Formstack Documents Erfahrungen

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112 Bewertungen

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Great Software!
Bewertet am 24.11.2015
I love the software and use it to do some pretty advanced tricks in tandem with jotform and zapier....
I love the software and use it to do some pretty advanced tricks in tandem with jotform and zapier. Only thing I don't like is the price. I need to do thousands of merges so it can get a bit pricey.
- Branche: Bau
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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- Weiterempfehlungsquote 10.0 /10
A Powerful, Flexible Platform
Bewertet am 26.8.2020
We love it. It has opened up a ton of doors for automated processes. We waited for years for a...
We love it. It has opened up a ton of doors for automated processes. We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases.
Vorteile
The most important aspect of Formstack Documents is how flexible it is. I was looking for something that could check a ton of boxes, and Formstack Documents coupled with the Formstack Forms product enables us to easily ingest data and output attractive documents ready to be presented to customers. The options for output are also extensive, enabling you to push your document to hundreds of different other software products.
Nachteile
Formstack Documents used to be Webmerge, and while the product was and still is excellent, I'm waiting for them to make the integration between Forms and Documents more seamless. I also wouldn't mind seeing the licensing model change to be per user/designer as opposed to per document.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
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- Weiterempfehlungsquote 6.0 /10
Decent Product
Bewertet am 23.3.2021
We use Formstack to manage all our intake registration forms, applications and other forms for our...
We use Formstack to manage all our intake registration forms, applications and other forms for our annual conference
Vorteile
Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process
Nachteile
We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.
- Branche: Strafverfolgung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 10.0 /10
WebMerge creates clean professional reports. Tech support is great!
Bewertet am 10.11.2017
Clean professional looking reports that can be automatically distributed with ease.
Clean professional looking reports that can be automatically distributed with ease.
Vorteile
I few years ago our department began using Formstack for yearly performance evaluations. We wanted an on-line solution that was easy to use and produced professional documents. Formstack was easy to use, but the end product was not what we hoped for. I found WebMerge integrated with Formstack very nicely and the software produced an end product that was professional looking and easy to read. We were able to import our logo and arrange the document that worked best for our needs.
WebMerge also gave us the capability of forwarding these reports automatically to command staff.
We now use WebMerge for Training Requests and to reports incidents, injuries or damage that occurs at our facilities.
Nachteile
The first templates I created was a little confusing for me as I had no experience with "formulas" or creating templates for importing data fields. Tech support was great and helped me every step of the way.
- Branche: Religiöse Einrichtungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 10.0 /10
Formstack has become a trusted partner!
Bewertet am 2.9.2020
We are saving time and resources by implementing this solution. I'm very pleased with Formstack...
We are saving time and resources by implementing this solution. I'm very pleased with Formstack Documents.
Vorteile
Formstack's suite of products has revolutionized our daily operations. Formstack Documents, specifically, has allowed us to integrate and create documents digitally based on information gathered with Formstack Forms. The integration with Formstack Sign allows us to capture signatures on these documents and the Stash add-on is the best value in cloud based document storage I've encountered! Overall, I couldn't be more happy with Formstack's suite of products.
Nachteile
No real cons from me. The one piece that would be great is if a dynamic picture could be integrated. We use this product for our application process and it would be great if we could have the applicants upload a photo and that photo display (not the link to the photo) in the document that is created.
- Branche: Rechtsberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 9.0 /10
Great way to automate document creation
Bewertet am 25.8.2020
The software is easy to use and very robust and powerful. We did run into one issue where some...
The software is easy to use and very robust and powerful. We did run into one issue where some internal code with Microsoft Word was creating errors, and their customer service team worked tirelessly until we figured it out.
Vorteile
This was the only software I found (after exhaustive research) that could do everything I wanted, namely, create a fully customized document (using not just field filling, but logic expressions) using data input from a form on my website.
Nachteile
They limit both the number of documents you can have in a plan and the number of document creations (and if one document is created and both emailed and stored in the stash, it counts as two creations). So you get bumped up into the next expensive price tier without doing much.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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- Weiterempfehlungsquote 9.0 /10
Simple and easy to use contract generation tool
Bewertet am 14.10.2021
We use this in tandem with InvestorFuse to set up contract generation and it works flawlessly. It...
We use this in tandem with InvestorFuse to set up contract generation and it works flawlessly. It is a great partner and the capability to integrate with other e-signature platforms and not be tied down to the Formstack ecosystem is a big plus.
Vorteile
- Excellent integration capabilities with different platforms such as CRMs and e-signature providers.
- Multiple-use cases, very flexible with delivery options
- Documentation was straightforward and relatively easy to setup
Nachteile
- Field naming convention isn't always clear and trying to troubleshoot when something does go wrong can be a bit of hit and miss.
- Branche: Immobilien
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 9.0 /10
Very useful tool
Bewertet am 24.8.2020
Great - once we finalized our document forms, it's a set it and forget it tool. The documents are...
