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

266 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 266 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.

May 2020

Reggie from The {Virtual} Gala Team

Company Size: 2-10 employees

Industry: Events Services

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

May 2020

WebMerge makes us look professional!

We used to have a part-time contractor who manually created all of our contracts, but then she left to take a full-time job, and we were in a bind. We could either try to find another contractor to do this task, or we could try to automate it. I went searching for a way to automate our contracts, and boom discovered WebMerge. I was amazed from day one, and in the span of less than 10 days, we converted our manual contract into a completely automated process with our Clients filling out a Google Form, which pushes the data to a Google Sheet, which Zapier then shoots to WebMerge to populate the contract, which then shoots it to DocuSign for signatures, which finally shoots it into our Google Drive. The transformation of our contract process was amazing! So we immediately started pushing all of our unique document needs into WebMerge. We now have about 50 different documents that get created via WebMerge.

Pros

We're a small business (3 full-time employees, 2 part-time employees and 6 contractors), and we do about 150 events per year. That's 150 contracts, 150 Strategy Meeting Prep Sheets, 150 Final Details documents, 150 Night of Event documents, 150 post-event debrief documents. Using WebMerge, we're able to automate the creation of these documents, and it makes us look super professional and super organized.

Cons

We don't have any cons about this software. It's easy to use, works every time and is a reliable part of our business aparatus.

July 2020

Kow from Azusa Pacific University

Company Size: 1,001-5,000 employees

Industry: Higher Education

Time Used: Less than 2 years

Review Source


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

July 2020

Great tool for creating custom documents from data inputted from another tool

So far we've had a good experience with Documents and look forward to future enhancements.

Pros

It works great and seamlessly ties into Formstack forms. Users are able to input data in Formstack and have the resulting output customized and look the way they want it to.

Cons

It takes a while to get used to using it. Some of our users have had to have multiple training sessions before being able to operate it.

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.

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.