Wer verwendet Formstack Documents?
Kunden verwenden WebMerge vor allem für eine automatisierte Zusammenstellung von Dokumenten, um so Zeit zu sparen, die Fehlerzahl zu reduzieren und unternehmensweit für Konsistenz zu sorgen.
Was ist Formstack Documents?
WebMerge automatisiert die Dokumentenerstellung, damit du nie wieder kopieren und einfügen musst. Profitiere von einer automatischen Zusammenführung von Daten aus der Cloud in PDF-Dateien, Word-Dokumenten, Excel-Arbeitsblättern und PowerPoint-Präsentationen, ohne auch nur einen Finger zu rühren. Willst du wissen, wie das geht? Ganz einfach: Du richtest in WebMerge ein Dokument (oder eine Vorlage) ein, nimmst eine Integration mit verbreiteten Services vor, um deine Daten an das Dokument zu senden, und erhältst von der Lösung eine zusammengeführte Kopie. Nahtlos. Automatisiert. Einfach.
Formstack Documents – Details
Formstack Documents – Preisübersicht
Formstack Documents ist verfügbar ab 29,00 $/Monat. Formstack Documents bietet eine Gratisversion und eine kostenlose Testversion. Weitere Preisinformationen für Formstack Documents findest du unten.
Formstack Documents Funktionen
Formstack Documents – Nutzerbewertungen
Zeigt 5 von 353 Nutzerbewertungen
Bewertet am 9.8.2018
Streamline workflows and
Vorteile: WebMerge is an extremely valuable tool our business has been using for almost 2 years now. Prior to utilizing WebMerge we had numerous individuals manually creating invoices as both Excel and PDF documents. Once the documents were created the individuals had to manually place them in folders in DropBox, on a server and/or e-mail them to clients. The process was tedious and time consuming to say the least. With WebMerge these processes are now completely automated! This has increased efficiency, cut costs, and allowed individuals to focus on more important parts of the business. The time and money that it has saved us is tremendous. Additionally, the customer support has truly been amazing. In the rare instance we encountered a technical issue/had a question/requested custom service the typical response time to a support ticket was less than 2 hours (around an 45 minutes to 1 hour in most cases). After the initial reply the support team typically responded to follow-ups within a few minutes. They worked with us and had a solution/answer for everything. The customer service is truly is professional and top-notch. Overall, WebMerge is an amazing tool that has automated many aspects of our business and we keep finding more ways to integrate it into our growing business needs and expanding brands. I looked at other programs before eventually deciding to go with WebMerge and while there are similar platforms, none of them quite matched what WebMerge can do and continues to do in order to help our business succeed.
Nachteile: I personally don't have any negative remarks about WebMerge at this time. However, I can say that when I have recommended it to others that the price is usually the one thing that they look at as too expensive. Depending on your business needs I guess I can see that, but the reality is that you are going to be saving way more in labor costs while increasing efficiency and decreasing errors caused by human entry. With that said, the one thing I would note here from my conversations when recommending this to others is that they wish there were more tiered pricing options. Some stated they wanted to use it but wished there were more tiers so that they wouldn't have to jump up to a higher priced tier and pay for more document merges then they would be using every month.
Bewertet am 15.1.2020
Awesome Tool, couldnt live without it
Kommentare: It provides the functionality to generate beautiful and logically complex documents through various methods leveraging the existing data in Salesforce. This can save our customers tonnes of time and provides their customers are much better customer experience.
- Ease of use and simple template setup and editing.
- Power of the tool to do more complex queries and powerful If statements for complex merging.
- Plenty of delivery options that are super simple to setup.
- Full flexibility in how the documents are triggered including from apex, flows, and buttons.
- Pricing structure
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Nachteile: - Stronger Integration with FormstackSign would be nice.
Bewertet am 27.5.2019
Kommentare: Very positive and helpful in automating document generation and delivery in our custom office workflow.
Vorteile: It is easy to use for what it accomplishes, is very customizable, and can be integrated well into many different types of workflows. Tech support has always been very responsive and helpful in solving any problems that come up (not like some other places where you feel the tech support is trying to close your ticket).
Nachteile: I managed to get by using a free account for a while as the cost seemed a bit high per document when I could just remove the watermark that came with the free documents.
Bewertet am 30.1.2020
Easy to use. Great support. Enables us to automate old school processes.
Enables us to Automate old school processes.
Multiple deliveries and formats using one set of content records.
Flexible and can re-use existing document formats/templates.
Easy to get a basic merge going, while providing complex merges as your understanding of the product grows.
Active, responsive and knowledgeable support.
The Stash product makes for convenient document management/archiving.
Easy integration with other third party data sources.
Becomes expensive for multiple, automated merges.
MS OneDrive is only supported through Zapier at present.
Bewertet am 27.1.2018
WebMerge helps merging data with colleagues
WebMerge provides various templates and helps building the custom templates which can be merged with any kind of data. These documents can then be send to various contacts with our colleagues.
It helps integrating with various 3rd party applications.
Nachteile: The user interface needs the improvement to make the application user friend. The functionality seems fine as it helps merging the information well.