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

223 Reviews of WebMerge

 

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Software Advice Reviews (66)
More Reviews (157)

Showing 1-20 of 66

Alexandre from SparkUP
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Easy workflow automation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Strongly recommand

Pros

Easy to implement. Good ROI because it scales hard. Fully integrated with the API and other market automation tools

Cons

Need some time to create a custom document well merged and aligned.
No auto-saved, so don't forget to save before leaving

Review Source
 
 

Franck from HELIOCO
Specialty: Healthcare
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Great tool that fulfilled 100% of our paperwork automation needs, and great team!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Try it!

Pros

- Outstanding customer services, the team is always ready to problem solve with you
- Focused-product (document generation automation)
- Easy-to-use, quick time-to-implementation
- Extensive integration capabilities (typeform, docusign, clicksend, zapier) that makes a real difference!

Cons

- Email integration could be strengthened, through integration with other vendors to allow for easy email design & tracking

Review Source
 
 

Erin from nunoerin
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Helpful automation tool you should try

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Works reliably and integrates with several of the systems we use. It's been a great time saver and useful tool

Cons

Realtime chat support would be helpful, although the email support is very quick and always have my issue resolved in one or two email.

Review Source
 
 

Meg from Freedom Foundation
Specialty: Non-Profit
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Transitioning one of our daily business processes to Webmerge reduced our workload by 8 hours a month.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Using Webmerge has evolved our document management capabilities and we appreciate the seamless integration with Zapier and Salesforce.

Pros

It is automated and easy to use once you determine your objectives and create your documents. We save so much time using Webmerge! It has transformed our donor thank you letter creation process from one riddled with Excel spreadsheets, word documents, mail merging, data uploading, and printing nightmares into now, just pushing a button. It even knows which tray to send the documents to for printing, which is a lifesaver, as we utilize 3 different letterheads and two different paper sizes.

Cons

No cons with Webmerge, however, it did take some reworking of our Salesforce workflows to get the system going.

Review Source
 
 

Thomas from VACorps
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Fantastic Product & 5* Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

These guys are the real deal. Sign up and your team will thank you a hundred times over

Pros

-Ease of use
-TIME SAVER
-No real coding required
-Can be used with so many platforms (try with ZAPIER!)
-Fantastic customer service(!)
-Fair and honest pricing

Review Source
 
 

Jeff from Google Search Tips
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Keeps the information merged

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I upload documents with mail merge options and WebMerge creates a PDF with all data merged. Its helpful to merge data on the web. The interface is nice looking and easy to use. Easy for new people to learn and use the application. Have a great interface.

Review Source
 
 

Nicole from ITHACA
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Helps with merging elements within documents

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

WebMerge is a kind of unique software. It helps me merge data from my documents together into one single file. Works with documents, spreadsheet and various other formats. Easy to use interface let us work great. Great user experience.

Review Source
 
 

Austin from IdealUser
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Stores office documents on the cloud

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

WebMerge stores my important data files including MS office documents on the cloud. It keeps the files secure and let me use anytime when I need to.Helps with keeping backups. Information is secure and no-one can access it without my permission. Helps us manage documents efficiently.

Cons


Review Source
 
 

tamir from buenavida
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Fantastic serice

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

Saved us 80 hours per month! Webmerge was the missing piece and has allowed us to automate a manual process in order to save 30 minutes on every incoming lead.

Review Source
 
 

Hina from Information Technology and Services
Specialty: Media
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Customizable templates does everything for me

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

WebMerge customizable templates has all necessary formats which I need for my work. It helps me me saves a lot of time to create default file format structure.
The documents can be uploaded and generate a new doctype with merged fields. This helps saving our manual efforts.

Cons

Integration with Dropbox would have been nicer. If I can upload my documents right from Dropbox, it will help me keep information on 1 place.

Review Source
 
 

Filip from Dr Edwards LLC
Specialty: Healthcare
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Great for automation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

N/A

Pros

easy to use and most likely would be able to apply this for any scaleable business model, easy to use.

Cons

very quickly you can go over the monthly volume (if you are a small business) ; otherwise, it is a useful tool.

Review Source
 
 

Matt from WebWorld
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

WebMerge helps merging data with colleagues

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

WebMerge provides various templates and helps building the custom templates which can be merged with any kind of data. These documents can then be send to various contacts with our colleagues.
It helps integrating with various 3rd party applications.

