Formstack Documents vs. templatesGo

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Formstack Documents
Score 7.3 out of 10
N/A
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.N/A
templatesGo
Score 0.0 out of 10
N/A
A tool that converts documents into user-friendly fillable forms, simplifying the process for quicker completion and deal closure. The traditional method of manually creating or editing documents can be time-consuming and often frustrating for all parties involved. Even when documents are converted into fillable PDF forms, clients may still encounter difficulties when attempting to fill them out. TemplatesGo aims to provide a solution that empowers users to create…N/A
Pricing
Formstack DocumentstemplatesGo
Editions & Modules
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Offerings
Pricing Offerings
Formstack DocumentstemplatesGo
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Formstack DocumentstemplatesGo
User Ratings
Formstack DocumentstemplatesGo
Likelihood to Recommend
8.5
(0 ratings)
-
(0 ratings)
Likelihood to Renew
8.0
(0 ratings)
-
(0 ratings)
Support Rating
10.0
(0 ratings)
-
(0 ratings)
User Testimonials
Formstack DocumentstemplatesGo
Likelihood to Recommend
[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.
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Pros
  • 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.
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Cons
  • 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.
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Likelihood to Renew
Ease of use, nice functionality that saves time
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Support Rating
Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.
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Alternatives Considered
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.
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Return on Investment
  • 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.
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ScreenShots

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