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Formstack Documents-builder

Formstack Documents

Brand: Intellistack

  • 4.1

  • 4 Ratings

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Formstack Documents Software Overview

Intellistack Company Details

Founded Year:  2006

Founded with the belief that work should be simplified, Intellistack (formerly Formstack) has grown into a leading provider of powerful, no-code productivity solutions that help teams do more with less.

Director/Founders Ade Olonoh
Company Size 101-500 Employees

Formstack Documents Pricing & Plans

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Formstack Documents Features

  • icon_check Document Generation
    Automatically creates professional documents by merging structured data into predefined templates.
  • icon_check Templates
    Supports reusable DOCX, PDF, and PPTX templates to maintain consistent branding and formatting.
  • icon_check Data Merge
    Pulls and inserts data from forms, CRMs, databases, and spreadsheets into documents.
  • icon_check Conditional Logic
    Dynamically shows or hides sections, clauses, or fields based on rules and input values.
  • icon_check Workflow Automation
    Triggers document creation, routing, and delivery automatically as part of business workflows.
  • icon_check CRM Integration
    Connects with CRM platforms to generate contracts, proposals, and reports from live customer data.
  • icon_check Form Integration
    Generates documents instantly from online form submissions without manual intervention.
  • icon_check E-Signature Integration
    Integrates with eSignature tools to send generated documents for secure digital signing.
  • icon_check Document Delivery
    Automatically delivers documents via email, cloud storage, or integrated third-party systems.
  • icon_check API Access
    Provides REST APIs to generate and manage documents programmatically from custom applications.
  • icon_check Version Control
    Tracks changes and updates to document templates to ensure accuracy and consistency over time.
  • icon_check Multi Format Support
    Exports documents in multiple formats such as PDF, Word, and PowerPoint.
  • icon_check Access Controls
    Uses role-based permissions to restrict access to templates, data sources, and generated files.
  • icon_check Compliance & Security
    Supports encryption and compliance requirements for handling sensitive and regulated data.
  • icon_check Audit Trails
    Maintains logs of document generation, edits, and delivery for traceability and compliance needs.
  • icon_check Scalable Automation
    Handles high-volume document generation reliably as business needs grow.
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Formstack Documents Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises
Customer Support
Email Communities
Language
English
Training Resources
Videos

Formstack Documents Review

4.1

Out of 5

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Overall Rating

Based on
4 Verified Ratings

Rating Breakdown

  • Features 4.3
  • Value for Money 4
  • Ease of Use 4.3
  • Customer Support 3.8

80% Recommend this Product

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.