Cons

The user interface needs the improvement to make the application user friend. The functionality seems fine as it helps merging the information well.

Review Source
 
 

Alan from Ftech int.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Best online content editor

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

WebMerge helps creating document and helping with keeping secure data safe.

Pros

WebMerge comes with best online content editor. It helped me creating documents really well with built-in formatting support. I am able to create as many documents as I need for my work and collaborate with my colleagues using it.
It helps a lot managing secure data using the documents.

Cons

I would like the documents to be sync'd with my Mac from my windows phone devices. It will help me keeping documents updated on all my devices.

Review Source
 
 

Martin from Timengo
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Great Middleware tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Very strong solution. Digitized customer sign-up + contract Generation + digital signature with webmerge as core component between WordPress, formidable forms, word/xlsx templates and hellosign - works great!

Pros

Docx xlsx support, ease of use and versatility. Very solid solution that solved the problem perfectly

Cons

Ui need to be able to do actions across flows. Ex update all template docs update document naming convention across

Review Source
 
 

Randall from Dataseti
Specialty: High Tech
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

A product that sets us above our competition

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great product - makes us better than the best. Also, I highly recommend Diego Ibarra at D1Mgmt to help you with the integration part, especially if you need Zapier to facilitate moving the data. He made the work look easy, and got me exactly what I needed - fast and at a very fair price. Diego Ibarra 201-370-2430 diego@d1mgmt.com.

Pros

WebMerge solved our problem of being unable to send out attractive contracts, quotes and invoices easily. Our vision, to send data from our database to build a document, is a reality and most importantly, saves us about an 30 minutes PER DOCUMENT. We love the product and the lightning fast support when something wasn't right while we were in the development phases of our documents. I highly recommend.

Cons

I wish the subscription allowed more document deliveries per month. For example, WebMerge emails the customer the final document, called a delivery. At the same time, I have the ability to also send the document via web services back to my database to store. However, I don't because WebMerge counts that additional delivery against my quota.

Review Source
 
 

James from Sacramento Mandarins Drum and Bugle Corps
Specialty: Non-Profit
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Automatic document creation made simple and reliable

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

I love this product. We integrate WebMerge with our Formstack data. Now we automatically generate documents as soon as data is submitted in Formstack. These automation has saved me hours of time.

Pros

WebMerge is easy to use. It can import existing documents of different formats. The integration with Formstack was a key factor in selecting WebMerge.

Cons

I would like to see integrations with Office 365 for automatic file uploads to OneDrive for Business.

Review Source
 
 

Patti from American Adventure Insurance
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

A real problem solver

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This software allows you to customize and include attachments in ways that are not possible with our CRM.

Cons

The only thing that would make this easier to use would be some way to apply an edit universally rather than having to open and edit each document.

Review Source
 
 

Adam from Consumer Law Group, LLC
Specialty: Professional Services
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Simplifies your business and enhances your productivity

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I strongly suggest this program, you will not regret it. In fact, it enhances and adds value to other ancillary programs, like form stack for instance.

Pros

The ease of use, coupled with proactive and helpful management team makes for a phenomenal product that has helped to streamline our business.

Review Source
 
 

Isaac from Plexus
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Amazing support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Webmerge is a very robust tool that works consistently is easy to set up. Their support team is amazing. They work super hard to ensure your experience of the product is optimal. It's a wonderful product with a wonderful team.

Cons

Debugging issues within the document can sometimes be difficult as the error messages do not pinpoint where the issue is

Review Source
 
 

Cait from California Closets
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

Workflow Automation ROCKS!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We LOVE how much WebMerge has allowed us to automate some processes, and we're looking forward to seeing how else we can leverage this piece of tech moving forward!

Pros

We really love how seamlessly WebMerge can work with Formstack, Google Sheets, and other tech pieces we already use to enable us to automate some of our workflow, meaning we're more efficient and productive!

Review Source
 
 
 
Showing 1-20 of 157

Jürgen from Rupp AG

April 2018

April 2018

Very powerful and easy to use tool, we enjoy it!

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

Great possibilities to use reports and comfortable handling. WebMerge fits perfectly into Salesforce, no technical problems so far. The support team reacts really fast and the preview function is very useful.

Cons

It could be faster while generating reports, sometimes its a little bit laggy. The pricing model is ok, but could be better. Especially for a high amount of documents.

