This is the easiest, best, and most valuable tool to integrate with Knack to create PDF's and fillable forms for our Company's information. I've used many CRM's and other software and had given up on getting forms for our data. WebMerge has changed all that. Jeremy has provided extremely fast and efficient customer service throughout my experience. He's even responded during holidays and weekends which keeps me going on my projects and efforts! I hired WebMerge to build a Template and it was very economical and now I use it as a guide to build my own templates. I'm a "roofer" but my documents look as professional as any organizations'!

I've been using WebMerge for the past few years to merge proposals from our CRM. It has removed the tedious task of copying/pasting customer data into proposals, greatly improving the efficiency of our sales process. WebMerge's great service is only surpassed by its stellar support. Beyond its robust help articles and community content, I have received almost immediate responses to any submitted support requests - which adequately answer any pending questions. I would highly recommend this software.

Labour reduction

I have been looking for a way to get the data from the gravity forms and merge it to the excel docs, based on the conditional rules; then convert it to PDF and email customer a copy combined with other documents that I have stored in another location, all in one request. Well, I found it - WebMerge. I love how it combines flexibility allowing for rather complex design but with very logical and user friendly interface. In addition to that - support for this product is just incredible. I so appreciated that I quickly got help when I really needed it. Sincerely and strongly recommend!

Our company has been using webmerge for a few years now. We use it for all of our reporting. The implementation for automated text assembly is extremely easy to use. We also use it to generate tables in documents and insert figures. All of these features are seamless with our Podio project management system now. Nothing but excellent things to say about Webmerge!