WebMerge

WebMerge

Powerful Document Automation that creates with one click

4.8/5 (353 reviews)

WebMerge Overview

What is WebMerge?

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

WebMerge Overview

Pricing

Starting from
$29.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

$29
Starter
100 merges/month

$99
Professional
500 merges/month

$199
Business
2,000 merges/month

$599
Enterprise
10,000 merges/month


WebMerge Features

Devices
Business size
S M L
Markets
Australia, Canada, Europe, United Kingdom, United States
Supported Languages
English

Screenshots

WebMerge screenshot: Flexible ways to merge documents
WebMerge screenshot: Flexible ways to merge documents WebMerge screenshot: Powerful delivery options WebMerge screenshot: Online HTML document builder WebMerge screenshot: Easy document management

WebMerge Reviews

WebMerge Reviews

Overall rating
4.8
/
5 353 reviews
Excellent
281

Very good
65

Average
7

Poor
0

Terrible
0

Value for Money
4.5
Features
4.7
Ease of Use
4.5
Customer Support
4.8
98% recommended this app
Matthew S.

Streamline workflows and


David G.

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.


Brett B.

Great tool

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


Anton S.

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


Matt K.

WebMerge helps merging data with colleagues


Matthew S.
Industry: Alternative Medicine
Company size: 51-200 Employees

Streamline workflows and

Used Daily for 1+ year
Reviewed on 8/9/2018
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

David G.
Industry: Information Technology & Services
Company size: 2-10 Employees

Awesome Tool, couldnt live without it

Used Weekly for 2+ years
Reviewed on 1/15/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Brett B.
Industry: Law Practice
Company size: 2-10 Employees

Great tool

Used Daily for 2+ years
Reviewed on 5/27/2019
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Anton S.
Industry: Translation & Localization
Company size: 13-50 Employees

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

Used Daily for 1+ year
Reviewed on 1/30/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Matt K.
Industry: Computer Software
Company size: 13-50 Employees

WebMerge helps merging data with colleagues

Used Daily for 2+ years
Reviewed on 1/27/2018
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 7.0/10

User recommendation
9.3/10
Based on 353 user ratings
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WebMerge Pricing

WebMerge Pricing

Starting from
$29.00/month
Free Trial
Free
Subscription
Value for money

$29
Starter
100 merges/month

$99
Professional
500 merges/month

$199
Business
2,000 merges/month

$599
Enterprise
10,000 merges/month

$29
Starter
100 merges/month

$99
Professional
500 merges/month

$199
Business
2,000 merges/month

$599
Enterprise
10,000 merges/month

Value for Money
4.5/5
Based on 353 user ratings
Compare value for money rating with alternatives
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WebMerge Features

WebMerge Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
SSL Security
Search Functionality
Third Party Integration
Workflow Management
Features
4.7/5
Based on 353 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for WebMerge

Additional information for WebMerge

Key features of WebMerge

  • Automatically fill out PDF document
  • Automatically print and mail documents
  • Conditional deliveries
  • Create powerful Excel spreadsheets
  • Data routing
  • Dynamic formatting
  • Easily send documents for e-signature
  • Generate customized PowerPoint presentations
  • HTML document builder
  • Integrate with cloud storage
  • Multiple users and collaboration
  • Privacy and security
  • Send documents to 3rd party services
  • Streamline Word document generation
  • Upload your own data

Benefits

*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!

*Increase Productivity*
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.

WebMerge FAQs

WebMerge FAQs

Below are some frequently asked questions for WebMerge.

Q. What type of pricing plans does WebMerge offer?

WebMerge offers the following pricing plans:

Starting from: $29.00/month

Pricing model: Free, Subscription

Free Trial: Available

$29 Starter 100 merges/month $99 Professional 500 merges/month $199 Business 2,000 merges/month $599 Enterprise 10,000 merges/month

Q. What are the main features of WebMerge?

WebMerge offers the following features:

  • Automatically fill out PDF document
  • Automatically print and mail documents
  • Conditional deliveries
  • Create powerful Excel spreadsheets
  • Data routing
  • Dynamic formatting
  • Easily send documents for e-signature
  • Generate customized PowerPoint presentations
  • HTML document builder
  • Integrate with cloud storage
  • Multiple users and collaboration
  • Privacy and security
  • Send documents to 3rd party services
  • Streamline Word document generation
  • Upload your own data

Q. Who are the typical users of WebMerge?

WebMerge has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does WebMerge support?

WebMerge supports the following languages:

English

Q. What type of pricing plans does WebMerge offer?

WebMerge has the following pricing plans:

Free, Subscription

Q. Does WebMerge support mobile devices?

We do not have any information about what devices WebMerge supports

Q. What other apps does WebMerge integrate with?

WebMerge integrates with the following applications:

ActiveCampaign, Chargify, Formstack, Infusionsoft, KiSSFLOW, Nimble, Pipeliner CRM, ProjectManager.com, TrackVia, Zapier

Q. What level of support does WebMerge offer?

WebMerge offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials