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WebMerge saves time...improves accuracy!We've implemented it across a suite of Project Management Templates that we sell to reduce redundant data entry.,Easy integrations with MS Office documents Leveraged Zapier for additional integrations,Interface and workflow takes some getting used to.,7,It probably saved us about 5 hours a week in data management and form generation.,Zapier,Smartsheet, iContact, Duo Security,3,3,pre-fill support contracts custom letters,none really,pre-filling project documention,8WebMerge is the king of creating documents for clients using CRMs!We use WebMerge to create automatically documents for our clients. Usually, we use it together with CRM Pipedrive and it works like a charm in a very efficient way to improve efficiency in the sales department of our clients. We applied to be a trained consulting company and we did successfully into a new reseller.,Create automatically quotations in Pipedrive based on deals created. Be able to add different products in the quotation based on the deal in the CRM. Be able to send the quotation in the right way how we need.,The tool requires some knowledge of programming and it is not easy for everybody. The service needs quite a few interactions with the customer service in order to fully work. There are not enough videos that show how to do everything, you need to keep going to the customer service (although it is very efficient).,7,Definitely, WebMerge has improved our time on creating a great number of documents for our clients. It has managed to cut the times of preparation of documents in more than 50% of the time. Our clients can now deliver, in a faster way, quotes and can improve the time to validate prospects.,,Salestools.io, Pipedrive, Trello
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WebMerge
3 Ratings
Score 7.0 out of 101
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WebMerge Reviews

WebMerge
3 Ratings
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Score 7.0 out of 101
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Jim Lombardi profile photo
August 10, 2018

Review: "WebMerge saves time...improves accuracy!"

Score 7 out of 10
Vetted Review
Reseller
Review Source
We've implemented it across a suite of Project Management Templates that we sell to reduce redundant data entry.
  • Easy integrations with MS Office documents
  • Leveraged Zapier for additional integrations
  • Interface and workflow takes some getting used to.
Excellent for automating the generation of forms once you've capture the data elements.
Read Jim Lombardi's full review
Rodrigo Rojas profile photo
June 07, 2018

Review: "WebMerge is the king of creating documents for clients using CRMs!"

Score 7 out of 10
Vetted Review
Reseller
Review Source
We use WebMerge to create automatically documents for our clients. Usually, we use it together with CRM Pipedrive and it works like a charm in a very efficient way to improve efficiency in the sales department of our clients. We applied to be a trained consulting company and we did successfully into a new reseller.
  • Create automatically quotations in Pipedrive based on deals created.
  • Be able to add different products in the quotation based on the deal in the CRM.
  • Be able to send the quotation in the right way how we need.
  • The tool requires some knowledge of programming and it is not easy for everybody.
  • The service needs quite a few interactions with the customer service in order to fully work.
  • There are not enough videos that show how to do everything, you need to keep going to the customer service (although it is very efficient).
WebMerge works perfectly for companies using CRM or whatever other software involving customer data, like attributes and deals data. Also, WebMerge is perfect to deal with the creation of a great variety of different documents, think whatever document and WebMerge will be able to create it for you. However, it needs some training to work with it perfectly.
Read Rodrigo Rojas's full review

About WebMerge

WenMerge is an online service that automates the document creation process. It allows users to create customized PDF and Word documents for contracts, applications, government forms, and more.
Categories:  Document Generation

WebMerge Technical Details

Operating Systems: Unspecified
Mobile Application:No