Formstack Documents vs Precisely
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Sir Richard BransonMost popular feedback for Formstack Documents
Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce. Therefore they do not have to experience the pains that I do as an admin. (Webmerge noted below as this was the previous software prior to it being bought by Formstack and converted to Formstack Documents, this i believe is what lead to the account issues mentioned. Support was poor throughout conversion)
Rhys G.
About Formstack Documents
Save time by automating your contract generation with Formstack Documents, an easy-to-use document creator that eliminates repetitive and error-prone data entry. Start a FREE TRIAL to securely create and deliver custom contracts to clients in seconds. Or use one of the 100s of pre-built templates we supply to get you started. When your contract is ready, share it anywhere with just a few clicks and avoid printing, faxing, and waiting ages for signatures.
Most popular feedback for Precisely
Precisely is a great tool to track and control the entire contract lifecycle using the Workflow Automation. It helps us on tracking deadlines, balancing client expectations, requesting payments and more.
Mahinour S.
About Precisely
Managing documents, or contracts, across departments used to be complex. Now, our document generation solution solves some of the major problems of traditional contracting. Up to 25x faster contract turnaround and document creation. Have your entire company from Sales to HR create, send, and execute compliant contracts on the scale, while the Legal team stays in control. Precisely's document generation solution is created by Legal and loved by the entire organisation.
Formstack Documents reviews
Webmerge made our application process so easier. Thanks for developing this sort of software for the public.
- Michael L. Counselor
The thing I like most about this is how if an insured lives out of town or just isn't able to come into the office then it makes it super easy to just email it over to them and with a few clicks their document is signed.
- Melissa J. CSR
It's simple to use, but has a lot of functionality that makes it easy for a non-developer to use.
- Quan N. Promoter
Precisely reviews
I cannot imagine working without it
- Sara N. Head of Partner Relations
The software is customer friendly and user interface is understandable so that many of our departments can fully use the software to design appropriate contracts. The dashboard helps significantly with timeline, milestones, and key date achievements. The feature that alerts to contract renewal dates and process is a great benefit to our team.
- robert c. Sales Director
Amazingly user friendly, helps a lot on creating templates. During the free trial, I was able to run stuff effectively, it easy and intuitive interface! My first impression is that they give the sensitivity regarding managing contracts. Plus, they offers 2 factor authentication and good version control.
- Mariano M. Head of Growth
Pros & cons
Formstack Documents
| Pros |
|---|
| Can save templates that you can easily send to the candidates |
| Candidates can easily electronically sign the Documents needed for their application |
| It has opened up a ton of doors for automated processes |
| We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases |
| Once setup with your document template you can be confident this product will be fit for purpose |
| Easy to get started and design your documents the way you want them to look |
| Pull in the data from multiple sources and it all happens super fast." |
| Cons |
|---|
| We are a small business and found ourselves wasting so much time with generating documentation for our customers |
| It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out |
| Also there's alot of hidden features and some "bugs" with no logic reason why it appears |
| We did run into one issue where some internal code with Microsoft Word was creating errors, and their customer service team worked tirelessly until we figured it out." |
Precisely
| Pros |
|---|
| The UI is simple and enables team members who are not lawyers to create and manage legal documents with ease |
| I like that it auto-populates the information for you and takes you through the questionnaire |
| The contract negotiation capabilities |
| I have now more than 200 docs |
| 100 done via precisely (others imported) |
| not 1 single (external and internal) person complained about the software |
| it´s super user friendly |
| Cons |
|---|
| Nothing - they always have a turnaround to do things that are not yet fully developed If you need access to unlimited templates, you have to upgrade to professional but this is not a big deal for us |
| The design of the final document is not the greatest, but it is okay because the function is more important than the form. |
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