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

269 Reviews of WebMerge

 

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Software Advice Reviews (87)
More Reviews (182)

Showing 1-20 of 87

Phil from Incyte Media
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Great Product, functions as advertised

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would highly recommend the product. Well built and easy to use.

Pros

WebMerge is very intuitive and works really well "out of the box". It helped fill a distinct need that we had in a short period of time. You can do some really powerful stuff when paired with Zapier. Additionally, their support is really awesome.

Cons

The only thing that is a challenge for us is the pricing structure compared to what we were previously using. However, provided some grace as we went over our initial quota as we were getting things set up and were very understanding.

Review Source
 
 

Keiko from LiquidPlanner
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

Helps us provide a great onboarding experience for our customers!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This has been a HUGE help to us in terms of helping our customers, and creating a smoother, quicker, guided experience for them.

Pros

We're able to integrate WebMerge with Survey Gizmo to help our customers document their procedures. The integration was key in terms of setting up a guided experience for our customers via Survey Gizmo, and then allowing them to get an output of their procedures automatically via a Web Merge document.

Cons

If you're not a whiz at HTML and code, it's tricky to make sure you've setup syntax correctly. Luckily we had someone our team that was able to troubleshoot the tough stuff, but I could see that being a challenge for other WebMerge users.

Review Source
 
 

Jason from oxsome
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Good product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

great tool. I tried many options. worth a shot

Pros

easy to use service. robust api. auto adjusts pricing based on usage. the customer support is also really great.

Cons

pay per document. even if document has minor changes, can be pain sometimes. Either way not many services as good as this one.

Review Source
 
 

Kendra from Standard Insurance
Specialty: Real Estate
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2018

August 2018

Worth it's weight in gold

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

As we've been developing our solution they have always been quick to respond and accommodating of our various needs. Every time we have a request for a change or enhancement, it's fulfilled. And QUICKLY! We have over 1000 templates housed in Webmerge and have built out a rather intricate workflow automation. Customer Rep. has tirelessly worked with us to build out our solution. He's even been patient as we've dealt with internal incidents. There hasn't been a single outage in the nearly year we've been using it.

Cons

We have not a single complaint... other than we didn't find it sooner! Seriously, worth every penny!

Review Source
 
 

Felicia from Globetek Media, LLC
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Great tool - saves time and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great product

Pros

The product saves us a lot of time by using data already in our quickbase software instead of typing things again manually or copying and pasting.

Cons

Every time make a change to the template need to reupload - not a big deal but maybe if template was linked be easier.

Review Source
 
 

Jamak from ITD Canada
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Save time and Money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I am grateful this team decided to put this tool together. It has saved our company a bunch of time and money. Their competition is much more expensive.

Pros

Support is outstanding. The team is responsive 24x7 and very quick. A simple email will get their attention and they'll go above and beyond to help you solve your problem.

Cons

This isn't really a con but you'll need to be comfortable with the basics to set things up. If you are not, you should look into hiring the support team to get you setup.

Review Source
 
 

Amit from MediaNext Infoprocessors Pvt. Ltd. / Menaka Prakashan
Specialty: Media
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Absolutely fantastic!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This service is a boon for those who waste a lot of time in sending standard documents, proposals, forms etc. It saved us a lot of time. Only one request, monthly unused merges should be carried forward.

Pros

- easy to understand
- quick guides available
- can be used with a little knowledge of coding
- saves hell lot of time
- gives your documents a professional look

Cons

- multiple document merging needs to be made more simpler .
- no other significant cons observed .
-

Review Source
 
 

Stan from healthcare
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

WebMerge is Awesome for marketing work

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

WebMerge is an awesome tool for our marketing work. It helps me save time to add all clients email every-time for e-newsletter work. It merge the email and contacts to the document easily.

Cons

It will be great to have a mobile app for merging contacts and emails. The UI can be designed to meet the mobile needs.

Review Source
 
 

Denver from I.T Experts Philippines
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Integrated a service on web to send or collect needed data.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

This platform is very handy when it comes to generating documents in an instant with just a click of a button. So it helps you to save more time and do a lot of more work.

