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

November 2018

Robert (Robby) from ETSE

Verified Reviewer

Company Size: 201-500 employees

Industry: Machinery

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

Best Document Generator for SFDC

We had been using Salesforce's built in quote document tool to create customer facing documents. Anyone that has used it knows of the limitations of that feature of SFDC. I researched and discovered WebMerge. Installed it in our sandbox and had it running in minutes. They have an extensive trial period and after a few days realized it was the perfect affordable solution. Our documents look professional. Plus being able to use the document routing allows me to merge multiple documents into one. I am pulling in technical specifications from AWS S3 and merging into my quotes to create 1 document to give to the customer. WebMerge also helped me with the settings in AWS S3 to allow only WebMerge to access my data bucket. I know there are many undiscovered uses that I am going to have for this product. Plus flexible pricing. You pay for number of merges - not number of pages.

Pros

The more I use this product, the more i find out new things that it can do. Extremely flexible document template creation. Can use your own MS Office documents for templates or create using WebMerge template builder. Extremely easy to get up and going in a few minutes by uploading an existing Word document with merge fields. The ability to add logic to the templates (formatting,hide fields,sort,etc) is a game changer. If the data is in SFDA, you can get it into a WebMerge document. Another feature that makes this product unique is that you can include a custom SFDC SOQL query in your mappings to merge in almost anything from SFDC. Even as great as the software is, the support is even better. You submit a case and almost immediately get a response and a solution. If you post a question, you get a response almost immediately. WebMerge will email and and respond to your emailed replies. They will help you until you get a resolution/solution. They will give helpful tips about how to tackle your use case. I bet I emailed them a few times a day with different questions and they replied each time with support. I cannot explain how helpful this product has been to me to accomplish what I needed to do and I am going to be able to do so many more things that I did not realize. Also a lot of helpful articles on their website.

Cons

Not really anything. If I had to pick something, when uploading a template to WebMerge - if you do get an error message at times it might be cryptic and hard to decipher but your error is usually easy to pick out of the message.

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.