February 15, 2019
Score 9 out of 10
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.
Read Craig Schneider's full review
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.