Cons

This is a bit pricey for those who have few employees and those who have so small business. But it is reliable and worth it for those who want to make their company grow faster.

Review Source
 
 

Kimberly from Cience
Specialty: Software / Technology
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2018

June 2018

Dream big with WebMerge

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

If your aiming for a better, I mean best future... choose WebMerge. It will help you organize and lead you to a better path. All your files can automatically send to your email and to online data storage as long as you have internet connection. With WebMerge you can easily and automatically generate reports, contracts, simplify quotes, streamline proposals, and etc.

Pros

Before it takes me 5 days to 1 weeks to compile every files that I have on my computer but thanks to WebMerge, it's like a snap of a finger to organize it all. That's why I love WebMerge. It's a build in one, whenever you need PDF, document or Word document, Excel spreadsheet, or PowerPoint presentation.

Cons

You need vacuum? WebMerge is all you need. All my staff is in the good hand of WebMerge. I'm really a fan of WebMerge, I haven't experienced that can disappoint me. Good Job WebMerge!

Review Source
 
 

John Kennedy from Cience
Specialty: Other
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2018

June 2018

WebMerge is a Life Saver!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

WebMerge saves you time and effort.

Pros

It automatically updates and merges data from the cloud into any type of file like Word, Powerpoint, PDF or excel sheets. The best part is that you can do this in a snap of a finger.

Cons

I hard difficulty adjusting to its interface when I first used it. Now that I got the hang of it, it works totally amazing!

Review Source
 
 

Geraldine from Cience
Specialty: Other
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2018

June 2018

Make it Easy with WebMerge!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This software definitely helps businesses and organizations with document management, making things easy and efficient.

Pros

WebMerge makes it easy to merge a number of documents into one PDF. Also, it allows documents to be automatically updated real time as the source is updated.

Cons

Learning the interface is a bit of a challenge at first. However, when you learn to use visual hints, you'll definitely get the hang of it.

Review Source
 
 

Thomas from CoverMyMeds
Specialty: Software / Technology
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2018

June 2018

Tons of great functionality, quick and helpful customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

There is definitely a wide range of possibilities with this product. It makes a perfect companion for Salesforce, where document generation is needed. Support for SOQL queries, chart generation, and the ability to create dynamic tables are some of my favorite features so far. Whenever I have gotten stuck while trying to implement some of the features, support has been super quick and helpful.

Cons

There were some limitations around some of the features I wanted to use that I did not see in the documentation. I came across a couple of them by reading through the comments on the documentation articles, but others didn't appear until I tried to use a feature that wouldn't work the way it was described in the documentation.

Review Source
 
 

Mir from ITG
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

WebMerge helps merging data to emails for newsletters

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

WebMerge helps us Merging customer details (Name, Email etc.) to Newsletter emails. It helps quickly format the emails for all customers.

Cons

Can be improved with user design and interface. User experience needs to be improved. Still easy to use application.

Review Source
 
 

Julia from The Spiggle Law Firm
Specialty: Professional Services
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Looking to make quick modifications to documents

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It is easy to send out the documents that are uploaded.

Cons

It is not possible to do a quick, non-permanent modification to a document before sending it out.

Review Source
 
 

Darlene from AHLI - International Education and Homestay
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Webmerge takes complexity out of merging with Microsoft Word

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It's a great product, pricing is flexible based on our needs at the current time and the support we receive is always excellent and timely!

Pros

With a little fine-tuning help from the Webmerge Support Department, we were able to produce our marketing documents without frustration and hassles typically associated with merge raw data into a fine looking document.

Cons

I experienced a little difficulty importing thumbnail photos, but with the help of the support team at Webmerge, we were able to solve the problem and produce a great-looking product that was functional for our needs.

Review Source
 
 

Steve from ITH
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Helps creating documents really faster!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

WebMerge helps me creating documents easily. it helps creating docs from the excel spreadsheets. I can manage my financial assets data using this.

Cons

I did not get any bug or issue yet while managing data within WebMerge. It helps making the life easier by managing documents.

