Powerful Cost Effective way to merge with Zapier and create fillable PDFs for our members. Complete control of the procerss.

Great possibilities to use reports and comfortable handling. WebMerge fits perfectly into Salesforce, no technical problems so far. The support team reacts really fast and the preview function is very useful.

I'm using Webmerge to create PDFs and word documents using data lifted from Infusionsoft and Formstack. Deliveries are fast, setting up new documents is easy and the integrations were straightforward too (I'm using Zapier for the Infusionsoft integration). The direct integration with formstack was really handy.

I use Webmerge with Infusionsoft to populate quotes to send to my clients. I almost gave up on infusionsoft because the in app quote tool was so terrible. After months of searching I found the Http post sync between infusionsoft and webmerge. Webmerge populates a custom quote that pulls all the contact data from infusionsoft and pluggs it into the Webmerge PDF quote.

Our business is trade and investment consulting with Russia. We receive a lot of enquiries that don't get beyond initial contact. Mention an actual sum of money and the client drifts away. To prevent wasting time we like to mention money quickly. Webmerge enables us to send data from the enquiry form straight out into a standardised proposal for the enquirers industry following approval. The process takes 10 minutes. It takes 30 on our old system so we only did our Category A & B enquiries. The less appealing were not followed up. Now everyone gets something.