copy and paste again! Automatically merge data from the cloud into a PDF, Word doc, Excel spreadsheet, or PowerPoint instantly without lifting a finger. It is simple, just set up a document (or template) in WebMerge, integrate with popular services to send your data to that document, and we'll send you a merged copy. Seamless. Automated. Easy.

Contact Details

Formstack

http://www.webmerge.me

Founded in 2011

Located in United States

Formstack Documents Pricing Overview

Formstack Documents pricing starts at $29.00 per month.There is a free version of Formstack Documents.Formstack Documents does offer a free trial.

Setup Delivery Template
Delivery Integrations
Document Builder
Edit Word Files
Merge History Report

Starting Price

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Formstack Documents Features

Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Access Controls/Permissions
Archiving & Retention
Collaboration
Drag & Drop
Forms Creation & Design
Full Text Search
Process/Workflow Automation
Version Control

Formstack Documents Reviews

Showing 5 of 350 reviews
Overall
4.8/5
Ease of Use
4.5/5
Customer Service
4.8/5
Robert (Robby) J.
Business Analyst
Machinery, 201-500 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 2, 2018

“Best Document Generator for SFDC”

OverallWe had been using Salesforce's built in quote document tool to create customer facing documents. Anyone that has used it knows of the limitations of that feature of SFDC. I researched and discovered WebMerge. Installed it in our sandbox and had it running in minutes. They have an extensive trial period and after a few days realized it was the perfect affordable solution. Our documents look professional. Plus being able to use the document routing allows me to merge multiple documents into one. I am pulling in technical specifications from AWS S3 and merging into my quotes to create 1 document to give to the customer. WebMerge also helped me with the settings in AWS S3 to allow only WebMerge to access my data bucket. I know there are many undiscovered uses that I am going to have for this product. Plus flexible pricing. You pay for number of merges - not number of pages.
ProsThe more I use this product, the more i find out new things that it can do. Extremely flexible document template creation. Can use your own MS Office documents for templates or create using WebMerge template builder. Extremely easy to get up and going in a few minutes by uploading an existing Word document with merge fields. The ability to add logic to the templates (formatting,hide fields,sort,etc) is a game changer. If the data is in SFDA, you can get it into a WebMerge document. Another feature that makes this product unique is that you can include a custom SFDC SOQL query in your mappings to merge in almost anything from SFDC. Even as great as the software is, the support is even better. You submit a case and almost immediately get a response and a solution. If you post a question, you get a response almost immediately. WebMerge will email and and respond to your emailed replies. They will help you until you get a resolution/solution. They will give helpful tips about how to tackle your use case. I bet I emailed them a few times a day with different questions and they replied each time with support. I cannot explain how helpful this product has been to me to accomplish what I needed to do and I am going to be able to do so many more things that I did not realize. Also a lot of helpful articles on their website.
ConsNot really anything. If I had to pick something, when uploading a template to WebMerge - if you do get an error message at times it might be cryptic and hard to decipher but your error is usually easy to pick out of the message.
Reviewer Source 
Source: Capterra
November 2, 2018
David G.
Consultant
Information Technology and Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
January 15, 2020

“Awesome Tool, couldnt live without it”

OverallIt provides the functionality to generate beautiful and logically complex documents through various methods leveraging the existing data in Salesforce. This can save our customers tonnes of time and provides their customers are much better customer experience.
Pros- Ease of use and simple template setup and editing. - Power of the tool to do more complex queries and powerful If statements for complex merging. - Plenty of delivery options that are super simple to setup. - Full flexibility in how the documents are triggered including from apex, flows, and buttons. - Pricing structure - [SENSITIVE CONTENT HIDDEN]
Cons- Stronger Integration with FormstackSign would be nice.
Reviewer Source 
Source: Capterra
January 15, 2020
Reggie R.
President
Non-Profit Organization Management, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: GetApp
March 14, 2019

“Our tiny business just took a leap forward in professionalism!”

OverallWe have a small business with three full-time employees, and we serve about 200 business customers per year. We rely heavily on automation to manage all of this between the three of us. Until recently, we had four employees, and we discovered Webmerge when our fourth employee announced that she was leaving to take another job. We wondered, "Who is going to create our contracts and invoices and other documents that we send to our clients?" We could try to hire another person OR we could try to automate all of those tasks. We decided to automate. We started investigating our options, discovered Webmerge, integrated it into our automated processes and BAM! our problem was solved. Not only were we able to automate everything the departed employee had been doing, we did so in a way that was faster, cheaper and more professional than ever before. Our clients noticed. To them it feels as if we have a team of 20 people. How else could we produce all of the professional looking documents so quickly. Our team noticed, too. My employees felt relief that this solution had been created, and the many contractors we represent noticed an improvement in the prep-docs they get for their events. Webmerge is an AMAZING tool, and it has completely transformed our business.
ProsIt's very easy to use. We use a lot of automation and via Zapier and Docusign, we were able to easily integrate Webmerge into our existing automation. It's super easy to create templates and update templates.
ConsWe haven't bumped into any cons with the software. Everything has worked perfectly for us.
Reviewer Source 
Source: GetApp
March 14, 2019
Farooq A.
Senior Manager HR
Online Media, 10,001+ employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: SoftwareAdvice
October 21, 2019

“Super Product for HR Automations”

OverallOverall Webmerge helped us acheive the paperless onboarding process and we have managed to configure the product overnight in less than 4 hours and we were live.
ProsSeamless Integrations with Zapier and Docusign. We are using this application for our Offer and Onboarding process integrated with Docusign.
ConsCost is on a little higher side and support can be improved.
Reviewer Source 
Source: SoftwareAdvice
October 21, 2019
Matt K.
CEO
Computer Software, 11-50 employees
Used the software for: 2+ years
Overall Rating
3/5
Ease of Use
4/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: SoftwareAdvice
January 27, 2018

“WebMerge helps merging data with colleagues”

ProsWebMerge provides various templates and helps building the custom templates which can be merged with any kind of data. These documents can then be send to various contacts with our colleagues. It helps integrating with various 3rd party applications.
ConsThe user interface needs the improvement to make the application user friend. The functionality seems fine as it helps merging the information well.
Reviewer Source 
Source: SoftwareAdvice
January 27, 2018