Great - once we finalized our document forms, it's a set it and forget it tool. The documents are immediately generated and in the hands of the appropriate recipients. It saves a ton of manual work.
Vorteile
We use formstack docs integrated with Smartsheet. It's very useful and time saving in creating automatic communications based on Smartsheet submissions.
Nachteile
The set-up process was harder than expected to get the documents just right.
- Branche: Bürgerliche & soziale Einrichtungen
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 9.0 /10
Makes creating a professional looking form such as invoices so much easier to do saving hours.
Bewertet am 2.4.2018
Saves so much time.
Saves so much time.
Vorteile
A great time saver creating custom built forms such as invoices, contracts a database or from a spreadsheet. Webmerge has saved my company many hours of work. The support and response is excellent. It is extremely good value for money.
Nachteile
Currently not able to automatically create multiple line invoices using Zapier. I still have to download a spreadsheet and manually upload to Webmerge. It will only work automatically if there is 1 line on data or say a contract where it just picks up the data items. It still requires development with Zapier to accept multiple lines.
I can only use 1 login for everything which means I can not allocate certain merges to logins

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Awesome!
Bewertet am 13.4.2016
Webmerge is easy and the support is outstanding. I would recommend it to anyone looking for this...
Webmerge is easy and the support is outstanding. I would recommend it to anyone looking for this type of service. Top notch!
- Branche: Biotechnologie
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 10.0 /10
Webmerge is a gem
Bewertet am 1.4.2017
Our company has been using webmerge for a few years now. We use it for all of our reporting. The...
Our company has been using webmerge for a few years now. We use it for all of our reporting. The implementation for automated text assembly is extremely easy to use. We also use it to generate tables in documents and insert figures. All of these features are seamless with our Podio project management system now. Nothing but excellent things to say about Webmerge!
Vorteile
Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.
Nachteile
Complex table generation is somewhat cumbersome, but honestly haven't found a better cloud solution unless you're willing to set up a server and apply custom code.
- Branche: Elektrische/elektronische Fertigung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 9.0 /10
We use this software as an extension to Pipedrive to quickly generate documents.
Bewertet am 5.6.2017
Fast and systematic document generation, high versatility along with very nice integration with...
Fast and systematic document generation, high versatility along with very nice integration with other software or web services.
Vorteile
We like the strong versatility of this software thanks to its ability to fully read the data provided by the API of the software it integrates with. The conditional formatting of the documents is really thorough, allowing us to make elaborate documents for which the information is adapted to the user.
It requires very low maintenance once your setup is done. Delivery options are vast and very well made: for instance, you can deliver your documents to Dropbox, which is neat.
The data routing feature is also amazing to quickly discernate which document template should be used based on a set of predefined conditions.
Nachteile
The triggering and delivery behavior can sometimes be erratic depending on how quick the user does the trigger event for document generation. However, this is minor and the problem rarely manifests itself.
Otherwise, I did not find anything impacting my workflow negatively with this web service.
- Branche: Animation
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 10.0 /10
Great service, Stellar support
Bewertet am 3.1.2017
I've been using WebMerge for the past few years to merge proposals from our CRM. It has removed the...
I've been using WebMerge for the past few years to merge proposals from our CRM. It has removed the tedious task of copying/pasting customer data into proposals, greatly improving the efficiency of our sales process. WebMerge's great service is only surpassed by its stellar support. Beyond its robust help articles and community content, I have received almost immediate responses to any submitted support requests - which adequately answer any pending questions. I would highly recommend this software.
Vorteile
Ease of use, stellar support.
Nachteile
Nothing.
- Branche: Computer-Software
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 9.0 /10
Makes document creation super easy from the data you already have
Bewertet am 31.12.2020
Trying to create documents where you need to output a specific option based on the inputs you have...
Trying to create documents where you need to output a specific option based on the inputs you have is very time-consuming. Formstack take all that away and it's pretty much the only tool that can handle those complex logic paths. Excellent.
Vorteile
Easy to get started and design your documents the way you want them to look. Pull in the data from multiple sources and it all happens super fast. The Airtable integration makes sit a breeze. The conditional visibility function is incredible for complex document creation based on multiple input options.
Nachteile
Can be a little expensive and the pricing options can be confusing, but the value it brings to creating large numbers of documents or very complex documents makes it a must-have.
- Branche: Krankenhausversorgung & Gesundheitswesen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
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- Weiterempfehlungsquote 8.0 /10
Great Product - Something more companies should be looking at
Bewertet am 28.2.2017
When I originally started with my current company, I was in the position where I could make changes...
When I originally started with my current company, I was in the position where I could make changes that would fundamentally change the way we onboard people into our company. Going paperless was the first task I had in mind, and WebMerge made that possible with very little training. The only slight niggle I would have with their system is their account packages, the higher one being less value for money.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
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- Weiterempfehlungsquote 10.0 /10
Lowering human error
Bewertet am 11.4.2017
With Webmerge we have lowered the human errors in making document packages. Manually combining...
