WebMerge Software


 

WebMerge is a web-based document management system that enables users to merge data from the cloud into custom PowerPoint presentations, Word documents, Excel spreadsheets, or PDFs. The solution can be used by businesses of any size in a wide range of industries, including accounting, education, healthcare, and real estate.

WebMerge offers various features that include applications for contract management, records management, and case management. These features help users to streamline any data-driven process within their business.

WebMerge is built on an open API that allows documents to be generated from any system in the cloud. Companies can also integrate WebMerge with their internal systems, CRMs, and more. WebMerge integrates with many popular cloud-based services like Google Drive or DropBox to deliver documents via e-signature, email, and more. WebMerge offers scalable pricing based on document merges, making it an option for single users as well as enterprise-level organizations.

 

WebMerge -  WebMerge provides cloud based document generation
 
  • WebMerge -  WebMerge provides cloud based document generation
    WebMerge provides cloud based document generation
  • WebMerge - Manage documents from a dashboard
    Manage documents from a dashboard
  • WebMerge - Create many different types of documents
    Create many different types of documents
  • WebMerge - Build templates with Web-based editor
    Build templates with Web-based editor
  • WebMerge - Flexible delivery methods
    Flexible delivery methods
  • WebMerge - Merge your data into templates
    Merge your data into templates
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

136 Reviews of WebMerge

 

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Software Advice Reviews (38)
More Reviews (98)

Showing 1-20 of 38

Andrei from YourGlobalEye
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Optimizing proposal presentation to partners

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Speed in forming proposals to be sent to our clients through system integrated to our website and possibility to track on what information and where it was sent.

Cons

Integration with Calculated Field forms when making dropdown list for selecting some of the aspects of proposal

 
 

Luc from Yousign
Specialty: High Tech
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Very usefull product and a perfect customer support

Ease-of-use

Functionality

Product Quality

Customer Support

 
 

Peter from Integrity6
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Excellent product, just works.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

My needs were pretty concise. I needed WedMerge to produce final contracts where the data was being merged from different sources. From the time I setup the product, I've never had to go back and re-visit the setup. It just works 365/24/7. That's what good software does.

Pros

I was able to do the product integration for merging my data fast with little need for support. The final PDF was high-quality output.

Cons

Third party integrations always add to the cost, can really use another pricing tier to make the overall cost lower.

 
 

David from Glideline Ltd
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Brilliant Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Thanks to the customer rep for the quick responsive emails with help and advice.

Pros

Very easy to use with lots of functions and extremely customizable to suit our needs. We use webmerge on a daily basis to send quotations and invoices to our clients though an external app when we are on the go. Unlike using an all in one invoicing software the benefits of using webmerge is that everything is completely bespoke and can link to other external apps.

Cons

None! I like webmerge as it is at the moment but future development of a mobile application would be good!

 
 

Michael from 2Ship
Specialty: High Tech
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Great Merging Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Easy to deal with and easy to love

Pros

This platform is easy to use and incredibly versatile!
Support has been out of this world, they were there to support me through every step!

Cons

Delivery of document and delivery in data routing could be just one maybe, inless there are functionalities I'm not aware of

 
 

Nick from National Park Traveller
Specialty: Hospitality / Travel
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Saves me a lot of time and enables me to mass customise brochures and leaflets ... a marketer's dream tool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Web Merge is a key tool to running my business and in achieving what we were drilled to do at University (marketing degree) which is mass customization. Awesome!!

Pros

The customer support is some of the best support I've experienced amongst the online services and applications I use to run my business. The dashboard is very easy to manage and know what is going on. For the bits that are a bit too technical customer support has really helped me out. With a combination of an online database, I am using Web Merge to personalise customer documentation and marketing collateral.

Cons

I am a business of 1 person so am on the lowest level. The cost of more credits is moving into middle sized business but I'm just about ok on the lowest level. Only run out of credits a couple of times.

 
 

David from Progress LLP
Specialty: Professional Services
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Outstanding

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Once I got through the learning curve, I automated generation of our law firm engagement letters. It turns a painful hunt and copy paste job into a quick web form and a smile when a perfect, ready-to-go letter arrives in my email.

Pros

By itself, it's very powerful, and it integrates with tons of useful services to extend capabilities even more.

