Formstack Documents Reviews & Product Details - Page 2

We switched to Formstack Documents from much more expensive solution and cut our costs in half. The transition was seamless and the support team was very helpful with helping us get our documents properly configured. I have had to reach out to Support a few times since the initial transition and they are very responsive and were able to help resolve any isuses quickly. Review collected by and hosted on G2.com.

I wish there were more merges included in the Starter plan. We occastionally get close to or up to our document merge limit on the Starter plan (150 merges). We would be more comfortable with a 200 document merge limit but the cost to add 50 more merges as an add-on is simply too high and would bring our cost per merge up to around $0.70. For context, we are currently paying around $0.64/merge. The teams plan is a much better deal at $0.36/merge (limit of 500/month) but it would double our cost and we would not come close to using 500/month. Review collected by and hosted on G2.com.

The product is great and we use it a ton. It has been so helpful to be able to generate documents of our forms that are rich, formatted and clean. The coding is intuitive and the ease of use is really awesome. Review collected by and hosted on G2.com.

Two things - 1) Support is slow and usually not helpful - i've had several cases take days to hear back on and often get bad responses where I have to coach the support agents on how to handle the case. 2) The formula options for calculating fields, especially with tables/lists is not that great. It's created a number of pain points for our team that we've had to go to great lenghts to overcome Review collected by and hosted on G2.com.

Formstack Documents gives a creator quite a bit of flexibility to create the appropriate document package as desired. This can be customized based on results of the formstack form submissions. It also allows you to integrate for delivery of the document package with third parties such as Docusign. Set up is relatively easy as long as the user is paying attention. Review collected by and hosted on G2.com.

I really don't have any major complaints with Formstack Documents. We've been using for a few years now and the document piece works well. We did find one minor item when leveraging the integration with Docusign where I couldn't determine how to add a certain type of authenitcation to the envelope, but it was not a deal breaker at all. Review collected by and hosted on G2.com.

Fast document generation

Powerful markup language (including conditionals, tables, arrays)

Great support

Reliable Review collected by and hosted on G2.com.

Removes "smart quotes" from the document

No Word Add-in to manage document markups

Limited error reporting (where tags are missing)

Gets confused when conditional tags are included in cross-references / indexes

Doesn't update tables of contents after document generation

PowerAutomate actions have limitations (need to use native API calls for full functionality) Review collected by and hosted on G2.com.

Formstack Documents is such a user friendly tool. Most of our customers are not tech saavy and their easy clicks not code model makes it so that my customers can use this tool seemlessly. In addition, the formstack team is super helpful and easiily accessible to answer our questions and assist with setting up our documents.

We have used several other form tools via our customers and we find this one to be the easiest to setup, use and get support from. We recommend this product to all of our clients looking for a documents solution. Review collected by and hosted on G2.com.

We sometimes find all of the steps complicated when it comes to uploading your own document template. The downloading and uploading of the document with the merge tags can be cumbersome, but once you set it up it works great. Review collected by and hosted on G2.com.

Formstack automates so much of our back office now it's hard to imagine being able to fuction without it. We have integrations with at least 10 different applications all made possible by Formstack. We have been using it as a core part of our stack for about 8 years. I have been satisfied with the support i have received as well, and the team generally seems very willing to help. Review collected by and hosted on G2.com.

I can't really think of a downside. Our experience has been overwhelmingly positive. Review collected by and hosted on G2.com.

Easy to setup, integrates well with several of our tech solutions, and is very cost effective for our needs. Review collected by and hosted on G2.com.

Slight learning curve, but we really don't have any issues or complaints at all! Review collected by and hosted on G2.com.

Formstack has made us more efficient in data gathering and output. They have a lot of good services to offer that can be bundled together and work well with salesforce. Review collected by and hosted on G2.com.

The integration with salesforce does not have good aesthetics out of the box. The customer service is somewhat limited unless you buy a bigger package, no video chat support for my level. Review collected by and hosted on G2.com.

What is most helpful with formstack is the ease of creating any form, collecting data, reimbursement etc. If you can think of it, formstack can do it. Review collected by and hosted on G2.com.

Linking the combine document into 1 PDF feature can be difficult to figure out and if you make a slight change it will mess up your merge but other than that it is pretty user friendly! Review collected by and hosted on G2.com.

Use the comple Formstack Document suite... and the easy use to generate documents from Forms and workflow is Great. The customer Support is also great and fast! Review collected by and hosted on G2.com.

The document editor to create templates is not complete foolproof. If you create an mergefield with not the correct markers (e.g. $)... it gives an errer on the top of the document and you should search in the document where the error occurs. Review collected by and hosted on G2.com.