Review Source: Capterra
 


April 2018

April 2018

Can't Run My Business Without It

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

Reliability
Functionality
Ease of Use
Value for Money

This is a critical app in my business operations. I use it all the time and it's never once been down as a result of a server problem or technical issue. It's a fantastic value for the money and I would recommend it to anyone whose business requires creating form documents (i.e., just about any business). Whenever I've run into a problem, the founder emails me back within 24 hours - usually less - with a solution. Can't say enough good things!

Cons

The only thing that would make this app better is to have a middle plan between the Starter and Professional. There is a big gap and sometimes I find myself running out of documents at the end of the month, but it doesn't happen enough that it's worth paying an extra /yr for.

Review Source: GetApp
 

Eirik from SHARKCAGE
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

We have saved a lot of time and increased compliance using WebMerge with Salesforce

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

Saved time and increased compliance

Pros

Relatively easy to use. Works with several different file types. Integration with Salesforce is great.

Cons

They could improve documentation. I think it is relatively expensive if I was to use it for documents we use every day. But for more complex documents like NDA, supplier agreements etc. it is good value for money.

Review Source: Capterra
 

Tony from Retirement Alliance

April 2018

April 2018

A true game changer - capture data in web form and turn into high quality document in seconds

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

Most importantly WebMerge has both excellent service and extensive documentation, something that is often lacking in web based tools. I've send support emails in the evening and received answers the same night - truly impressive. WebMerge and Zapier and a killer combination and I highly recommend them together.

I'm using WebMerge to capture data from online web based forms like Gravity Forms or WPForms and generating high quality proposals and service agreements for my clients.

Webmerge is easy to work, fast and affordable.

Cons

If I had one suggestion I'd like the pricing to be based on a monthly fee rather than per 'merge'. It makes it hard to determine what to charge a client for the use of the program as it can be variable depending on the number of merges used.

Review Source: GetApp
 

Jason from Northwest Sarcoma Foundation
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

A must-have for every nonprofit!

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

One of the big time sucks in any nonprofit is sending out acknowledgments of donations. WebMerge integrated with a system we were already using to create a seamless workflow, from typing a custom message to a final letter printing out within seconds. We love the delivery options, from saving PDF's in our google drive to printing directly to our cloud-enabled printer. Wow!

Cons

The value for the plan is steep for a nonprofit - we would like to be able to merge more documents but cost has limited us to just one workflow.

Review Source: GetApp
 

david from Remark! Ltd

April 2018

April 2018

Makes creating a professional looking form such as invoices so much easier to do saving hours.

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

Saves so much time.

Pros

A great time saver creating custom built forms such as invoices, contracts a database or from a spreadsheet. Webmerge has saved my company many hours of work. The support and response is excellent. It is extremely good value for money.

Cons

Currently not able to automatically create multiple line invoices using Zapier. I still have to download a spreadsheet and manually upload to Webmerge. It will only work automatically if there is 1 line on data or say a contract where it just picks up the data items. It still requires development with Zapier to accept multiple lines.
I can only use 1 login for everything which means I can not allocate certain merges to logins

Review Source: Capterra
 

Gina from MVP Health Care

March 2018

March 2018

WebMerge has been a life saver for me!!

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

I like that we can get documents immediately from WebMerge as soon as forms are completed. It was much more user friendly than I had anticipated and the support from The support has always been extremely helpful and he is always quick to respond.

Cons

I would say the thing I like least is that you can't pick up the phone and talk to someone for support. Email is great but sometimes its helpful to be on the phone with someone who can walk through questions with you while you in the tool.

Review Source: Capterra
 

Tyler M. from Vorwerk Group
Number of employees: 10,000+ employees Employees number: 10,000+ employees

March 2018

March 2018

Webmerge is easy for people who do not understand IT very well.

Ease-of-use

Functionality

Product Quality

Value for Money

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

Simple. Make sense. Delivers and tracks progress. Great with Formstack and other software. I am horrible with IT applications and this program made me feel like a Pro.

Cons

No sure. Didn't ever have a bad experience. All my documents went to the location that they were intended.

Review Source: GetApp
 


March 2018

March 2018

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
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.

Review Source: GetApp
 

Pierre from Pierre Brochu CPA Inc.

March 2018

March 2018

Very fast and easy to use

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

I really like the PDF upload function and the data capture function. I can join a couple of forms together so that creating a merge form is very easy.

Cons

cannot join PDF and text together. I'm using 2 text document + 2 PDF so and the end, the merge document count for 4 document and not just 1.

