# Page 3 | Formstack Documents Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Formstack Documents the right Contract Management solution for you? Explore 113 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 (113) 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 # Page 3 - Reviews of Formstack Documents ## Showing most helpful reviews Showing 51-75 of 113 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 Brian D. Used the software for: ### "A one of a kind solution!" February 25, 2017 5.0 I've never found anything like it, and boy can you do some really cool stuff. It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out. The explanations at Webmerge.me say it all and the support we've received has been phenomenal. The people behind this platform are brilliant. Check it out! 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 UH Ulrich H. Head of Sales & New Products Germany Oil & Energy Used the software for: Less than 6 months ### "We use Webmerge together with Podio to create contract documents completely automatic from Podio." November 16, 2017 5.0 Fully automatic contract and document creation to save a lot of manual work. Pros Using Webmerge with Podio is very powerful. The setup was easy thanks to some good examples. Having some programming experience I like very much that the document templates can be with basic PHP methods (if restrictions, string conversion, ...). It allows a very flexible document creation depending on the value of various Podio elements. It is also very comfortable to define certain email delivery actions when a document is created. Cons Actually there is really nothing I don't like about Webmerge. Maybe the possibility to check the raw webhooks fired from Podio could be a nice addon. 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 SR Stefan R. Manager CRM & Business Development Used the software for: 6-12 months ### "A little bit complicated to create documents with salesforce" July 4, 2017 3.0 Pros Easy change of document layouts and integration to other tools, especially salesforce and the divergence of documents to create Cons Process efficiency for standard processes. For users it does need too many steps to create and wait for the created documents Review Source Arab S. Manager, Enterprise Software Architecture International Affairs Used the software for: Less than 6 months ### "Webmerge has been an amazing tool for our organization." February 12, 2018 5.0 Pros Webmerge has a very robust templating system and offers a large catalog of integration tools and API access which enables us to develop automated solutions in a secure and timely manner. Cons It would be good if Webmerge could add more Azure Cloud services integrations, such as Azure Storage. Right now they only support Amazon S3, Google Drive, Box, and Dropbox. Review Source Chris H. President Used the software for: ### "Great Software!" November 24, 2015 4.0 I love the software and use it to do some pretty advanced tricks in tandem with jotform and zapier. Only thing I don't like is the price. I need to do thousands of merges so it can get a bit pricey. Review Source Mehdi A. CEO Computer Software Used the software for: Less than 6 months ### "Very efficient for automatic pdf" September 11, 2018 5.0 I used it with Zapier and typeform to make a whole process of investment reservation (real estate) Pros It's very easy to use it with their API Also, customising mails and PDFs helps you to automate complete processes on your business like sending quotes, invoices, reservations etc Cons Design and user experience are a little bit too old compared to the value of their software Review Source EU Eugene U. VP of Marketing Construction Used the software for: Less than 6 months ### "Makes Life Awesome!" July 7, 2016 5.0 Sales reps registered a complaint about needing to hand fill service orders, scan and fax them in. Operations tells me I need to place this form online but make final results look exactly like original hard copy. I've got Wufoo on one hand, making life super easy, a non-fillable PDF copy of Service Order on other hand, making life super hard. Then a simple google search finds Webmerge and in a heartbeat I surprise Sales Reps, Operations and get a high five from the president. Pros Biggest pro is the people behind this software and their determination to make this painless and quick. Cons Doing everything by yourself could be a headache. Review Source Ahmed ali K. Manager Apparel & Fashion Used the software for: I used a free trial ### "Saves the time" September 30, 2019 5.0 We are sending loot of email using webmerge quite quickly. Pros The webmerge really helped us in saving our loot of time we have to sebd loot if emails to our potenital customer and webmerge had realky made it easy and fast for us Cons The least thing about webmerge has not been found till yet i am still looking for it it is perfect from my side 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 Jon E. CEO Used the software for: ### "Awesome!" April 13, 2016 5.0 Webmerge is easy and the support is outstanding. I would recommend it to anyone looking for this type of service. Top notch! Review Source RI Ruben I. Manager Machinery Used the software for: 6-12 months ### "Great solution for sending instant quotes!" February 13, 2018 5.0 automation Pros It is easy to program and it helped us in automating our quoting system with a fast and easy online app 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 MG Mark G. Used the software for: Less than 6 months ### "Webmerge Is a Life Saver!!! " June 27, 2016 5.0 I use Webmerge with Infusionsoft to populate quotes to send to my clients. I almost gave up on infusionsoft because the in app quote tool was so terrible. After months of searching I found the Http post sync between infusionsoft and webmerge. Webmerge populates a custom quote that pulls all the contact data from infusionsoft and pluggs it into the Webmerge PDF quote. Pros Works Great now that it is all setup! Cons The setup instructions for what I was doing were confusing and took me forever to get working 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 JV Jürgen V. Head of IT Used the software for: Less than 6 months ### "Very powerful and easy to use tool, we enjoy it!" April 19, 2018 4.0 Pros Great possibilities to use reports and comfortable handling. WebMerge fits perfectly into Salesforce, no technical problems so far. The support team reacts really fast and the preview function is very useful. Cons It could be faster while generating reports, sometimes its a little bit laggy. The pricing model is ok, but could be better. Especially for a high amount of documents. 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 JC Jessica C. Trade Show & Events Non-Profit Organization Management Used the software for: 1-2 years ### "Decent Product" March 23, 2021 3.0 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 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 CJ Chris J. Used the software for: 1-2 years ### "WebMerge review" June 15, 2016 5.0 WebMerge has been great for what I have needed it for, which is transferring info to job applications, from applicants. Pros It works! I didn't think it was possible but they did what I wanted. Cons None so far 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 TC Trent C. Operations Analyst Used the software for: Less than 6 months ### "WebMerge makes it easy and really helps us increase efficiency." July 19, 2017 5.0 Pros It saves us time having to manually fill out information, increases efficiency, fairly smooth and simple process. Cons I don't dislike anything about this software. I chose it because it is easy to use by anyone and haven't had any complaints yet. Review Source FO Florian O. Marketing Manager Food & Beverages Used the software for: Less than 6 months ### "Great tool to automise contract creation for customers!" July 19, 2017 5.0 Pros Even for "not" admin users easy to use, easy to handle within the Salesforce infrastructure, really good setup support Cons There should be sending out automations for different criteria, telephone support would be awsome as well Review Source Talk to a Capterra advisor for free and get results within 15 minutes.