Logo of Formstack Documents (formerly WebMerge)

Formstack Documents (formerly WebMerge)

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Company health

Employee growth
11% increase in the last year
Web traffic
12% decrease in the last quarter
Financing
August 2021 - $425M

Ratings

G2
4.5/5
(153)
Glassdoor
2.4/5
(123)

Formstack Documents (formerly WebMerge) description

Formstack Documents (formerly WebMerge) helps you automate the creation of documents like contracts, invoices, and reports. Instead of manually filling in the same information repeatedly, you can use Formstack Documents to automatically populate documents with data from your other business applications. This saves time, reduces errors, and allows you to focus on more important tasks. Formstack Documents integrates with over 150 popular apps, making it easy to connect with the tools you already use. You can try Formstack Documents for free to see how it can streamline your paperwork.


What companies are using Formstack Documents (formerly WebMerge)?

Ascension is using Formstack Documents (formerly WebMerge)
Ascension
AOTA is using Formstack Documents (formerly WebMerge)
AOTA
Shopify is using Formstack Documents (formerly WebMerge)
Shopify
Airbnb is using Formstack Documents (formerly WebMerge)
Airbnb
Harvard University is using Formstack Documents (formerly WebMerge)
Harvard University
Zapier is used by Ascension, AOTA, Shopify, Airbnb, Harvard University.

Who is Formstack Documents (formerly WebMerge) best for

Formstack Documents helps automate document creation, saving time and reducing errors. Users praise its user-friendly interface and seamless integrations with popular apps. However, some users have noted difficulties with image editing and limitations with the Starter plan. Ideal for businesses of all sizes, especially those in regulated industries needing to streamline paperwork.

  • Ideal for small, medium, and large businesses seeking to automate document creation.

  • A good fit for businesses in regulated industries like healthcare, finance, and legal, as well as other sectors such as education, real estate, and media.


Formstack Documents (formerly WebMerge) features

Supported

Formstack Documents supports reusable templates, but the number of templates might be limited.

Supported

Formstack Documents supports document generation with e-signatures.

Supported

Users can customize existing templates using a drag-and-drop builder and other tools.


Formstack Documents (formerly WebMerge) reviews

We've summarised 144 Formstack Documents (formerly WebMerge) reviews (Formstack Documents (formerly WebMerge) G2 reviews) and summarised the main points below.

Pros of Formstack Documents (formerly WebMerge)
  • User-friendly interface and easy to use.
  • Efficient document generation and automation capabilities, saving time and reducing errors.
  • Seamless integration with numerous apps and platforms like Salesforce, Zapier, and Google Apps.
  • Highly customizable templates and documents to fit specific business needs.
Cons of Formstack Documents (formerly WebMerge)
  • Difficulty inserting and editing images, especially JPGs, within documents, including resizing and orientation adjustments.
  • Limited merge allowance in the Starter plan, with costly add-ons.
  • Limited customer support, especially lack of video chat and global support outside PST.
  • Salesforce integration lacks native functionality and requires manual setup.

Formstack Documents (formerly WebMerge) pricing

The commentary is based on 12 reviews from Formstack Documents (formerly WebMerge) G2 reviews.

Formstack Documents' pricing is generally considered expensive, especially for small businesses or those with lower usage needs. While some users find the cost effective, others express concerns about the Starter plan's merge limits and the higher tier pricing jumps. A pay-as-you-go option with merge credits is a desired feature.

See the Formstack Documents (formerly WebMerge) pricing page.

  • Formstack Documents (formerly WebMerge) has a free trial.

Forms
$99

Collect information you need with a no-code, drag-and-drop form and workflow builder.

Suite
$299

Access Forms, Documents, and Sign together in a single plan.

Enterprise
Custom

Create a custom package from our portfolio of products to best meet your organization's needs.

Documents For Salesforce
Custom

Streamline and automate your document generation and digital signature collection directly within Salesforce.

Native Standard
Custom

For small businesses needing to securely collect and manage data within Salesforce using native, no code forms.

Native Essentials
Custom

For growing businesses and growing data collection needs. Works with Salesforce Experience Cloud Sites.

Native Professional
Custom

For professionals and larger teams needing to scale and enhance security with Salesforce Shield and encrypted fields.

Documents
$99

Automate document generation and delivery by integrating with your existing systems.


Formstack Documents (formerly WebMerge) alternatives

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  • Logo of Adlib Transform
    Adlib Transform
    Automates document conversion to searchable data, boosting efficiency and compliance.
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  • Logo of Formstack for Salesforce
    Formstack for Salesforce
    Generate, manage, and e-sign documents inside Salesforce.
    Read more

Formstack Documents (formerly WebMerge) FAQ

  • What is Formstack Documents (formerly WebMerge) and what does Formstack Documents (formerly WebMerge) do?

    Formstack Documents (formerly WebMerge) automates document creation, populating templates with data from other apps. It integrates with 150+ apps to streamline workflows, saving time and reducing errors. This is ideal for businesses needing to automate contracts, invoices, and other documents.

  • How does Formstack Documents (formerly WebMerge) integrate with other tools?

    Formstack Documents integrates with over 150 apps, including Salesforce, Zapier, and Google Apps, enabling seamless workflows and data transfer between your existing tools and document automation processes. This allows for efficient document generation and automation.

  • What the main competitors of Formstack Documents (formerly WebMerge)?

    Top Formstack Documents competitors include Adobe Acrobat Sign, airSlate SignNow, Xodo Sign, and BoldSign. These alternatives offer similar features like e-signatures, document generation, and integrations with other business apps. Some users may find these options offer better value or specific features they need.

  • Is Formstack Documents (formerly WebMerge) legit?

    Yes, Formstack Documents (formerly WebMerge) is a legitimate software solution. It's a safe and reliable platform trusted by many users for document automation and generation, offering integrations with numerous apps for streamlined workflows. They offer a free trial so you can test it out.

  • How much does Formstack Documents (formerly WebMerge) cost?

    Formstack Documents (formerly WebMerge) pricing starts at $99/month for the Forms or Documents plan. The Suite plan, which combines both, costs $299/month. Salesforce integrations and Enterprise plans have custom pricing. Additional users and usage are available at extra cost.

  • Is Formstack Documents (formerly WebMerge) customer service good?

    Customer reviews on Formstack Documents are mixed. While some praise the helpful and responsive support team, others mention slow response times and unhelpful advice. Several users point out that higher-tier plans offer better support options.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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