We have over 400 forms and being able to push them to a PDF document has been such a game changer for our company. Review collected by and hosted on G2.com.
The support lacks, you cannot speak to a single person for technical support - no phone calls. I feel as if I just have to keep repeating the issue even though I supplied it all in the request for assistance. Review collected by and hosted on G2.com.
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153 Formstack Documents Reviews
Overall Review Sentiment for Formstack Documents
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Formstack has a great partner network and a great product team that has built a set of tools that have helped us automate our historically paper-based processes. The integration with CRM platforms like Salesforce has made the tool useful in helping us bridge the gap between where data resides and where we need to import it. Review collected by and hosted on G2.com.
Sometimes, support can be lacking in areas where there are product gaps, but they have the right points of escalation and run a relatively flat organization, which allows you to directly communicate with key stakeholders to make changes and help the community of users stronger. Review collected by and hosted on G2.com.
I like that you can customize documents and that it is connected to formstack forms. We use this for internal and external purposes. I like that it is easy to integrate into other systems such as sharepoint, onedrive, email, etc. Review collected by and hosted on G2.com.
It can be a bit hard to learn at first but with the new builder it makes it easier. On occasion there may be a glitch but that is easily fixed. Review collected by and hosted on G2.com.
Fromstack is an invaluable part of our workflow for document generation. Its interface is user-friendly. Unlike other platforms we’ve encountered, it is quite simple and accessible, making it an ideal solution that doesn’t require extensive training for multiple users being added as team members.
One of the tool’s biggest strengths is its seamless integration with our existing tech stack. We manage a variety of software platforms and this syncs easily, pulling in data directly from our stack. This integration has helped add a lot of value to anxilery users. Review collected by and hosted on G2.com.
The reporting included is great, but could have more detail. Review collected by and hosted on G2.com.
We have been using formstack documents for a few months now and it has significantly streamlined our documentation generation process. Here are some key points that standout:
Ease of use
Integration using APIs
Automation
Customization Review collected by and hosted on G2.com.
Although the support team is generally helpful the response to incidents can be slow or incomplete Review collected by and hosted on G2.com.
Formstack Documents saves my team so much time by allowing us to automate document generation. It's very user-friendly and I have not experienced the site bugs and errors that so many others have. Review collected by and hosted on G2.com.
I only wish there were more tier options for documents per cycle. Review collected by and hosted on G2.com.
It allows users to easily create dynamic, customizable templates that populate with data from various sources, saving time and reducing manual errors. Review collected by and hosted on G2.com.
Complex document merges can be a little harder to figure out and support was't available for more in depth document merges. Review collected by and hosted on G2.com.
I love the automation of the system, saving me an excess amount of money in just time saved. Review collected by and hosted on G2.com.
I dont have any real complaints about formstack! Review collected by and hosted on G2.com.
Integration with SFDC is nice. Has some flexibility to query SFDC data and compile into a formatted document. Review collected by and hosted on G2.com.
The support is lacking. The help docs can be improved, more challenging scenario should be covered. Review collected by and hosted on G2.com.
Formstack Documents saves our team 30+ hours a month compared to manually generating order forms Review collected by and hosted on G2.com.
The UI is a little clunky, however the capabilities are robust. The template building process feels a bit jagged but it allows a good amount of customization Review collected by and hosted on G2.com.
It saves us time by automating document creation and integrates well with our other tools, making our workflows smoother. Review collected by and hosted on G2.com.
Some advanced features can be tricky to set up initially, but overall, it’s a reliable and user-friendly tool once configured. Review collected by and hosted on G2.com.
