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 c...


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Supported Operating System(s):

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

265 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

(201)

201

4 stars

(59)

59

3 stars

(5)

5

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 265 results

October 2016

Aaron from Spartan College of Aeronautics & Technology

Verified Reviewer

Company Size: 201-500 employees

Industry: Aviation & Aerospace

Time Used: More than 2 years

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.

August 2020

Martin from Platinum Partner Network Pte. Ltd.

Company Size: 2-10 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Amazing product with lot of integration

Amazing , we love the prodcut it saves us so much time !

Pros

The software is simple to use with very comprehensive pricing, it works well and integrates with everything we need.

Cons

Integration to google docs would be a plus

Reasons for Choosing WebMerge

Better relation , better pricing , better integration

January 2018

Matt from WebWorld

Company Size: 11-50 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Value for money

3.0

Functionality

3.0

January 2018

WebMerge helps merging data with colleagues

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.

July 2020

Marvin from MBI Companies Inc.

Company Size: 51-200 employees

Industry: Architecture & Planning

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

2.0

Customer support

4.0

Functionality

4.0

July 2020

Webmerge Review

Barring my complaint about the dramatic price increase, my overall experience has been good. My company needed a quick solution and this product did exactly what it said it could do.

Pros

Easy to setup. Works with multiple programs. Makes Web forms much easier to add function to.

Cons

Before My 2020 July bill I would have said there were no real cons. However I just received my billing this month and the rate tripled. I am re-assessing how much we are using the product vs having my developer going ahead and converting our forms into our Google G-suite accounts and using the mail merge coding in Gsuite. However if you have very little skills with programming this platform will meet your needs.

April 2020

John from Rev19

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Functionality

4.0

April 2020

Great User Interface

Pros

Formstack Sign as been a great addition to our business. Our sales force leverages multiple different platforms and back ends all that require different contracts and agreements for their customers. Using Formstacks easy to use process takes the guess work out for the sales force through providing a universal interface every time.

Cons

You can't send out partially filled out applications without it all being editable. Our sales people want to fill out the customer pricing, but have the customer fill out the rest. This system doesn't allow for that.