Formstack Documents Reviews

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.

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.

We use this product to merge data into our Sales proposal.

Formstack Documents is very easy to use and you are able to have it sent to a person or a shared drive which makes it easy when multiple folks need the documents. We use formstack documents for HR, IRB, Withdrawal Forms, etc.

The merge part to the document side can be a little aggrevating but overall the product is worth it.

It allows multiple users to receive one document. It cuts out a lot of back and forth emails.

Very easy to use system and very flexsible.

Data Routing image atachment can't be controlled or resize. Please add feature to be able to resize or change the orientation from Formstack Document.

We are no longer using manual enrolment form. Since we used Formstack Form & Formstack Document, the enrolment process is now seamless.

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.

I can't really think of a downside. Our experience has been overwhelmingly positive.

Creation of contracts. Creation of timesheets for signature. Integration between applicant tracking system and CRM. Creation of offers of employment/subcontracts. Creation of API files for upload to our ERP.

It is easy to use and update as needed. I was able to create a document in the document writer. We have used formstack and formstack documents to replace someone making offer letters and onboarding documents. The integrations with sign have been super helpful.

Formstack documents can be temperamental which requires troubleshooting about why something failed.

Offer Letters and Onboarding Documents

Formstack Documents has been very valuable to our business in helping to automate our processes and increase our speed and efficiency by removing the factor of human error.

I do not have any areas of improvement at this time.

Automation, increase speed, standardize our documents and remove human error.

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.

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.

Digitizing our forms for parents and staff. We have gotten rid of most of our paper forms.

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.

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!

We now use this for catering requests, reimbursement request, mileage, off duty police pay, capex request. This has been a game changer.

This product has changed our bussiness going forward with the ability to inbed forms into our website and have customers sign proposals.

I have no dislikes about the products eveything works great

We looked for years on how to solve having our service agreements paperless and that a customer can sign up with ease and this product solved everything

Formstack is very helpful when creating documents, especially when you have to create over 100+. I love knowing that the information is accurate and there is no room for human errror. Formstack is easy to use, even for someone not as tech savvy as me.

Getting support can be a little challenging. It might take a few tries to get the support you need.

Formstack helps me be more efficient with my time and with my work.