Review Source
 
 

Paul from Optimyz.me
Specialty: Healthcare
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Remarkably powerful automation tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

WebMerge allows us to automate the sending of completed forms to customers with no personal contact; a process that was previously one of our greatest difficulties.

Review Source
 
 

ken from salesforce
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Good choice for Automation and Workflow

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I like the document logic, workflows and automation. There's flexibility to use variables and integration to other systems.

Cons

The cost is not flexible. Collecting signatures doesn't always display properly. Would like to see more font support.

Review Source
 
 

Vern from Two Under Club NZ
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Webmerge review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

We use the product for issuing personalised certificates to members. It works very well for this application.

Cons

The cost is a bit high when all we need is a basic certificate.

Review Source
 
 
 
Showing 1-20 of 182

David from Resolute Legal
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

100% recommend WebMerge

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

I am the owner of a national law firm in Canada. We have to process a high number of leads each day / week. Webmerge solved a major issue with our sales team workflow in that we needed a way to print a PDF report of information from our Hubspot customer database. Webmerge allowed us to automate that process and has saved us tremendous time and boosted productivity. It has allowed us to automate the process using Hubspot. Would highly recommend Webmerge.

Pros

It solved a major issue in our sales process by allowing us to print custom reports from our Hubspot Customer contacts database.

Cons

No cons. Works perfectly for how we use it.

Review Source: Capterra
 


October 2018

October 2018

We used it to integrate legal contracts with a client's app.

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 integration is great and helped us out of a jam. I also like how you can just use the form fields for the tokens.

Cons

The user interface and some of the user experience is a bit clunky and depending on what we were doing we had trouble finding what we were looking for.

Review Source: GetApp
 

Salicis

September 2018

September 2018

Great plateform easy and fonctionnal

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 like the plateform, easy to use, reporting and mos of all the possibility to test the document. I love it.

Cons

My only problem was the communication. changes in the code without warn the customer (twice in 6 month).
It would be great even if it is a critical chang eto have information because our API didn't work and we had to make changes urgently...

Review Source: GetApp
 


September 2018

September 2018

Process automation and flexibility with a very easy to use interface.

Ease-of-use

Functionality

Product Quality

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

WebMerge is a very intelligent and elegant method for combining data from a variety of sources to output a polished and professional final product. The version management system and the field mapping wizard make using WebMerge very straightforward and easy, without the need for long and expensive training programs. Also, the ability connect well to a multitude of different services make it a good fit for most businesses without the need for them to change the processes they already have in place unless they want to.

Cons

On occasion, I find functionality that I assume would be built in to WebMerge that instead requires the use of an additional 3rd-party service. While it is generally easy to set up, there is often a related additional expense.

Review Source: GetApp
 

Mehdi from DAYA
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Very efficient for automatic pdf

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

I used it with Zapier and typeform to make a whole process of investment reservation (real estate)

Pros

It's very easy to use it with their API
Also, customising mails and PDFs helps you to automate complete processes on your business like sending quotes, invoices, reservations etc

Cons

Design and user experience are a little bit too old compared to the value of their software

Review Source: Capterra
 

Joe from Ace Equity Pros
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Awesome!!! Can send contracts to clients right over phone in instant!

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 functionality and integration w/ my CRM! Love the fact that this is possible b/c it helps DRIVE my numbers and close sales right over the phone!

Review Source: GetApp
 

Kristopher Heath from TRC Companies, Inc.
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2018

September 2018

Powerful Platform

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 is an absolute gem of a platform. I can't say enough about how much of a pleasure it is to use the product and how powerful it is. The design of the site is intuitive and scales well for small or large operations. The development platform is extremely powerful. The potential for document automation is almost limitless. The most impressive service of WebMerge is hands down the customer service.

Cons

There is a slight learning curve to document development depending on your application and how you are importing the data.

Review Source: Capterra
 

Sanna from Asianajotoimisto Svahn Oy
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Super happy with the 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

I have been looking for a service like this for years. I do in fact have a very close friend of mine who has a service like Webmerge, but their service is more expensive and has no way near the features Webmerge offers!
Thank you so much for a great product that has made my life easy!

