Formstack Documents vs Docmosis
A Definitive Comparison in 2025

Formstack Documents and Docmosis both provide software products that simplify the generation of business documents.

While it might seem they serve the same purpose, their subtle differences make them more appropriate for different uses.

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Formstack Documents (formerly WebMerge) produces documents from templates using data from form submissions and automation tools. It’s perfect for creating personalized sales proposals and agreements; however, when exporting documents, the layout precision can vary in documents that include complex tables or images.

While template-to-document conversion isn’t Formstack Documents’ strongest suit, this is where Docmosis shines. It’s a fast, reliable, and scalable solution, designed to integrate with custom-built business software applications or third-party platforms to automate the document generation process.

This article discusses the differences between Formstack Documents vs Docmosis in their:

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Price

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Ease
of Setup

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Creating
Templates

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Data
Sources

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Quality
of Output

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Resources
 & Support

If you prefer hands-on learning, sign up for a 30-day free trial of Docmosis.

Formstack Documents
(formerly WebMerge)
Docmosis
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Price
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14-day free trial

Starts at $99/month for 50 monthly merges.

Additional users and usage are paid separately.

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30-day free trial

Cloud starts from $49/mo for 4K pages. No overage charges.

Self-hosted prices start at $3,695 for a perpetual license.

Ease of Setup
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Cloud service (web app) that requires no installation and has an easy account creation process.

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Offers both SaaS and self-hosted solutions. Both are easy to set up, enabling users to begin generating documents with minimal effort.

Creating Templates
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The template creation process can get confusing with three different competing ways of creating templates.

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Templates can be designed in MS Word, without plug-ins, using simple plain-text fields.

Data Sources
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Connects with Formstack forms. Can be connected to other third-party platforms using Zapier and the Salesforce CRM.

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Accepts JSON and XML data inputs via the API, ideal for integrating with custom software. Can be connected to third-party platforms using Zapier.

Quality of Output
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Various export options: DOCX, XLSX, PDF, HTML, JPG, PPTX, and email. However, the DOCX and PDF documents can differ significantly from the original template.

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Specializes in text-based paginated documents like DOCX, ODT, TXT, and PDF. Achieves the best transformation between template and generated document.

Resources & Support
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Resources are not centered for easy navigation and searchability. Some users report that customer support quality dropped since the Formstack acquisition.

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Resources are thorough, neatly organized, and regularly updated. Customer support is prompt and helpful.

Best for

Creating simple documents from forms and CRMs, with e-signature support.

Try free for 14 days
(no card required)

Generating business documents with advanced formatting and logic.

Try free for 30 days
(no card required)

webmerge

What is Formstack Documents?

Change user inputs into simple documents

In 2011, Jeremy Clarke founded WebMerge to automate repetitive document creation for businesses. In 2019, WebMerge was acquired by Formstack and was renamed to Formstack Documents. Besides the name change, the core functionality stayed the same.

Formstack Documents’ cloud platform is straightforward to use. Users can create new document templates from scratch, select pre-existing ones from the template library, or upload a custom Microsoft Office or PDF design. For data input, Formstack Documents integrates with various form creation tools, CRMs, and e-signature apps, and enables export of created documents in DOCX, PDF, JPG, and other formats.

Formstack Documents is ideal for businesses that need to generate simple documents like these, with form responses, CRM data, and e-signatures. But it can struggle with accurate template-to-document conversions.

What is Docmosis?

Generate professional documents with high precision

Paul Jowett began work on the Docmosis concept in 2006 in answer to two simple questions: What if business documents could be generated from templates? And what if these templates could be created by anyone using popular software they already know?

Docmosis offers three document generation software options:

  • Docmosis Cloud: an online SaaS solution that provides access to the Docmosis engine via a REST API.
  • Docmosis Tornado: a self-hosted, stand-alone solution that makes the Docmosis engine connectable with custom software applications via a REST API.
  • Docmosis Java: a Java library, optimized for high performance, specifically for embedding in Java applications.

Regardless of the product, you can create templates with two of the most popular word processing software: Microsoft Word and LibreOffice, without installing any third-party plugins. To populate documents, Docmosis supports JSON and XML data sources sent to the REST API.

Docmosis is best for businesses that want to connect with external apps to generate important documents like these (reports, proposals, contracts, certificates, invoices, and more) with advanced formatting and automation logic.

docmosis

Formstack Documents vs Docmosis

Ease of Setup

Formstack Documents offers an easy cloud-based app, while Docmosis offers both cloud and self-hosted options.

