Formstack Documents

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

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

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.

Inconvénients

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.

Avantages

- 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

Inconvénients

- Field naming convention isn't always clear and trying to troubleshoot when something does go wrong can be a bit of hit and miss.

Avantages

Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.

Inconvénients

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.

Avantages

The thing I like most about this is how if an insured lives out of town or just isn't able to come into the office then it makes it super easy to just email it over to them and with a few clicks their document is signed.

Inconvénients

I do not have any complaint for the software at the moment.

Avantages

I love the ease of customisation. I don't need to be an advanced programmer to achieve amazing automation. If you have any questions, just ask the customer rep and he'll steer you in the right direction.

We use the software to create a document and receive signatures from clients accepting our quote. Upon signing, the customer receives a signed copy of the document and the signed document is then automatically uploaded to Dropbox.

Inconvénients

There is an initial learning curve, but that is expected for such a comprehensive service.

Avantages

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.

Inconvénients

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.

Avantages

It's easy to use and there are so many possibilities!

Avantages

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.

Inconvénients

I don't have any strong opinions on this. But I hope they stop advertising so our competitors don't learn about them :)

Avantages

It's very easy to use it with their API
Also, customising mails and PDFs helps you to automate complete processes on your business like sending quotes, invoices, reservations etc

Inconvénients

Design and user experience are a little bit too old compared to the value of their software

Avantages

Works Great now that it is all setup!

Inconvénients

The setup instructions for what I was doing were confusing and took me forever to get working

Avantages

Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process

Inconvénients

We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.

Avantages

Easy of use.

Avantages

Flexibility, you can do a lot of things with Webmerge. Integration with Zapier is great too.
There is no other software like it.

Inconvénients

Lack of documentation, but support is great and replies quickly.
It´s all in english, both interface and documentation.