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

201 Reviews of WebMerge

 

Start your review of WebMerge

Click to start
https://www.softwareadvice.com/cms/webmerge-review/
Software Advice Reviews (56)
More Reviews (145)

Showing 1-20 of 56

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
 
 

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
 
 

Felipe from V10 Investimentos
Specialty: Banking & Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

The BEST TimeSaving APP

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Imagine your TIME being saved, a LOT of time. With webmerge and it´s integrations we were able to eliminate dumb work and focus on selling.

Review Source
 
 

Danika from TriPoint Healthcare Solution
Specialty: Professional Services
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

Easy, Professional, and a Time Saver

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I am a HUGE fan!!!!

Pros

I make manuals for clients that need to be customzied to their specific information. The set up to the manual is super easy, updating the versions of the documents is easy, and the outcome is amazing. Prior to Webmerge, this process would take me 8-10 hours, after the complete Webmerge set-up, the process takes less than 1 hour! More productive = more happy clients!!!!

Cons

Wish there was a little more functionality around what you can do with the data. I have a bit of programing experience; however, some areas have been hard to figure out the correct output.

Review Source
 
 

Andrea from Kohl Wholesale
Specialty: Distribution
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2017

October 2017

An incredible and dynamic tool for document creation!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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 do everything we've needed. I have yet to have a question that WebMerge cannot answer or have a solution to. The existing documentation covers just about everything. The quick and attentive customer support is a true selling point as well. We are looking forward to continual migration from paper to paperless and WebMerge has made that possible!

Pros

Amazing support, Formstack integration, streamlined and concise, very customizable, awesome features, nice documentation, conditional logic and smarty template syntax was easy to learn

Cons

After the initial learning curve with some things, it's been smooth sailing. The entire time, support was just an email away and the lightning quick response times meant I didn't have to wait a day or several to hear back from WebMerge, unlike other companies out there.

Review Source
 
 

Albert Kirk from RaskRask.dk
Specialty: Healthcare
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great customizability - setup and forget!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

- Webmerge has many features, and are building new ones
- Great support
- A lot of customizability, to get the solution you need

Cons

Takes a bit time to setup and understand. But I don't think there is any other way, as you have to understand the many features.

Review Source
 
 

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

Review Source
 
 

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.

 
 
 
Showing 1-20 of 145

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
 

Ulrich from Statkraft Markets GmbH
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

We use Webmerge together with Podio to create contract documents completely automatic from Podio.

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

Fully automatic contract and document creation to save a lot of manual work.

Pros

Using Webmerge with Podio is very powerful. The setup was easy thanks to some good examples. Having some programming experience I like very much that the document templates can be with basic PHP methods (if restrictions, string conversion, ...). It allows a very flexible document creation depending on the value of various Podio elements.
It is also very comfortable to define certain email delivery actions when a document is created.

Cons

Actually there is really nothing I don't like about Webmerge. Maybe the possibility to check the raw webhooks fired from Podio could be a nice addon.

Review Source: Capterra
 

Karisha from Madden Dental
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Best Solution

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 application allowed my clients to complete their forms from any mobile device or computer consistently, effectively and efficiently. It cuts down the administrative time when my clients arrive to their appointment. I’m very satisfies that webmerge was a solution for a challenge I was previously having at Madden Dental.

Cons

Customer service is done online and sometimes I like to talk to a person. I’d rather talk to a person than communication via emails.

Review Source: GetApp
 

Tim from Allegiant Finance Services Ltd

November 2017

November 2017

Outstanding labour reducing 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

Labour reduction

Pros

1) Easy interface
2) Awesome support
3) It just works
4) Wide ranging compatibility
5) Works with Zapier to expand possibilities

Cons

rice seems high, until you compare the cost of the manual work saved. They have gone for a value based billing model and I dont blame them.

Review Source: Capterra
 

Jason from Marathon County Sheriff's Office
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2017

November 2017

WebMerge creates clean professional reports. Tech support is great!

