Formstack Documents Reviews & Product Details

Love how easy it is to setup and use. We integrate it with Kintone, which allows us to create documents that are sent directly to our customers to sign through AdobeSign. The whole process works seamlessly and we have never had any issues at all. Very happy overall with how it works. Review collected by and hosted on G2.com.

Nothing comes to mind, at least not for us. We have never had any issues setting documents up and everything has worked well for us right from day 1. Review collected by and hosted on G2.com.

rich in features and support to other platforms integrations including both MS Flow and Zapier Review collected by and hosted on G2.com.

unrelated to this product specificaly, but sister product of FormStack Sign currently only works and support US letter document only. that means any customers outside US like us, will not be able to bundle the experience of automation from formstack document to formstack sign. Review collected by and hosted on G2.com.

Its ability to automate document generation with customizable templates and seamless integrations. Review collected by and hosted on G2.com.

Some advanced features can be hard to configure, and pricing may be high for small teams. Review collected by and hosted on G2.com.

Easy of use and how to set up forms online to make me customized Review collected by and hosted on G2.com.

Maybe having a little more tool to design better user friendly forms Review collected by and hosted on G2.com.

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.