--- 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" publication_date: "2026-10-21" --- # Formstack Documents Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 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 Free version not included 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://www.g2.com/products/formstack-documents/claim_requests/new?auto=true) ## 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 (4,268)](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 (84,301) Value For Money 4.4 (84) Value For Money 4.3 (60,295) Customer Service 4.7 (108) Customer Service 4.3 (55,214) ## Formstack Documents alternatives Highest Rated [4.7 (9,538)](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 (2,934)](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 (1,260)](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 (145)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $68.00 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 manual document preparation, repeated data entry, and inconsistent paperwork by turning form, CRM, and workflow data into branded contracts, quotes, invoices, reports, and compliance packages. Sales teams, operations staff, HR teams, legal administrators, and service businesses benefit from automated delivery, routing, signatures, and cloud storage. Answer based on 63 reviews Overview ### Which roles and teams benefit most from Formstack Documents? Formstack Documents is most used by directors, managers, and operations teams that generate recurring business documents from collected data. Executives, owners, and presidents use it to standardize client agreements, reports, and internal records. IT leaders and product teams support integrations, templates, and automated document workflows across business systems. Answer based on 93 reviews Overview ### What company size and industries is Formstack Documents built for? Formstack Documents is designed for small businesses, which make up 79% of reviewers, across healthcare, finance, education, legal services, marketing, and IT. Reviewer adoption is also common in nonprofit organization management (11%), real estate (7%), and construction (7%), with document management accounting for 50% of reported use cases. Answer based on 114 reviews Features and Usability ### What are the key features of Formstack Documents? Formstack Documents includes core document automation for creating and merging data into customizable templates, with conditional logic for complex document paths. It supports CRM, cloud, and API integrations, multiple output formats, and automated email delivery. Digital signature integrations, document storage, and batch processing support contract, report, and form workflows. Answer based on 50 reviews Pricing ### How much does it cost and what fees or limitations are included? Formstack Documents starts at $99 per month for the documents plan, which includes one builder user, 10 document templates, data routing, merging, and sending. A free trial is available. Reviewers report that costs can feel high, with confusing tiers and steeper increases as document volume grows. Answer based on 22 reviews Integrations ### Which third-party tools and platforms does Formstack Documents integrate with? Formstack Documents integrates with more than 100 third-party tools, including DocuSign for e-signatures, Zoho CRM and Airtable for customer data, Formidable Forms for web submissions, and Box and Amazon S3 for document storage. Its catalog also includes ActiveCampaign and BambooHR. 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 to help teams get started. Live online sessions and webinars support guided learning, while documentation and videos offer self-paced reference and walkthroughs for setup, features, and common tasks. 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 generally describe support as fast, helpful, and knowledgeable, particularly for complex templates and setup questions. However, some report delayed email exchanges during issue resolution, while others experienced difficulties during the product transition. Answer based on 47 reviews Ease of use ### Is Formstack Documents easy to use? Formstack Documents makes document automation approachable with an organized interface, template tools, and connections to form and CRM platforms. Small business teams and Salesforce users often find routine setup straightforward. More complex workflows, conditional logic, JSON data, and Office document formatting can require technical knowledge, examples, or support during initial configuration. Answer based on 33 reviews ## Features AI summary Based on 32,025 Document Management reviews Capterra reviewers highlight these features as the top priorities when evaluating document management software: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) Formstack Documents includes **Document Storage** and **File Sharing**, giving teams a central place to keep files organized and distribute documents efficiently. However, it does not offer **Secure Data Storage**. Instead, it provides other important capabilities that reviewers also value, including **Electronic Signature** (**46%**) and **Data Import/Export** (**44%**), which help businesses complete approvals faster and move document data between systems more easily, allowing teams to manage document workflows with less manual work. 