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

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.

Review Source: Capterra
 


November 2017

November 2017

Great customer service and well built product

Ease-of-use

Functionality

Product Quality

Customer Support

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

We used webmerge for our graduate recruitment application forms so we had a large volume of forms coming in in the space of 2 to 3 weeks. The functionality helped us manage them seamlessly and when we had a small issue (which was actually our own oversight when setting the form up originally) customer service were quick to respond and were able to fix the problem before it impacted our applicants. We were also delighted to have a fully branded exported file of each application.

Cons

The dashboard could be a little easier to navigate, it didn't seem obvious where to find things always.

Review Source: GetApp
 

Eamon from Victorian Power Savers
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Fantastic software that has literally transformed the way we engage clients

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 and efficiency boosts

Pros

I love the ease of customisation. I don't need to be an advanced programmer to achieve amazing automation. If you have any questions, just ask the customer rep and he'll steer you in the right direction.

We use the software to create a document and receive signatures from clients accepting our quote. Upon signing, the customer receives a signed copy of the document and the signed document is then automatically uploaded to Dropbox.

Cons

There is an initial learning curve, but that is expected for such a comprehensive service.

Review Source: Capterra
 

Sarah from Behavior Change Institute

October 2017

October 2017

Excellent customer support, great functionality and integrations.

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

Integration with workflow software to automate document creation. Benefits include reduction of admin time spent preparing documents and eliminating human error in document preparation.

Pros

It's extremely versatile, and the support articles and team are very thorough and responsive. It can be used for so much more than I initially envisioned when I first signed up for the service.

Cons

It many of the functions require more technical knowledge than I have - thankfully the support team has been very patient and helpful so far.

Review Source: Capterra
 

Nestor from Fundacion Carvajal
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2017

October 2017

excelent tool, this help us to automate all the sending of 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

the customization and automate of sending document

Pros

the functionality, the quiality, the custmer support is great, ease of use and the customization of documents.

Review Source: Capterra
 

Ziyad from NOTTINGHAM TRENT INTERNATIONAL COLLEGE

October 2017

October 2017

Wonderful Product. It 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

Jeremy and the team are incredibly helpful and have built a fantastic app.

I use it to deliver certificates of completion for my online courses and it works without any issues -- I just integrated it with Zapier and it worked like a charm.

What's not to love?

Review Source: GetApp
 

Andrew from ADL Services Group Pty Ltd - Shield Services

October 2017

October 2017

Exceptional Product, Lighting Fast 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
Pros

We have to send complex documents based on a set of rules and the product delivers this perfectly every day. Support is excellent and always respond quickly and resolve any minor issues as they come up.

Cons

Would be great to have a pricing option between 200 and 500 merges, we only use on average 300 merges per month.

Review Source: GetApp
 

Karl from Sharpsmart Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

Excellent, the support team always respond to emails quickly with a clear easy to follow answer.

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

time saving

Pros

It is very easy to setup the data capture questions to assist our teams in creating their documents, the software has cut our document completion process from over an hour to approximately 10 minutes per report.

Cons

the merge coding within the documents to begin with, for simple couple of page documents this isn't time consuming, but for larger documents with many data capture points the coding can be very time consuming. Once you have experience creating a document it is much easier.

Review Source: Capterra
 

Kees from YMCA Norfolk
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Great product. Easy to use. Very easy to create templates (MS Word). Excellent 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

The ability to generate templated letters from out information system (salesforce). We also managed to get webmerge to turn out some reports that Salesforce itself could not handle.

Pros

It is very easy to setup simple templates from a word document.
The support is personal and superb. Replies have been fast (especially considering the difference in timezones), accurate and helpful.
The delivery option for merged documents are many and makes this product incredibly flexible.

Cons

Some of the very complex templates I had to create involved some coding (which I quite like, but it might put some people off). However with the excellent support that comes with this product I suspect anyone can do this.

Review Source: Capterra