WebMerge Software


 

Developed in late 2011, WebMerge is a unique document management system that enables its users to quickly merge data from the cloud into custom PowerPoint presentations, Word documents, Excel spreadsheets, or PDFs. It's a web-based system, and can operate on both Mac and Windows platforms. It is also a beneficial solution for businesses of any size in a wide range of industries, including accounting, education, healthcare, and real estate.

WebMerge is a comprehensive solution offering users a robust set of features that includes applications for contract management, records management, and case management. These great features, coupled with its simple implementation, result in WebMerge saving your business valuable time and resources, while also streamlining any data-driven process within your business.

WebMerge is built on an open API that allows documents to be generated from virtually any system in the cloud. Using popular data transfer technology, companies can integrate WebMerge with their internal systems, CRMs, and more. WebMerge also integrates with many popular cloud-based services like Google Drive or DropBox to quickly and easily deliver documents to the cloud via e-signature, email, and more. With this flexibility, companies can essentially automate the entire document generation workflow.

WebMerge has been in the document management business since 2011, and currently serves thousands of customers generating millions of custom documents per year. We like the fact that it is extremely affordable; they offer scalable pricing based on document merges, making it an option for a single user all the way up to 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

93 Reviews of WebMerge

 
Software Advice Reviews (18)
More Reviews (75)

Showing 1-18 of 18

from Auctionaccessagreement.com
Specialty: Other
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

Outstanding company !

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Exactly what I was looking for. They walked me to the configuration the first two weeks. Responded immediately With any questions I had! A++++

Pros

Price, reliability and how fast my clients receive the contract.

Cons

Nothing bad to say at all!

Advice to Others

Give it a try. We stop using Docsign. Upload your template and let your clients do all the work!

 
 

from School of Imagination
Specialty: Non-Profit
Number of employees: 51-200 employees Employees number: 51-200 employees

Dramatic workflow improvement!!

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WebMerge has greatly improved our operations and ability to serve children! Love them!

Pros

Amazing features and integrations. Tremendous customer support.

Cons

I am sure the user interface will continue to improve.

Advice to Others

One of the best investments our company has made!

 
 

from Ever Photo Shoot
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

Webmerge allows me to save 8 hours a week

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Our invoicing system was manual, using 1 google spreadsheet per invoice and filling it manually.

Then I realise using Webmerge and simple spreadsheet formulas I could pre-fill invoice information and compute all of them in a single click.
Stunning result.
The price per pdf is a bit high with webmerge but the price of my time (especially when doing boring stuff) is way higher ! Thank you !
EverPhotoShoot

Pros

Configuration is simple, interface is straightforward and powerful.
It integrates with Zapier which is fantastic!

Cons

price is a bit high

Advice to Others

Stop having headaches : use webmerge + Zapier !

 
 

from Mayors SRL
Specialty: Pharmaceuticals
Number of employees: 11-50 employees Employees number: 11-50 employees

100% recommendable

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It is an excellent tool!. Before Webmerge, we had to make the documents manually (a 2 days work). Now we just have to let the content ready and WebMerge does the rest. ¡Thanks!

 
 

from Handbid
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

The software never disappoints

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We have been so impressed with WebMerge. Everytime we wonder if the software can do something... we email support and find out 99% of the time that it can! We use this to merge all proposals, contracts, etc. The system offers so much flexibility between data routing, field mapping (e.g. formatting data) and delivery of merged products that we are able to do so much more work with less people and time and effort... a big win for us.

Pros

This is an incredibly powerful product that has a lot of flexibility and capability under the hood, yet they present it in such a simplistic way that the non-technical folks can still get a ton of use out of it

Cons

I guess you could say its like a drug (although I don't use drugs) in the sense that you can get hooked on it to do so many things and before you know it - spending quite a bit more $$ than you had budgeted for.

Advice to Others

I highly recommend it. I think you can get up and running in no time. However, if you want to do intricate things with it (e.g. custom format data, loop through spreadsheets to create documents), then I would make sure you have access to someone with some technical skills. Someone comfortable manipulating SMARTY templates.

 
 

from Speegle Construction
Specialty: Construction & Engineering

A Great Business Tool

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Likes Best

WebMerge customer service and support is fantastic. They always respond quickly no matter the type of support we need.

Likes Least

I don't have another product to compare with WebMerge. WebMerge was selected based upon the recommendation of our website host.

Recommendations

The software is great, the support team makes it fantastic!

 
 

from 7secondcoach
Specialty: Education

Great Experience!

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Likes Best

WebMerge has been a great solution for my business because it has an incredible amount of flexibility! I also can attest to the owners commitment to making sure I have what I need! Jeremy has personally spoken to other vendors to make sure integration has been smooth. I will say that I have looked for other solutions for automation and online course software - but I have never looked for a replacement application for my custom certificates!

Likes Least

It is very code based and you will need help with integration. The good thing is you will get it with WebMerge.

Recommendations

The cost is more than reasonable & the support is outstanding - I wouldn't spend a lot of time trying to find a better solution for your business! You would be better off spending your time developing products and selling them!