Pros

Customer service is excellent! Any issues I have had have been fixed for me.

Cons

I had to learn tech language...
Some layouts are not working

Review Source: Capterra
 

Praveen from Accenture
Number of employees: 10,000+ employees Employees number: 10,000+ employees

August 2018

August 2018

I love the way this online tool simplifies paperwork and documentation.

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

This online platform lets to collect data and manipulate the document in the ways we desire. It gives us the ability to upload forms and/or data and to the put in the documents as per our wish. It also has featured with which the prepared documents can be shared and also merged with other created/existing documents. Data can be accessed from and merged with other data from emails, GoogleDrive and other third party applications as well. It also has features of uploading data such as spreadsheets and we can also enter the data into this manually. They also provide document forms that are customizable and reusable.

Cons

The interface that they provide is not very user friendly at first, but with use one can learn to use it. The first time users sometime find it cumbersome to use. For very small businesses, the pricing may be a bit high, when compared to that of middle class businesses. We need a strong grip in programming, else it’s difficult to use this application.

Review Source: GetApp
 

Adam from AusHail
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Unmatched functionality AND tech savvy customized 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

It does what others can't. The tech support is absolutely next level. They will practiaclly code on your behalf to accomplish whatever your heart desires!

Cons

The pricing structure isn't an epic fit for us but you get lots for what you pay for!

Review Source: Capterra
 

Matthew from The Clinic Colorado
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Streamline workflows and

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 is an extremely valuable tool our business has been using for almost 2 years now. Prior to utilizing WebMerge we had numerous individuals manually creating invoices as both Excel and PDF documents. Once the documents were created the individuals had to manually place them in folders in DropBox, on a server and/or e-mail them to clients. The process was tedious and time consuming to say the least. With WebMerge these processes are now completely automated! This has increased efficiency, cut costs, and allowed individuals to focus on more important parts of the business. The time and money that it has saved us is tremendous. Additionally, the customer support has truly been amazing. In the rare instance we encountered a technical issue/had a question/requested custom service the typical response time to a support ticket was less than 2 hours (around an 45 minutes to 1 hour in most cases). After the initial reply the support team typically responded to follow-ups within a few minutes. They worked with us and had a solution/answer for everything. The customer service is truly is professional and top-notch. Overall, WebMerge is an amazing tool that has automated many aspects of our business and we keep finding more ways to integrate it into our growing business needs and expanding brands. I looked at other programs before eventually deciding to go with WebMerge and while there are similar platforms, none of them quite matched what WebMerge can do and continues to do in order to help our business succeed.

Cons

I personally don't have any negative remarks about WebMerge at this time. However, I can say that when I have recommended it to others that the price is usually the one thing that they look at as too expensive. Depending on your business needs I guess I can see that, but the reality is that you are going to be saving way more in labor costs while increasing efficiency and decreasing errors caused by human entry. With that said, the one thing I would note here from my conversations when recommending this to others is that they wish there were more tiered pricing options. Some stated they wanted to use it but wished there were more tiers so that they wouldn't have to jump up to a higher priced tier and pay for more document merges then they would be using every month.

Review Source: GetApp
 

Jonas from Business Sweden
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2018

August 2018

Great way to turn data into documents

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

We needed a quick solution to make data from webforms into readable, layouted documents and this was a great solution. Quick to implement and lots of functionlity that we hope to explore moving forward

Cons

Somewhat technical in the design UI/UX and not always very intuitive. But if you know your way around automation and a little bit of coding then you can manage the system without support.

Review Source: GetApp
 

Varun from QBurst
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2018

August 2018

Organize your project in a better way using WebMerge.

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 helps us to easily gather your files from your computer. You could choose whichever format as your preference. PDF, word, spreadsheet etc. are some of the available formats. It has an interactive support crew. Every feedback provided returns as a feature after the next update.

Cons

Many a time, the whole structure as such is difficult to understand. One could have trouble setting templates initially. However, the support team provides every technical help that one seeks. The premium version is quite expensive and need not be accepted economically by all types of users. English is the only supported language.

