# Formstack Documents Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/206506/Formstack-Documents/reviews --- 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 March 13th, 2026 # Reviews of Formstack Documents Ease of use 4.5 Customer Service 4.7 ## Pros and Cons in Reviews 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 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 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 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 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 NT Nick T. Operations Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Formstack Documents Review" September 12, 2024 3.0 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 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. 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 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 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 dN david N. IT Manager Civic & Social Organization Used the software for: 1-2 years ### "Makes creating a professional looking form such as invoices so much easier to do saving hours." April 2, 2018 5.0 Saves so much time. Pros A great time saver creating custom built forms such as invoices, contracts a database or from a spreadsheet. Webmerge has saved my company many hours of work. The support and response is excellent. It is extremely good value for money. Cons Currently not able to automatically create multiple line invoices using Zapier. I still have to download a spreadsheet and manually upload to Webmerge. It will only work automatically if there is 1 line on data or say a contract where it just picks up the data items. It still requires development with Zapier to accept multiple lines. I can only use 1 login for everything which means I can not allocate certain merges to logins Review Source CR Christopher R. Biotechnology Used the software for: 1-2 years ### "Webmerge is a gem" April 1, 2017 5.0 Our company has been using webmerge for a few years now. We use it for all of our reporting. The implementation for automated text assembly is extremely easy to use. We also use it to generate tables in documents and insert figures. All of these features are seamless with our Podio project management system now. Nothing but excellent things to say about Webmerge! Pros Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier. Cons Complex table generation is somewhat cumbersome, but honestly haven't found a better cloud solution unless you're willing to set up a server and apply custom code. Review Source KF Kévin F. Inside Sales Representative, CRM Analyst Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "We use this software as an extension to Pipedrive to quickly generate documents." June 5, 2017 5.0 Fast and systematic document generation, high versatility along with very nice integration with other software or web services. Pros We like the strong versatility of this software thanks to its ability to fully read the data provided by the API of the software it integrates with. The conditional formatting of the documents is really thorough, allowing us to make elaborate documents for which the information is adapted to the user. It requires very low maintenance once your setup is done. Delivery options are vast and very well made: for instance, you can deliver your documents to Dropbox, which is neat. The data routing feature is also amazing to quickly discernate which document template should be used based on a set of predefined conditions. Cons The triggering and delivery behavior can sometimes be erratic depending on how quick the user does the trigger event for document generation. However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service. Review Source MK Micah K. Chief Marketing Officer Animation Used the software for: 1-2 years ### "Great service, Stellar support" January 3, 2017 5.0 I've been using WebMerge for the past few years to merge proposals from our CRM. It has removed the tedious task of copying/pasting customer data into proposals, greatly improving the efficiency of our sales process. WebMerge's great service is only surpassed by its stellar support. Beyond its robust help articles and community content, I have received almost immediate responses to any submitted support requests - which adequately answer any pending questions. I would highly recommend this software. Pros Ease of use, stellar support. Cons Nothing. Review Source MB Matt B. Founder Computer Software Used the software for: 6-12 months ### "Makes document creation super easy from the data you already have" December 31, 2020 5.0 Trying to create documents where you need to output a specific option based on the inputs you have is very time-consuming. Formstack take all that away and it's pretty much the only tool that can handle those complex logic paths. Excellent. Pros Easy to get started and design your documents the way you want them to look. Pull in the data from multiple sources and it all happens super fast. The Airtable integration makes sit a breeze. The conditional visibility function is incredible for complex document creation based on multiple input options. Cons Can be a little expensive and the pricing options can be confusing, but the value it brings to creating large numbers of documents or very complex documents makes it a must-have. Review Source VC Vincent C. Recruitment Support Advisor Hospital & Health Care Used the software for: 1-2 years ### "Great Product - Something more companies should be looking at" February 28, 2017 5.0 When I originally started with my current company, I was in the position where I could make changes that would fundamentally change the way we onboard people into our company. Going paperless was the first task I had in mind, and WebMerge made that possible with very little training. The only slight niggle I would have with their system is their account packages, the higher one being less value for money. Review Source BP Bonnie P. Head of IT Financial Services Used the software for: 1-2 years ### "Lowering human error" April 11, 2017 5.0 With Webmerge we have lowered the human errors in making document packages. Manually combining document sets and trying to make sure everyone in your team uses the right format for documents is a thing of the past! No more inconsistencies or funny looking documents! Yay! Pros It's easy to use and there are so many possibilities! Review Source MB Matt B. Consultant Financial Services Used the software for: 6-12 months ### "One of the best timing saving services I have ever used." September 6, 2017 5.0 Pros WebMerge has allowed us to completely automate our contract generation process. This has created enormous efficiencies for us and it has become an essential component of our business/sales process. Cons I don't have any strong opinions on this. But I hope they stop advertising so our competitors don't learn about them :) Review Source RL Robert L. Managing Member Health, Wellness and Fitness Used the software for: 6-12 months ### "Affordable Option" August 9, 2019 5.0 Pros Easy to implement and not complicated to use. Cons I cannot think of any cons at the moment. Review Source MP Michael P. Chief Information Officer Used the software for: ### "Now an Instrumental Part of Our Systems" July 4, 2015 5.0 PROS WebMerge is user friendly and scales to our needs. Exemplary workflow and document creation. WebMerge provides integration with numerous other software providers. We were pleased to see Adobe EchoSign (now Adobe Document Cloud) among the integrations as this is critical in our workflows. The price is very reasonable and we experienced an immediate return on investment as staff time saved and paper process reduction continues to offset the monthly cost. CONS Advanced integration setups that send data in an array or JSON object requires a slight learning curve but support is very quick to respond and clear help documentation is available. BOTTOM LINE If you are looking for an efficient and reliable way to merge your data into virtually any document scenario, you should consider WebMerge. A free trial is offered so there is nothing to lose and a lot to gain. 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. 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