 
 

from Baker University
Specialty: Education

WebMerge is a great tool

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N/A

Likes Best

Ease of use and great flexibility of creation of the forms

Likes Least

Haven't found anything at this point. Sometimes the merge function can be a bit wonky but we figure it out

Recommendations

For the price and functionality this product is spot on!

 
 

from BSA
Specialty: Construction & Engineering

WebMerge is an AWESOME product that saves us time and money

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Likes Best

The product is so flexible and easy to use automating the integration of data into functional outputs with a multitude of delivery options. The Vendor is extremely easy to work with and is always interested in new functionality requests that adds value to the product.

Likes Least

Nothing this Product and Vendor meet my requirements Daily

Recommendations

I recommend you give WebMerge a try you will be pleasantly surprised with what you can achieve with this Product.

 
 

from Urban Group of Companies
Specialty: Real Estate

Fantastic product with even better service

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Likes Best

The product is intuitive and incredibly useful. But it is surpassed by it's service. I had trouble getting a few things working initially and our rep was quick to respond and helped me solve everything immediately. Couldn't recommend it higher.

Likes Least

Nothing - I haven't found anything I dislike and I don't expect to based on my experience thus far.

Recommendations

There are other solutions out there that are similar in nature. I haven't used them but I have researched them and Webmerge is the pick of the bunch in terms of features.

 
 

from ASC INC.
Specialty: Software / Technology

Great product!!

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Likes Best

As a service contractor we needed to constantly create custom quotes and signoff documentations, and the manual process was taking a toll on our productivity. Clearly we needed an affordable cloud-based tool that could automate our document creation. After looking at different application we finally decided to give Webmerge a try because of its flexibility, excellent customization platform and very reasonable pricing. At the beginning we had to go through a bit of a learning curve but their technical support was very helpful and key in getting us up and running pretty quickly. We've been using Webmerge for the past two years in conjunction with other tools such as Wufoo and Zapier, and have found NO reasons to look elsewhere. Definitely recommend.

Likes Least

Really can't think of anything except maybe that they do not have 24/7 support as far as I know. But then I haven't needed tech support in a long while

Recommendations

Have the Webmerge team help you create the templates. They did charge a fee but it is well worth the time saving.

 
 

from QAS International
Specialty: Software / Technology

Extremely handy software to help streamline business workflows

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Likes Best

Great software allowing the automated generation of documents and records. Support is second to none. Functionality is continually improving.

Likes Least

Nothing really - might be nice if there was a greater discount for high volume users.

Recommendations

Easy to use once you get the hang of it. Read the how tos for more information.

 
 

from Calvary Chapel Modesto
Specialty: Other

WebMerge is a huge timesaver and makes autocommunication easy

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Likes Best

The tools are easily to navigate through and yet powerful in what they can be used to accomplish.

Likes Least

I feel as if I just scratched the surface of what WebMerge is able to do.

Recommendations

Don't put limitations on this service. If you want it done, it can probably be done the way you need it to be.

 
 

from Zippy Shell
Specialty: Transportation & Logistics

Makes my life easier

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Likes Best

really seamless; i use webmerge to merge a lot of customer data into exhosign contracts, i like that the document sent out to the customer is still sent on behalf of echosign, so the customer isn't confused as to what webmerge is, haha.

Likes Least

Can't think of much....If i had to say something...If there's a bunch of variables that need to be mapped into a document, the list mapping can get kind of tedious. Maybe some kind of UI would help? Not that big of a deal really.

Recommendations

Test a lot! Testing will help you figure out what goes where. the callback functionality helps a bunch with this.

 
 

from 39T Digital
Specialty: Software / Technology

Webmerge enables us to bridge the gap!

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Likes Best

Easy to use, quick to respond, and reliable. Customer support is always available for the simplest question to the most complex.

Likes Least

I really dont have any dislikes about the tools and services.

Recommendations

Make sure your PDF template is clean and clearly marked with the dynamic areas.

 
 

from Assignar
Specialty: Software / Technology

I love this product

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Likes Best

There's nothing I don't like about WebMerge. It allows us to provide our customers custom reports specifically tailored for their own business. WebMerge has never let us down and their support is excellent.

Likes Least

There's nothing I dislike about WebMerge. Perhaps set up an office in Australia!

Recommendations

It's very easy to set up and get started. I highly recommend it.

 
 

from Mister Metric Limited
Specialty: Software / Technology

Webmerge useful for PDF creation

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Likes Best

They respond quickly to support requests. We have mission critical documents, low volume but high importance. When there's an issue or I have a question Jeremy and his team are quick to respond.

Likes Least

Direct link to download PDFs in the "Recent Merges" reporting area - be good to just click and download (at least the last few) from there.

Recommendations

Don;t bother evaluating any further. If you want PDFs from Podio these guys nailed it. We tried other services but WebMerge was the only one that helped us and have a decent easy to use product.

 
 

from VSL TRAVEL
Specialty: Hospitality / Travel

Brilliant software, has never failed us

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Likes Best

Integrates quite well with formstack which is an application we use on a daily basis. We integrate both to create LPOs.

Likes Least

Integrating had a bit of a learning curve and took a while to customise the messages.

Recommendations

It works well and I wouldn't hesitate to recommend. Integration with other apps can open a realm of additional possibilities.

 
 
 
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