G2 Vendor Directory

DocXpert vs. Formstack Documents

A side-by-side comparison based on G2 review data.

MetricDocXpert

by H+W Consult

Formstack Documents

by Intellistack

Overall rating4.34.5
Review count27153
Ease of use9.38.5
Ease of setup8.98.3
Quality of support8.78.9
Meets requirements9.09.3
NPS53.84615468.918919
Small Business48.1%58.8%
Mid-Market22.2%33.3%
Enterprise29.6%7.8%
Total page views32257
Total LLM citations52,322

DocXpert

DocXpert is a Salesforce app that allows you to create custom documents in docx and PDF formats with dynamic tables, images, and text blocks in just a few clicks. With DocXpert, all employees work with the same templates, which are managed centrally. This ensures that your company’s corporate design is always maintained. DocXpert eliminates copy & paste and spelling errors, and the text blocks ensure that all necessary information is always included in the document. You can transform Salesforce data into various types of documents as quickly as Lightning and as easily as Word.

Pros

    Formstack Documents

    Formstack Documents is the only document generation solution you need to save time, put a stop to manual entry, and streamline your paperwork process. With Formstack Documents, you can upload, merge, and deliver smart documents in a snap. Start from scratch or upload your own fillable PDF or Word document. Our app allows you to easily customize your document and merge it with data. Once you've created your document, it's time to figure out where you'll be sending it.

    Pros

    • Ease of Use
    • Integrations
    • Automations
    • Easy Integrations
    • Time-Saving
    • Time-saving