Email-based customer support is outstanding.

Cons

I have a technical background and it took me a little while to figure things out through trial and error.

It would help if they packaged things up into a comprehensive user guide with video tutorials.

 
 

Sohil from DMV.org
Specialty: Automotive
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Positive experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Company is very attentive to our needs, responds in a timely manner, and the solution is easy to work with.

Cons

No major issues to report at this time. I have been using this product for 3 months now and have created multiple documents and routes with ease.

 
 

Chris from Safe Hiring Solutions
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Important Part of Our Everyday Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We use Webmerge daily creating anywhere from 100-400 pdf documents each day. Webmerge has proven to be a necessary and reliable part of our daily business requirements to meet customer needs.

Pros

Not difficult to configure
Reliable
Tech support is top notch

Cons

None

 
 

Chris from Coast To Coast Title Services
Specialty: Professional Services
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2017

March 2017

I simply cannot overstate how much WebMerge has helped change our business!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

When I first found WebMerge, I had an idea for something we were trying to accomplish, but I wasn't sure exactly how to get it done. With so many integrations out there and so many ways to get it done, I was struggling deciding which route would be the best for our business. Which options would be the fastest, the most affordable, and the most reliable. I signed up for the free WebMerge (like I did with about 15 other services that claimed to offer seamless and effortless merging solutions) and ran a few tests. It wasn't until I received an email from their tech support the next day asking if they could help....turns out it was the CEO who was asking.

So I decided to put my troubles into his hands and said, "Sure thing buddy, you want to know how you can help? Solve this for me!" And to my surprise, he did. He didn't just point me to a help page. He took the time to understand EXACTLY what we were trying to accomplish and walked us through a few setups. After getting into the admin area and seeing what they offer firsthand, my solution appeared...it just clicked!

The numbers for us are real! We now have a seamless template integration solution that has allowed us to reduce costs, increase our margins by 28%, and reduce delivery times to clients by 75%. We spend 3 less hours per day moving, converting, and sending files. That's an annual savings of $15,000 so yeah, we are seeing a great return with WebMerge!

Pros

- Unlimited functionality
- World-class customer service
- Flexibility
- Ease of use
- Direct integrations with Wordpress & Gravity Forms (among a thousand others)
- The number of 3rd party integrations
.....seriously, pick a category and Webmerge gets 5 stars.

Cons

Not a single con.

 
 

Bradley from AAC
Specialty: Healthcare
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

March 2017

March 2017

WebMerge is an excellent upgrade over its competition

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We were customers of Drawloop since we are also users of Salesforce.com. In our quest to find a more efficient tool to generate and dynamically fill documents we came across WebMerge, and we are very grateful. The ease of use and the API are excellent; but more importantly the service we receive from the WebMerge team is top notch. They are responsive, helpful, and quick to help with anything we have suggested. Several features we needed for integrations with other third party systems were added within 24-48 hours. Its really impressive, and has made a huge difference for my teams productivity in this portion of our applications.

Pros

* Great Support
* Great API
* Great user interface and experience - easy to use.

Cons

Not really any cons, per se, but the company still feels young, and in some cases that means there might not be as much staying power as the more established players in this space. I hope thats not the case, as we love this product.

 
 

Andrew from HallStar Solutions Inc.
Specialty: Media
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We have Webmerge running in concert with Formstack for a client with an elaborate online webform for its customers. The Formstack webform collects the information from the customer, and then it communicates through API's with Webmerge to produce a beautiful, branded password protected PDF.

This process would normally have consumed a lot of time in administrative work for the client. When a cost benefit analysis is performed, Webmerge is certainly providing tremendous value to the client and improving the customer experience overall at the same time.

Pros

Branded output of data submitted

Cons

Price plans make it difficult when volume fluctuates. Recommendation to Webmerge would be to offer additional price plans, or incremental costs in the event that some months additional "merges" are required.

 
 

Moshe from Maxi Mind Learning
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great product with great support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Connecting Webmerge with Zapier lets me take information from multiple sources and databases and combine them into one document with a fully customizable template, saving us both time and money.

I can even save the doc as a google doc into the appropriate file in google drive.

Cons

This is one powerful tool that does what it does perfectly. I cannot think of any cons for the software.

