Formstack Documents Overview
This is a summary of the comprehensive capabilities and benefits of Formstack Documents based on over 1508 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Formstack Documents, Cognito Forms, Formplus, WPForms, Formstack Form Builder, etc., all belong to a category of solutions that help Other Demand Generation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Formstack Documents is right for your needs? Our Cuspera AI engine can evaluate how Formstack Documents fits your specific business needs, industry, and context. Get your personalized assessment report today.
Formstack Documents supports business activities such as:
- Sales Document Management
- Helpdesk Management
- Workflow Management
- Engagement Management
- Contact List Management
Formstack Documents can help you with many business goals, such as Increase Sales & Revenue, Enhance Customer Relationships, Enter New Markets Internationally Or Locally, Improve Internal Communications, Improve Digital And Social Presence, etc. It can help manage these activities if you use Phone Calls and Mobile for these needs. As a solution, Formstack Documents's capabilities include Templates, Personalization, Capture Information, etc.
Formstack Documents was founded in 2006. Computer Software Vertical is its biggest customer base.
Reviews
"...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. ...." Peer review by Mehdi A., CEO, Computer Software
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Formstack Documents solved their Other Demand Generation needs. Cuspera uses 1508 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Other Demand Generation needs.
Business Priorities
Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities peers achieved using Formstack Documents.
Use Cases
Peers recommend Sales Document Management , Helpdesk Management , Workflow Management , as the business use cases that they have been most satisfied while using Formstack Documents.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management |
4.70/5 ★ |
"...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. ...." Peer review by Mehdi A., CEO, Computer Software |
| contract management |
4.77/5 ★ |
"...We use this to merge all proposals, contracts, etc...." Peer review by Jeff P., CEO, Computer Software |
| proposal & quote management |
4.77/5 ★ |
"...Very helpful in creating automated PDF quotes for my customers...." Peer review by Carlos P., Owner, Management Consulting |
| digital signature |
4.65/5 ★ |
"...The integrations with docusign make sending contracts out for signature absolutely seamless...." Peer review by Verified Reviewer |
| document sharing |
1.92/5 ★ |
"...It also has featured with which the prepared documents can be shared and also merged with other created/existing documents...." Peer review by Praveen R., Software Engineer, Information Technology and Services |
| Helpdesk Management |
3.55/5 ★ |
"...At the beginning we had to go through a bit of a learning curve but their technical support was very helpful and key in getting us up and running pretty quickly...." Peer review by Andy N., CEO, Computer Software |
| Workflow Management |
4.77/5 ★ |
"...I use WebMerge as part of an automated workflow with Airtable, Dropbox, and Zapier to create print-friendly Word .docs and PDFs...." Peer review by Verified Reviewer |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management |
4.70/5 ★ |
"...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. ...." Peer review by Mehdi A., CEO, Computer Software |
|
| contract management |
4.70/5 ★ |
| proposal & quote management |
4.70/5 ★ |
| digital signature |
4.70/5 ★ |
| document sharing |
4.70/5 ★ |
| Helpdesk Management |
3.55/5 ★ |
"...At the beginning we had to go through a bit of a learning curve but their technical support was very helpful and key in getting us up and running pretty quickly...." Peer review by Andy N., CEO, Computer Software |
|
| Workflow Management |
4.77/5 ★ |
"...I use WebMerge as part of an automated workflow with Airtable, Dropbox, and Zapier to create print-friendly Word .docs and PDFs...." Peer review by Verified Reviewer |
|
17+ more Business Use Cases
Our AI advisor, Wyz, harnessed 1508 insights from peers and experts to help you assess how these Formstack Documents use cases fit your Other Demand Generation needs.
Frequently Asked Questions(FAQ)
for Formstack Documents
What is Formstack Documents used for?
What are the top features of Formstack Documents?
Who uses Formstack Documents?
What are Formstack Documents alternatives?
Where is Formstack Documents located?
Popular Business Setting
for Formstack Documents
Top Industries
- Computer Software
- Information Technology and Services
- Non-Profit Organization Management
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Formstack Documents to Increase sales & revenue and Enhance customer relationships
Formstack Documents Alternatives
Peer and Expert Opinion on Features
for Formstack Documents
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (81) |
| Personalization | Read Reviews (31) |
| Capture information | Read Reviews (12) |
| Ticketing | Read Reviews (8) |
| Recording | Read Reviews (8) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (81) |
| Personalization | Read Reviews (31) |
| Capture information | Read Reviews (12) |
| Ticketing | Read Reviews (8) |
| Recording | Read Reviews (8) |
IT and Other Capabilities
for Formstack Documents
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (149) |
| Data Import | Read Reviews (158) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (149) |
| Data Import | Read Reviews (158) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (41) |
| 24/7 Support | Read Reviews (269) |
| Phone Support | Read Reviews (31) |
| Chat Support | Read Reviews (33) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (41) |
| 24/7 Support | Read Reviews (269) |
| Phone Support | Read Reviews (31) |
| Chat Support | Read Reviews (33) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (172) |
| Analytics | Read Reviews (13) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (172) |
| Analytics | Read Reviews (13) |
Software Failure Risk Guidance
?for Formstack Documents
Overall Risk Meter
Top Failure Risks for Formstack Documents
Vendor Profile Details
HQ Location
11671 Lantern Road, Suite 300 Fishers, IN 46038
Employees
101-250
Social
Financials
PRIVATE
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