Formstack Documents

Document generation tool that merges data into templates to create PDFs, Word, Excel, and PowerPoint files

Document Generation Software Form Automation Software

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Deployment Cloud Based
Starting price $250
Free trial Not offered
Best for SMEs, Agencies, Enterprises

What is Formstack Documents?

Formstack Documents lets businesses build document templates in DOCX, PPTX, PDF, or CSV formats and automatically populate them with data pulled from CRMs, forms, and databases. It supports conditional (if/else) logic to control document content, auto-generates online forms from templates, and offers a REST API for custom integrations.

The product is HIPAA compliant and encrypts stored data and documents in transit. On Formstack's official pricing page, Documents is offered as part of the bundled Suite plan alongside Forms and Sign, with separate custom pricing for Salesforce-focused and Enterprise deployments; standalone Documents-only pricing is not publicly listed.

Key Features of Formstack Documents

Formstack Documents lists 8 documented features, including Drag-and-drop and AI-assisted template builder, Support for DOCX, PPTX, PDF, and CSV templates and Conditional (if/else) logic for dynamic content. The list below covers what the product does rather than how it is marketed.

Drag-and-drop and AI-assisted template builder
Support for DOCX, PPTX, PDF, and CSV templates
Conditional (if/else) logic for dynamic content
Data population from CRMs, forms, and databases
Auto-generated online forms based on document fields
eSignature integration with Formstack Sign and DocuSign
HIPAA-compliant document handling with SSL encryption
Open REST API for custom document generation

Formstack Documents Pricing

Formstack Documents lists one plan, at $250.

Suite

$250

per month, paid annually

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Forms, Documents and Sign together with three builder users; this is the only listed tier that includes Documents, since the cheaper Forms plan does not.

Formstack Documents Specifications

Formstack Documents is available on web app. It offers an API.

Deployment: Cloud Based
Billing cycle: Yearly
Desktop: Web App
Languages: English
Built for: SMEs
Agencies
Enterprises
Support: Email
Live Support
Tickets
Training
Integrations: Salesforce, DocuSign, Formstack Forms, Formstack Sign, Google Drive, Dropbox, Box, Microsoft, REST API
Public API: Yes
Free trial: No
Free plan: No
Runs in browser: Yes
Customisable: Yes
Website: formstack.com