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Was ist Formstack Documents?

Risikofreie Testversion mit unbegrenzten Tests. Pläne beginnen bei 29 $ pro Monat – Formstack Documents automatisiert deine Dokumentenerstellung, sodass du nie wieder kopieren und einfügen musst. Profitiere von einer automatischen Zusammenführung von Daten aus der Cloud in PDF-Dateien, Word-Dokumente, Excel-Arbeitsblätter und PowerPoint, ohne auch nur einen Finger zu rühren. Ganz einfach: Du richtest in WebMerge ein Dokument (oder eine Vorlage) ein, nimmst eine Integration in gängige Services vor, um deine Daten an das Dokument zu senden, und erhältst eine zusammengeführte Kopie. Nahtlos. Automatisiert. Einfach.

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.

Formstack Documents Software - 1
Formstack Documents Software - 2
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Formstack Documents Software - 4

Du bist nicht sicher, ob Formstack Documents das Richtige ist? Mit einer beliebten Alternative vergleichen

Formstack Documents

Formstack Documents

4,7 (112)
110,00 $
Monat
Kostenlose Version
Kostenlose Testversion
34
133
4,5 (112)
4,4 (112)
4,7 (112)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
39,00 $
Monat
Kostenlose Version
Kostenlose Testversion
307
87
4,7 (2.317)
4,5 (2.317)
4,4 (2.317)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Formstack Documents

Durchschnittliche Bewertung

Gesamt
4,7
Benutzerfreundlichkeit
4,5
Kundenservice
4,7
Funktionen
4,7
Preis-Leistungs-Verhältnis
4,4

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
79%
4
17%
3
4%
Arab
Arab
Manager, Enterprise Software Architecture in Südkorea
Verifizierter Nutzer auf LinkedIn
internationale Angelegenheiten, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Webmerge has been an amazing tool for our organization.

5,0 vor 7 Jahren

Vorteile:

Webmerge has a very robust templating system and offers a large catalog of integration tools and API access which enables us to develop automated solutions in a secure and timely manner.

Nachteile:

It would be good if Webmerge could add more Azure Cloud services integrations, such as Azure Storage. Right now they only support Amazon S3, Google Drive, Box, and Dropbox.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Personalwesen, 501–1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

A reliable tool for everyone

5,0 vor 4 Jahren

Kommentare: I would recommend it to everyone especially if you are in the field of recruiting that requires a lot of documents that needs a signature of the candidate. It makes my work so easy, same for the candidates by just clicking the document they can instantly sign the documents.

Vorteile:

* Can send documents instantly * Can save templates that you can easily send to the candidates * Candidates can easily electronically sign the Documents needed for their application * Easy to use

Nachteile:

So far I don't see any problems with Formstack, it has been a great help to recruiters like me especially if we need the candidates to electronically sign a certain documents.

Stefan
Manager CRM & Business Development in Deutschland
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

A little bit complicated to create documents with salesforce

3,0 vor 7 Jahren

Vorteile:

Easy change of document layouts and integration to other tools, especially salesforce and the divergence of documents to create

Nachteile:

Process efficiency for standard processes. For users it does need too many steps to create and wait for the created documents

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Extremely Valuable Software

5,0 vor 6 Jahren

Vorteile:

Webmerge has streamlined our business processes and saved us money, increased accuracy, and increased speed. The integrations with docusign make sending contracts out for signature absolutely seamless. In addition, the integration with Zapier makes Webmerge infinitely configurable.

Nachteile:

None, The software is very well designed and is reliable. We have not ran into any issues. Customer service is very prompt, so even if there were any issues, they would be addressed within minutes.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Textilien, 201–500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

WebMerge - enhancing our internal system and customer interactions

5,0 vor 5 Jahren

Kommentare: Positive, clean, efficient, to the point, easy and straightforward.

Vorteile:

It easily integrates with Zapier and our Kintone platform. This allows us to streamline our processes even further; including customer interaction.

Nachteile:

It does require a tad bit of programming to handle attachment fields - but it's certainly not a deal-breaker.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Computer-Software, 501–1.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Webmerge - an amazing time saver tool

4,0 vor 6 Jahren

Vorteile:

1) it helps us to quickly merge documents. 2) it is user friendly and reliable. 3) best thing is that customer support service is too good.