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Formstack Documents is easy to get started with because it’s a cloud-based document generation solution, there’s no need for any software download or installations, which keeps setup time to a minimum. You only have to go through the sign-in process, and you’re ready to go.

webmerge document

Unlike Formstack Documents, Docmosis has three options:

  • Docmosis Cloud (a cloud-based option) that saves you the hassle of complex installations.
  • Docmosis Tornado (a self-hosted option) to install on your own servers. And its installation and configuration are simple.
  • Docmosis Java (a self-hosted option) to integrate with custom Java applications.

docmosis interface

The process doesn’t require any special plugins; it naturally works with the document editor you already use.

Note: Docmosis’ interface is provided for managing templates and generating test documents.
The actual document generation happens automatically via the API based on integrated third-party software.

Creating Templates

Docmosis lets you quickly iterate on the development of a template, while Formstack Documents offers multiple builders that can be confusing to choose from, and takes a more complex, technical approach.

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Formstack Documents has 40 pre-made templates to help you get started.

These include employee contracts, client contracts, event tickets, and invoices. However, most of these templates only include simple merge fields for basic text input like dates [1], names [2], emails, and descriptions. If you need advanced formatting with conditional logic, you’ll have to heavily customize the default templates or build your own from scratch.

Formstack creating template document

Formstack Documents provides three different approaches to create templates from scratch:

  • Text builder: A regular, text-based builder with text-based merge fields.
  • Drag-and-drop builder: A text-based builder with drag-and-drop merge fields.
  • Advanced mode: An HTML mode for more granular control if you’re comfortable reading/writing code.

Formstack creating template document

While the builder lets you create all kinds of documents, finding features and designing high-quality templates comes with a learning curve because of all the options and builder variations, even with the mini tour and demo videos.

Alternatively, you can upload templates to Formstack Documents from any of the Microsoft Office Apps: Word, Excel, and PowerPoint. Or you can use a fillable PDF.

With so many options for creating templates, it’s difficult to know which one to use. The question of which one is best for any particular document can only really be answered through trial and error, which can be very time-consuming.

Additionally, Formstack Documents can generate a simple web form for testing the template with mock data (image below).

Formstack test document

Similar to Formstack Documents, Docmosis has a document gallery with 43 document templates that include:

Many of these are made by Docmosis and come with sample data for testing. Docmosis also provides the ability to generate sample data based on the fields in the template, either via the user interface or via the API. 

docmosis api

You can create templates from scratch using LibreOffice Writer or Microsoft Word by adding plain-text placeholders to create the merge fields. When uploaded to Docmosis, they can be easily tested with the sample data to see what the final document will look like once generated. Also, creating conditional statements for content and injecting data into table rows requires only few lines of plain-text syntax.
docmosis invoice

And, unlike Formstack Documents, the final document retains the formatting applied to merge fields in your template (which we cover in depth in the next section).

Quality of Export

Formstack Documents supports multiple output formats with lower template-to-document conversion accuracy, while Docmosis supports fewer output formats but offers a higher conversion accuracy.

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Formstack Documents can output documents in DOCX, PPTX, XLSX, PDF, JPG, and HTML formats. In addition to that, it also exports to email.

When it comes to the quality of document exports, Formstack Documents is acceptable for simple documents with basic formatting and simple tables. However, when working with complex documents, the final output can look quite different from the original template. For example, images can get resized or moved, font types changed, and table column widths expanded.

This means that, after spending lots of time designing templates, they might end up looking different in the output, which defeats the purpose of a template-based process.

export quality

Meanwhile, Docmosis focuses on the following document-based outputs: PDF, DOCX, ODT, and TXT. Unlike Formstack Documents, the generated documents look like the initial template, for simple and multi-page documents alike.

docmosis export quality

This gives you the flexibility and control expected of a template-based approach, knowing that your hard work will be reflected in the final document.

Data Sources

For input data, Formstack Documents connects with forms and web apps, while Docmosis primarily supports JSON and XML data.

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Docmosis accepts data in XML and JSON formats, making it compatible with most modern custom-built software applications. It also has an easy-to-use API that lets you connect with other apps and third-party software. However, it doesn’t offer as many built-in integrations as Formstack Documents.

**Update: Docmosis also provides a Zapier integration, enabling it to connect easily with thousands of apps (e.g., HubSpot, Tally, Pipedrive, Salesforce). This significantly expands its integration capabilities.

