--- title: "Formstack Documents Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Formstack Documents the right Document Management solution for you? Explore 114 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/206506/Formstack-Documents/reviews/" page_type: "reviews" language: "en" --- Formstack Documents 4.7 (114) [View alternatives](https://www.capterra.com/p/206506/Formstack-Documents/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of Formstack Documents Ease of use 4.5 Customer Service 4.7 ## Pros and Cons in Reviews Amanda M ManagerHospitality, 51 - 200 employeesUsed the software for: Less than 6 months. “The platform made it easy to create professional documents from data collected through forms and other sources, saving significant time and reducing manual errors.“ May 31, 2026 David v OwnerLegal Services, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ February 10, 2023 Zane R Office CoordinatorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ February 15, 2026 AD Angelo D Associate Product ManagerInternet, 201 - 500 employeesUsed the software for: 1-2 years. “Additionally, the platform does not offer any support for third-party applications, so users may need to look elsewhere for more customization options.“ January 6, 2023 AD Angelo D Associate Product ManagerInternet, 201 - 500 employeesUsed the software for: 1-2 years. “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.“ January 6, 2023 LS Lindsey S Director of ProgramsNon-Profit Organization Management, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ May 26, 2022 JT Jess T SSMReal Estate, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “It is easy to use and makes signing contracts simple“ September 25, 2024 JC Jessica C Trade Show & EventsNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.“ March 23, 2021 ## Showing most helpful reviews Showing 1-25 of 114 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Michael L. Counselor Used the software for: 2+ years ### "Easy to use and reliable. In the two years we been using this software, nil complains. " May 22, 2018 5.0 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 VR Verified Reviewer Sales Team Member Accounting Used the software for: 1-2 years ### "All in one Powerful Forms for easy form creation to utilization" February 3, 2022 5.0 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/) Reason 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 RG Rhys G. General Manager & IT Operations Manager Hospital & Health Care Used the software for: 1-2 years ### "Functionality okay, integration lacking" October 1, 2020 3.0 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. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/) Reason for choosing Formstack Documents Primarily utilised this software under the recommendation of our Salesforce Integration partner. Too expensive to change at this point. Review Source AD Angelo D. Associate Product Manager Internet Used the software for: 1-2 years ### "An Impressive Document Automation Platform from Formstack Documents " January 6, 2023 4.0 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 Response from Formstack 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! VR Verified Reviewer Owner Legal Services Used the software for: 2+ years ### "Great product, if you can afford it." February 10, 2023 5.0 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. Alternatives considered [Gavel](https://www.capterra.com/p/186064/Gavel/) Reason for choosing Formstack Documents Formstack is way more customizable and has conditional logic capabilities that most other products don't have. Review Source Response from Formstack 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. VR Verified Reviewer Office Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "A slightly expensive but powerful document creation tool to add to your CRM" February 15, 2026 4.0 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 VR Verified Reviewer Manager Hospitality Used the software for: Less than 6 months ### "Powerful Document Automation Tool That Saves Time and Improves Efficiency" May 31, 2026 5.0 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 Brayan Agostinho D. Consultor SOA Used the software for: Less than 6 months ### "very good automation tool to stop using paper and avoid manual processes" May 24, 2018 5.0 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 Eirik S. Chief Operating Officer Military Used the software for: 1-2 years ### "We have saved a lot of time and increased compliance using WebMerge with Salesforce" April 13, 2018 5.0 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 Anton T. Product Manager Renewables & Environment Used the software for: 2+ years ### "Can be used" January 25, 2019 3.0 Pros It works and even supports calculations in Excel spreadsheets! Cons There are no guarantees it will work tomorrow Review Source AT Ann T. IT MGR Machinery Used the software for: 2+ years ### "Easy to use and GREAT customer support!" August 21, 2017 5.0 Great looking reports from our formstack submissions. Pros I like how easy it is to use with form software such as Formstack. Their customer support is amazing! Cons making form data look pretty in