With Webmerge we have lowered the human errors in making document packages. Manually combining document sets and trying to make sure everyone in your team uses the right format for documents is a thing of the past! No more inconsistencies or funny looking documents! Yay!
Vorteile
It's easy to use and there are so many possibilities!
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
One of the best timing saving services I have ever used.
Bewertet am 6.9.2017
Vorteile
WebMerge has allowed us to completely automate our contract generation process. This has created enormous efficiencies for us and it has become an essential component of our business/sales process.
Nachteile
I don't have any strong opinions on this. But I hope they stop advertising so our competitors don't learn about them :)
- Branche: Gesundheit, Wellness & Fitness
- Unternehmensgröße: Selbstständig
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 10.0 /10
Affordable Option
Bewertet am 9.8.2019
Vorteile
Easy to implement and not complicated to use.
Nachteile
I cannot think of any cons at the moment.
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Quelle der Bewertung
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Now an Instrumental Part of Our Systems
Bewertet am 4.7.2015
PROS
WebMerge is user friendly and scales to our needs. Exemplary workflow and document creation....
PROS
WebMerge is user friendly and scales to our needs. Exemplary workflow and document creation. WebMerge provides integration with numerous other software providers. We were pleased to see Adobe EchoSign (now Adobe Document Cloud) among the integrations as this is critical in our workflows. The price is very reasonable and we experienced an immediate return on investment as staff time saved and paper process reduction continues to offset the monthly cost.
CONS
Advanced integration setups that send data in an array or JSON object requires a slight learning curve but support is very quick to respond and clear help documentation is available.
BOTTOM LINE
If you are looking for an efficient and reliable way to merge your data into virtually any document scenario, you should consider WebMerge. A free trial is offered so there is nothing to lose and a lot to gain.
- Monatlich für Mehr als 2 Jahre genutzt
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WebMerge has been a life saver for me!!
Bewertet am 28.3.2018
Vorteile
I like that we can get documents immediately from WebMerge as soon as forms are completed. It was much more user friendly than I had anticipated and the support from The support has always been extremely helpful and he is always quick to respond.
Nachteile
I would say the thing I like least is that you can't pick up the phone and talk to someone for support. Email is great but sometimes its helpful to be on the phone with someone who can walk through questions with you while you in the tool.
- Branche: Marketing & Werbung
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 9.0 /10
WebMerge has helped reduce numerous hours of consolidating documents for my client.
Bewertet am 12.6.2017
Vorteile
The number of outputs available is valuable (Doc, PPT, PDF) along with the third-party integrations.
Nachteile
Document builder could have better interface and experience. A drag and drop builder similar to web builders, newsletter software, etc. would be beneficial. As of now, I use WebMerge for a client and am the only one who knows how to use it as there is nobody else in the company who can code.
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We use WebMerge to create custom PDF documents created with input from another software.
Bewertet am 27.2.2016
Pros: Very easy to use, does the job well. Even emails the PDF's we create to our Outlook box...
Pros: Very easy to use, does the job well. Even emails the PDF's we create to our Outlook box where an add-on we use prints the PDF as an order ticket. API's to other software such as Formstack link seamlessly. We have been using in a production mode for over a year with no real interruption. Customer service is friendly, FAQ's are helpful.
Cons: not anything to scream about, to be picky we use the email feature and WebMerge does not supply a way to view return messages should the email not complete. You have to call or email customer service to figure it out (email server need whitelisted, problem with my receiving end etc) which is not ideal in terms of timely resolution in a production environment.
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Love this service!
Bewertet am 12.6.2015
Webmerge was a godsend. I build websites I discovered Webmerge when I had a client that wanted to...
Webmerge was a godsend. I build websites I discovered Webmerge when I had a client that wanted to take website form data and merge it into his Word Document - something that is not an easy task if you have to code it yourself, and setup a database to save all the form entries. I use WebMerge in conjunction with Formstack and accomplishing the task is a piece of cake. I was so pleased with it - I wrote a little post about it... complete with a video showing a sample... check it out if you want to see it in action. http://proadinsight.com/form-stack-and-web-merge-an-amazing-combination/ If you are considering this product - I HIGHLY RECOMMEND THEM.
- Wöchentlich für 6-12 Monate genutzt
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It has been a great experience to work with these individuals on my business.
Bewertet am 18.7.2018
Vorteile
The ability to consolidate and link our processes using online tools and make it easier for our customers to find us and reach out.
Nachteile
Just the waiting process for the chat bot to learn but it is unavoidable. Other than that we are happy with the product.
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Quelle der Bewertung
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Prototype and Launch
Bewertet am 10.11.2015
Webmerge provides our team the ability to quickly prototype new ideas and build pilot projects....
Webmerge provides our team the ability to quickly prototype new ideas and build pilot projects. Using Webmerge has allow us to focus on design and content, and let Webmerge provide the technology for merging our data with our templates. It has even enabled us to bridge our tests into production while we build out our platform. It's also great that Webmerge provides a very affordable entry-level tier that made the selection a no-brainer and their customer service is always there with very quick answers whenever we have questions.