Formstack Documents’ documents can be populated with data from its native integration with Formstack Forms and other integrations like Salesforce. Formstack also integrates with Zapier, enabling document generation from apps like Google Forms, Eventbrite, and Constant Contact, and has a public API for even more data source integrations.

It also lets you set rules for when data should be populated in documents.

data sources

Resources & Support

Formstack Documents has scattered resources and inconsistent support, and Docmosis offers organized resources and excellent support.

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Having a well-organized help section means seamless troubleshooting, done by end-users themselves. This helps take the load off higher-level decision makers and removes bottlenecks like IT, since the person encountering issues can also resolve them.

Formstack Documents’ resources are scattered throughout its website and buried under lots of pages, making it challenging to navigate and find precisely what you’re looking for. While their customer support is adequate, users have reported the quality has dropped since the Formstack acquisition.

Unlike Formstack Documents, Docmosis’ resource section is neatly structured and organized, with filters that make it easy to find resources according to products (Cloud, Tornado, and Java) and their different versions.

docmosis resources

Plus, Docmosis has comprehensive, easy-to-follow, and frequently updated documentation for quickly resolving issues. Their customer support team is also prompt, providing detailed responses with specific examples and templates. It has been described as brilliant and excellent several times. Check out the user reviews on Capterra here.

Price & Free Trial

Docmosis has a longer and full-featured free trial and offers the best value paid plans. In comparison, the Formstack Documents trial includes watermarking, lasts only for 14 days, and the paid plans are expensive.

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Docmosis offers a 30-day trial, while Formstack Documents has a 14-day trial.

Formstack Documents offers a 14-day free trial of their cloud solution. However, the trial documents have watermarks and “Test Document” headers, which make the test documents difficult to view and don’t provide an accurate representation of the product. 

Docmosis offers a free 30-day trial and gives full access to its features, without any form of branding or watermarking during the trial period.

Formstack Documents’ paid plans are based on the use case, while Docmosis’ are based on pages.

Formstack Documents, which is similar to Docmosis Cloud, is a part of Formstack’s suite, but you can still get it separately for $99/month. It gives you access to 1 builder user, 10 document templates, and 50 document merges per month.

For additional users and higher usage, you’ll need to pay extra. The main pricing page doesn’t reveal much detail, but when attempting to upgrade from a free trial, you may encounter additional “Documents” plans – Micro, Starter, Professional, Business, and Enterprise – ranging from $31.99 to $439.99. However, these appear outdated, lack clear information, and don’t seem to align with the primary pricing page.

Docmosis Cloud pricing is completely transparent. It unlocks all features on each plan; the only difference between them is in the number of users and work environments. Each plan’s price is based on the monthly page generation (with unlimited input templates):

Pages Professional Business Enterprise
Per Month
Users
1
Environments
1
Users
3
Environments
2
Users
10
Environments
4
4,000 $49 $64 $78
10,000 $99 $127 $153
20,000 $164 $205 $246

This simply means if you generate two documents with Docmosis, one document with 4 pages and the other with 6 pages, a total of 10 pages will count towards your quota.

Tornado and Docmosis Java only require a one-time license payment, starting at $3,695. For support and updates, Docmosis offers an optional package, starting at $1,478 annually. And, even if you don’t take the optional renewal, the Docmosis software will continue to run indefinitely.

Pros & Cons

Formstack Documents
(formerly WebMerge)
Docmosis
logo webmerge docmosis logo colored
Pros
  • Integrates with web forms and e-sign apps
  • Offers integration via Zapier and API
  • Simple web-based interface
  • No software to download, install, or manage
  • Supports template design in Microsoft Office formats (Word, Excel, PowerPoint) and PDF
  • 30-day free trial (with extensions)
  • Trial unlocks full features without branded headers, footers, and watermarks
  • Offers cloud and self-hosted solutions
  • Plans are affordable and scalable
  • Detailed resources and helpful support
  • No plugin or extra licensing costs for creating templates
Cons
  • Trial lasts for 14 days and produces test documents with heavy watermarking
  • Expensive pricing plans
  • Struggles with complex document outputs
  • No self-hosted solution
  • Customer support may not be responsive at times
  • Three template building options, all with very different experiences
  • Limited direct integrations
  • Limited output format options (no Excel or PowerPoint)

Final Verdict: Formstack Documents vs Docmosis

Formstack Documents
(formerly WebMerge)
Docmosis
logo formstack docmosis logo colored
Best for

Businesses that want to generate simple documents from Formstack web forms or Salesforce, and send them to be signed electronically.

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Businesses that want to generate documents from custom software or third-party apps, and want the output documents to look exactly like their template.

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