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Formstack Documents (formerly WebMerge)

Freemium

Powerful online document automation that merges data into PDFs, Word, and more.

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4.6 Editor Rating
Vetted Score
4.6 / 5.0

Earns a strong score for its extensive integrations, reliable merge engine, and scalable pricing, though the free tier is limited.

Key Features
Dynamic Data Merging

Automatically combine data from forms, CRMs, and APIs into PDFs, Word, Excel, and other document formats.

Workflow Automation

Trigger document generation via webhooks, Zapier, or native integrations, and deliver outputs via email, cloud storage, or e‑signature services.

Advanced Conditional Logic

Show or hide sections, repeat tables, and apply custom calculations based on incoming data fields.

Frequently Asked Questions

Yes, a free tier exists but limits the number of merges and available integrations per month.

Supports PDF, Microsoft Word, Excel, PowerPoint, HTML, and image formats like PNG and JPG.

Yes, native integrations are available for Salesforce, HubSpot, Zoho, and many others, plus Zapier and API access for custom connections.
Specifications
Pricing Model Free tier available with limited merges; paid plans start at $19/month and go up to $299/month for enterprise features.
Supported Platforms
Web (any modern browser)iOSAndroid