# Page 4 | Formstack Documents Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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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/)

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Last updated March 13th, 2026

# Page 4 - Reviews of Formstack Documents

## Showing most helpful reviews

Showing 76-100 of 113 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

TM

Tim M.  
Email Producer  
  
Used the software for:

### "Prototype and Launch"

November 10, 2015

5.0

Webmerge provides our team the ability to quickly prototype new ideas and build pilot projects. Using Webmerge has allow us to focus on design and content, and let Webmerge provide the technology for merging our data with our templates. It has even enabled us to bridge our tests into production while we build out our platform. It's also great that Webmerge provides a very affordable entry-level tier that made the selection a no-brainer and their customer service is always there with very quick answers whenever we have questions.

Review Source

DH

Daniel H.  
Data Manager  
  
Used the software for:

### "Very flexible tool to help us create output in the format required by our users"

October 29, 2015

4.0

Nice package that allows me to create output in many different formats. We export our data from another cloud app into WebMerge. This is a breeze and all the data comes over without a glitch. Bringing over a form and having Webmerge recreate it using HTML is another matter. While this conversion gets close, being familiar with HTML helps a lot when the details of what a form looks like matters. Even with this HTML learning curve, WebMerge is very flexible and has saved me countless hours of valuable times.

Review Source

GM

Greg M.  
Owner  
  
Used the software for:

### "I Love WebMerge!!"

December 18, 2015

5.0

I have nothing but good things to say about WebMerge! We are a gymnastics facility and we use it to automate all of our online form submissions. We collect registration paperwork, waivers, camp forms, etc. The integration with Formstack has been invaluable for us. The users submit their information through Formstack and then WebMerge sends us, and the clients, a great looking PDF with all the required information. I've been using WebMerge for over a year now and look forward to using it for a long time!

Review Source

DA

David A.  
Manager  
  
Used the software for:

### "Huge Time Saver!!!"

April 12, 2016

5.0

WebMerg helped me shave 15-20 minutes off our old process. I recommend this service to any Business or Individual that deals with multiple forms on a daily basis. Pros: Saves time and effort when processing forms Great support from customer service (Jeremy Clarke) helped me with any question I had. Cons: Not much here. The initial process will take some time if you're not familiar with creating forms from scratch but once you take time to familiarize yourself with the system, you're good.

Review Source

NM

Nestor M.  
CTO  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "excelent tool, this help us to automate all the sending of documents. "

October 19, 2017

5.0

the customization and automate of sending document

Pros

the functionality, the quiality, the custmer support is great, ease of use and the customization of documents.

Cons

Review Source

CJ

Chris J.  
CEO  
  
Used the software for: Less than 6 months

### "Tremendous help to our biz "

August 4, 2017

5.0

Pros

Creates great efficiency for our sales and operational team. We are able to process large quantities of files more quickly so that we can now scale up our marketing.

Review Source

FG

Freddys G.  
  
  
Used the software for:

### "implemented it quickly and it does the job well!"

October 19, 2016

5.0

I have some technical ability, but that was from years ago. I was able to set this up quickly, and the final details that I needed help, customer support stepped up and were great!

Review Source

SZ

Sarah Z.  
Business Systems Analyst  
  
Used the software for: Less than 6 months

### "Excellent customer support, great functionality and integrations."

October 24, 2017

4.0

Integration with workflow software to automate document creation. Benefits include reduction of admin time spent preparing documents and eliminating human error in document preparation.

Pros

It's extremely versatile, and the support articles and team are very thorough and responsive. It can be used for so much more than I initially envisioned when I first signed up for the service.

Cons

It many of the functions require more technical knowledge than I have - thankfully the support team has been very patient and helpful so far.

Review Source

GG

George G.  
  
  
Used the software for:

### "Highly Versatile and Efficient"

October 8, 2015

5.0

WebMerge allows us the generate documents seamlessly and allows for automatic generation with other systems we have in place. It has been fantastic and has significantly reduced many man hours, streamlining most of our workflow processes. We have not yet had any issues with WebMerge being offline / down since beginning to use it, ~3/4 months intensively now. We hope this continues. Highly recommended.

Review Source

AA

AUCTUS A.  
  
  
Used the software for:

### "Great product and even better customer service "

March 21, 2016

5.0

WebMerge is really handy to use and the performance is great. The only reason for 4 out of 5 stars in the "ease of use" is that from time to time you need to know some "tipps and tricks" and very little coding while webmerging with office products like Excel. Nevertheless the customer service by Jeremy is more than great! He answers within hours and is really eager to help you out.

Review Source

DG

Dave G.  
director  
Real Estate  
Used the software for: Less than 6 months

### "Integrates perfectly with our CRM and Saves us a LOT of time. "

January 29, 2017

5.0

WebMerge saves us so much time that it's unbelievable. Extremely helpful support team as well. Highly highly recommended.