Nachteile:

This is really a good tool which I highly recommend to all. Price is the only thing which is quite high.

Sean
Sean
USA
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

Total Lifesaver

5,0 vor 8 Jahren

Kommentare: We use WebMerge to pull client project details from several apps out of Podio. We collect a ton of information over the course of several months. WebMerge allows us to click a few buttons and generate a set documentation to hand off to the client at the end. While it can be a little technical to set up, the customer support is as good as it gets. Great service!

Brian
Brian
USA
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

A one of a kind solution!

5,0 vor 8 Jahren

Kommentare: I've never found anything like it, and boy can you do some really cool stuff. It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out. The explanations at Webmerge.me say it all and the support we've received has been phenomenal. The people behind this platform are brilliant. Check it out!

Mehdi
Mehdi
CEO in Frankreich
Verifizierter Nutzer auf LinkedIn
Computer-Software, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Very efficient for automatic pdf

5,0 vor 6 Jahren

Kommentare: I used it with Zapier and typeform to make a whole process of investment reservation (real estate)

Vorteile:

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

Nachteile:

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

Ahmed ali
Ahmed ali
Manager in Pakistan
Verifizierter Nutzer auf LinkedIn
Bekleidung & Mode, 11–50 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Saves the time

5,0 vor 5 Jahren

Kommentare: We are sending loot of email using webmerge quite quickly.

Vorteile:

The webmerge really helped us in saving our loot of time we have to sebd loot if emails to our potenital customer and webmerge had realky made it easy and fast for us

Nachteile:

The least thing about webmerge has not been found till yet i am still looking for it it is perfect from my side

Alan
Director in Irland
Non-Profit-Organisation Management, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Webmerge is a solution to a lot of administration issues for non-profits like ourselves.

5,0 vor 8 Jahren

Kommentare: Savings in time, administration resources and the ability to merge Webmerge with Zapier to handle a lot of our donation receipts, subscriptions and invoicing easily and quickly.

Vorteile:

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

Nachteile:

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.

Marta
Nurse in USA
Medizinische Praxis
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Outstanding solution for merging data into your documents

5,0 vor 8 Jahren

Kommentare: I have been looking for a way to get the data from the gravity forms and merge it to the excel docs, based on the conditional rules; then convert it to PDF and email customer a copy combined with other documents that I have stored in another location, all in one request. Well, I found it - WebMerge. I love how it combines flexibility allowing for rather complex design but with very logical and user friendly interface. In addition to that - support for this product is just incredible. I so appreciated that I quickly got help when I really needed it. Sincerely and strongly recommend!

Vorteile:

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.

Nachteile:

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.

Tim
Director in UK
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Outstanding labour reducing tool

5,0 vor 7 Jahren

Kommentare: Labour reduction

Vorteile:

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

Nachteile:

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.

Roger
Owner in USA
Bau, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Best Customer Service & Development I've experienced!!

5,0 vor 8 Jahren

Kommentare: This is the easiest, best, and most valuable tool to integrate with Knack to create PDF's and fillable forms for our Company's information. I've used many CRM's and other software and had given up on getting forms for our data. WebMerge has changed all that. Jeremy has provided extremely fast and efficient customer service throughout my experience. He's even responded during holidays and weekends which keeps me going on my projects and efforts! I hired WebMerge to build a Template and it was very economical and now I use it as a guide to build my own templates. I'm a "roofer" but my documents look as professional as any organizations'!

Vorteile:

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

Nachteile:

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

Dan
Quality and Implementation Manager in UK
Informationstechnologie & -dienste, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great service that just works, highly recommended to all.

5,0 vor 7 Jahren

Kommentare: Automation of document creation from a web form and emailing it to the client. As we can design the template, Webmerge ensures our comms go out with the correct look, feel and branding. The Zapier integration means that the entire process is automated, and doesn't require any manual involvement from us which saves a lot of time.

Vorteile:

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.

Nachteile:

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.

Frank
Operations in USA
Musik, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Easy integration with Airtable

4,0 vor 4 Jahren

Kommentare: Formstack's customer service is fantastic. They are responsive, kind, professional, and take the time to understand customer needs in order to provide solution support.

Vorteile:

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.

Nachteile:

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.

