Formstack Documents
Formstack Documents is a cloud document-generation service for turning business data into documents such as proposals, contracts, invoices, and reports.
What Formstack Documents is
Formstack Documents is a cloud document-generation service for turning business data into documents such as proposals, contracts, invoices, and reports. Users can build templates with its AI-powered Document Builder or upload DOCX, PPTX, PDF, and CSV files. Conditional logic can show or hide content based on data, while routing can combine files or produce multiple documents from one source. It can use data from CRMs and other business systems, and supports bulk generation and data merging. An open REST API can generate documents using application data. For signatures, it connects with Formstack Sign and DocuSign. Formstack lists SSL, encryption, firewall protection, secure downloads, and document encryption among its security measures, and says merged data is not stored. The service is available on the web and through an API, with HIPAA and GDPR compliance. A free trial is available, but there is no free plan. Listed paid options include Micro at $31.99 a month, billed monthly, and Suite at $250 a month, billed billed annual; custom pricing is also listed.
Good
- Build templates or upload four listed file formats.
- Conditional logic controls which document sections appear.
- Generate multiple documents from one data source.
- Connects to Formstack Sign and DocuSign.
- Lists HIPAA and GDPR compliance.
Watch out
- No free plan is listed.
- Micro costs $31.99 a month, billed monthly.
- Suite costs $250 a month, billed billed annual.
Who it suits
It suits organizations and teams that need to generate documents from business data, including CRM information.
Verdict
Formstack Documents combines template building, data merging, routing, and document generation for business workflows. A free trial is available, but ongoing use requires a paid or custom-priced plan.
Plans and prices
From Formstack Documents's own pricing page, checked 23 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Suite | $250 a month | paid annually · 3 Builder users · 100 Forms · 5,000 Submissions per form · 10GB Storage · 250 Document deliveries per month · billed annual |
| Salesforce Solutions | Priced on request | Custom Pricing, Flexible Plans · Custom price |
| Enterprise Solutions | Priced on request | Custom Pricing · Custom price |
| Micro | $31.99 a month | Great for individuals with low volume · monthly |
| Starter | $91.66 a month | Perfect for individuals getting started · annually |
| Teams | $183.33 a month | Ideal for professionals that are getting serious · annually |
| Professional | $219.99 a month | Ideal for professionals that are getting serious · monthly |
| Pro | $366.66 a month | Perfect for any small to medium businesses · annually |
| Business | $439.99 a month | Perfect for any small to medium businesses · monthly |
| Enterprise | Priced on request | Contact · annually |
The facts
Each one read from Formstack Documents's own pages, with the date it was checked.
What it does
- AI builder
- Its AI-powered Document Builder creates document templates and populates documents.checked 1 Oct 2026
- API
- The Documents API is an open REST API for generating custom documents with application data.checked 1 Oct 2026
- Audience
- Formstack describes its products as no-code productivity solutions for organizations and teams that automate document generation and data-driven processes.checked 1 Oct 2026
- Compliance
- The maker states that Formstack Documents is HIPAA compliant and runs on Amazon AWS data centers meeting HIPAA and GDPR security requirements.checked 1 Oct 2026
- Conditional content
- Conditional logic can show or hide document content depending on collected data.checked 1 Oct 2026
- CRM automation
- CRM data can generate dynamic proposals, contracts, invoices, reports, and other documents.checked 1 Oct 2026
- Data routing
- Advanced data routing can combine files or generate multiple documents from one data source.checked 1 Oct 2026
- Deployment
- cloudchecked 23 Sep 2026
- eSignature
- Documents integrates with Formstack Sign and DocuSign to collect electronic signatures.checked 1 Oct 2026
- Integrations
- Formstack connects its products to more than 250 software tools, including Salesforce, Amazon S3, HubSpot, Airtable, and Microsoft.checked 1 Oct 2026
- Key features
- Create templates with a builder or upload existing templates · Populate templates with data from business systems · Use conditional sections to show or hide document content · Generate multiple documents from one data source · Combine files through document routing · Generate documents through a REST API · Use merge fields and modifiers to format populated data · Output builder-created documents as PDF, DOCX, XLSX, HTML, XML, JPG, or textchecked 23 Sep 2026
- Security
- Formstack Documents uses SSL, encryption, firewall protection, secure downloads, and document encryption; no merged data is stored.checked 1 Oct 2026
- Support
- Customers can use the support site, 24/7 AI assistant, and live support Monday–Friday from 8 a.m. to 4 p.m. ET.checked 1 Oct 2026
- Template formats
- Users can upload DOCX, PPTX, PDF, and CSV templates or create templates with the AI-powered builder.checked 1 Oct 2026
- What it does
- Formstack Documents is a no-code document generation tool that automates the document lifecycle and turns raw data into professional, dynamic documents.checked 1 Oct 2026