Pros

Easy of use.

Review Source

TB

Thomas B.  
Principal  
  
Used the software for:

### "The perfect tool which integrates speed and quality assurance"

September 12, 2015

5.0

We utilize WebMerge to prepare legal document packages and prepare them distribution. The WebMerge interface is great for gathering all the necessary information to populate our letters and agreements. But the real magic is how it arrives in your email within seconds. Ready to go in whatever format you need. It has saved us countless hours over our previous solution

Review Source

DM

Daniel M.  
Director  
  
Used the software for:

### "Webmerge saves us time and money"

October 8, 2015

5.0

We are a small business and found ourselves wasting so much time with generating documentation for our customers. Started to use Web Merge and now we have fantastic looking documents being generated all the time and it has allowed our business to scale without having the add the extra administration personnel that would be required without Web Merge, it makes us money.

Review Source

NT

Nick T.  
Director  
  
Used the software for:

### "A critical part in our web mashup of Travel awesomeness"

June 12, 2015

5.0

Thanks to WebMerge and their great support we are now delivering highly personalised brochures and travel documentation for our clients. Web Merge has become a key part of our highly personal and flexible customer service. We are now able to do what many other travel companies have been trying to do for years, at a cost effective and scalable way.

Review Source

AS

Andrew S.  
  
  
Used the software for:

### "A critical tool in my workflow"

March 30, 2016

4.0

WebMerge has become a critical tool in my process workflow. It nicely tied together data from my website via Formidable Forms, merges it nicely the way I want it to look, and sends the completed document automatically to DocuSign for my clients to sign. Every time someone submits a form, I've saved 30 minutes of work. I couldn't live without it.

Review Source

CW

Corey W.  
Owner  
  
Used the software for:

### "We use this software to send our customers confirmation letters"

July 15, 2015

5.0

Pros: Everything. We looked around for a company that could send out our date and re-route it. We found very few. having this ability makes us more professional that our competition. We have had literally no flaws with this software. I wish all services worked this efficiently. Jeremy is a world of help if I need some items added.

Review Source

MM

Mike M.  
  
  
Used the software for:

### "Saves me a ton of time"

March 1, 2017

5.0

I'm really pleased with WebMerge. I use it for one specific purpose, to convert data from a Knack database into pdf reports and email them to my clients. I used to do it manually, and it would easily be a day's work. Now it's literally the click of a button, and the reports a created and emails are sent.

Review Source

RR

Robbie R.  
Director  
  
Used the software for:

### "Excellent Software"

October 7, 2015

5.0

Easy to use! Uncomplicated. Well presented platform.

Review Source

AK

Adrian K.  
Director  
  
Used the software for:

### "Very helpful team to set you up"

April 28, 2016

5.0

Has really helped us to streamline our business, meaning we can take on more work without increasing our overheads making a material impact on our bottom line. WebMerge has also helped us to deliver reports to our clients quicker. Easy to tweak and update.

Review Source

JB

Jennifer B.  
Controller  
  
Used the software for:

### "User Friendly"

September 10, 2015

5.0

I had an easy time developing the knowledge needed to begin using webmerge in my office along with formstack. Recommend webmerge if you need pdf produced from internal webforms. I did stubble a bit but got the answers I need from webmerge's support.

Review Source

TL

T.R. L.  
CEO  
  
Used the software for:

### "Super easy and powerful"

January 9, 2016

5.0

We use Webmerge for all of our document creation from our CRM system (Quickbase). It saves countless hours of manual forms. We have also intergrated it with our proposal generation with excel to provide a rich and dynamic proposal for our customers.

Review Source

GJ

Gordon J.  
  
  
Used the software for:

### "Great Communication Tool"

October 6, 2016

4.0

WebMerge has allowed us to provide information and the ability to purchase things when they need it. WebMerge has also allowed us to extend our reach outside of just our community and give others the same experience as those who are nearby.

Review Source

DB

David B.  
  
  
Used the software for:

### "great and affordable!"

March 23, 2017

5.0

it's a great way to automate all our documents. Very easy to setup for everyone! I would recommend it! The only limitation I see is their pricing: the gap is huge when you go over 100 documents a month, probably something to review here

Review Source

ES

Eric S.  
  
  
Used the software for:

### "Great Software"

February 27, 2017

5.0

This software has been a life and time saver. We had searched for software with this functionality for quite some time and this fit the bill exactly. The customer service is also over the top great. Jeremy and his crew get the job done.

Review Source

CR

Chris R.  
Manager  
  
Used the software for:

### "Perfect for streamlining processes"

September 5, 2016

5.0

Our team uses WebMerge to assist us in a number of processes where we require information collected from clients be drawn into a standard contract. The system has worked well with our use case and we would recommend it to others.

Review Source

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