I can't say enough good things about WebMerge. We were looking for a tool that would allow us to generate a variety of documents based on our sales and customer data. We were looking to build custom proposals, contracts, templates, etc. I stumbled upon WebMerge and it appeared to do most of what we wanted. After we got it setup, we realized that it did much more than we ever anticipated. We kept moving more of our business operations over to it. Today, we build all of our proposals and sales contracts through the tool using Zapier, Podio, CudaSign, and WebMerge. WebMerge is the glue that keeps things connected together. In addition to their functionality is excellent customer service. The team at WebMerge is very responsive to support requests and questions. We often find ourselves saying "I bet we could do that in WebMerge!" After a quick email into support and a quick reply, we typically find that to be the case. In addition, WebMerge has helped us troubleshoot problems with other tools that we connect to it. Just unbelievable support. If you are looking for a well designed, simple to use tool to merge data into PDFs or other Office Documents. You came to the right place

We have implemented the use of WebMerge to reduce the churn of genre laying certain types or change requests (in conjunction with FormStack) as well as using the system to get response records into Salesforce (associated with the corresponding record) and has proven to have significant positive impact on quality, efficiency and service.

time saving

Automation and efficiency boosts

Great looking reports from our formstack submissions.