Review Source: Capterra
 

Aidan from Healthcare

February 2018

February 2018

Saves our charity a fortune in postage and administration 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

We have been with Webmerge since they started and most of the cons have been developed out of the system now. Charting used to be an issue but this has now been integrated into the merge system with their usual attention to detail. A non-profit discount would be very nice but that's not really a con.

Pros

Webmerge has been a huge benefit to our charity as previously we were trying to mailmerge 100s of supporter letters and send out donation receipts manually. Webmerge saves us 80% of the time we used to spend on basic administraton. Best of allwebmerge integrates with Zapier which integrates with our MySQL system to fully automate our donation receipts and fundraiser registration processes. Customer service is excellent with response times in hours normally.

Review Source: GetApp
 

Megan from Law Firm

February 2018

February 2018

I recommend it

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

This will allow you to create tools on your website that your competitors don’t have. It can really be a traffic grabbing resource.

Review Source: GetApp
 

Ruben from KOALA
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Great solution for sending instant quotes!

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

automation

Pros

It is easy to program and it helped us in automating our quoting system with a fast and easy online app

Review Source: Capterra
 

Arab from Green Climate Fund
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Webmerge has been an amazing tool for our organization.

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 has a very robust templating system and offers a large catalog of integration tools and API access which enables us to develop automated solutions in a secure and timely manner.

Cons

It would be good if Webmerge could add more Azure Cloud services integrations, such as Azure Storage. Right now they only support Amazon S3, Google Drive, Box, and Dropbox.

Review Source: Capterra
 

Kenny from RTS (Remedial Transportation Services)
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Webmerge filled a huge gap I had in forms

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

The ability to collect data and have it populate to an existing professional document. I was so tired of collecting data from field crews that looked cheesy when I received it. Webmerge solved my big problem with formstack that you collect all the data from field crews and want to send the customer a professional look form but can’t. With formstack alone you wind up with a 1 page form turning into a 4-8 page list of form answers.

Webmerge customer service is top notch. Very responsive and extremely accurate in solving the problem you are facing.

Cons

Price. We are a not a massive company but we have a lot of safety forms that my field crews use and submit daily. I could use webmerge for many more documents but I can’t justify the monthly cost of the volume of merges I would need.

Review Source: GetApp
 


January 2018

January 2018

This product is excellent, does what it's supposed to!

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

It lets me offer solutions to customers that MUST have perfectly merged PDF's securely delivered and accessible. Online forms in fill-able PDF format are a must for several of my customers and WebMerge does the trick.

Review Source: GetApp
 


January 2018

January 2018

Really easy to use / reliable results

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Really easy to use - only af few steps to go through, easy to test before sending out a lot of documents - and almost no errors.

Review Source: GetApp
 

Dana from US Solar
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

WebMerge has been a huge time-saver, and they have the best 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

Save time and promote accuracy by automating contract population from our Zoho CRM and DocuSign.

Pros

One click of a button and my contract is populated, sent, and saved instantly. After it is setup it requires no maintenance. Jeremy is amazing on customer support, going above and beyond to help me customize our WebMerge/DocuSign/Zoho integration.

Review Source: Capterra
 

Dan from Complete I.T.. Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Great service that just works, highly recommended to all.

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

Automation of document creation from a web form and emailing it to the client. As we can design the template, Webmerge ensures our comms go out with the correct look, feel and branding. The Zapier integration means that the entire process is automated, and doesn't require any manual involvement from us which saves a lot of time.

Pros

Automates tasks that would otherwise be very time consuming and enables you to look brilliant to your clients by instantly sending branded documents. Zapier integration means you don't have to know how to code to set it all up.

Cons

Very minor point as the support will gladly help, but some more visibility of logs on when emails were sent and the delivery logs in the portal would be useful.

Review Source: Capterra
 

Sohil from DMV.ORG
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Great tool for seamlessly populating documents with online data

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

This platform is very easy to use once you have set it up. We are always looking to push the boundaries of what we can offer our customers in the way of positive online experiences and WebMerge is always there with us to help support these initiatives. We have tens of thousands of visitors complete over 60,000 interactive web forms on our site every month, and we can rely on WebMerge to ensure our processes will successfully read this data, apply the appropriate logic, and accurately fill out the correct documents for these visitors.

Cons

More visibility into when changes are going to be made with the system would let us better anticipate when or if anything may be impacted on our end.

Review Source: GetApp