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

162 Reviews of WebMerge

 

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Software Advice Reviews (42)
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Showing 1-20 of 42

Daniel from VHCB
Specialty: Public Sector
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Easy to use to generate flexible output from external on-line data-entry forms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great service and support

Pros

The ease of generating a PDF document with specific logic from another on-line data entry application

Cons

It just can't provide the PDF output with the exact format that already exists in the external program

 
 

Tony from Rig Nation
Specialty: Transportation & Logistics
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Formstack is the fast and complete way to get customer input in your website.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Get virtually any information you need from your customers quickly and direct plug in to all popular content delivery sites like WordPress and Drupla

Cons

Needs better standard themes to make them more appealing, and field logic "like" "Starts with" "Ends with"

 
 

Roger from Vice Versa Reality Pty Ltd
Specialty: High Tech
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Saving sEolo Entrepreneurs the World Over

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great product that takes the tedium and time out of repetitive administrative tasks, making it easy for solo entrepreneurs.

Pros

Once you're setup, repetitive tedium becomes a thing of the past. The input and output methods are literally every system you can imagine.

Cons

Splitting templates into components exponentially increases your merges. So rather than having 11 components to a proposal that you can make into 33 different proposals (which would be 11 x 33 merges) you have to have 33 different customised proposals. Once you understand this it's easy enough to set-up, but still a pain.

 
 

Walter from Improving Jackson
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Game Changer . . It allowed me to buy speed!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I know that it takes me 3 hours to create a complex set of real estate closing doc. After a short learning curve, I now can complete the task in 20 minutes AND without mistakes. It litter allowed me to avoid hiring another person in my office.

Cons

Pros: Functionality. Works great. I am going to recommend this to everyone doing a similar task.
Cons: It did take me longer than I expected to get up and running. This was because I started with a 55 page document with over 100 different fields that comprised 13 different real estate documents. I should have started with just one.

 
 

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

Pros

This product is complete and very easy to use.
The customer support is impressive and very quick to answer.

 
 

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.

 
 
 
Showing 1-20 of 120

Jess from Human Tribe

September 2017

September 2017

Simple and elegant

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

Easy to use, clean and simple. It offers everything I need in a simple, customisable solution. I will definitely continue to use webmerge for years to come

Source: Capterra
 

Matt from Financial Services
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

One of the best timing saving services I have ever used.

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 allowed us to completely automate our contract generation process. This has created enormous efficiencies for us and it has become an essential component of our business/sales process.

Cons

I don't have any strong opinions on this. But I hope they stop advertising so our competitors don't learn about them :)

Source: Capterra
 

Shawn from Keystone Law Group, P.C.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Excellent product and customer 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

The features are rich and customizable. Customer service is the best I've experienced with timely and substantive responses that address the problem and provide alternate solutions.

Cons

Cannot preview/edit either the (1) compiled documents or (2) email prior to sending. This makes it more difficult to send a more customized and less informal email to the recipient.

Source: GetApp
 

Anmol from Sunsoa IT Solutions Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

A brilliant seamless easy flowing 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

Powerful Cost Effective way to merge with Zapier and create fillable PDFs for our members.
Complete control of the procerss.

Pros

It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.

Cons

I cannot really find any cons is does what it says on the tin :-). The support model is based on time zones so responses are not a factor.

Source: Capterra
 

Martin from Cloud Industry
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

A fantastic tool & time saver for every business

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 tool works great and saved us thousands compared to our previous system and even more compared to the manual work involved when we did not have a documentation generator. The setup is very easy and the integration to a lot of other system is fantastic as well.

Cons

Not many really , we would maybe appreciate if we could edit the document on the fly but that's really being picky

Source: GetApp
 


August 2017

August 2017

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

Great service for help, product is good for the one thing we are using it for but it was a confusing process for someone who is not tech savvy - but customer support assisted and clarified questions and implemented and walked me through all the way

Source: GetApp
 

Jon from Fellowship of Christian Businessmen
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Maybe the Best Support ever in History

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 technical support for this app is better than anything I have ever seen. I had a difficult project and customer support went way above and beyond anything I could have expected. TOP NOTCH SERVICE! These guys are the real deal. PLUS, the app actually works really well!

Cons

I see no cons for my project. I can see how it could get expensive if you were doing a lot of merges, but we are not so it's great. Maybe having an unlimited merge plan for a reasonable price would be good for some users I have in mind, but still. This is a great company and a fantastic app.

Source: GetApp
 

Ann from Blast Cleaning Technologies
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Easy to use and GREAT 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

Great looking reports from our formstack submissions.

Pros

I like how easy it is to use with form software such as Formstack. Their customer support is amazing!

Cons

making form data look pretty in webmerge can be pretty complicated and not intuitive at all, and require help from WEbmerge

Source: Capterra
 

Chris from Legal-Bay Funding

August 2017

August 2017

Tremendous help to our biz

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

Creates great efficiency for our sales and operational team. We are able to process large quantities of files more quickly so that we can now scale up our marketing.

