Formstack Documents - Document Generation

Overpromised and Never Delivered

We encountered a limitation when generating a document containing a large volume of Salesforce data. Formstack recommended that we work with one of their implementation partners to develop a solution. After signing the contract, the partner worked with Formstack's development team for several months but was ultimately unable to deliver a working end-to-end solution. The issues were attributed to the Formstack platform, and we were eventually handed off to Formstack Support. During our first meeting with the Support Director and Account Director, we were assured that the issue would be treated as a high priority and resolved promptly. However, three months later, the team had only just reached the point where they fully understood how to reproduce the problem. It is difficult to understand how the implementation partner and Formstack's development team could have worked together for months without first establishing clear, reproducible steps for the issue.

Not free as advertised.

This is listed as a free app but requires a paid license to use.

fantastic product, great support

This product is pretty solid. When they do encounter a bug, they care and are attentive and want to fix it. Had the product for 3+ years and happy with it.

Hi, I was unable to set up. can anyone contact me?

Hi, I was unable to set up. can anyone contact me?

Security in question?

Is there a reason that documents I get warning that it hasn't passed security review but native seems fine?

Powerful Product & Stellar Support & Easy-to-Use

Formstack Documents is a game-changer for document generation, especially within Salesforce. It’s incredibly versatile yet easy to use, making complex tasks a breeze. The app's robust functionality ensures it can handle any situation, from data routes to SOQL mappings. Plus, its seamless integration with Salesforce data offers a smooth experience. The fantastic support team and resource library are invaluable assets, making navigation and utilization effortless. As a Salesforce implementation partner, we highly recommend Formstack Documents for businesses needing efficient and scalable document generation tools. It’s truly innovative and a top choice in the market.

Great tool, good resources and fantastic support!

The app offers a truly comprehensive platform for document generation. The robust functionality around deliveries, and the ability to address complex situation with data routes and SOQL in mappings provides the toolset to tackle every use case I've come up with. It really isn't a question of 'if' Formstack Documents can meet your needs, it's finding the best way to how best to go about it. And that's where the good resource library and fantastic support team comes in. The documentation covers the basics, and the team can help with anything from helping you see where you went wrong to shedding light on a new or useful feature, or prioritizing and fixing issues. The team is quick, clear and responsive. I'm definitely a big fan of this app and the Formstack team - I highly recommend checking it out.

Extend Salesforce data benefits with Doc Gen

Being able to create status reports and user documents with Salesforce allows us to automate time consuming tasks. There are many options for document generation - but Formstack strikes a great balance between affordability and robust functionality!

Doc-Gen For Salesforce`

I've been familiar with Formstack's document generation tool for several years. Don't let its straightforward appearance fool you, there is a lot of power under the hood for advanced users to take advantage of. That said, you do not need to be an advanced user to get started generating documents from Salesforce data. It's an almost infinitely useful tool for folks who need to get t"finalized" data out of the platform.

Great tools for Law Firm applications!

We've built out several law firm applications with Documents where organizations need to streamline the processes of generating complex PDF documents from data in Salesforce. The product makes it easy, eliminating the need to rekey data and pulling from across multiple custom objects. Highly recommended!