Formstack Documents Plans have different limits you should be aware of. These include limits to how many merges, users and templates an account has access to. This support resource will explain how each limit works and how to resolve each one. To get a quick snapshot of your account status, visit the Billing & Usage Status page on your Admin account or from the product home page.
Note: the billing & usage tab on the admin page is only available to admins or standard users with billing permissions.
Document Merges
This is the number of merges or deliveries available on an account each month. If you’re unfamiliar with what a merge is, check out this article here. As an example, if you’re on a Teams suite plan, this would allow for 250 merges/Month. An example of a merge count would be if you had a form connected to a document with an email delivery that would send out a copy of one final document, this would equate to one single delivery.
To monitor the current number of merges on your account, you can login to your Documents account and navigate to document overview > recent merges. Additionally, you can view total merges for your account for a timeframe under Reports>Merge overview. It’s important to note that the summary view will outline all document deliveries and any additional file conversion steps will be counted as part of the files total at the top of the page.
If you do hit your merge limit, a banner message will appear at the top of your account and the admin on the account will receive a notification email at 80%, while non-admin users will be notified at 100%. Additionally, any merges that are made after the limit has been reached will come through as watermarked documents until the merge limit has been increased or adjusted.
How to Resolve:
• Make sure you’re utilizing the test merge option to avoid unnecessary merge counts
• Enabling the auto-upgrade feature on your account(More info)
• Upgrade to the next documents plan level or speak with your Formstack sales representative about plan options
• Scheduling a business review with your dedicated account or success manager to discuss optimizing the use of your product(only available on certain qualified plans)
Users
Each account entitles you to a certain number of users. Users can build, manage, and update templates on your account. Once you hit the user limit you will not be able to add more users to your account.
How to Resolve:
• Upgrade to the next plan level to increase the number of users
• Remove users who are no longer actively using the product
• Certain plans will have the ability to purchase users on an a la carte basis. Please contact your sales representative for more details.
Document Templates
Each account entitles you to a certain number of templates. Think of your document template as the outline for the types of documents you’d be creating on your account. Once you hit the document limit you will not be able to add more to your account.
Please Note - Test and inactive templates do not affect the total template count. Only templates with an active status will impact the template count.
How to Resolve:
• Review your current usage and delete any template that may not be in use
• Upgrade to the next plan level to increase the number of templates
• If you’re looking for a more customized plan outside of what we offer, please contact your sales representative for more details.
Frequently asked questions
Are my merge limits per month or per year?
Most of our current plans are based per month, but you can always double check under the "Home" tab in your Documents product to review merge reset dates in your dashboard. After reviewing the dates in your reporting dashboard, if you're still unsure, please check with your Formstack account representative to verify if needed.
If I have auto-upgrade enabled, will I still receive a notification when I’ve hit my limit?
You’ll receive an email notification when you’ve hit that limit with a copy of your new invoice and upgraded account status. If you’ve upgraded in error, please reach out to our support team. Auto-upgrade can be turned off to avoid this in the future. However, please keep in mind that all documents generated once you hit your limit will be watermarked.
If I'm using your documents product with salesforce as a managed package and I’ve set up a document generation button for certain records, do I need to be a formstack documents user to generate that document?
No, as long as you have the right permissions to view the record in question, you can view and generate a document as a salesforce user without having to take up a user slot on formstack documents.
What if I'm on an individual or different product plan?
This page detailed how to resolve and navigate account limits that are specific to our Formstack documents plans, but if you’re on an individual product plan, you can check out the articles below for similar steps on understanding your account limits.
Forms account limits
Formstack suite account limits