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Head-to-head · Document Template Management Software

Formstack Documents vs Fluent by Apryse

  • Updated Oct 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score Formstack Documents #2 in Document Template Management Software 9.1/10 Paid ✓ 2 of 4 features Visit Formstack
Fluent by Apryse #8 in Document Template Management Software 8.1/10 Pricing on request ✓ 3 of 4 features Visit Apryse

Formstack Documents leads on 0 checks, Fluent by Apryse on 0, and 4 are even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFormstack Documents · 9.1/10
  • Most featuresFluent by Apryse · 3 of 4

Formstack Documents scores higher on our rubric for document template management software: 9.1 against 8.1 out of 10; our editors rank them #2 and #8.

Formstack Documents is the better fit for large organizations with CRM document workflows. Fluent by Apryse is the better fit for self-hosted enterprises managing controlled templates.

  • Formstack Documents fits best

    Large organizations with CRM document workflows

  • Fluent by Apryse fits best

    Self-hosted enterprises managing controlled templates

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Side by side

Feature Formstack Documents 9.1/10 Visit ↗ Fluent by Apryse 8.1/10 Visit ↗
At a glance
Editor score 9.1 8.1
Ranking #2 in Document Template Management Software #8 in Document Template Management Software
Best for Large organizations with CRM document workflows Self-hosted enterprises managing controlled templates
Pricing model Paid Paid
Starting price $250/mo Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud Self-hosted
Support Docs, Tickets Community, Docs
Compliance HIPAA, GDPR SOC 2, ISO 27001
Integrations 300+ integrations 11 integrations
Built for Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Formstack Documents 2/4 · Fluent by Apryse 3/4
Approval workflows Not checked yet Not checked yet
Brand controls Not checked yet ✓ (best)
Data merge ✓ ✓
API access ✓ ✓
Specs
Templates included Not checked yet Not checked yet
Deployment options Not checked yet Not checked yet
Output formats Not checked yet Multiple
Our review
Pros
  • AI template building with conditional and dynamic content
  • CRM generation, data routing, bulk workflows, and REST API access
  • Integrations for Salesforce, HubSpot, Word, signatures, and repositories
  • Version history, rollback, permissions, and role-based access control
  • Authoring support for Word, Excel, and PowerPoint templates
  • REST API, embedded .NET and Java engines, and multiple outputs
Cons
  • Starts at $250 per month with annual billing
  • No free plan is available
  • The current pricing page lists Documents within Suite, not standalone
  • Contact-sales pricing makes budget comparison less direct
  • Self-hosted deployment requires an organization-managed environment
  • Its broad feature set may exceed the needs of simple template workflows
Our verdict

Formstack Documents is a no-code document-generation and automation tool for organizations that create, personalize, and deliver documents from business data. It supports DOCX, PPTX, PDF, and CSV templates, with inputs from forms, CRMs,…

Read the review →

Fluent by Apryse is a document template management and automated report-generation platform for organizations producing reports, proposals, presentations, and spreadsheets at scale. Its Manager centralizes templates, permissions, version…

Read the review →
  1. Formstack DocumentsDocument Template Management Software 9.1Paid
  2. Fluent by ApryseDocument Template Management Software 8.1Pricing on request

Strengths and trade-offs

  • Formstack Documents — where it wins

    • AI template building with conditional and dynamic content
    • CRM generation, data routing, bulk workflows, and REST API access
    • Integrations for Salesforce, HubSpot, Word, signatures, and repositories

    Where it doesn't

    • Starts at $250 per month with annual billing
    • No free plan is available
    • The current pricing page lists Documents within Suite, not standalone

  • Fluent by Apryse — where it wins

    • Version history, rollback, permissions, and role-based access control
    • Authoring support for Word, Excel, and PowerPoint templates
    • REST API, embedded .NET and Java engines, and multiple outputs

    Where it doesn't

    • Contact-sales pricing makes budget comparison less direct
    • Self-hosted deployment requires an organization-managed environment
    • Its broad feature set may exceed the needs of simple template workflows
  • Formstack Documents9.1/10 · Paid

    A broad document automation suite for CRM-led workflows, priced for larger organizations.

    Visit FormstackFull verdict →
  • Fluent by Apryse8.1/10 · Pricing on request

    A deep self-hosted choice for enterprises managing governed templates and document generation.

    Visit ApryseFull verdict →

More comparisons

All document template management software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update