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

351 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

(272)

272

4 stars

(74)

74

3 stars

(7)

7

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 351 results

August 2018

Matthew from The Clinic Colorado

Company Size: 51-200 employees

Industry: Alternative Medicine

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

Streamline workflows and

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.

January 2020

David from Skie Solutions

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Awesome Tool, couldnt live without it

It provides the functionality to generate beautiful and logically complex documents through various methods leveraging the existing data in Salesforce. This can save our customers tonnes of time and provides their customers are much better customer experience.

Pros

- Ease of use and simple template setup and editing. - Power of the tool to do more complex queries and powerful If statements for complex merging. - Plenty of delivery options that are super simple to setup. - Full flexibility in how the documents are triggered including from apex, flows, and buttons. - Pricing structure - [SENSITIVE CONTENT HIDDEN]

Cons

- Stronger Integration with FormstackSign would be nice.

Reasons for Choosing WebMerge

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May 2019

Brett from George D. Perlman P.A.

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Great tool

Very positive and helpful in automating document generation and delivery in our custom office workflow.

Pros

It is easy to use for what it accomplishes, is very customizable, and can be integrated well into many different types of workflows. Tech support has always been very responsive and helpful in solving any problems that come up (not like some other places where you feel the tech support is trying to close your ticket).

Cons

I managed to get by using a free account for a while as the cost seemed a bit high per document when I could just remove the watermark that came with the free documents.

January 2020

Anton from Mind Your Language Ltd

Company Size: 11-50 employees

Industry: Translation and Localization

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

January 2020

Easy to use. Great support. Enables us to automate old school processes.

Pros

Enables us to Automate old school processes. Multiple deliveries and formats using one set of content records. Flexible and can re-use existing document formats/templates. Easy to get a basic merge going, while providing complex merges as your understanding of the product grows. Active, responsive and knowledgeable support. The Stash product makes for convenient document management/archiving. Easy integration with other third party data sources.

Cons

Becomes expensive for multiple, automated merges. MS OneDrive is only supported through Zapier at present.

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.