airSlate is a codeless workflow building platform, focusing on document generation, contract lifecycle management with e-sign, and what the vendor describes as mobile-friendly web forms which can be integrated with systems of record (e.g. CRM, etc), using no code airSlate bots.
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Formstack Documents
Score 7.3 out of 10
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Formstack Documents (formerly WebMerge, acquired by Formstack April 2019) is an online service that automates the document creation process. It allows users to create customized PDF and Word documents for contracts, applications, government forms, and more.
Well suited for forms that need to be signed by one or more people (ie multiple levels of managers). Great to keep all completed slates in one section so that you can find what was completed and where. It does get a bit tricky with routing when it's a bit of back and forth.
[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.
It consumes PDF applications and prefills them from a database or form. If your file is not in PDF form it can work from applications such as Microsoft Word.
It has logic that enables you to bundle applications based on criteria. For example you could bundle state specific applications with a new business applications if a state criteria is met.
It has several integrations partners in the fields of E Signature and Forms.
If you don't know anything about these types of programs, it can be hard to learn it at first. There is a bit of a learning curve, especially when you get into the designer. It looks like MS Word, but not as expansive.
Lingo. There have been times I've delved into the more complicated pieces and the lingo used wasn't easy to understand. This hasn't occurred much.
I would like it to keep up with current upgrades for MS Office, but I also realize they can't be trying to match other companies while trying to maintain the innovation of their own.
Starting with a template it is easy to see how parts of the workflow are connected and make changes that will customise the product for your own use case. In our situation, rather than starting from scratch, our form was working within hours of joining the trial version. Several hours of tweaks lead us to a form that is better than the tool it was replacing and we are saving real man-hours with a minimum investment of time and money. Service has been exceptional.
I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating
HelloSign is the only other products we've used but it does not have the automation we needed. We used it when we were processing fewer digital forms and most others were required by our legal department to be printed and signed.
Formstack Documents [(formerly WebMerge)] has better overall integration with third-party integrators at a very competitive cost. That allowed us to have a broader range of choices than something like SharePoint at a better cost point than something like DocuSign. It was simple to implement, flexible, and gave us what we needed without a lot of extra fuss.
Formstack was an absolute necessity for us and during our busy season, it saves our client team approx. 15 hours a week. This is MASSIVE and allows us to take on more clients.
Formstack wasn't crazy intensive to set up timewise, but it took a team member a day to set up and a few days of testing. Once it was set, we have no reason to look back unless we want to add something on.
