Formstack Documents

Formstack Documents is ranked #12 of 34 in pdf creation software on The Geeks Club. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $31.99/mo.

Formstack Documents plans and pricing

All plans

Suite $250/mo billed annual 3 Builder users · 100 Forms · 5,000 Submissions per form · 10GB Storage · 250 Document deliveries per month customersupport.formstack.com · 23 Sept 2026

Salesforce Solutions Not published Custom price customersupport.formstack.com · 23 Sept 2026

Enterprise Solutions Not published Custom price customersupport.formstack.com · 23 Sept 2026

Micro $31.99/mo monthly Great for individuals with low volume resources.formstack.com · 1 Oct 2026

Starter $91.66/mo annually Perfect for individuals getting started resources.formstack.com · 1 Oct 2026

Teams $183.33/mo annually Ideal for professionals that are getting serious resources.formstack.com · 1 Oct 2026

Compared on pdf creation software

Free plan: No
Paid from: 250 /mo
Template data merge: Yes
Bulk generation: Yes
Fillable forms: No
Input sources: DOCX, PPTX, PDF, CSV; data from CRMs, form builders, databases, and other business systems

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8.3 Docmosis Free trial $49/mo

8.2 Adobe PDF Services API Adobe Free plan

Formstack Documents

Compliance: HIPAA, GDPR
Deployment: cloud
Support: docs, ticket
Integrations: Salesforce, HubSpot, SharePoint, Formstack Sign, DocuSign
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.
AI builder: Its AI-powered Document Builder creates document templates and populates documents.
Template formats: Users can upload DOCX, PPTX, PDF, and CSV templates or create templates with the AI-powered builder.
Conditional content: Conditional logic can show or hide document content depending on collected data.
Data routing: Advanced data routing can combine files or generate multiple documents from one data source.
CRM automation: CRM data can generate dynamic proposals, contracts, invoices, reports, and other documents.
eSignature: Documents integrates with Formstack Sign and DocuSign to collect electronic signatures.
API: The Documents API is an open REST API for generating custom documents with application data.
Integrations: Formstack connects its products to more than 250 software tools, including Salesforce, Amazon S3, HubSpot, Airtable, and Microsoft.
Security: Formstack Documents uses SSL, encryption, firewall protection, secure downloads, and document encryption; no merged data is stored.
Price from: $31.99/mo

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Where it ranks on The Geeks Club

Best PDF Creation Software in 2026#12 of 34
Best Document Workflow Software in 2026#20 of 30
Best Document Automation Software in 2026#14 of 28
Best Document Generation Software in 2026#11 of 26
Best Mail Merge Software in 2026#15 of 23
Best Document Template Management Software in 2026#15 of 22

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Sources

formstack.com/products/documents· checked 23 Sept 2026
help.formstack.com/hc/en-us/articles/44593120246035-How-to· checked 23 Sept 2026
formstack.com/documents/features· checked 1 Oct 2026
formstack.com/integrations· checked 1 Oct 2026
formstack.com/features/document-security· checked 1 Oct 2026
formstack.com/pricing· checked 1 Oct 2026
intellistack.com/about· checked 1 Oct 2026
customersupport.formstack.com/pricing· checked 23 Sept 2026
resources.formstack.com/app/up-sell/documents· checked 1 Oct 2026