--- title: "Formstack Documents Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Formstack Documents Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/206506/Formstack-Documents/" page_type: "product" language: "en" --- # Formstack Documents Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Formstack Documents ## What is Formstack Documents? Formstack Documents is an AI-powered document generation software that transforms how organizations create and manage documents. This no-code tool automates the document lifecycle, converting raw data into professional documents. Users can create customized templates in formats like DOCX, PPTX, PDF, or CSV. The software integrates with CRMs, form builders, and databases, allowing precise data integration and reducing human error. For documents like contracts and invoices, it ensures a polished, branded appearance. With enterprise-grade security, it protects sensitive information. Additionally, Formstack Documents helps streamline complex workflows and integrates seamlessly with existing tech stacks. ## What is Formstack Documents used for? [Document Management](https://www.capterra.com/document-management-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Forms Automation](https://www.capterra.com/forms-automation-software/) Top alternative Featured Overall rating Based on 114 user reviews Reviews sentiment Positive 96% Neutral 4% Negative 0% Starting price $99 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Formstack Documents?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.formstack.com&name=Formstack Documents) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Formstack Documents 4.7 (114) VS. [4.7 (4,238)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting Price $99 Flat Rate, Per Month Starting Price $19.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (114) Ease Of Use 4.6 (29,021) Value For Money 4.4 (84) Value For Money 4.3 (20,583) Customer Service 4.7 (108) Customer Service 4.3 (18,614) ## Formstack Documents alternatives Highest Rated [4.7 (9,411)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (2,914)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (1,256)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.5 (142)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/206506/Formstack-Documents/alternatives/) ## FAQs about Formstack Documents Overview ### What problems does Formstack Documents solve? Formstack Documents solves repetitive document preparation, copy-paste errors, inconsistent formatting, and slow handoffs by automatically generating branded contracts, invoices, receipts, onboarding packets, and compliance forms from form, CRM, or spreadsheet data. Sales, HR, operations, nonprofits, and customer-facing teams benefit most from its logic-based templates, integrations, and instant delivery workflows. Answer based on 98 reviews Overview ### Which roles and teams benefit most from Formstack Documents? Formstack Documents benefits operations managers, business systems analysts, and IT leaders who automate document generation, approvals, and data-driven workflows. Directors, owners, and C-suite executives use it to streamline contracts, reports, and customer communications, while product and marketing leaders support scalable processes, faster turnaround times, and reduced manual paperwork. Answer based on 93 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is Formstack Documents built for? Formstack Documents is built primarily for small businesses, which make up 79% of reviewers, and it is used most in nonprofit organizations at 11%. It also serves healthcare, finance, education, legal, marketing, and IT, with additional use in construction and real estate, often for document management. Answer based on 114 reviews Features and Usability ### What are the key features of Formstack Documents? Formstack Documents includes core document generation and document automation features, with customizable templates, conditional logic, and document merging for complex outputs. Differentiating features include API access, third-party integrations such as Salesforce and Zapier, multiple output formats, email delivery, and electronic signature support through Formstack Sign and other e-signature tools. Answer based on 50 reviews Pricing ### How much does it cost and what fees or limitations are included? Formstack Documents starts at $99/month for the documents plan, which includes one builder user, 10 document templates, custom branding, data routing, document merge, and document sending. A free trial is available. Reviewers often call it expensive, especially as document volume grows, though some find it cost-effective for complex, time-saving workflows. Answer based on 22 reviews Integrations ### Which third-party tools and platforms does Formstack Documents integrate with? Formstack Documents integrates with DocuSign and connects with Zoho CRM and Formidable Forms in reviewer examples. Its catalog also lists Airtable, Box, Amazon S3, BambooHR, and Adobe Acrobat Sign. Overall, Formstack Documents supports over 100 integrations across e-signature, CRM, forms, storage, and HR systems. Answer based on 39 reviews Getting Started and Support ### What training and onboarding options does Formstack Documents offer? Formstack Documents provides live online sessions, webinars, documentation, and videos for training and onboarding. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference materials for teams getting started and reviewing product steps. Answer based on 8 reviews Getting Started and Support ### What customer support options does Formstack Documents offer, and how do users rate the experience? Formstack Documents offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as fast, knowledgeable, patient, and thorough, with helpful articles and responsive staff. A few reviewers report slower issue resolution, especially during account transition periods or when troubleshooting more technical problems. Answer based on 47 reviews Ease of use ### Is Formstack Documents easy to use? Formstack Documents feels easy to use for many teams once the basics are in place. Small business staff, sales teams, and Salesforce users often find the interface organized and logical, but first-time setup, advanced integrations, and template logic can confuse non-technical users without stronger tutorials or examples. Answer based on 33 reviews ## Features AI summary Based on 31,543 Document Management reviews Not all Document Management tools cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Secure Data Storage** (**55%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**48%**) Formstack Documents includes **Document Storage** and **File Sharing**, giving teams a way to keep files organized and distribute documents efficiently across users and departments. However, it does not offer **Secure Data Storage**. Instead, it provides other features that reviewers also consider important, including **Access Controls/Permissions** (**41%**) and **Collaboration Tools** (**40%**), which help businesses manage who can view or edit documents while supporting team input and coordination, allowing teams to maintain control over files and work together more effectively. Document Storage 4.5 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system File Sharing 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Access Controls/Permissions 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Document Generation 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Custom forms to streamline repetitious aspects of a document Document Classification 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Assign categories, labels, tags, or attributes to documents for organization, search and storage Electronic Signature 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Digitally sign online documents Formstack Documents 44 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - API: Application programming interface that allows for integration with other systems/databases - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - File Conversion: Convert files to a different format - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Interaction Tracking: Track interaction history by documenting conversations for contacts - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Sell Side (Customers): An agreement between a buyer and a seller for the sale and delivery of goods or services - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (88) 4.8 Based on 88 reviews ## Pricing Value for money 4.4 (84) Free Trial [View pricing plan details](https://www.capterra.com/p/206506/Formstack-Documents/pricing/) documents $99.00 Flat Rate,Per Month It includes: - Document Sending - Document Merge - 10 Document Templates - Data Routing - Custom Branding Value for money 4.4 (84) 4.4 Based on 84 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[ SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Shopify](https://www.capterra.com/p/83891/Shopify/) 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. ## Support, customer service and training options Customer Service 4.7 (108) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (108) 4.7 Based on 108 reviews ## User reviews Overall rating 4.7 Based on 114 reviews Filter by rating 5(89) 4(20) 3(5) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Manager Hospitality ### "Powerful Document Automation Tool That Saves Time and Improves Efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 May 31, 2026 My overall experience with Formstack Documents was very positive. The platform significantly improved efficiency by automating document creation and reducing the amount of manual data entry required. Its customizable templates, workflow automation capabilities, and integration options helped streamline business processes and ensure greater accuracy. While there can be a learning curve when building more advanced templates, the time savings and productivity benefits make it a valuable solution for organizations that handle large volumes of documents. Pros What I liked most about Formstack Documents was its ability to automate document generation and streamline repetitive paperwork processes. The platform made it easy to create professional documents from data collected through forms and other sources, saving significant time and reducing manual errors. Its integration capabilities and customizable templates helped improve efficiency across workflows. Cons What I liked least about Formstack Documents was that setting up complex document templates and workflows can require a learning curve, especially for new users. Some advanced customization options may take time to master, and troubleshooting template formatting issues can occasionally be challenging. Additionally, smaller organizations may find the pricing higher than expected for their needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Office Coordinator Non-Profit Organization Management ### "A slightly expensive but powerful document creation tool to add to your CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 15, 2026 Our experience overall with Formstack documents has been positive and it has allowed us to build much better documents than what salesforce natively allows while still being able to pull in all the relevant data from salesforce and other integrated apps. Pros The document designer is incredibly powerful and with its integration into salesforce it makes creating documents using a wide range of data fields very easy. Cons there is a fairly steep learning curve to the product. While it is easy to create a base document, verifying and testing all the fields that are used to populate it do cause some issue. The licenses itself are also fairly expensive Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JT Jess T. SSM Real Estate ### "FormStack for signing " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 25, 2024 Pros It is easy to use and makes signing contracts simple Cons We don't have anything that we don't like Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NT Nick T. Operations Mechanical or Industrial Engineering ### "Formstack Documents Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 September 12, 2024 Pros Documents work well once they are set up and have professional look. Cons Customer service is incredibly delayed when issues arrive. You are lucky to exchange more than one email per business day, meaning it can take a week to fix any issues you have. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Owner Legal Services ### "Great product, if you can afford it." 