# Formstack Documents Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Formstack Documents Software - reviews, pricing plans, popular comparisons to other Contract Management products and more.

Source: https://www.capterra.com/p/206506/Formstack-Documents

---

# 

 Formstack Documents Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Formstack Documents

## What is Formstack Documents?

Save time by automating your contract generation with Formstack Documents, an easy-to-use document creator that eliminates repetitive and error-prone data entry. Start a FREE TRIAL to securely create and deliver custom contracts to clients in seconds. Or use one of the 100s of pre-built templates we supply to get you started. When your contract is ready, share it anywhere with just a few clicks and avoid printing, faxing, and waiting ages for signatures.

## 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/)

Overall rating

Based on 113 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...

## Formstack Documents alternatives

Highest Rated

[4.7 (9,266)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

[4.7 (4,168)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

[4.7 (2,791)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

[4.5 (1,243)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/206506/Formstack-Documents/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 Storage

4.3 (3)

100.00% of 3 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

Templates

3.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Sample files or documents that could be customized as needed or used as is

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

Batch Processing

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Software's ability to perform similar action on multiple similar files simultaneously

Formstack Documents 44 features

Define levels of authorization for access to specific files or systems

Application programming interface that allows for integration with other systems/databases

Software's ability to perform similar action on multiple similar files simultaneously

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Capability of a software or system to make decisions and perform actions based on specified conditions

Configure existing workflows to meet your organization's needs

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, edit, and revise contracts/written agreements

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Electronic signing method that validates the authenticity and integrity of a digital document

Automated or logic-based workflows that assist in the creation of electronic documents

Scan, move or upload electronic files within the software's repository

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Convert files to a different format

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage and track all forms in a centralized location

Track interaction history by documenting conversations for contacts

Create content in various formats, such as print, PDF, HTML and more

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Streamlining repetitive tasks and activities through automated and predefined workflows

An agreement between a buyer and a seller for the sale and delivery of goods or services

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

Web form that allows users to enter data that is sent and processed for different reasons

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.7 (87)

4.7

Based on 87 reviews

## Pricing

Value for money

4.4 (83)

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 (83)

4.4

Based on 83 reviews

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

Dropbox Business](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 113 reviews

Filter by rating

5(88)

4(20)

3(5)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AU

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.

AU

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.

AU

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.

JC

Jessica C.

Trade Show & Events

Non-Profit Organization Management

### "Decent Product"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

2.0

2.0

Likelihood to Recommend

6/10

March 23, 2021

We use Formstack to manage all our intake registration forms, applications and other forms for our annual conference

Pros

Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process

Cons

We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.

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/)

Popular comparisons

[Google Workspace vs Formstack Documents](https://www.capterra.com/compare/206506-247901/Formstack-Documents-vs-Google-Workspace)[Adobe Acrobat vs Formstack Documents](https://www.capterra.com/compare/206506-251329/Formstack-Documents-vs-Adobe-Acrobat-DC)[Microsoft Word vs Formstack Documents](https://www.capterra.com/compare/206506-227146/Formstack-Documents-vs-Microsoft-Word)[Jotform vs Formstack Documents](https://www.capterra.com/compare/158456-206506/JotForm-4-0-vs-Formstack-Documents)

[PandaDoc vs Formstack Documents](https://www.capterra.com/compare/131735-206506/PandaDoc-vs-Formstack-Documents)[Square 9 vs Formstack Documents](https://www.capterra.com/compare/161845-206506/Square-9-vs-Formstack-Documents)[M-Files vs Formstack Documents](https://www.capterra.com/compare/122215-206506/M-Files-vs-Formstack-Documents)[Nintex Process Platform vs Formstack Documents](https://www.capterra.com/compare/141379-206506/Nintex-vs-Formstack-Documents) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)