webmerge can be pretty complicated and not intuitive at all, and require help from WEbmerge Review Source DC Daniel C. President Used the software for: ### "All our salespeople files are done through Webmerge" November 7, 2015 4.0 We are a sales organization with hundreds of agents in an industry with a relatively moderate level of agent rotation (real estate brokerage). We use webmerge and formstack to automate our entire agent recruiting, on-boarding, and compliance process, which includes the generation and delivery, based on logic, of at least 30 documents, ranging from W9s, policy acknowledgements, direct desposit authorization forms, industry-specific forms, internal contracts, and more. Thanks to Webmerge, not a single human being is involved in producing and maintaining agent files. We no longer have any administrative personnel handling any sensitive information, let alone any physical files. Everything is neatly saved into agent folders in our cloud-based drives. We simply use "self-serve" forms for agents to sign up, update information, or acknowledge new policies and procedures. Webmerge takes care of all the document generation, delivery and saving. We grew twice as much without having to hire additional administrative personnel, which saved us at least $30,000 a year. Those are hard, factual, unquestionable reasons why this product is so good. We explored at least three options before committing to Webmerge, and we found Webmerge to be the most user-friendly and (very important) the one with the best integrations with web-based technologies, such as formstack. I have contacted customer service several times to ask questions related to complex logic and they were very responsive and knowledgeable. Based on these facts, I sincerely recommend Webmerge to anyone looking to streamline a critical process. Review Source MJ Melissa J. CSR Insurance Used the software for: 6-12 months ### "E-signature Helper" June 6, 2022 5.0 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 EV Eamon V. Director Construction Used the software for: 6-12 months ### "Fantastic software that has literally transformed the way we engage clients" November 4, 2017 5.0 Automation and efficiency boosts Pros I love the ease of customisation. I don't need to be an advanced programmer to achieve amazing automation. If you have any questions, just ask the customer rep and he'll steer you in the right direction. We use the software to create a document and receive signatures from clients accepting our quote. Upon signing, the customer receives a signed copy of the document and the signed document is then automatically uploaded to Dropbox. Cons There is an initial learning curve, but that is expected for such a comprehensive service. Review Source KS Karl S. Innovation Manager Hospital & Health Care Used the software for: 6-12 months ### "Excellent, the support team always respond to emails quickly with a clear easy to follow answer. " October 5, 2017 4.0 time saving Pros It is very easy to setup the data capture questions to assist our teams in creating their documents, the software has cut our document completion process from over an hour to approximately 10 minutes per report. Cons the merge coding within the documents to begin with, for simple couple of page documents this isn't time consuming, but for larger documents with many data capture points the coding can be very time consuming. Once you have experience creating a document it is much easier. Review Source RS Rhett S. Operations Lead, CSO -PMO Used the software for: 1-2 years ### "WebMerge solves many complex needs" September 30, 2016 5.0 We have implemented the use of WebMerge to reduce the churn of genre laying certain types or change requests (in conjunction with FormStack) as well as using the system to get response records into Salesforce (associated with the corresponding record) and has proven to have significant positive impact on quality, efficiency and service. Pros Ease of use and functionality Cons Haven't found any Review Source JP Jeff P. CEO/Founder Used the software for: ### "It does everything you can think of..." December 8, 2015 5.0 I can't say enough good things about WebMerge. We were looking for a tool that would allow us to generate a variety of documents based on our sales and customer data. We were looking to build custom proposals, contracts, templates, etc. I stumbled upon WebMerge and it appeared to do most of what we wanted. After we got it setup, we realized that it did much more than we ever anticipated. We kept moving more of our business operations over to it. Today, we build all of our proposals and sales contracts through the tool using Zapier, Podio, CudaSign, and WebMerge. WebMerge is the glue that keeps things connected together. In addition to their functionality is excellent customer service. The team at WebMerge is very responsive to support requests and questions. We often find ourselves saying "I bet we could do that in WebMerge!" After a quick email into support and a quick reply, we typically find that to be the case. In addition, WebMerge has helped us troubleshoot problems with other tools that we connect to it. Just unbelievable support. If you are looking for a well designed, simple