Formstack Documents

Avantages

I like how it made our recruitment efforts seamless. gaining more interest from potential students. and it was easy to set up. Afterwards, its nice to monitor on the mobile app.

Inconvénients

the designing of the templates could be more interchangeable. and it is on the pricey side. also the billing was sort of a challenge to figure out. For instance, we were confused about the increase and decrease from month to month because it was basically a yearly plan buy was charged monthly. As a organization that gets audited yearly, we had to explain this finding as we lost track of the changes the first time we used it.

Avantages

I have liked the range of fields it offers to be embedded into the forms, the features of designing a form to implementing it on various platforms. I can also customize its templates using CSS to make sure it meets my design needs and it just melts into my website as if it was inbuilt.

Inconvénients

We mostly use formstack for signing up for offers and forms are limited to have submission by emails and it would be great if there would be a submission by number as to one user can only submit one form per mobile number that would reduce the number of requests for the customer service team and also the spamming for us to go through a lot of emails one customer could ever have.

Alternatives envisagées 

Pourquoi passer à Formstack Documents

Avantages

Documents work well once they are set up and have professional look.

Inconvénients

Customer service is incredibly delayed when issues arrive. You are lucky to exchange more than one email per business day, meaning it can take a week to fix any issues you have.

Avantages

Formstack Documents is an incredibly powerful and easy to use document automation platform. It allows users to quickly and easily create dynamic documents that can be used in any situation. The platform has a wide range of features, such as templates and integrations, that can be used to customize documents to perfectly meet any need. It also makes it easy to manage and share documents with colleagues and customers.

Inconvénients

Although Formstack Documents offers excellent features, there is currently no mobile app available for users on the go. This can be a bit of a hassle for those who need to access their documents quickly. Additionally, the platform does not offer any support for third-party applications, so users may need to look elsewhere for more customization options.

Avantages

Formstack Documents is one of the most complete and feature rich document generation platforms out there. It is probably the best in terms of features, integrations, conditional logic, etc.

Inconvénients

Formstack Documents is like a Rolls Royce. It will have a tonne of features, looks great, and has impressive specs, but it's way too expensive for most people. When you consider the cost of some alternatives, even if they have fewer options, they are a better option for most people.

Alternatives envisagées 

Pourquoi passer à Formstack Documents

Avantages

Once setup with your document template you can be confident this product will be fit for purpose. Good level of resources available for understanding document and template creation, ideal to have a software partner to configure in initial instance if no background using merge style fields/software.

Inconvénients

Integration with other formstack products. Still to this day when i login to Formstack i am unable to access all of the different products in my stack without constant errors. As a user of Formstack Forms, Documents & Sign, the ability to switch between the products and utilise the data from the others, is highly lacking. Support for this has also been extremely lacking, appears to be the result of Formstack purchasing other solutions and attempting to integrate within their own.

Alternatives envisagées 

Pourquoi passer à Formstack Documents

Avantages

It is easy to use and makes signing contracts simple

Inconvénients

We don't have anything that we don't like

Avantages

WebMerge is a good automation tool for companies, where we avoid those long documentation processes. ideal to save time, money and avoid mistakes.
with WebMerge we just have to create a template, either in: PDF, Word, Excel and many more ... where we can use these templates and choose a means of delivery through their mail integration or other applications in the cloud.
What is most striking about WebMerge is that it includes ideal integrations for cloud storage and shipping. such as: Google Drive, Salesdorce, box ....
WebMerge is a valuable tool to grow a business, it helps us automate tedious document processes and makes our company work in a more professional way.
You can try WebMerge for free and detail all your documentation of what this tool can do

Inconvénients

When using WebMerge for the first time we can find it difficult, it should include better tutorials to become familiar with all its tools.
We can try this application for free, but then it is paid and can be expensive in some cases

Avantages

Relatively easy to use. Works with several different file types. Integration with Salesforce is great.

Inconvénients

They could improve documentation. I think it is relatively expensive if I was to use it for documents we use every day. But for more complex documents like NDA, supplier agreements etc. it is good value for money.

Avantages

It works and even supports calculations in Excel spreadsheets!

Inconvénients

There are no guarantees it will work tomorrow

Avantages

Creating a word document and then using zapier and webmerge has saved us time and money. And saving money is vital for non-profits!!

Inconvénients

Really don't have any cons apart from maybe the new pricing structure. A tier for smaller users would encourage more companies to try webmerge.

Avantages

It's capabilities, it met all the needs in one software, from merging, to combining with other documents, to even placing a delay on delivery. I only have two months of web designing experience and I was able to configure and accomplish my goal. Not that it's very easy to use but it's logical, and it's the matter of following the rules. I really appreciate the outstanding support of this product.

Inconvénients

It takes time to test it and to get your document to look right after PDF conversion from Excel. It's not so much as a problem but expect it to be a time consuming process of setting it up right.

Avantages

1) Easy interface
2) Awesome support
3) It just works
4) Wide ranging compatibility
5) Works with Zapier to expand possibilities

Inconvénients

rice seems high, until you compare the cost of the manual work saved. They have gone for a value based billing model and I dont blame them.

Avantages

Excellent customer services!! Easy to use. Reliability is awesome. Test mode is create to save merges while developing.

Inconvénients

I've built beautiful documents with no coding experience but more documentation or examples could have helped.

Avantages

Automates tasks that would otherwise be very time consuming and enables you to look brilliant to your clients by instantly sending branded documents. Zapier integration means you don't have to know how to code to set it all up.

Inconvénients

Very minor point as the support will gladly help, but some more visibility of logs on when emails were sent and the delivery logs in the portal would be useful.

Avantages

Integration with Airtable works really well. The customizable delivery options offered makes a big difference. Having the ability to insert field tags into the delivery email template subject line and email body is very helpful. Customer service is fantastic.

Inconvénients

The price tiers are the most disappointing aspect of the product. The 3x jump from the first tier to the second tier is hard to accept as justified from the customer side. There are lots of different price models / charts on the web that creates confusion - most likely for the different features/products offered by Formstack, but it causes perception to be less than polished. The UI/UX could use some work, but it is easy to use and is well organized.

Avantages

It provides the ability to build dynamic reports.

Inconvénients

Can sometimes be complex to understand if you are not a programmer. I think more examples are needed.

Avantages

Using Webmerge with Podio is very powerful. The setup was easy thanks to some good examples. Having some programming experience I like very much that the document templates can be with basic PHP methods (if restrictions, string conversion, ...). It allows a very flexible document creation depending on the value of various Podio elements.
It is also very comfortable to define certain email delivery actions when a document is created.

Inconvénients

Actually there is really nothing I don't like about Webmerge. Maybe the possibility to check the raw webhooks fired from Podio could be a nice addon.

Avantages

Biggest pro is the people behind this software and their determination to make this painless and quick.

Inconvénients

Doing everything by yourself could be a headache.

Avantages

Great integrations, easy document creation.

Inconvénients

Gets pricey once you're over 2,000 deliveries per month. The jump from $250 to $750 dollars per month is scary.

Avantages

It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.

Inconvénients

I cannot really find any cons is does what it says on the tin :-). The support model is based on time zones so responses are not a factor.

Avantages

It works! I didn't think it was possible but they did what I wanted.

Inconvénients

None so far

Avantages

It saves us time having to manually fill out information, increases efficiency, fairly smooth and simple process.

Inconvénients

I don't dislike anything about this software. I chose it because it is easy to use by anyone and haven't had any complaints yet.