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 provides cloud based document generation
 WebMerge provides cloud based document generation

WebMerge provides cloud based document generation

Manage documents from a dashboard

Manage documents from a dashboard

Create many different types of documents

Create many different types of documents

Build templates with Web-based editor

Build templates with Web-based editor

Flexible delivery methods

Flexible delivery methods

Merge your data into templates

Merge your data into templates

Supported Operating System(s):

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



285 Reviews of WebMerge

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Emma from Epoch

Industry:  High Tech

Number of employees:  51-200 employees

Ease-of-use

Customer support

Functionality

December 2018

Easy automation tool to help save a lot of time!

Pros

Relatively easy to use and integrates with partners we use to automate our processes and save us a lot of time

Cons

It took me some time to undertsnad the workings of the platform but once you get there, it is fairly simple to use

Review Source
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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2018

A great dynamic content generation tool

Pros

WebMerge integrates seamlessly with Zapier, enabling me to quickly build reports and dynamic content based on surveys, spreadsheets or other data sources. I could create web pages, word docs and PDFs through use of configuration settings.

The programmability of the tool is powerful, enabling conditional content to be developed based on sourced data files. I could also generate outputs that could be emailed, stored in Google Drive or many other places.

Cons

The only thing that I didn't like was the pricing model, which I think didn't quite align with my business model. That said, it would have cost me a lot more to get started building something without WebMerge, so overall it was worth the price.

Review Source: Capterra

Clay from 321GoProject

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Nothing like it

Pros

I searched for a long time for a product that could merge multiple forms into one visually appealing pdf and found none, except for Webmerge. Not only did it work, but it was seamless. Highly recommend this software.

Cons

Can't think of any. The software is super solid and customer support equally good. I initially had a small issue where I couldn't figure out one of the settings, but was resolved quickly.

Review Source: GetApp

Zanita from MAC

Number of employees:  2-10 employees

Ease-of-use

Functionality

November 2018

WedMerge Review

Pros

WebMerge is easily accessible and relatively quick to start using it

Cons

Some features are difficult to implement - they don't come out as set out. It can struggle to link with other form programs

Review Source: Capterra

Cory from Audimation Services

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Needs a little more pricing flexibility

The customer service is solid, the functionality is great, no down time (ever), but huge gaps in pricing structure.

Pros

I use this in conjunction with Zapier, Office 365 and SurveyMonkey and I am in love with how easily it works for small and large files to pull information from SM, complete forms and email them to our clients (completion certificates from training courses). It saves me a ton of time in data entry.

Cons

Sometimes I need a little more or a little less of the merges, but I have to buy either 100 or 500 merges. Why can't I get 150 or just charge by the amount I use?

Review Source: Capterra

Gilberto from Cloud2b

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Saved us time

Pros

We had a solution with a lot of visual force pages and it saved us time on maintaining and launching new templates

Cons

We had some issues using HTML and .DOC templates.

Review Source: Capterra

Kevin from The Pet Spa and Resort

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Creates Waivers in no time

Overall, Webmerge has helped us easily track, edit, and customize each waiver to each individual client. If you have any sort of signed documents or waiver in your business, you need webmerge!

Pros

We love webmerge for all of our critical waivers. Being both a boarding facility, daycare facility, and a grooming facility we have several different important waivers in our business. Webmerge has helped us create these documents and saved us a bunch of time with retyping and pasting an old waiver then formatting it for a new client in a word document. Webmerge allows us to change variables within each wavier, which is very useful! We were even able to upload all our old documents from Word into Webmerge, which helped us avoid retyping the entire waiver (some of our waivers are multiple pages long).

Cons

Nothing at all! It is so easy to use and we've never had an issue with it

Review Source: Capterra

Jen from Petty Details, LLC

Industry:  Insurance

Number of employees:  2-10 employees

Ease-of-use

Functionality

November 2018

Taking my business to the next level!

Pros

I love that this program helps me get rid of the grinding daily tasks that can be automated with just a little customization!

Cons

That I haven't had time to dive in and figure out what it can really do beyond what I am using it for right now!

Review Source

Joel from Infor

Industry:  Software / Technology

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Professional looking docs because of WebMerge

It freed up time for a bunch of re-typing jobs, so you can spend other times you have for other things.

Pros

This is extremely beneficial software. Instead of spending much time typing documents, WebMerge help to automate the contracts/paper works processes. It helps me move faster.

Cons

It is so worth it. I suggest people to use this. No cons for me for a year of using this, I find this so helpful for the job to be done faster.

Review Source

Candice from Cebu Pacific Air

Industry:  Aerospace & Defense

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Incredible Webmerge

Webmerge is incredible as it increase the professional look of the documents.

