Add if Then Statements to Uploaded Webmerge Docx

A friend of ours runs a small business with only a few total-time employees, only they serve over 100 business clients each yr. When ane of their employees announced that he was leaving for some other job, they weren't sure who was going to create the contracts and invoices that they transport to their clients. We recommended they automate instead of hiring another person and and then we recommended Formstack Documents, formerly known as WebMerge.me. Formstack solved their trouble by generating documents faster and cheaper than the departing employee.

Things to Consider Before Buying Formstack Documents

Formstack Documents is a flexible course and survey builder for businesses of all sizes, from small startups to large enterprises. It's as well beneficial beyond a range of industries, including the following:

Consulting
Education
Government
Healthcare
Nonprofits

Formstack Documents helps companies that need assistance with a variety of general needs such every bit certificate generation and workflow management. It also allows customers to fill out online forms such as bill payments, registrations and surveys. You should consider Formstack Documents if you desire to quickly and hands produce proposals in PDF format and email them straight to your clients. Information technology'south also a skilful fit if you want to integrate your document software with your sales software.

If you're new to class edifice, you'll exist relieved to know that Formstack Documents has an intuitive interface that's easy to use. It as well has an all-encompassing set up of in-application help features, so y'all don't need to leave Formstack Documents to get assist. For more experienced users, Formstack Documents has advanced features such as provisional logic, save and resume and fifty-fifty built-in regulatory compliance.

However, Formstack Documents may not work for you if your company doesn't rely on modern engineering. If y'all only want to build forms and produce hard copies for customers to fill out, there are improve alternatives. For example, Cognito Forms costs less and is easier to use if you don't need Formstack Documents' advanced features.

Presenting Formstack Documents

The forms in Formstack Documents are embedded on your website or social media platform, allowing you lot to perform tasks such as collect payments, feedback and marketing leads. Formstack Documents integrates with many other applications, including MailChimp, PayPal and Salesforce. In add-on to running as a web-based application, Formstack Documents runs on a variety of operating systems such as Windows, Linux, Max OS, Android and iPhone. Competitors of Formstack Documents include Captisa Forms, which is cloud-hosted software intended for small-scale and medium businesses. IntakeQ is also a Formstack competitor, although it's specifically designed for healthcare professionals.

The pros and cons of Formstack Documents include the following:

Pros

Customization. Y'all tin design documents just the way you want them.
Reliability. Formstack has great routing for emails, assuasive you lot to easily resend them when needed.
Integration. Formstack integrates consistently with many other types of software.

Cons

Learning. Formstack has more of a learning bend than other software of this type.
Upgrades. Formstack releases peculiarly frequent upgrades, which can be a job to manage.
Terminology. The documentation uses terms that may require some research to understand.

Features & Benefits

Formstack Documents has many features that help you customize your documents more quickly and streamline your workflow, allowing you to devote more than time to your core business organization. You lot can create your document in the native software and import them into Formstack Certificate, or develop documents straight in Formstack.

Customizable PDF Forms

If you lot've already created your own set of fillable PDF forms, y'all tin can upload them to Formstack Documents and create customized documents with a consistent appearance. This characteristic is great for documents with data that has a fixed length and requires the documents to have a specific formatting structure. These changes brand information technology like shooting fish in a barrel to read and fill out the form. Fillable PDF documents often contain checkboxes, which crave additional care when preparing the document for Formstack. For case, when passing values to the PDF file, you lot tin check a box by passing the "On" value to that checkbox.

One time you lot've completed your PDF file, y'all can upload information technology to Formstack Documents. It will detect the fields automatically, assuasive them to retain their values. You tin then make whatsoever changes in your PDF editor and upload the edited version to Formstack Documents.

Merge Discussion Documents

You'll frequently want to edit Give-and-take documents later on merging them, typically for contracts, letters and sales sheets. Formstack allows y'all to do this by generating a new Word file after the merge. This process involves using the DOCX file as your template by using the same formatting as you would in Formstack's Architect. Again, information technology's important not to apply all numbers or special characters for the field names to ensure integration go smoothly. You'll need to edit your original DOCX file because you can't modify these files from within Formstack.