Review Source: GetApp
 


July 2018

July 2018

Extremely Valuable Software

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 streamlined our business processes and saved us money, increased accuracy, and increased speed. The integrations with docusign make sending contracts out for signature absolutely seamless. In addition, the integration with Zapier makes Webmerge infinitely configurable.

Cons

None, The software is very well designed and is reliable. We have not ran into any issues. Customer service is very prompt, so even if there were any issues, they would be addressed within minutes.

Review Source: Capterra
 

Nathan from Shepard & Shepard

July 2018

July 2018

It has been a great experience to work with these individuals on my 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 ability to consolidate and link our processes using online tools and make it easier for our customers to find us and reach out.

Cons

Just the waiting process for the chat bot to learn but it is unavoidable. Other than that we are happy with the product.

Review Source: Capterra
 

Karthi from GlobalBest Leads
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

A powerful app which helps in creating a document by customizing it according to our idea.

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 can create our own document and integrate it with the services available and the WebMerge will give us everything in one document. It already has a set of different types of documents, which gives us an option to choose from to design the exact document that we are looking for. WebMerge supports all file formats including PDF, word, excel, PowerPoint and lot others. It provides three delivery options like email, saving the document in the cloud or sending it to a third party. We can save our time which is usually wasted on document generation and management using this single app.

Cons

The user interface is somewhat complicated. When we use it for the first time, we may find it difficult to understand how the app works. Also it is hard to find the options of adding CC emails and other technical sending options. It is difficult to create the first templates as it is confusing for a new user.

Review Source: GetApp
 


June 2018

June 2018

An essential part of any business that I work with

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

We have been using Webmerge for a number of years now. I run an automation consultancy and Webmerge is our document generation platform of choice. It's pretty much the first system we recommend after a CRM. Once set up it just works... fantastic.

Cons

We use the system in a very specific way, and the only thing that we miss out on is the ability to track contract signing directly within Webmerge. However, that's a separate function and I dont really expect it to be in the system... and the fact that we can pass directly to signnow from within Webmerge makes the process super simple anyway.

Review Source: GetApp
 

Brayan Agostinho from SOAINT
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

very good automation tool to stop using paper and avoid manual processes

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 is a good automation tool for companies, where we avoid those long documentation processes. ideal to save time, money and avoid mistakes.
with WebMerge we just have to create a template, either in: PDF, Word, Excel and many more ... where we can use these templates and choose a means of delivery through their mail integration or other applications in the cloud.
What is most striking about WebMerge is that it includes ideal integrations for cloud storage and shipping. such as: Google Drive, Salesdorce, box ....
WebMerge is a valuable tool to grow a business, it helps us automate tedious document processes and makes our company work in a more professional way.
You can try WebMerge for free and detail all your documentation of what this tool can do

Cons

When using WebMerge for the first time we can find it difficult, it should include better tutorials to become familiar with all its tools.
We can try this application for free, but then it is paid and can be expensive in some cases

Review Source: Capterra
 

Jason from Cirrus Systems & Communications
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

A unique middleware its hard to do without .

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 ease of integration with document management systems , as well as the long list of pre-engineered integration partners.

Cons

Cant really say there is any particular con to Webmerge i have found at this point , We simply need more time to build systems with it as our foundation..

Review Source: GetApp
 

Michael from Kinlaní Dormitory

May 2018

May 2018

Easy to use and reliable. In the two years we been using this software, nil complains.

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

Webmerge made our application process so easier. Thanks for developing this sort of software for the public.

Pros

I like how it made our recruitment efforts seamless. gaining more interest from potential students. and it was easy to set up. Afterwards, its nice to monitor on the mobile app.

Cons

the designing of the templates could be more interchangeable. and it is on the pricey side. also the billing was sort of a challenge to figure out. For instance, we were confused about the increase and decrease from month to month because it was basically a yearly plan buy was charged monthly. As a organization that gets audited yearly, we had to explain this finding as we lost track of the changes the first time we used it.

Review Source: Capterra