WebMerge Software

4.76 / 5 (328)

About WebMerge


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.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

328 Reviews of WebMerge

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(252)

4 stars

(70)

3 stars

(6)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 328 reviews

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November 2018

Robert (Robby) from ETSE

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

Best Document Generator for SFDC

We had been using Salesforce's built in quote document tool to create customer facing documents. Anyone that has used it knows of the limitations of that feature of SFDC. I researched and discovered WebMerge. Installed it in our sandbox and had it running in minutes. They have an extensive trial period and after a few days realized it was the perfect affordable solution. Our documents look professional. Plus being able to use the document routing allows me to merge multiple documents into one. I am pulling in technical specifications from AWS S3 and merging into my quotes to create 1 document to give to the customer. WebMerge also helped me with the settings in AWS S3 to allow only WebMerge to access my data bucket. I know there are many undiscovered uses that I am going to have for this product. Plus flexible pricing. You pay for number of merges - not number of pages.

Pros

The more I use this product, the more i find out new things that it can do. Extremely flexible document template creation. Can use your own MS Office documents for templates or create using WebMerge template builder. Extremely easy to get up and going in a few minutes by uploading an existing Word document with merge fields. The ability to add logic to the templates (formatting,hide fields,sort,etc) is a game changer. If the data is in SFDA, you can get it into a WebMerge document. Another feature that makes this product unique is that you can include a custom SFDC SOQL query in your mappings to merge in almost anything from SFDC.
Even as great as the software is, the support is even better. You submit a case and almost immediately get a response and a solution. If you post a question, you get a response almost immediately. WebMerge will email and and respond to your emailed replies. They will help you until you get a resolution/solution. They will give helpful tips about how to tackle your use case. I bet I emailed them a few times a day with different questions and they replied each time with support.
I cannot explain how helpful this product has been to me to accomplish what I needed to do and I am going to be able to do so many more things that I did not realize. Also a lot of helpful articles on their website.

Cons

Not really anything. If I had to pick something, when uploading a template to WebMerge - if you do get an error message at times it might be cryptic and hard to decipher but your error is usually easy to pick out of the message.

August 2018

Matthew from The Clinic Colorado

Verified Reviewer

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

Streamline workflows and

Pros

WebMerge is an extremely valuable tool our business has been using for almost 2 years now. Prior to utilizing WebMerge we had numerous individuals manually creating invoices as both Excel and PDF documents. Once the documents were created the individuals had to manually place them in folders in DropBox, on a server and/or e-mail them to clients. The process was tedious and time consuming to say the least. With WebMerge these processes are now completely automated! This has increased efficiency, cut costs, and allowed individuals to focus on more important parts of the business. The time and money that it has saved us is tremendous. Additionally, the customer support has truly been amazing. In the rare instance we encountered a technical issue/had a question/requested custom service the typical response time to a support ticket was less than 2 hours (around an 45 minutes to 1 hour in most cases). After the initial reply the support team typically responded to follow-ups within a few minutes. They worked with us and had a solution/answer for everything. The customer service is truly is professional and top-notch. Overall, WebMerge is an amazing tool that has automated many aspects of our business and we keep finding more ways to integrate it into our growing business needs and expanding brands. I looked at other programs before eventually deciding to go with WebMerge and while there are similar platforms, none of them quite matched what WebMerge can do and continues to do in order to help our business succeed.

Cons

I personally don't have any negative remarks about WebMerge at this time. However, I can say that when I have recommended it to others that the price is usually the one thing that they look at as too expensive. Depending on your business needs I guess I can see that, but the reality is that you are going to be saving way more in labor costs while increasing efficiency and decreasing errors caused by human entry. With that said, the one thing I would note here from my conversations when recommending this to others is that they wish there were more tiered pricing options. Some stated they wanted to use it but wished there were more tiers so that they wouldn't have to jump up to a higher priced tier and pay for more document merges then they would be using every month.

October 2016

Aaron from Spartan College of Aeronautics & Technology

Verified Reviewer

Company Size: 201-500 employees

Review Source: GetApp


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

A great way to merge several documents into one easy to handle PDF!

Webmerge is a great service. It allows you to take lots of data from one entity, send it to WebMerge and in using rules allows you to build a package of files to be used by other means. The interface is a little confusing at first, but hints and such that pop up while you are working through the process helps. I love that it allows me to add CC individuals to the packages so that they can watch its progress. As for customer service, My rep and his team are very knowledgeable and assist very quickly! They even provide custom services, which we have utilized several times. When dealing with them, you don't feel like a customer you feel like family. Overall, this is a great program for a great price with amazing customer service to boot!

Pros

Customer Service
Custom Services
Ease of use (once you learn the layout)
The possibilities of use are huge
Connections to several other providers that make the merge even more powerful

Cons

At first, the interface is difficult to understand.
Finding where to add CC emails and such was a chore at first but the hints help you.

November 2016

Darius from Disaster Smart Consulting Inc

Verified Reviewer

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2016

Custom reporting and automation

Before we found WebMerge we were manually building reports with MS Word and Excel using csv files. After WebMerge, we were able to automate everything saving thousands of man hours a year and accelerating the time from inspection to delivery of our reports. If you need a robust report creation and delivery tool WebMerge may be what you have been looking for.