Excel Spreadsheets

You can easily leverage Excel's powerful functionality by uploading a spreadsheet contains merge fields in addition to all the standard Excel features such as calculations and charts. Formstack can then generate a merge spreadsheet that already contains your information. This feature is particularly helpful if you spend hours every month putting together complex reports such as invoices and proposals where only a few of the figures alter. You tin too employ Formstack to consign Excel spreadsheets into PDF for easy publishing.

PowerPoint Presentations

https://support.webmerge.me/hc/en-us/articles/206526976-Create-PowerPoint-Presentations

Users often create PowerPoint presentations on the fly with Formstack Documents. Add together your merge fields and upload your presentation to Formstack, which can then customize your presentation for a particular audience. This feature is especially helpful if y'all frequently nowadays product demos and sales pitches in a similar format for dissimilar audiences. For example, you lot can include personalized data in the presentation such as the client'due south name and logo, showing that you made the presentation simply for that client.

HTML Coding

Formstack'south Document Builder allows you to create new documents from scratch instead of treating them with other software and uploading them. With this approach, you create a template for your data past inserting fields into the document. The Document Builder also allows you to customize your certificate in a variety of ways by using HTML lawmaking. For example, you could utilise HTML to add your logo and add a variety of colors to give your document the same advent as your website.

Integration

Formstack tin integrate with a variety of tertiary-party tools to help facilitate certificate creation. This feature allows you to connect your online forms to other file-sharing applications and automatically sends information to those applications, providing your document direction procedure with bang-up flexibility.

For example, Formstack tin automatically import data from Salesforce objects and use information technology to dynamically generate files in a diverseness of formats, including PDF, PowerPoint and Word. In particular, you could automatically send out Salesforce subscription renewals to your customers. Another example of the benefits of Formstack'southward third-party integration is the ability to employ Zapier to automatically pull data from many web servers. Yous can then use this data to dynamically generate documents.

You can also employ Formstack to populate documents from deject-based applications and send them to Adobe Sign automatically. This process requires you to simply provide the email addresses of the people who demand to sign the documents. Formstack then passes this information on to Adobe Sign and collects the signatures.

Use Formstack's third-political party integration to save documents and Amazon S3 by providing the proper noun of the destination folder. Formstack will accept care of the rest and automatically synchronize these files with all of your devices. You can as well populate documents direct to Dropbox, which volition also synchronize these files with your devices

Information Routing

Formstack'due south data routing characteristic allows you to pass data to multiple documents at the same time, based on weather condition that control when and where it sends these files to. This feature allows you to attach uploaded files, create multiple documents and combine multiple documents.

The files that you upload to Formstack ofttimes require pictures or other documents to exist attached to them. You may likewise want to combine your merged certificate with an uploaded PDF file. Formstack allows you to automatically upload remote files alongside your merged documents.

Data routing also lets you easily create multiple documents from a single information stream. Presume for this instance that you lot wish to create two documents from a customer's society course, with one being the client's receipt and the other being a shipping skid. Both new forms use the aforementioned information, but look quite different.

Another aspect of data routing is the ability to combine DOCX and PDF files that you have created with routing rules. This feature allows you to send individual documents with document deliveries, while also sending documents through data route deliveries.

HIPAA Compliance

Healthcare professionals often need to create documents automatically in a mode that complies with Health Insurance Portability and Accountability Act (HIPAA) requirements. Formstack lets yous practise that for documents such as registration, referrals and advance wellness intendance directives. Digitizing your existing paper processes provides benefits such every bit greater flexibility for commitment, integration of complaints and multi-user access. Formstack allows you lot to automate the creation and population of patient documents in a HIPAA-compliant fashion. You lot tin also merge documents from other HIPAA-compliant software.

Security

Formstack only stores encrypted data and but saves information with your permission. Information technology besides allows you to save merged documents or integrate them with its deject storage platforms for 24 hours. All data is deleted later a merge is complete, and the information is no longer needed. Formstack besides uses Secure Socket Layer (SSL) to transfer all data.

