Automate the manual work in Formstack Documents

FullSpec maps how Formstack Documents fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

Formstack Documents by the numbers

Insights from real process mapping sessions that involve Formstack Documents.

No processes mapped yet using Formstack Documents. Map a process that uses Formstack Documents to see automation data here.

Map a Formstack Documents automation

Top 5 Formstack Documents friction points when done manually

1

Manually merging Formstack Documents data into files

You have to copy information from Formstack Documents responses and paste it into separate documents or systems instead of having it flow automatically.

78% report this

2

Tracking which Formstack Documents need signatures

You spend time checking Formstack Documents to see which agreements have been signed and which are still waiting, rather than getting alerts when status changes.

71% report this

3

Reformatting Formstack Documents for different clients

You manually adjust Formstack Documents templates or outputs for each client instead of having conditional fields populate based on their information.

62% report this

4

Resending expired Formstack Documents links manually

When a Formstack Documents signing link expires, you have to regenerate and resend it by hand rather than having automatic reminders or reissue workflows.

51% report this

5

Organizing completed Formstack Documents files

You manually download and file away completed Formstack Documents instead of having them automatically organized and stored in your document management system.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Formstack Documents

Browse popular Formstack Documents automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Create agreements for new Wave customers with Formstack Document merges

Wave + Formstack Documents

Create document merges in Formstack Documents from new Typeform entries

Typeform + Formstack Documents

Create personalized documents from new Gravity Forms submissions with WebMerge

Gravity Forms + Formstack Documents

Create Personalized Documents from Typeform with WebMerge

Typeform + Formstack Documents

Merge new Google Sheets rows with WebMerge documents

Google Sheets + Formstack Documents

Send documents to WebMerge from TrackVia records

Trackvia + Formstack Documents

Tools commonly connected to Formstack Documents

Most automations involve more than one tool. These are the ones that show up most often alongside Formstack Documents.

Google Calendar

Formstack Documents Automation questions

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