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 February 10, 2023 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 templates you are able to use. If they dropped the prices by 50% I would consider going back, but it would still be a tough pill to swallow. Pros Formstack Documents is one of the most complete and feature rich document generation platforms out there. It is probably the best in terms of features, integrations, conditional logic, etc. Cons Formstack Documents is like a Rolls Royce. It will have a tonne of features, looks great, and has impressive specs, but it's way too expensive for most people. When you consider the cost of some alternatives, even if they have fewer options, they are a better option for most people. Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) Alternatives considered [Gavel](https://www.capterra.com/p/186064/Gavel/) Reasons for choosing Formstack Documents Formstack is way more customizable and has conditional logic capabilities that most other products don't have. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 20, 2023 Hello! Thanks for taking the time to share your thoughts and feedback with us. We're grateful for your honest feedback. We are glad you feel we're on the right track but we'll be sure to share this feedback with our team. AD Angelo D. Associate Product Manager Internet ### "An Impressive Document Automation Platform from Formstack Documents " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 January 6, 2023 Overall, Formstack Documents is a great document automation platform that provides a wide range of features and customization options. It is easy to use and allows users to quickly create and manage documents. However, the lack of a mobile app and support for third-party applications may be a deal breaker for some. Pros Formstack Documents is an incredibly powerful and easy to use document automation platform. It allows users to quickly and easily create dynamic documents that can be used in any situation. 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. It also makes it easy to manage and share documents with colleagues and customers. Cons Although Formstack Documents offers excellent features, there is currently no mobile app available for users on the go. This can be a bit of a hassle for those who need to access their documents quickly. Additionally, the platform does not offer any support for third-party applications, so users may need to look elsewhere for more customization options. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) Formstack Documents stands out from its competitors for its wide range of features, such as templates and integrations, which allow users to customize their documents to meet any need. Additionally, its easy-to-use interface makes it a breeze to create, edit and share documents with colleagues and customers. Finally, its advanced security features ensure that documents and the data they contain remain secure. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 20, 2023 Angelo, Thank you - we truly appreciate your review. I'll make sure to pass that feedback about our integrations to our product team for review. Thank you! MJ Melissa J. CSR Insurance ### "E-signature Helper" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 6, 2022 Pros The thing I like most about this is how if an insured lives out of town or just isn't able to come into the office then it makes it super easy to just email it over to them and with a few clicks their document is signed. Cons I do not have any complaint for the software at the moment. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LS Lindsey S. Director of Programs Non-Profit Organization Management ### "Very Effective but Pricey" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 May 26, 2022 Pros This program has been very helpful for us in mass exporting and mass emailing our reports Cons 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 seems a bit much considering. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Sales Team Member Accounting ### "All in one Powerful Forms for easy form creation to utilization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 3, 2022 I am pretty happy with whatever formstack has, as there are very few software companies that offer one in all products at reasonable pricing, and formstack is one of them. Although, they have some limitations in submitting the form but overall the experience is very good by far. Pros I have liked the range of fields it offers to be embedded into the forms, the features of designing a form to implementing it on various platforms. I can also customize its templates using CSS to make sure it meets my design needs and it just melts into my website as if it was inbuilt. Cons We mostly use formstack for signing up for offers and forms are limited to have submission by emails and it would be great if there would be a submission by number as to one user can only submit one form per mobile number that would reduce the number of requests for the customer service team and also the spamming for us to go through a lot of emails one customer could ever have. Alternatives considered [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) [Typeform](https://www.capterra.com/p/137289/Typeform/) Reasons for choosing Formstack Documents The versatile design functionality and the ability to customize the form based on our needs with the reasonable pricing was the biggest advantage we had and we were very happy to see a lot of features included under one roof Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AJ Aaron James S. Operations Specialist Real Estate ### "Simple and easy to use contract generation tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 October 14, 2021 We use this in tandem with InvestorFuse to set up contract generation and it works flawlessly. It is a great partner and the capability to integrate with other e-signature platforms and not be tied down to the Formstack ecosystem is a big plus. Pros \- Excellent integration capabilities with different platforms such as CRMs and e-signature providers. - Multiple-use cases, very flexible with delivery options - Documentation was straightforward and relatively easy to setup Cons \- Field naming convention isn't always clear and trying to troubleshoot when something does go wrong can be a bit of hit and miss. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/206506/Formstack-Documents/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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