to use tool to merge data into PDFs or other Office Documents. You came to the right place Review Source KV Kees V. ICT Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Great product. Easy to use. Very easy to create templates (MS Word). Excellent support." September 29, 2017 5.0 The ability to generate templated letters from out information system (salesforce). We also managed to get webmerge to turn out some reports that Salesforce itself could not handle. Pros It is very easy to setup simple templates from a word document. The support is personal and superb. Replies have been fast (especially considering the difference in timezones), accurate and helpful. The delivery option for merged documents are many and makes this product incredibly flexible. Cons Some of the very complex templates I had to create involved some coding (which I quite like, but it might put some people off). However with the excellent support that comes with this product I suspect anyone can do this. Review Source LS Lindsey S. Director of Programs Non-Profit Organization Management Used the software for: 2+ years ### "Very Effective but Pricey" May 26, 2022 4.0 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 PB Pierre B. CPA Used the software for: 6-12 months ### "Very fast and easy to use" March 19, 2018 5.0 Pros I really like the PDF upload function and the data capture function. I can join a couple of forms together so that creating a merge form is very easy. Cons cannot join PDF and text together. I'm using 2 text document + 2 PDF so and the end, the merge document count for 4 document and not just 1. Review Source GP Gina P. Employee Relations Team Lead Used the software for: 2+ years ### "WebMerge has been a life saver for me!!" March 28, 2018 4.0 Pros I like that we can get documents immediately from WebMerge as soon as forms are completed. It was much more user friendly than I had anticipated and the support from The support has always been extremely helpful and he is always quick to respond. Cons I would say the thing I like least is that you can't pick up the phone and talk to someone for support. Email is great but sometimes its helpful to be on the phone with someone who can walk through questions with you while you in the tool. Review Source MA Matt A. Marketing Consultant Marketing and Advertising Used the software for: Less than 6 months ### "WebMerge has helped reduce numerous hours of consolidating documents for my client. " June 12, 2017 5.0 Pros The number of outputs available is valuable (Doc, PPT, PDF) along with the third-party integrations. Cons Document builder could have better interface and experience. A drag and drop builder similar to web builders, newsletter software, etc. would be beneficial. As of now, I use WebMerge for a client and am the only one who knows how to use it as there is nobody else in the company who can code. Review Source JL Joe L. President Used the software for: ### "We use WebMerge to create custom PDF documents created with input from another software." February 27, 2016 5.0 Pros: Very easy to use, does the job well. Even emails the PDF's we create to our Outlook box where an add-on we use prints the PDF as an order ticket. API's to other software such as Formstack link seamlessly. We have been using in a production mode for over a year with no real interruption. Customer service is friendly, FAQ's are helpful. Cons: not anything to scream about, to be picky we use the email feature and WebMerge does not supply a way to view return messages should the email not complete. You have to call or email customer service to figure it out (email server need whitelisted, problem with my receiving end etc) which is not ideal in terms of timely resolution in a production environment. Review Source JR Jeffrey R. Design and Web Specialist Law Practice Used the software for: 6-12 months ### "Great product, great service!" March 6, 2017 5.0 Our company had a situation where we needed a form and a way to output the form into PDF depending on how our clients answered the form. One of the agencies we work with recommended using WebMerge. We gave it a shot, and WebMerge had all the answers to the problems and situations we had to solve. If we didn't know something, we contacted Customer Support, which helped us along the way. Customer support was stellar by the way; speedy response time, great solutions, and it made the whole service and experience great. Currently, we are still using WebMerge as it works great and still answers our needs for this particular project. Pros Easy to use, flexible, customizable, and provides analytics on activities. Cons Minor things, like we didn't know out of the box that we could add custom css into the fields. Review Source FJK Frank Johan K. Co-founder Used the software for: Less than 6 months ### "WebMerge helps us generate documents based on advanced workflows" June 30, 2017 4.0 Pros You can do almost anything. Support is great and we've never met a challenge that can't be solved. Absolutely love WebMerge! Cons UX could be improved. Also there's alot of hidden features and some "bugs" with no logic reason why it appears. Lucky support always got your back. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.