Peter
CIO in Australien
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Innovation and Collaboration Merge

5,0 vor 8 Jahren

Kommentare: It is great to see companies like WebMerge growing in stature. Their interface is extremely easy and their product fulfils an important niche area of the market, providing the ability to automate reports from external databases. My program management and contract management tools, developed in Knack are greatly enhanced by the ability to utilise the WebMerge templates and produce reports for my customers. This is truly an example of collaboration between multiple tools to make interoperability the focus. Great job guys, keep it up!

Vorteile:

It provides the ability to build dynamic reports.

Nachteile:

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

Ulrich
Head of Sales & New Products Germany in Deutschland
Öl & Energie, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

We use Webmerge together with Podio to create contract documents completely automatic from Podio.

5,0 vor 7 Jahren

Kommentare: Fully automatic contract and document creation to save a lot of manual work.

Vorteile:

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.

Nachteile:

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.

Eugene
VP of Marketing in USA
Bau, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Makes Life Awesome!

5,0 vor 8 Jahren

Kommentare: Sales reps registered a complaint about needing to hand fill service orders, scan and fax them in.
Operations tells me I need to place this form online but make final results look exactly like original hard copy.
I've got Wufoo on one hand, making life super easy, a non-fillable PDF copy of Service Order on other hand, making life super hard.
Then a simple google search finds Webmerge and in a heartbeat I surprise Sales Reps, Operations and get a high five from the president.

Vorteile:

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

Nachteile:

Doing everything by yourself could be a headache.

Ruben
Manager in Mexiko
Maschinerie, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great solution for sending instant quotes!

5,0 vor 7 Jahren

Kommentare: automation

Vorteile:

It is easy to program and it helped us in automating our quoting system with a fast and easy online app

Mark
USA
, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Webmerge Is a Life Saver!!!

5,0 vor 8 Jahren

Kommentare: I use Webmerge with Infusionsoft to populate quotes to send to my clients. I almost gave up on infusionsoft because the in app quote tool was so terrible. After months of searching I found the Http post sync between infusionsoft and webmerge. Webmerge populates a custom quote that pulls all the contact data from infusionsoft and pluggs it into the Webmerge PDF quote.

Vorteile:

Works Great now that it is all setup!

Nachteile:

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

Jürgen
Head of IT in Österreich
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Very powerful and easy to use tool, we enjoy it!

4,0 vor 7 Jahren

Vorteile:

Great possibilities to use reports and comfortable handling. WebMerge fits perfectly into Salesforce, no technical problems so far. The support team reacts really fast and the preview function is very useful.

Nachteile:

It could be faster while generating reports, sometimes its a little bit laggy. The pricing model is ok, but could be better. Especially for a high amount of documents.

Jeffrey
Design and Web Specialist in Kanada
Anwaltskanzlei
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great product, great service!

5,0 vor 8 Jahren

Kommentare: Our company had a situation where we needed a form and a way to output the form into PDF depending on how our clients answered the form. One of the agencies we work with recommended using WebMerge. We gave it a shot, and WebMerge had all the answers to the problems and situations we had to solve. If we didn't know something, we contacted Customer Support, which helped us along the way. Customer support was stellar by the way; speedy response time, great solutions, and it made the whole service and experience great. Currently, we are still using WebMerge as it works great and still answers our needs for this particular project.

Vorteile:

Easy to use, flexible, customizable, and provides analytics on activities.

Nachteile:

Minor things, like we didn't know out of the box that we could add custom css into the fields.

Frank Johan
Co-founder in Norwegen
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

WebMerge helps us generate documents based on advanced workflows

4,0 vor 7 Jahren

Vorteile:

You can do almost anything. Support is great and we've never met a challenge that can't be solved. Absolutely love WebMerge!

Nachteile:

UX could be improved. Also there's alot of hidden features and some "bugs" with no logic reason why it appears. Lucky support always got your back.

Florian
Marketing Manager in Deutschland
Essen & Trinken, 201–500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great tool to automise contract creation for customers!

5,0 vor 7 Jahren

Vorteile:

Even for "not" admin users easy to use, easy to handle within the Salesforce infrastructure, really good setup support

Nachteile:

There should be sending out automations for different criteria, telephone support would be awsome as well