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 Electronic Signature 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Digitally sign online documents 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 Forms Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location 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 [ PayPal Payments](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/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) 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 Counts reflect reviews available in this feed. 5(89) 4(20) 3(5) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful VR Verified Reviewer Manager Used the software for: Less than 1 year ### "Powerful Document Automation Tool That Saves Time and Improves Efficiency" 5.0 June 2, 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 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. Verified Reviewer Office Coordinator Used the software for: 3-5 years ### "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 19, 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 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. RE Reviewer Counselor Used the software for: 3-5 years ### "Easy to use and reliable. In the two years we been using this software, nil complains. " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 May 29, 2018 Webmerge made our application process so easier. Thanks for developing this sort of software for the public. Pros I like how it made our recruitment efforts seamless. gaining more interest from potential students. and it was easy to set up. Afterwards, its nice to monitor on the mobile app. Cons the designing of the templates could be more interchangeable. and it is on the pricey side. also the billing was sort of a challenge to figure out. For instance, we were confused about the increase and decrease from month to month because it was basically a yearly plan buy was charged monthly. As a organization that gets audited yearly, we had to explain this finding as we lost track of the changes the first time we used it. 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. Verified Reviewer Sales Team Member Used the software for: 1-3 years ### "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 7, 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. 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. RE Reviewer General Manager & IT Operations Manager Used the software for: 1-3 years ### "Functionality okay, integration lacking" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 5/10 October 14, 2020 Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce. Therefore they do not have to experience the pains that I do as an admin. (Webmerge noted below as this was the previous software prior to it being bought by Formstack and converted to Formstack Documents, this i believe is what lead to the account issues mentioned. Support was poor throughout conversion) Pros Once setup with your document template you can be confident this product will be fit for purpose. Good level of resources available for understanding document and template creation, ideal to have a software partner to configure in initial instance if no background using merge style fields/software. Cons Integration with other formstack products. Still to this day when i login to Formstack i am unable to access all of the different products in my stack without constant errors. As a user of Formstack Forms, Documents & Sign, the ability to switch between the products and utilise the data from the others, is highly lacking. Support for this has also been extremely lacking, appears to be the result of Formstack purchasing other solutions and attempting to integrate within their own. 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. RE Reviewer Associate Product Manager Used the software for: 1-3 years ### "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 9, 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. 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. VR Verified Reviewer Owner Used the software for: 3-5 years ### "Great product, if you can afford it." 5.0 February 13, 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. 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. Brayan D. Consultor SOA Used the software for: Less than 1 year ### "very good automation tool to stop using paper and avoid manual processes" 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 10/10 May 30, 2018 Pros WebMerge is a good automation tool for companies, where we avoid those long documentation processes. ideal to save time, money and avoid mistakes. with WebMerge we just have to create a template, either in: PDF, Word, Excel and many more ... where we can use these templates and choose a means of delivery through their mail integration or other applications in the cloud. What is most striking about WebMerge is that it includes ideal integrations for cloud storage and shipping. such as: Google Drive, Salesdorce, box .... WebMerge is a valuable tool to grow a business, it helps us automate tedious document processes and makes our company work in a more professional way. You can try WebMerge for free and detail all your documentation of what this tool can do Cons When using WebMerge for the first time we can find it difficult, it should include better tutorials to become familiar with all its tools. We can try this application for free, but then it is paid and can be expensive in some cases 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. Eirik S. Chief Operating Officer Used the software for: 1-3 years ### "We have saved a lot of time and increased compliance using WebMerge with Salesforce" 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 9/10 April 16, 2018 Saved time and increased compliance Pros Relatively easy to use. Works with several different file types. Integration with Salesforce is great. Cons They could improve documentation. I think it is relatively expensive if I was to use it for documents we use every day. But for more complex documents like NDA, supplier agreements etc. it is good value for money. 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. RE Reviewer Product Manager Used the software for: 3-5 years ### "Can be used" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 6/10 January 28, 2019 Pros It works and even supports calculations in Excel spreadsheets! Cons There are no guarantees it will work tomorrow 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. 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