 
 

Raggilow from Saxon Insurance
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Ease of Integration with Form Stack

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

A few months ago the company that I work for decided that we would want to receive our quote submissions received from Form Stack to come through as PDF instead of Plain text. During the research to find an applicable software I came across Webmerge. Upon using the demo for a few days I noticed that this was what we were looking for. It was pretty easy to integrate the Form Stack forms to PDF versions and now this has been set up for around 6 different quote forms hence each time a quote submission is received where the client used one of the 6 different quote forms, we would receive in PDF.

Strong Points of this software are:

1. Easy integration with Form Stack and others.
2. This software is very easy to learn
3. No programming knowledge required.
4. The integration process can be as quick as 10 minutes.
5. Great Value for money

 
 

Konrad from Blueacrobat Corporation
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great product, easy to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Webmerge makes it easy for me to generate quotes for my customers. It works well and does what it is supposed to. It allows me the flexibility to post information into a template using an API and have the system generate a PDF. Webmerge makes it easy to work with and Excel and Word documents.

Pros

Ability to easily test, multiple routes / destinations to send merged documents, including Google Drive.

Cons

Limits on the number of merges are a bit low.

Advice to Others

When testing this software make sure you try out a sample merge templates. This would save quite a bit of time.

 
 

Amanda from Lamb Weston
Specialty: Manufacturing
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

January 2017

January 2017

Love Webmerge, but need better training.

Ease-of-use

Functionality

Product Quality

Customer Support

I really like the ease of Webmerge. It was easy to create and use templates that existed for the company. I would like to see more of the features that I do not even know exist on WM. I know WM can do more than I am using it for, but I do not know where to look for more features.

Pros

Easy to do the basic templates without training.
Anyone can create documents, not limited by licences.

Cons

The help and training on the website are not very useful for the layman. I am not a computer coder and the training is much more technical than my level of expertise.

 
 

Van from DayStar Education
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

WebMerge makes our business possible

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We are an educational organization who uses WebMerge to quickly generate and email certificates of completion in a PDF form. Once a person completes a course, they are directed to a form where they enter their name and email address. The information is routed to WebMerge, where a PDF with their name, email and timestamp is created and sent to the person. Prior to WebMerge, I was creating certificates manually on a daily basis. This software has helped our business significantly.

Pros

Ease of use.

Cons

Copies of PDFs are not saved into an archive. Occasionally, the auto emailed PDF is blocked due to a persons work server (State Employee). Since there is no archived copy of PDFs, I have to manually create this PDF and email it to the person.

 
 

Vy from Ohlone College
Specialty: Education
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

January 2017

January 2017

Great Document Integration System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Webmerge has been a wonderful solution to our document integration needs. We hire tons of employees (adjunct professors) on a quarterly basis and we utilize WebMerge to help us integrate the information they enter online to flow to our HR Department very efficiently. I highly recommend WebMerge and it's very affordable as well.

Pros

1. Very user-friendly 2. Integrates with other storage documentation (dropbox, etc.) 3. Very affordable

Cons

Can't think of any (for our needs and institution).

 
 

Carlos from Magellan Wealth Management Inc.
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Game Changer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Excellent App. It has cut our paperwork processing down to a fraction of the time it used to take.

Pros

Simple setup. Does what you expect.

Cons

Tech support is only via email. Very frustrating to not have someone to talk too when you need to get something done quickly.

 
 

Carlos from Capture POD
Specialty: Professional Services
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Great tool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Very helpful in creating automated PDF quotes for my customers. Has helped my business close many deals without wasting time!

 
 
 
Showing 1-20 of 98


May 2017

May 2017

Very Nice System that just Works

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We've been using Webmerge for about 2 years. We love the system and what it has done for our team.

Webmerge works with a ton of different programs and it's fairly easy to setup the integration. If for some reason you get stuck, the support experience is about the best you will ever find from any company, let alone a Software as a Service provider.

Once you have set things up, the system just works. I don't think I have ever had a problem with the system not working the way it was designed to.

Cons

It would be nice to have a greater selection of plans, once you have been a client for a certain length of time.