Cons

There is nothing that we don't like about the software it runs itself and smoothly so doing its intended job.

Source: Capterra
 


August 2017

August 2017

Amazing tool, great customer 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

I use WebMerge as part of an automated workflow with Airtable, Dropbox, and Zapier to create print-friendly Word .docs and PDFs. Once the merge template has been configured correctly, I create some of our most important documents (ones which took hours of staff time before): detailed travel manifests for presenters at our literary conference, including flight itineraries, hotel reservations, and assignments; personalized donor solicitation requests; and donor contribution receipts -- all at the "push of a button" or even without pushing a button (some documents are configured to generate automatically on a certain date).

Cons

Configuring the merges for the first time was tricky and I felt the support documentation could be more detailed and descriptive. That said, the customer support was always quick to answer questions and provide solutions.

Source: GetApp
 

Trent from Fears Nachawati Law Firm

July 2017

July 2017

WebMerge makes it easy and really helps us increase efficiency.

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 saves us time having to manually fill out information, increases efficiency, fairly smooth and simple process.

Cons

I don't dislike anything about this software. I chose it because it is easy to use by anyone and haven't had any complaints yet.

Source: Capterra
 

Florian from Coffee-Bike GmbH
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Great tool to automise contract creation for customers!

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

Even for "not" admin users easy to use, easy to handle within the Salesforce infrastructure, really good setup support

Cons

There should be sending out automations for different criteria, telephone support would be awsome as well

Source: Capterra
 

Joan from Capital Cell Crowdfunding Plataforma de Financiación Participativa SL

July 2017

July 2017

Webmerge has solved quickly our need to customize documents

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

Ease of use and flexibility are the top areas. The time to achieve first results is really really very short. It's really good quality- you can trust the results.

Cons

Probably what we like the least about this product is the cost. In our experience, price should go up on a more smooth way.

Source: Capterra
 

Hassan

July 2017

July 2017

Great Solution, Awesome 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 were seeking a solution to produce forms via surveys and this program did just that. Not only we found the perfect solution for the service we provide on our end, Jeremy provided us a custom package that satisfied our needs and so as customers we don't overpay.
Props to the team for their dedication and producing such a fascinating product.

Cons

The solution is great by itself; however, some more tutorials would help for those who are not as familiar with the entire system.
Also, an ability to customize the form page within the system itself would be a great addition.

Source: GetApp
 

Stefan from VERTIKOM GmbH

July 2017

July 2017

A little bit complicated to create documents 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
Pros

Easy change of document layouts and integration to other tools, especially salesforce and the divergence of documents to create

Cons

Process efficiency for standard processes. For users it does need too many steps to create and wait for the created documents

Source: Capterra
 

Frank Johan from EnklereStart.no AS

June 2017

June 2017

WebMerge helps us generate documents based on advanced workflows

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

You can do almost anything. Support is great and we've never met a challenge that can't be solved. Absolutely love WebMerge!

Cons

UX could be improved. Also there's alot of hidden features and some "bugs" with no logic reason why it appears. Lucky support always got your back.

Source: Capterra
 

Matt from Benefit Concepts, Inc.

June 2017

June 2017

WebMerge has helped reduce numerous hours of consolidating documents for my client.

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 number of outputs available is valuable (Doc, PPT, PDF) along with the third-party integrations.

Cons

Document builder could have better interface and experience. A drag and drop builder similar to web builders, newsletter software, etc. would be beneficial. As of now, I use WebMerge for a client and am the only one who knows how to use it as there is nobody else in the company who can code.

Source: Capterra
 

Marcelo from Ingresse
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Delivers the expectation

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

Solved my problems for document automation.
Easy to integrate with major services.
Easy to create documents with no development knowledge.
Great customer service.

Cons

Could invest more in user experience. But it is something that does not influence the decision to use it or not.

Source: GetApp
 

Kévin from Gentec Electro-Optics, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

We use this software as an extension to Pipedrive to quickly generate documents.

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

Fast and systematic document generation, high versatility along with very nice integration with other software or web services.

Pros

We like the strong versatility of this software thanks to its ability to fully read the data provided by the API of the software it integrates with. The conditional formatting of the documents is really thorough, allowing us to make elaborate documents for which the information is adapted to the user.

It requires very low maintenance once your setup is done. Delivery options are vast and very well made: for instance, you can deliver your documents to Dropbox, which is neat.

The data routing feature is also amazing to quickly discernate which document template should be used based on a set of predefined conditions.

Cons

The triggering and delivery behavior can sometimes be erratic depending on how quick the user does the trigger event for document generation. However, this is minor and the problem rarely manifests itself.

Otherwise, I did not find anything impacting my workflow negatively with this web service.

Source: Capterra
 


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