Pros

Works with any application that has a JSON feed or WebHook. Simple to use editor or you can use pdf, word, or excel templates and deliver everything as an editable or PDFa file. By being able to custom design and brand our deliverable we are competing at a level not easily achieved by other companies in our industry. Support for the product has always been fast and very helpful.

Cons

Hard to think of any but I'm sure for some folks there will be some wish list items. Which is good because they listen to feedback and make improvements on a regular basis.

January 2019

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2019

Game Changer for our Research

Pros

My team manages research with over 400 international freelancers. Paying these researchers with our previous system involved having a member on the team manual input their bank information onto PDF honorariums and duplicated this information on our company letterhead to be processed by our finance teams. This was incredibly tedious, time-consuming, and led to considerable amounts of human error.

WebMerge changed everything for us. Using a system of Zapier, TypeForm, and finally WebMerge was the key. We were able to have our researchers seamlessly submit their information to us, with which Webmerge would automatically populate into our forms and send back to us in easy-to-organize e-mails for our records.

The results were amazing. Streamlining everything was just the first pay-off. The organization was incredible for retrieving documents. On top of that, we were able to reduce our team member's workload so significantly, that she was able to focus her time on other more rewarding tasks, which was significant shift for her professional (and mental) well-being.

Translate a few hundred USD to hours of labor saved, and the outcome is completely advantageous for our business. Thanks, WebMerge!

Cons

I love WebMerge. The only thing that I would recommend would be to expand the portfolio of merging capabilities. We have a current need to convert form text into Powerpoint Slides which is unavailable since the last time I checked.

November 2017

Jason from Marathon County Sheriff's Office

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2017

WebMerge creates clean professional reports. Tech support is great!

Clean professional looking reports that can be automatically distributed with ease.

Pros

I few years ago our department began using Formstack for yearly performance evaluations. We wanted an on-line solution that was easy to use and produced professional documents. Formstack was easy to use, but the end product was not what we hoped for. I found WebMerge integrated with Formstack very nicely and the software produced an end product that was professional looking and easy to read. We were able to import our logo and arrange the document that worked best for our needs.

WebMerge also gave us the capability of forwarding these reports automatically to command staff.

We now use WebMerge for Training Requests and to reports incidents, injuries or damage that occurs at our facilities.

Cons

The first templates I created was a little confusing for me as I had no experience with "formulas" or creating templates for importing data fields. Tech support was great and helped me every step of the way.

May 2018

David from Automotive

Verified Reviewer

Review Source: GetApp


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

May 2018

Stop using paper and manual processes!

Pros

Before we found WebMerge, we had a major problem getting new hire paperwork back from employees because most of our work force doesn't own a computer....they just have phones. As a result, they were having to go to the library, for example, and then print documents, sign, scan and return them to us. Now they can complete all of their tax withholding forms, direct deposit, and other new hire forms right on their phones and e-sign them in seconds. After solving that big problem, we went even further and started capturing each field of data that applicants provide us provide us throughout the application and selection process, in order to pre-fill most of the fields on these forms. As a result, once they've given us a piece of information such as their name, they never need to provide it again...we just re-use it for them automatically. Our HR/Operations team has a lot more time to do other things, and our new hires get a personal experience of what we've told them we're all about through their interview process which is MAKING LIFE EASIER for our customers. It's important to say that we're a small, but rapidly growing business, without an IT department at this point. Without the fantastic support from WebMerge it wouldn't matter how great a tool it is because we couldn't even take advantage of its incredible capabilities. But the help articles are great, and on the few occasions when I couldn't figure something out, representative responded within a few hours with a clear answer that solved our challenge.

Cons

I would suggest that most of the written help articles be replaced with videos showing how to do things on screen. Loom is a great tool for this, for example.

April 2017

Nick from National Park Traveller

Company Size: 1 employee


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

April 2017

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

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.

March 2017

Chris from Coast To Coast Title Services

Company Size: 51-200 employees


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2017

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

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.

March 2018

Anonymous

Verified Reviewer

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

Great service

Pros

We merge our form data into finalized documents using Webmerge. It give us the ability to personalize our documents instantly. Recently had a glitch in the account. One of the customer rep was able to resolve it very quickly so as not to interfere with ongoing business. Highly recommend.

Cons

I cannot think of any issues. If I were pressed for constructive criticism I would recommend the system have the ability to analyze for duplication or inefficiencies in merges. Since the account plans are based on the number of merges, having the ability to pick up if a simpler document flow was possible would help by keeping the merge count down. I only bring this up because I made this mistake.

October 2017

Andrea from Kohl Wholesale

Company Size: 201-500 employees

Review Source


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

October 2017

An incredible and dynamic tool for document creation!

WebMerge was the answer to our prayers in going paperless with a workflow. It's integration with Formstack is wonderful. There are no other comparable alternatives to what WebMerge does, in my opinion. We needed to pass a Formstack submission and compile it into a PDF to have it automatically delivered to a distribution list and we have been able to