Pros

It is very useful for me. I don't have to retype whatever is in the record is reflected on the Word document. Thanks for the great software WebMerge.

Cons

Nothing to be dislike in Webmerge. So far I am happy using it. Making my work easier and faster, it lessens the effort I need to exert.

Review Source
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Verified Reviewer

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Wonderful for complex reports as well

Pros

The ease of creating text templates
The flexibility of this program - I create 35 pages reports with more than 300 variables and dozens of graphs that change for each report
The support I received to create my complex documemt

Cons

The steep learning curve for graphs - making graphs with variables is not easy and even now that I know how I try to change them as little as possible as each change is a hassle

Review Source: Capterra

Emilio from Arcus Business Design

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Extremely useful and versatile

Pros

The ability to not just generate documents but to process information into new variables in the same process.

Cons

When you get a very specific error it's hard to figure it out by yourself but that doesn't really matter since they've got amazing customer service.

Review Source: Capterra

Robert (Robby) from ETSE

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Jose Maria Chema from Wizeline

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Regain beautiful time from the claws of bureaucracy

Pros

Beautiful! a blessing for the life of contract management.
Very easy to implement. After routes have been established, copying each doc and then replacing the file makes it super easy to create multiple documents that go to wherever you want them to.
Support has always been superb and overall Webmerge has been a savior given the fact that in Mexico there are piles of letters, contracts and documents that legally need to be signed on paper.

Cons

The pricing between the 2nd and 3rd version is a huge difference. For a growing business it's easy to go from 30 docs a month to 100. But going from 100 to 500 is a massive leap, which is also reflected in pricing.
I am a bit unsure of what my boss will say when I tell her that we are about to reach an average that is higher than our current limit (100) and explain that the next limit is 500 and that it will cost over 3 times what we are paying.

Review Source: GetApp

Iliass A from Still Industrial

Industry:  Real Estate

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Perfect tool to automate company processes

It remains the best tool on the market from my point of view

Pros

Simple to use and helpful. Clearly recommand for all services companies that use process to manage communication

Cons

Possibility to integrate more illustrations (photos) on merged document with a simple ways with using docx templates

Review Source

David from Resolute Legal

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

100% recommend WebMerge

I am the owner of a national law firm in Canada. We have to process a high number of leads each day / week. Webmerge solved a major issue with our sales team workflow in that we needed a way to print a PDF report of information from our Hubspot customer database. Webmerge allowed us to automate that process and has saved us tremendous time and boosted productivity. It has allowed us to automate the process using Hubspot. Would highly recommend Webmerge.

Pros

It solved a major issue in our sales process by allowing us to print custom reports from our Hubspot Customer contacts database.

Cons

No cons. Works perfectly for how we use it.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

We used it to integrate legal contracts with a client's app.

Pros

The integration is great and helped us out of a jam. I also like how you can just use the form fields for the tokens.

Cons

The user interface and some of the user experience is a bit clunky and depending on what we were doing we had trouble finding what we were looking for.

Review Source: GetApp

Phil from Incyte Media

Industry:  Software / Technology

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Great Product, functions as advertised

I would highly recommend the product. Well built and easy to use.

Pros

WebMerge is very intuitive and works really well "out of the box". It helped fill a distinct need that we had in a short period of time. You can do some really powerful stuff when paired with Zapier. Additionally, their support is really awesome.

Cons

The only thing that is a challenge for us is the pricing structure compared to what we were previously using. However, provided some grace as we went over our initial quota as we were getting things set up and were very understanding.

Review Source

Keiko from LiquidPlanner

Industry:  Software / Technology

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Helps us provide a great onboarding experience for our customers!

This has been a HUGE help to us in terms of helping our customers, and creating a smoother, quicker, guided experience for them.

Pros

We're able to integrate WebMerge with Survey Gizmo to help our customers document their procedures. The integration was key in terms of setting up a guided experience for our customers via Survey Gizmo, and then allowing them to get an output of their procedures automatically via a Web Merge document.

Cons

If you're not a whiz at HTML and code, it's tricky to make sure you've setup syntax correctly. Luckily we had someone our team that was able to troubleshoot the tough stuff, but I could see that being a challenge for other WebMerge users.

Review Source

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Great plateform easy and fonctionnal

Pros

I like the plateform, easy to use, reporting and mos of all the possibility to test the document. I love it.

Cons

My only problem was the communication. changes in the code without warn the customer (twice in 6 month).
It would be great even if it is a critical chang eto have information because our API didn't work and we had to make changes urgently...

Review Source: GetApp