Source: GetApp
 

Susan from National Resource Center for Youth Services

April 2017

April 2017

Automated survey results emailed to users. Cut response time: 3-5 days to 15 minutes - 90 users/mo.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Source: Capterra
 

Alan from Youth Suicide Prevention Ireland
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Webmerge is a solution to a lot of administration issues for non-profits like ourselves.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Savings in time, administration resources and the ability to merge Webmerge with Zapier to handle a lot of our donation receipts, subscriptions and invoicing easily and quickly.

Pros

Creating a word document and then using zapier and webmerge has saved us time and money. And saving money is vital for non-profits!!

Cons

Really don't have any cons apart from maybe the new pricing structure. A tier for smaller users would encourage more companies to try webmerge.

Source: Capterra
 


April 2017

April 2017

Great application and customer service and support is excellent.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Webmerge is a great way to take data and make it appear on your word documents. we use it to complete employment application via integrations with Zapier and Jotform. It is very nice to use documents you already have!

Cons

Expensive for usage. We fill we would be more eager to use it is the price point were a bit cheaper.

Source: GetApp
 

Bonnie from Lancaster Business Services UG
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Lowering human error

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

With Webmerge we have lowered the human errors in making document packages. Manually combining document sets and trying to make sure everyone in your team uses the right format for documents is a thing of the past! No more inconsistencies or funny looking documents! Yay!

Advice to Others

It would be great that if you run a report on the report page that it would also show the number of test merges per document per folder. That way you know how many tests you've done and have a more realistic picture of the merges for that document and folder.

Also it would be great if when you add a new document it would default to test mode. Forgetting to turn it on manually just costs valuable merges, and saves a click!

Source: Capterra
 

Christopher from Afraxis, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Webmerge is a gem

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our company has been using webmerge for a few years now. We use it for all of our reporting. The implementation for automated text assembly is extremely easy to use. We also use it to generate tables in documents and insert figures. All of these features are seamless with our Podio project management system now. Nothing but excellent things to say about Webmerge!

Pros

Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.

Cons

Complex table generation is somewhat cumbersome, but honestly haven't found a better cloud solution unless you're willing to set up a server and apply custom code.

Source: Capterra
 

John from Gradcore

March 2017

March 2017

Great tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Webmerge helps us quickly assimulate documents and present back to clients more efficiently. A very useful tool.

Source: Capterra
 

David from Private limited

March 2017

March 2017

great and affordable!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

it's a great way to automate all our documents. Very easy to setup for everyone! I would recommend it!
The only limitation I see is their pricing: the gap is huge when you go over 100 documents a month, probably something to review here

Source: Capterra
 

J from StreetTeam

March 2017

March 2017

Really versatile with a bit of investment

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Took a while to get the hang of the document format but we seem to be publishing loads of contracts regularly through a simple online form now.

Source: Capterra
 

Jeffrey from Major Canadian Law Firm

March 2017

March 2017

Great product, great service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our company had a situation where we needed a form and a way to output the form into PDF depending on how our clients answered the form. One of the agencies we work with recommended using WebMerge. We gave it a shot, and WebMerge had all the answers to the problems and situations we had to solve. If we didn't know something, we contacted Customer Support, which helped us along the way. Customer support was stellar by the way; speedy response time, great solutions, and it made the whole service and experience great.

Currently, we are still using WebMerge as it works great and still answers our needs for this particular project.

Pros

Easy to use, flexible, customizable, and provides analytics on activities.

Cons

Minor things, like we didn't know out of the box that we could add custom css into the fields.

Advice to Others

Some features and functions were not immediately obvious. It would be great if things were easier to see. The overall experience was already quite comfortable, just some minor things to add and I think the product would be great!

Source: Capterra
 

Mike from Keybridge Web

March 2017

March 2017

Saves me a ton of time

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I'm really pleased with WebMerge. I use it for one specific purpose, to convert data from a Knack database into pdf reports and email them to my clients. I used to do it manually, and it would easily be a day's work. Now it's literally the click of a button, and the reports a created and emails are sent.

Source: Capterra
 

Peter from Sentric
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Innovation and Collaboration Merge

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is great to see companies like WebMerge growing in stature. Their interface is extremely easy and their product fulfils an important niche area of the market, providing the ability to automate reports from external databases. My program management and contract management tools, developed in Knack are greatly enhanced by the ability to utilise the WebMerge templates and produce reports for my customers. This is truly an example of collaboration between multiple tools to make interoperability the focus.

