Formstack Documents
VerifiedDocument generation tool that merges data into templates to create PDFs, Word, Excel, and PowerPoint files
- Deployment Cloud Based
- Starting price $250/month
- 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 3 plans without published figures. Pricing is quoted on request.
Suite (includes Documents, Forms, Sign)
$250/month
Billed annually
Unlimited document senders and unlimited eSignatures
Formstack Documents Specifications
Formstack Documents is available on web app. It offers an API.
- cloud based
- web app
- smes
- agencies
- enterprises
- live support
- tickets
- training
Formstack Documents Videos
Formstack Documents Screenshots
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