A firewall constantly monitors the Formstack system and protects it from unauthorized admission. All login attempts are too tracked and recorded, so that a session can be immediately terminated if an unauthorized user does gain access to the system. Formstack never shares whatsoever information that information technology receives, nor does it use that data for any purpose other than the creation and merging of documents.

Dynamic Content

Yous tin dynamically create customized documents in Formstack based on the information y'all collect. Assume for this example that you're creating a contract to return sure services for client. You are ready have a template that outlines the general terms of this contract, along with a clarification of every service your concern provides. However, you only want the contract to include the service descriptions that utilize to that specific contract.

Formstack's dynamic content feature allows you to easily solve this problem past calculation conditions to each service description. The built-in "if" statements would permit yous to make up one's mind which sections would be displayed based on the certificate's data values.

Provisional Deliveries

Formstack allows you to easily specify commitment weather with conditional logic so that it only sends your merged documents to the recipients yous desire. For example, you lot can send a merged document to some of your sales representatives in the field past creating multiple notifications. In this case, you could specify that but sales reps in certain states would receive an e-mail containing the certificate.

Social Proof

Robert J., a business organisation analyst for a machinery company with over 200 employees, uses Formstack to overcome Salesforce's limitations in creating customer-facing documents like quotes. He found information technology to be the perfect tool for creating professional documents.

Farooq A., senior HR director for an online media company with over 10,000 employees, found that Formstack was a cracking production for automating a paperless onboarding process for new employees. He also praises Formstack's seamless integration with Docusign and Zapier.

Matt Thou., CEO of a computer software company with upward to l employees, uses Formstack to merge data from colleagues. He so sends the merged documents dorsum to his diverse contacts.

Alternatives

Many alternatives to Formstack are currently bachelor, although there are substantial variations on toll, features and benefits. For comparison purposes, Formstack'due south price ranges from about $32 per month for an individual with low volume to $440 per month for a medium business concern. Formstack uses custom pricing for Enterprises. Alternatives to Formstack include Form Builder, Pabbly Forms and Formsite.

Form Builder

Form Builder from FormGet allows you to create forms from existing templates. Y'all tin also add components to the template, including fields, images and additional text. Grade Architect likewise allows y'all to create multilingual forms. The prices for Form Builder range from $vii to $99 per month, primarily depending on the number of forms and submissions you need. Comparison features for FormGet include the following:

Elevate & drop form building
Email warning for form submission
Smart form with conditional logic

Go to FormGet's website to find out if Grade Builder is a meliorate fit for you than Formstack.

Pabbly Forms

Pabbly Forms allows yous to create forms by dragging form elements and dropping them into the form. You can create a diverseness of specific form types such equally applications, reservations and surveys. Pabbly Forms also provides a dashboard from which you can manage your course activities. The price for Pabbly Forms ranges from $5 to $99 per month, depending on the number of forms and submissions. Comparing features for Pabbly Forms include the following:

Integration with secure payment gateways like PayPal and Stripe
Admission restrictions by user from the dashboard
Embed forms on your website

Bank check out Pabbly Forms here if you desire to know more most how it compares to Formstack.

Formsite

Formsite lets you build responsive forms in a variety of formats without needing to know any code similar HTML. Yous can easily share forms by embedding them on a spider web page and sending recipients a secure link. Formsite offers a free plan with 5 forms and 10 results per form per month. The superlative program costs about $100 per month for 100 forms and x,000 results per form per month. Comparison features for Formsite include the following:

Receive your results via electronic mail

Collect data from the forms and deliver canned responses to the originator

Collect payments through social club forms via payment gateways

Formsite provides boosted details on its website that volition help you decide if you should employ it instead of Formstack.

Conclusion

Formstack is primarily a grade-building application, although it's as well a data management tool since it helps you acquire and sort data. Many add-ons are available in Formstack that provide capabilities such equally for creating advanced reports, analyzing data and managing complex workflows. These integrated functions make Formstack one of the near complete certificate solutions currently bachelor. Click hither to learn more about Formstack.

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Source: https://www.toolsy.com/formstack-documents-review/