Great job guys, keep it up!

Pros

It provides the ability to build dynamic reports.

Cons

Can sometimes be complex to understand if you are not a programmer. I think more examples are needed.

Advice to Others

I'd like to be able to link into graphs within word and excel.

Source: Capterra
 

Vincent from IMH Group
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

February 2017

February 2017

Great Product - Something more companies should be looking at

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

When I originally started with my current company, I was in the position where I could make changes that would fundamentally change the way we onboard people into our company. Going paperless was the first task I had in mind, and WebMerge made that possible with very little training. The only slight niggle I would have with their system is their account packages, the higher one being less value for money.

Source: Capterra
 

Eric from Lenders Access

February 2017

February 2017

Great Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This software has been a life and time saver. We had searched for software with this functionality for quite some time and this fit the bill exactly. The customer service is also over the top great. Jeremy and his crew get the job done.

Source: Capterra
 

Brian from Credilife

February 2017

February 2017

A one of a kind solution!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've never found anything like it, and boy can you do some really cool stuff. It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out.

The explanations at Webmerge.me say it all and the support we've received has been phenomenal. The people behind this platform are brilliant. Check it out!

Source: Capterra
 

Ben from Zerion Software, Inc., iFormBuilder.com
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Powerful Easy to use Software and Outstanding Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I found Webmerge about 4 years ago while searching for a tool to perform document generation for our clients. I have found the tool to be the best in the business. This tool can take data from many sources and merge it into a custom document and is very scalable to support a couple documents to millions. When I have come across a challenge I have reached out to their help desk and they have resolved my issue and gave me a recommendation very quickly. The Software is awesome while the customer support allows for much confidence when building in the tool.

Pros

-Support Various Document Types (Excel, PPT, Word, PDF, Build your own)
-Stellar Customer Support
-Integration with Zapier
-Works with JSON and Modern Web data formats
-Connections to Deliver Document to Cloud Hosting, FTP and many other locations

Cons

-Have more help desk content/examples.

Advice to Others

If you are struggling with spending hours creating custom documents for your clients or internal needs stop doing "Monkey Work" switch over to Webmerge and they can automatically generate these documents for you and deliver them to your clients. This will save you soo much time you wont know what to do with all the free time.

Source: GetApp
 


February 2017

February 2017

Custom invoices

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I used Webmerge to generate nice invoices for my business. I tied it into Shopify using Zapier, so each invoice was automatically generated for me. That's exactly what I wanted, and for the monthly price, it saved me a lot of time and money over making the invoices by hand.

Pros

Integrates with Zapier API

Cons

The interface was a bit oldschool, but ultimately allowed me to upload a template and populate it, so it did the job.

Source: GetApp
 

Dave from Lib housing
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Integrates perfectly with our CRM and Saves us a LOT of time.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

WebMerge saves us so much time that it's unbelievable. Extremely helpful support team as well. Highly highly recommended.

Advice to Others

Highly advisable to get someone experienced to help with setup or integration.

Source: Capterra
 

Rob from Insurance Office of America
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

January 2017

January 2017

Great App and Friendly Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using Webmerge with Formstack for many years and can say without reservation, Webmerge connectivity has improved workflow 100%. Once asked how I have the 'bandwidth' to provide the service I do for my clients, my answer was, 'I automate'. Webmerge is critical to this process.

Pros

Ease of Use and Friendly Support

Not that will need a lot of support, but when you do, you'll get a person who actually cares that you receive 100% of what this product has to offer. Great Job!

Cons

If there were, I would be searching. I'm not searching.

Advice to Others

Take the 30-day free trial offer and within a day or so I'm sure you'll be convinced Webmerge is the best solution of its kind.

Source: GetApp
 

Micah from High Impact, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Great service, Stellar support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using WebMerge for the past few years to merge proposals from our CRM. It has removed the tedious task of copying/pasting customer data into proposals, greatly improving the efficiency of our sales process. WebMerge's great service is only surpassed by its stellar support. Beyond its robust help articles and community content, I have received almost immediate responses to any submitted support requests - which adequately answer any pending questions. I would highly recommend this software.

Pros

Ease of use, stellar support.

Cons

Nothing.

Source: Capterra