TrustRadius
Merge Data onto a PDF with EaseIt's used by our service center department to prefill PDF applications. It saves our service team from having to manually prefill applications for our customers.,It consumes PDF applications and prefills them from a database or form. If your file is not in PDF form it can work from applications such as Microsoft Word. It has logic that enables you to bundle applications based on criteria. For example you could bundle state specific applications with a new business applications if a state criteria is met. It has several integrations partners in the fields of E Signature and Forms.,I wish you could update field tags in WebMerge instead of having to download the PDF and then correct them in a PDF editor. The download/upload feature works well but the updating of field tags isn't nearly easy to work with as some E Signature companies such as DocuSign and Echosign.,9,The return on investment has been very good. It's very cost effective product. Our service team is on the phone and it takes away from the customer service if they are having to input the same information on applications. Web Merge eliminates additional key strokes while giving customers more time to run their business.,DocuSign, GoToWebinar, Citrix ShareFile, MS SharePointWebMerge Saved Us Two Full-Time EmployeesWe have a lot of paperwork. Nearly everything we have needs to have a paper copy, if not be done originally on paper and have copies made. We may not go through twenty reams a day, but we do go through quite a few. Now, imagine if you had to use all of this paper one by one by one... It was so painful. We had no automations in place, and were spending hours on the tediousness of the repetitive paperwork. I made the decision to bring on WebMerge because of our relationship with Formstack. We'd brought Formstack in to automate our form processes. Now, Formstack does offer a way to print what comes through, but it doesn't give you that chance to look professional. Enter: WebMerge. We use it to take all of our - now automated - processes, use an integration with Formstack to autofill fields, and it sends out a very professional looking document. Authorization paperwork, medical documents, allergy reports, applications, everything. If you can use MS Word, you can design the document you need to come out. And you can use the fields to automate it. At first, we thought it would take two or three individuals to keep WebMerge up, but now it is only one - myself.,Customization. It gives you the chance to design the document and take the worry out about having to search constantly. If you design it the way your eyes want to read it, then you never have to do it again. Reliability. It has a great routing feature for emails. If you don't get the email, you can go in to the builder section and either resend or download the whole packet individually. There's always a backup. Integrations. We use Formstack consistently with WebMerge. The integration process is extremely easy.,If you don't know anything about these types of programs, it can be hard to learn it at first. There is a bit of a learning curve, especially when you get into the designer. It looks like MS Word, but not as expansive. Lingo. There have been times I've delved into the more complicated pieces and the lingo used wasn't easy to understand. This hasn't occurred much. I would like it to keep up with current upgrades for MS Office, but I also realize they can't be trying to match other companies while trying to maintain the innovation of their own.,9,I used to spend roughly half my day with this kind of paperwork. Now, maybe 10 minutes a week. It has reduced the need for at least two full time employees. It made things easier for our customers. They can fill out paperwork from their phone, tablet, or laptop without having to go through the same process as before. One negative would be accountability. It's easy to automate, but you still need human involvement. Small errors can invalidate forms. So, if someone fills something out wrong on the form side, that still transfers over to the paper document and if you don't catch it... We have saved so much money in wasted paper! Everything that comes out - save for the negative mentioned above - is actually needed.,Formstack, DocuSign, M-Files and Zoho Forms,Google Forms, Integrify, FormstackWebMerge 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, TrelloWebMerge 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,8
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WebMerge
4 Ratings
Score 8.0 out of 101
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WebMerge Reviews

WebMerge
4 Ratings
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Score 8.0 out of 101
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Craig Schneider profile photo
February 15, 2019

WebMerge Review: "Merge Data onto a PDF with Ease"

Score 9 out of 10
Vetted Review
Verified User
Review Source
It's used by our service center department to prefill PDF applications. It saves our service team from having to manually prefill applications for our customers.
  • It consumes PDF applications and prefills them from a database or form. If your file is not in PDF form it can work from applications such as Microsoft Word.
  • It has logic that enables you to bundle applications based on criteria. For example you could bundle state specific applications with a new business applications if a state criteria is met.
  • It has several integrations partners in the fields of E Signature and Forms.
  • I wish you could update field tags in WebMerge instead of having to download the PDF and then correct them in a PDF editor. The download/upload feature works well but the updating of field tags isn't nearly easy to work with as some E Signature companies such as DocuSign and Echosign.
WebMerge does a great job of prefilling applications and forms. It doesn't matter if you have a word document or a PDF. It's handles a variety of data types such as text boxes, date, check box and option buttons. If you are prefilling a PDF it has limitations if you have a large narrative field that needs to grow and expand.
Read Craig Schneider's full review
Patrick Stephens profile photo
January 16, 2019

Review: "WebMerge Saved Us Two Full-Time Employees"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We have a lot of paperwork. Nearly everything we have needs to have a paper copy, if not be done originally on paper and have copies made. We may not go through twenty reams a day, but we do go through quite a few. Now, imagine if you had to use all of this paper one by one by one... It was so painful. We had no automations in place, and were spending hours on the tediousness of the repetitive paperwork. I made the decision to bring on WebMerge because of our relationship with Formstack. We'd brought Formstack in to automate our form processes. Now, Formstack does offer a way to print what comes through, but it doesn't give you that chance to look professional. Enter: WebMerge. We use it to take all of our - now automated - processes, use an integration with Formstack to autofill fields, and it sends out a very professional looking document. Authorization paperwork, medical documents, allergy reports, applications, everything. If you can use MS Word, you can design the document you need to come out. And you can use the fields to automate it. At first, we thought it would take two or three individuals to keep WebMerge up, but now it is only one - myself.
  • Customization. It gives you the chance to design the document and take the worry out about having to search constantly. If you design it the way your eyes want to read it, then you never have to do it again.
  • Reliability. It has a great routing feature for emails. If you don't get the email, you can go in to the builder section and either resend or download the whole packet individually. There's always a backup.
  • Integrations. We use Formstack consistently with WebMerge. The integration process is extremely easy.
  • If you don't know anything about these types of programs, it can be hard to learn it at first. There is a bit of a learning curve, especially when you get into the designer. It looks like MS Word, but not as expansive.
  • Lingo. There have been times I've delved into the more complicated pieces and the lingo used wasn't easy to understand. This hasn't occurred much.
  • I would like it to keep up with current upgrades for MS Office, but I also realize they can't be trying to match other companies while trying to maintain the innovation of their own.
[It is well suited for] automation. If you work in child care, where regulations abound, this program is what will take the tediousness out of the small tasks. Design the document the way the organization needs, and just plug in the form fields. Your involvement with the tasks will be whittled down to just putting it in the folder. It also has a reliable email platform which you can use to route the documents to the relevant places. You can send documents to your printer automatically, as well as all the people who need to be included. When you get down to it, the automation can give you back hours from your day. On the flip side, it is not appropriate if you need signatures electronically. The process of getting the signatures will bog you down because you'll have to get what you need first, and then transfer an image from wherever you are integrating. We use Formstack and use an image field to transfer electronic signatures. Sometimes it's cut off by the size of the field; other times it is too small, or doesn't show up, or the image itself shrinks the text on the page. Leave the form to automation needs, and eliminate the amount of people getting involved.
Read Patrick Stephens'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
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

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