HOW IT WORKS:
It's simple! You will set up a document (or template) in WebMerge, integrate it with popular services to send your data to that document, and we’ll send you a merged copy.
With our various document types you can create professional looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint, WebMerge supports it all.
Once you're finished creating your merged document, you can choose from one of WebMerge's powerful delivery options, such as via email, saving it in the cloud, or sending it to another 3rd party.
WHAT CUSTOMERS SAY:
"Since WebMerge, cleverly combined with Zapier, has taken the burden of transferring user data into fillable pdfs, I have more time to focus on other more important aspects of the project and our business."
- Derek Foster
"We save 20-40 hours a month with WebMerge"
- Daniel Yeoman
"We now have a powerful and quick rendering process for PDf that allows the business to design Word docs and allow to quickly have these running on the web."
- Peter Barton
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.
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.
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.
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.
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.
Webmerge is a great service. It allows you to take lots of data from one entity, send it to WebMerge and in using rules allows you to build a package of files to be used by other means. The interface is a little confusing at first, but hints and such that pop up while you are working through the process helps. I love that it allows me to add CC individuals to the packages so that they can watch its progress.
As for customer service, My rep and his team are very knowledgeable and assist very quickly! They even provide custom services, which we have utilized several times. When dealing with them, you don't feel like a customer you feel like family.
Overall, this is a great program for a great price with amazing customer service to boot!
Ease of use (once you learn the layout)
The possibilities of use are huge
Connections to several other providers that make the merge even more powerful
At first, the interface is difficult to understand.
Finding where to add CC emails and such was a chore at first but the hints help you.
Before we found WebMerge we were manually building reports with MS Word and Excel using csv files. After WebMerge, we were able to automate everything saving thousands of man hours a year and accelerating the time from inspection to delivery of our reports. If you need a robust report creation and delivery tool WebMerge may be what you have been looking for.
Works with any application that has a JSON feed or WebHook. Simple to use editor or you can use pdf, word, or excel templates and deliver everything as an editable or PDFa file. By being able to custom design and brand our deliverable we are competing at a level not easily achieved by other companies in our industry. Support for the product has always been fast and very helpful.
Hard to think of any but I'm sure for some folks there will be some wish list items. Which is good because they listen to feedback and make improvements on a regular basis.
My team manages research with over 400 international freelancers. Paying these researchers with our previous system involved having a member on the team manual input their bank information onto PDF honorariums and duplicated this information on our company letterhead to be processed by our finance teams. This was incredibly tedious, time-consuming, and led to considerable amounts of human error.
WebMerge changed everything for us. Using a system of Zapier, TypeForm, and finally WebMerge was the key. We were able to have our researchers seamlessly submit their information to us, with which Webmerge would automatically populate into our forms and send back to us in easy-to-organize e-mails for our records.
The results were amazing. Streamlining everything was just the first pay-off. The organization was incredible for retrieving documents. On top of that, we were able to reduce our team member's workload so significantly, that she was able to focus her time on other more rewarding tasks, which was significant shift for her professional (and mental) well-being.
Translate a few hundred USD to hours of labor saved, and the outcome is completely advantageous for our business. Thanks, WebMerge!
I love WebMerge. The only thing that I would recommend would be to expand the portfolio of merging capabilities. We have a current need to convert form text into Powerpoint Slides which is unavailable since the last time I checked.
*Streamline Your Workflow*
You are juggling many different tasks and in order to grow (and maintain sanity), you must automate as much as you can. With WebMerge, you can simplify your workflow, allowing you to spend time on other, more crucial responsibilities. We know you have a lot on your plate - let us help you!
WebMerge houses all of your most important contract and document templates in the app. This means that any time you or your team members need to quickly create a document, you'll never have to start from scratch. We'll provide you with everything you need to create, merge and send any document you need.
*Improve Customer Service*
Optimal customer service is what will keep your sales cycle moving faster and your current customers happier. Whether it's getting a contract to a potential homebuyer or finalizing important patient information, the success of your company thrives off timely and quality customer service. With WebMerge, you will automate your entire documentation process, empowering you to execute on the best customer service.
Below are some frequently asked questions for WebMerge.
WebMerge offers the following pricing plans:
Starting from: US$29,00/month
Pricing model: Free, Subscription
Free Trial: Available
WebMerge offers the following features:
WebMerge has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
WebMerge supports the following languages:
WebMerge has the following pricing plans:
We do not have any information about what devices WebMerge supports
WebMerge integrates with the following applications:
ActiveCampaign, Chargify, Formstack, Infusionsoft, KiSSFLOW, Nimble, Pipeliner CRM, ProjectManager.com, TrackVia, Zapier
WebMerge offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials