Who Uses This Software?

Our customers primarily use WebMerge to automate their document assembly to save time, reduce errors, and maintain consistency across their organization.


Average Ratings

229 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.00/month
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • WebMerge
  • www.webmerge.me
  • Founded 2011
  • United States

About WebMerge

WebMerge automates your document creation so you never have to copy and paste again! Automatically merge data from the cloud into a PDF, Word document, Excel spreadsheet, or PowerPoint presentation in an instant without lifting a finger. Want to know how it works? In a nutshell, you will set up a document (or template) in WebMerge, integrate with popular services to send your data to that document, and we'll send you a merged copy. Seamless. Automated. Easy.


WebMerge Features

  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Remote Document Access
  • Rules-Based Workflow
  • Text Editing
  • Version Control

WebMerge Reviews Recently Reviewed!


Remarkably powerful automation tool

May 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
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Pros: WebMerge allows us to automate the sending of completed forms to customers with no personal contact; a process that was previously one of our greatest difficulties.

Stop using paper and manual processes!

May 09, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Before we found WebMerge, we had a major problem getting new hire paperwork back from employees because most of our work force doesn't own a computer....they just have phones. As a result, they were having to go to the library, for example, and then print documents, sign, scan and return them to us. Now they can complete all of their tax withholding forms, direct deposit, and other new hire forms right on their phones and e-sign them in seconds. After solving that big problem, we went even further and started capturing each field of data that applicants provide us provide us throughout the application and selection process, in order to pre-fill most of the fields on these forms. As a result, once they've given us a piece of information such as their name, they never need to provide it again...we just re-use it for them automatically. Our HR/Operations team has a lot more time to do other things, and our new hires get a personal experience of what we've told them we're all about through their interview process which is MAKING LIFE EASIER for our customers. It's important to say that we're a small, but rapidly growing business, without an IT department at this point. Without the fantastic support from WebMerge it wouldn't matter how great a tool it is because we couldn't even take advantage of its incredible capabilities. But the help articles are great, and on the few occasions when I couldn't figure something out, representative responded within a few hours with a clear answer that solved our challenge.

Cons: I would suggest that most of the written help articles be replaced with videos showing how to do things on screen. Loom is a great tool for this, for example.

Good choice for Automation and Workflow

May 08, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the document logic, workflows and automation. There's flexibility to use variables and integration to other systems.

Cons: The cost is not flexible. Collecting signatures doesn't always display properly. Would like to see more font support.

Webmerge review

Apr 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: We use the product for issuing personalised certificates to members. It works very well for this application.

Cons: The cost is a bit high when all we need is a basic certificate.

Pricey but does the job

Apr 23, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: In our case we use it to create POs which is an unnecessary manual process which sometimes can have some tinkering but main reason was to be able to keep track of POs in a spreadsheet that is easily trackable. Web merge allows us to keep track of the POs in a spreadsheet and at the same time actually create the POs based on the values in the spreadsheet.

Cons: It does the job but unfortunately the price model is a bit too steep and pricey. Just running some tests to tune in the template cost us alot(auto-upgrade plan turned on and didn't jump back to original plan for the second month).

Intuitive and Powerful

Apr 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I spent HOURS creating course certificates. Without any coding knowledge, I was able to create an automatic workflow, saving me thousands of dollars every year in labor.

Cons: Seems to be a solid platform all around. Nothing to complain about. Seems to be a solid platform all around. Nothing to complain about.

Easy workflow automation

Apr 23, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Comments: Strongly recommand

Pros: Easy to implement. Good ROI because it scales hard. Fully integrated with the API and other market automation tools

Cons: Need some time to create a custom document well merged and aligned. No auto-saved, so don't forget to save before leaving

Very powerful and easy to use tool, we enjoy it!

Apr 19, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
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Pros: 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.

Cons: It could be faster while generating reports, sometimes its a little bit laggy. The pricing model is ok, but could be better. Especially for a high amount of documents.

Can't Run My Business Without It

Apr 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Reliability Functionality Ease of Use Value for Money This is a critical app in my business operations. I use it all the time and it's never once been down as a result of a server problem or technical issue. It's a fantastic value for the money and I would recommend it to anyone whose business requires creating form documents (i.e., just about any business). Whenever I've run into a problem, the founder emails me back within 24 hours - usually less - with a solution. Can't say enough good things!

Cons: The only thing that would make this app better is to have a middle plan between the Starter and Professional. There is a big gap and sometimes I find myself running out of documents at the end of the month, but it doesn't happen enough that it's worth paying an extra /yr for.

Capterra-loader

We have saved a lot of time and increased compliance using WebMerge with Salesforce

Apr 13, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Relatively easy to use. Works with several different file types. Integration with Salesforce is great.

Cons: They could improve documentation. I think it is relatively expensive if I was to use it for documents we use every day. But for more complex documents like NDA, supplier agreements etc. it is good value for money.

Overall: Saved time and increased compliance

A true game changer - capture data in web form and turn into high quality document in seconds

Apr 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Most importantly WebMerge has both excellent service and extensive documentation, something that is often lacking in web based tools. I've send support emails in the evening and received answers the same night - truly impressive. WebMerge and Zapier and a killer combination and I highly recommend them together. I'm using WebMerge to capture data from online web based forms like Gravity Forms or WPForms and generating high quality proposals and service agreements for my clients. Webmerge is easy to work, fast and affordable.

Cons: If I had one suggestion I'd like the pricing to be based on a monthly fee rather than per 'merge'. It makes it hard to determine what to charge a client for the use of the program as it can be variable depending on the number of merges used.

A must-have for every nonprofit!

Apr 03, 2018
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Pros: One of the big time stinks in any nonprofit is sending out acknowledgments of donations. WebMerge integrated with a system we were already using to create a seamless workflow, from typing a custom message to a final letter printing out within seconds. We love the delivery options, from saving PDF's in our google drive to printing directly to our cloud-enabled printer. Wow!

Cons: The value for the plan is steep for a nonprofit - we would like to be able to merge more documents but cost has limited us to just one workflow.

Makes creating a professional looking form such as invoices so much easier to do saving hours.

Apr 02, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: A great time saver creating custom built forms such as invoices, contracts a database or from a spreadsheet. Webmerge has saved my company many hours of work. The support and response is excellent. It is extremely good value for money.

Cons: Currently not able to automatically create multiple line invoices using Zapier. I still have to download a spreadsheet and manually upload to Webmerge. It will only work automatically if there is 1 line on data or say a contract where it just picks up the data items. It still requires development with Zapier to accept multiple lines.
I can only use 1 login for everything which means I can not allocate certain merges to logins

Overall: Saves so much time.

WebMerge has been a life saver for me!!

Mar 28, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: I like that we can get documents immediately from WebMerge as soon as forms are completed. It was much more user friendly than I had anticipated and the support from The support has always been extremely helpful and he is always quick to respond.

Cons: I would say the thing I like least is that you can't pick up the phone and talk to someone for support. Email is great but sometimes its helpful to be on the phone with someone who can walk through questions with you while you in the tool.

Webmerge is easy for people who do not understand IT very well.

Mar 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
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Pros: Simple. Make sense. Delivers and tracks progress. Great with Formstack and other software. I am horrible with IT applications and this program made me feel like a Pro.

Cons: No sure. Didn't ever have a bad experience. All my documents went to the location that they were intended.

Great service

Mar 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: We merge our form data into finalized documents using Webmerge. It give us the ability to personalize our documents instantly. Recently had a glitch in the account. One of the customer rep was able to resolve it very quickly so as not to interfere with ongoing business. Highly recommend.

Cons: I cannot think of any issues. If I were pressed for constructive criticism I would recommend the system have the ability to analyze for duplication or inefficiencies in merges. Since the account plans are based on the number of merges, having the ability to pick up if a simpler document flow was possible would help by keeping the merge count down. I only bring this up because I made this mistake.

Great tool that fulfilled 100% of our paperwork automation needs, and great team!

Mar 23, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Try it!

Pros: - Outstanding customer services, the team is always ready to problem solve with you - Focused-product (document generation automation) - Easy-to-use, quick time-to-implementation - Extensive integration capabilities (typeform, docusign, clicksend, zapier) that makes a real difference!

Cons: - Email integration could be strengthened, through integration with other vendors to allow for easy email design & tracking

Very fast and easy to use

Mar 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I really like the PDF upload function and the data capture function. I can join a couple of forms together so that creating a merge form is very easy.

Cons: cannot join PDF and text together. I'm using 2 text document + 2 PDF so and the end, the merge document count for 4 document and not just 1.

Helpful automation tool you should try

Mar 15, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Works reliably and integrates with several of the systems we use. It's been a great time saver and useful tool

Cons: Realtime chat support would be helpful, although the email support is very quick and always have my issue resolved in one or two email.

Transitioning one of our daily business processes to Webmerge reduced our workload by 8 hours a month.

Mar 08, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Using Webmerge has evolved our document management capabilities and we appreciate the seamless integration with Zapier and Salesforce.

Pros: It is automated and easy to use once you determine your objectives and create your documents. We save so much time using Webmerge! It has transformed our donor thank you letter creation process from one riddled with Excel spreadsheets, word documents, mail merging, data uploading, and printing nightmares into now, just pushing a button. It even knows which tray to send the documents to for printing, which is a lifesaver, as we utilize 3 different letterheads and two different paper sizes.

Cons: No cons with Webmerge, however, it did take some reworking of our Salesforce workflows to get the system going.

Fantastic Product & 5* Customer Service

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: These guys are the real deal. Sign up and your team will thank you a hundred times over

Pros: -Ease of use -TIME SAVER -No real coding required -Can be used with so many platforms (try with ZAPIER!) -Fantastic customer service(!) -Fair and honest pricing

Keeps the information merged

Feb 28, 2018
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: I upload documents with mail merge options and WebMerge creates a PDF with all data merged. Its helpful to merge data on the web. The interface is nice looking and easy to use. Easy for new people to learn and use the application. Have a great interface.

Helps with merging elements within documents

Feb 28, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: WebMerge is a kind of unique software. It helps me merge data from my documents together into one single file. Works with documents, spreadsheet and various other formats. Easy to use interface let us work great. Great user experience.

Saves our charity a fortune in postage and administration time

Feb 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Comments: We have been with Webmerge since they started and most of the cons have been developed out of the system now. Charting used to be an issue but this has now been integrated into the merge system with their usual attention to detail. A non-profit discount would be very nice but that's not really a con.

Pros: Webmerge has been a huge benefit to our charity as previously we were trying to mailmerge 100s of supporter letters and send out donation receipts manually. Webmerge saves us 80% of the time we used to spend on basic administraton. Best of allwebmerge integrates with Zapier which integrates with our MySQL system to fully automate our donation receipts and fundraiser registration processes. Customer service is excellent with response times in hours normally.

Stores office documents on the cloud

Feb 27, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: WebMerge stores my important data files including MS office documents on the cloud. It keeps the files secure and let me use anytime when I need to.Helps with keeping backups. Information is secure and no-one can access it without my permission. Helps us manage documents efficiently.

Fantastic serice

Feb 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
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Pros: Saved us 80 hours per month! Webmerge was the missing piece and has allowed us to automate a manual process in order to save 30 minutes on every incoming lead.

I recommend it

Feb 20, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This will allow you to create tools on your website that your competitors don¿t have. It can really be a traffic grabbing resource.

Great solution for sending instant quotes!

Feb 13, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is easy to program and it helped us in automating our quoting system with a fast and easy online app

Overall: automation

Capterra-loader

Webmerge has been an amazing tool for our organization.

Feb 11, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Webmerge has a very robust templating system and offers a large catalog of integration tools and API access which enables us to develop automated solutions in a secure and timely manner.

Cons: It would be good if Webmerge could add more Azure Cloud services integrations, such as Azure Storage. Right now they only support Amazon S3, Google Drive, Box, and Dropbox.

Webmerge filled a huge gap I had in forms

Feb 11, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: The ability to collect data and have it populate to an existing professional document. I was so tired of collecting data from field crews that looked cheesy when I received it. Webmerge solved my big problem with formstack that you collect all the data from field crews and want to send the customer a professional look form but can¿t. With formstack alone you wind up with a 1 page form turning into a 4-8 page list of form answers. Webmerge customer service is top notch. Very responsive and extremely accurate in solving the problem you are facing.

Cons: Price. We are a not a massive company but we have a lot of safety forms that my field crews use and submit daily. I could use webmerge for many more documents but I can¿t justify the monthly cost of the volume of merges I would need.

Customizable templates does everything for me

Feb 11, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: WebMerge customizable templates has all necessary formats which I need for my work. It helps me me saves a lot of time to create default file format structure. The documents can be uploaded and generate a new doctype with merged fields. This helps saving our manual efforts.

Cons: Integration with Dropbox would have been nicer. If I can upload my documents right from Dropbox, it will help me keep information on 1 place.

Great for automation

Feb 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: N/A

Pros: easy to use and most likely would be able to apply this for any scaleable business model, easy to use.

Cons: very quickly you can go over the monthly volume (if you are a small business) ; otherwise, it is a useful tool.

WebMerge helps merging data with colleagues

Jan 27, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: WebMerge provides various templates and helps building the custom templates which can be merged with any kind of data. These documents can then be send to various contacts with our colleagues. It helps integrating with various 3rd party applications.

Cons: The user interface needs the improvement to make the application user friend. The functionality seems fine as it helps merging the information well.

Best online content editor

Jan 19, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: WebMerge helps creating document and helping with keeping secure data safe.

Pros: WebMerge comes with best online content editor. It helped me creating documents really well with built-in formatting support. I am able to create as many documents as I need for my work and collaborate with my colleagues using it. It helps a lot managing secure data using the documents.

Cons: I would like the documents to be sync'd with my Mac from my windows phone devices. It will help me keeping documents updated on all my devices.

Great Middleware tool

Jan 09, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Value for Money
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Comments: Very strong solution. Digitized customer sign-up + contract Generation + digital signature with webmerge as core component between WordPress, formidable forms, word/xlsx templates and hellosign - works great!

Pros: Docx xlsx support, ease of use and versatility. Very solid solution that solved the problem perfectly

Cons: Ui need to be able to do actions across flows. Ex update all template docs update document naming convention across

This product is excellent, does what it's supposed to!

Jan 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It lets me offer solutions to customers that MUST have perfectly merged PDF's securely delivered and accessible. Online forms in fill-able PDF format are a must for several of my customers and WebMerge does the trick.

Really easy to use / reliable results

Jan 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Really easy to use - only af few steps to go through, easy to test before sending out a lot of documents - and almost no errors.

A product that sets us above our competition

Dec 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Great product - makes us better than the best. Also, I highly recommend Diego Ibarra at D1Mgmt to help you with the integration part, especially if you need Zapier to facilitate moving the data. He made the work look easy, and got me exactly what I needed - fast and at a very fair price. Diego Ibarra 201-370-2430 diego@d1mgmt.com.

Pros: WebMerge solved our problem of being unable to send out attractive contracts, quotes and invoices easily. Our vision, to send data from our database to build a document, is a reality and most importantly, saves us about an 30 minutes PER DOCUMENT. We love the product and the lightning fast support when something wasn't right while we were in the development phases of our documents. I highly recommend.

Cons: I wish the subscription allowed more document deliveries per month. For example, WebMerge emails the customer the final document, called a delivery. At the same time, I have the ability to also send the document via web services back to my database to store. However, I don't because WebMerge counts that additional delivery against my quota.

WebMerge has been a huge time-saver, and they have the best customer support!

Dec 19, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: One click of a button and my contract is populated, sent, and saved instantly. After it is setup it requires no maintenance. Jeremy is amazing on customer support, going above and beyond to help me customize our WebMerge/DocuSign/Zoho integration.

Overall: Save time and promote accuracy by automating contract population from our Zoho CRM and DocuSign.

Great service that just works, highly recommended to all.

Dec 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Automates tasks that would otherwise be very time consuming and enables you to look brilliant to your clients by instantly sending branded documents. Zapier integration means you don't have to know how to code to set it all up.

Cons: Very minor point as the support will gladly help, but some more visibility of logs on when emails were sent and the delivery logs in the portal would be useful.

Overall: Automation of document creation from a web form and emailing it to the client. As we can design the template, Webmerge ensures our comms go out with the correct look, feel and branding. The Zapier integration means that the entire process is automated, and doesn't require any manual involvement from us which saves a lot of time.

Automatic document creation made simple and reliable

Dec 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Value for Money
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Comments: I love this product. We integrate WebMerge with our Formstack data. Now we automatically generate documents as soon as data is submitted in Formstack. These automation has saved me hours of time.

Pros: WebMerge is easy to use. It can import existing documents of different formats. The integration with Formstack was a key factor in selecting WebMerge.

Cons: I would like to see integrations with Office 365 for automatic file uploads to OneDrive for Business.

Great tool for seamlessly populating documents with online data

Dec 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: This platform is very easy to use once you have set it up. We are always looking to push the boundaries of what we can offer our customers in the way of positive online experiences and WebMerge is always there with us to help support these initiatives. We have tens of thousands of visitors complete over 60,000 interactive web forms on our site every month, and we can rely on WebMerge to ensure our processes will successfully read this data, apply the appropriate logic, and accurately fill out the correct documents for these visitors.

Cons: More visibility into when changes are going to be made with the system would let us better anticipate when or if anything may be impacted on our end.

A real problem solver

Nov 27, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This software allows you to customize and include attachments in ways that are not possible with our CRM.

Cons: The only thing that would make this easier to use would be some way to apply an edit universally rather than having to open and edit each document.

Simplifies your business and enhances your productivity

Nov 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: I strongly suggest this program, you will not regret it. In fact, it enhances and adds value to other ancillary programs, like form stack for instance.

Pros: The ease of use, coupled with proactive and helpful management team makes for a phenomenal product that has helped to streamline our business.

We use Webmerge together with Podio to create contract documents completely automatic from Podio.

Nov 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Using Webmerge with Podio is very powerful. The setup was easy thanks to some good examples. Having some programming experience I like very much that the document templates can be with basic PHP methods (if restrictions, string conversion, ...). It allows a very flexible document creation depending on the value of various Podio elements.
It is also very comfortable to define certain email delivery actions when a document is created.

Cons: Actually there is really nothing I don't like about Webmerge. Maybe the possibility to check the raw webhooks fired from Podio could be a nice addon.

Overall: Fully automatic contract and document creation to save a lot of manual work.

Amazing support

Nov 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Webmerge is a very robust tool that works consistently is easy to set up. Their support team is amazing. They work super hard to ensure your experience of the product is optimal. It's a wonderful product with a wonderful team.

Cons: Debugging issues within the document can sometimes be difficult as the error messages do not pinpoint where the issue is

Best Solution

Nov 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This application allowed my clients to complete their forms from any mobile device or computer consistently, effectively and efficiently. It cuts down the administrative time when my clients arrive to their appointment. I¿m very satisfies that webmerge was a solution for a challenge I was previously having at Madden Dental.

Cons: Customer service is done online and sometimes I like to talk to a person. I¿d rather talk to a person than communication via emails.

Outstanding labour reducing tool

Nov 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: 1) Easy interface
2) Awesome support
3) It just works
4) Wide ranging compatibility
5) Works with Zapier to expand possibilities

Cons: rice seems high, until you compare the cost of the manual work saved. They have gone for a value based billing model and I dont blame them.

Overall: Labour reduction

WebMerge creates clean professional reports. Tech support is great!

Nov 10, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I few years ago our department began using Formstack for yearly performance evaluations. We wanted an on-line solution that was easy to use and produced professional documents. Formstack was easy to use, but the end product was not what we hoped for. I found WebMerge integrated with Formstack very nicely and the software produced an end product that was professional looking and easy to read. We were able to import our logo and arrange the document that worked best for our needs.

WebMerge also gave us the capability of forwarding these reports automatically to command staff.

We now use WebMerge for Training Requests and to reports incidents, injuries or damage that occurs at our facilities.

Cons: The first templates I created was a little confusing for me as I had no experience with "formulas" or creating templates for importing data fields. Tech support was great and helped me every step of the way.

Overall: Clean professional looking reports that can be automatically distributed with ease.

Great customer service and well built product

Nov 09, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: We used webmerge for our graduate recruitment application forms so we had a large volume of forms coming in in the space of 2 to 3 weeks. The functionality helped us manage them seamlessly and when we had a small issue (which was actually our own oversight when setting the form up originally) customer service were quick to respond and were able to fix the problem before it impacted our applicants. We were also delighted to have a fully branded exported file of each application.

Cons: The dashboard could be a little easier to navigate, it didn't seem obvious where to find things always.

Fantastic software that has literally transformed the way we engage clients

Nov 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love the ease of customisation. I don't need to be an advanced programmer to achieve amazing automation. If you have any questions, just ask the customer rep and he'll steer you in the right direction.

We use the software to create a document and receive signatures from clients accepting our quote. Upon signing, the customer receives a signed copy of the document and the signed document is then automatically uploaded to Dropbox.

Cons: There is an initial learning curve, but that is expected for such a comprehensive service.

Overall: Automation and efficiency boosts

Workflow Automation ROCKS!

Oct 30, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: We LOVE how much WebMerge has allowed us to automate some processes, and we're looking forward to seeing how else we can leverage this piece of tech moving forward!

Pros: We really love how seamlessly WebMerge can work with Formstack, Google Sheets, and other tech pieces we already use to enable us to automate some of our workflow, meaning we're more efficient and productive!

Excellent customer support, great functionality and integrations.

Oct 24, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It's extremely versatile, and the support articles and team are very thorough and responsive. It can be used for so much more than I initially envisioned when I first signed up for the service.

Cons: It many of the functions require more technical knowledge than I have - thankfully the support team has been very patient and helpful so far.

Overall: Integration with workflow software to automate document creation. Benefits include reduction of admin time spent preparing documents and eliminating human error in document preparation.

The BEST TimeSaving APP

Oct 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Imagine your TIME being saved, a LOT of time. With webmerge and it´s integrations we were able to eliminate dumb work and focus on selling.

Easy, Professional, and a Time Saver

Oct 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I am a HUGE fan!!!!

Pros: I make manuals for clients that need to be customzied to their specific information. The set up to the manual is super easy, updating the versions of the documents is easy, and the outcome is amazing. Prior to Webmerge, this process would take me 8-10 hours, after the complete Webmerge set-up, the process takes less than 1 hour! More productive = more happy clients!!!!

Cons: Wish there was a little more functionality around what you can do with the data. I have a bit of programing experience; however, some areas have been hard to figure out the correct output.

excelent tool, this help us to automate all the sending of documents.

Oct 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: the functionality, the quiality, the custmer support is great, ease of use and the customization of documents.

Overall: the customization and automate of sending document

An incredible and dynamic tool for document creation!

Oct 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: WebMerge was the answer to our prayers in going paperless with a workflow. It's integration with Formstack is wonderful. There are no other comparable alternatives to what WebMerge does, in my opinion. We needed to pass a Formstack submission and compile it into a PDF to have it automatically delivered to a distribution list and we have been able to do everything we've needed. I have yet to have a question that WebMerge cannot answer or have a solution to. The existing documentation covers just about everything. The quick and attentive customer support is a true selling point as well. We are looking forward to continual migration from paper to paperless and WebMerge has made that possible!

Pros: Amazing support, Formstack integration, streamlined and concise, very customizable, awesome features, nice documentation, conditional logic and smarty template syntax was easy to learn

Cons: After the initial learning curve with some things, it's been smooth sailing. The entire time, support was just an email away and the lightning quick response times meant I didn't have to wait a day or several to hear back from WebMerge, unlike other companies out there.

Wonderful Product. It just works.

Oct 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Jeremy and the team are incredibly helpful and have built a fantastic app. I use it to deliver certificates of completion for my online courses and it works without any issues -- I just integrated it with Zapier and it worked like a charm. What's not to love?

Exceptional Product, Lighting Fast Support

Oct 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We have to send complex documents based on a set of rules and the product delivers this perfectly every day. Support is excellent and always respond quickly and resolve any minor issues as they come up.

Cons: Would be great to have a pricing option between 200 and 500 merges, we only use on average 300 merges per month.

Great customizability - setup and forget!

Oct 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: - Webmerge has many features, and are building new ones - Great support - A lot of customizability, to get the solution you need

Cons: Takes a bit time to setup and understand. But I don't think there is any other way, as you have to understand the many features.

Excellent, the support team always respond to emails quickly with a clear easy to follow answer.

Oct 05, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is very easy to setup the data capture questions to assist our teams in creating their documents, the software has cut our document completion process from over an hour to approximately 10 minutes per report.

Cons: the merge coding within the documents to begin with, for simple couple of page documents this isn't time consuming, but for larger documents with many data capture points the coding can be very time consuming. Once you have experience creating a document it is much easier.

Overall: time saving

Great product. Easy to use. Very easy to create templates (MS Word). Excellent support.

Sep 29, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is very easy to setup simple templates from a word document.
The support is personal and superb. Replies have been fast (especially considering the difference in timezones), accurate and helpful.
The delivery option for merged documents are many and makes this product incredibly flexible.

Cons: Some of the very complex templates I had to create involved some coding (which I quite like, but it might put some people off). However with the excellent support that comes with this product I suspect anyone can do this.

Overall: The ability to generate templated letters from out information system (salesforce). We also managed to get webmerge to turn out some reports that Salesforce itself could not handle.

Simple and elegant

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, clean and simple. It offers everything I need in a simple, customisable solution. I will definitely continue to use webmerge for years to come

One of the best timing saving services I have ever used.

Sep 06, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: WebMerge has allowed us to completely automate our contract generation process. This has created enormous efficiencies for us and it has become an essential component of our business/sales process.

Cons: I don't have any strong opinions on this. But I hope they stop advertising so our competitors don't learn about them :)

Excellent product and customer service

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The features are rich and customizable. Customer service is the best I've experienced with timely and substantive responses that address the problem and provide alternate solutions.

Cons: Cannot preview/edit either the (1) compiled documents or (2) email prior to sending. This makes it more difficult to send a more customized and less informal email to the recipient.

A brilliant seamless easy flowing tool

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.

Cons: I cannot really find any cons is does what it says on the tin :-). The support model is based on time zones so responses are not a factor.

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

A fantastic tool & time saver for every business

Aug 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The tool works great and saved us thousands compared to our previous system and even more compared to the manual work involved when we did not have a documentation generator. The setup is very easy and the integration to a lot of other system is fantastic as well.

Cons: Not many really , we would maybe appreciate if we could edit the document on the fly but that's really being picky

Great service

Aug 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Great service for help, product is good for the one thing we are using it for but it was a confusing process for someone who is not tech savvy - but customer support assisted and clarified questions and implemented and walked me through all the way

Maybe the Best Support ever in History

Aug 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The technical support for this app is better than anything I have ever seen. I had a difficult project and customer support went way above and beyond anything I could have expected. TOP NOTCH SERVICE! These guys are the real deal. PLUS, the app actually works really well!

Cons: I see no cons for my project. I can see how it could get expensive if you were doing a lot of merges, but we are not so it's great. Maybe having an unlimited merge plan for a reasonable price would be good for some users I have in mind, but still. This is a great company and a fantastic app.

Easy to use and GREAT customer support!

Aug 21, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like how easy it is to use with form software such as Formstack. Their customer support is amazing!

Cons: making form data look pretty in webmerge can be pretty complicated and not intuitive at all, and require help from WEbmerge

Overall: Great looking reports from our formstack submissions.

Tremendous help to our biz

Aug 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money

Pros: Creates great efficiency for our sales and operational team. We are able to process large quantities of files more quickly so that we can now scale up our marketing.

Amazing tool, great customer service.

Aug 01, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I use WebMerge as part of an automated workflow with Airtable, Dropbox, and Zapier to create print-friendly Word .docs and PDFs. Once the merge template has been configured correctly, I create some of our most important documents (ones which took hours of staff time before): detailed travel manifests for presenters at our literary conference, including flight itineraries, hotel reservations, and assignments; personalized donor solicitation requests; and donor contribution receipts -- all at the "push of a button" or even without pushing a button (some documents are configured to generate automatically on a certain date).

Cons: Configuring the merges for the first time was tricky and I felt the support documentation could be more detailed and descriptive. That said, the customer support was always quick to answer questions and provide solutions.

Easy to use to generate flexible output from external on-line data-entry forms

Jul 31, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great service and support

Pros: The ease of generating a PDF document with specific logic from another on-line data entry application

Cons: It just can't provide the PDF output with the exact format that already exists in the external program

WebMerge makes it easy and really helps us increase efficiency.

Jul 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It saves us time having to manually fill out information, increases efficiency, fairly smooth and simple process.

Cons: I don't dislike anything about this software. I chose it because it is easy to use by anyone and haven't had any complaints yet.

Great tool to automise contract creation for customers!

Jul 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Even for "not" admin users easy to use, easy to handle within the Salesforce infrastructure, really good setup support

Cons: There should be sending out automations for different criteria, telephone support would be awsome as well

Webmerge has solved quickly our need to customize documents

Jul 12, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use and flexibility are the top areas. The time to achieve first results is really really very short. It's really good quality- you can trust the results.

Cons: Probably what we like the least about this product is the cost. In our experience, price should go up on a more smooth way.

Great Solution, Awesome Service

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We were seeking a solution to produce forms via surveys and this program did just that. Not only we found the perfect solution for the service we provide on our end, Jeremy provided us a custom package that satisfied our needs and so as customers we don't overpay. Props to the team for their dedication and producing such a fascinating product.

Cons: The solution is great by itself; however, some more tutorials would help for those who are not as familiar with the entire system. Also, an ability to customize the form page within the system itself would be a great addition.

Formstack is the fast and complete way to get customer input in your website.

Jul 10, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Get virtually any information you need from your customers quickly and direct plug in to all popular content delivery sites like WordPress and Drupla

Cons: Needs better standard themes to make them more appealing, and field logic "like" "Starts with" "Ends with"

A little bit complicated to create documents with salesforce

Jul 04, 2017
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money

Pros: Easy change of document layouts and integration to other tools, especially salesforce and the divergence of documents to create

Cons: Process efficiency for standard processes. For users it does need too many steps to create and wait for the created documents

WebMerge helps us generate documents based on advanced workflows

Jun 30, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: You can do almost anything. Support is great and we've never met a challenge that can't be solved. Absolutely love WebMerge!

Cons: UX could be improved. Also there's alot of hidden features and some "bugs" with no logic reason why it appears. Lucky support always got your back.

WebMerge has helped reduce numerous hours of consolidating documents for my client.

Jun 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The number of outputs available is valuable (Doc, PPT, PDF) along with the third-party integrations.

Cons: Document builder could have better interface and experience. A drag and drop builder similar to web builders, newsletter software, etc. would be beneficial. As of now, I use WebMerge for a client and am the only one who knows how to use it as there is nobody else in the company who can code.

Great piece of automation to our business

Jun 09, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Webmerge has helped to automate many smaller items within our business and was the missing piece we were looking for to link existing systems. Customer support is extremely prompt and extremely helpful. They help diagnose issues and assist in solutions.

Cons: Webmerge has a bit of a learning curve with some of their tags for Docusign. It can take some time to get familiar with how it works, but once you understand it, it works well.

Delivers the expectation

Jun 06, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Solved my problems for document automation. Easy to integrate with major services. Easy to create documents with no development knowledge. Great customer service.

Cons: Could invest more in user experience. But it is something that does not influence the decision to use it or not.

Saving sEolo Entrepreneurs the World Over

Jun 06, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great product that takes the tedium and time out of repetitive administrative tasks, making it easy for solo entrepreneurs.

Pros: Once you're setup, repetitive tedium becomes a thing of the past. The input and output methods are literally every system you can imagine.

Cons: Splitting templates into components exponentially increases your merges. So rather than having 11 components to a proposal that you can make into 33 different proposals (which would be 11 x 33 merges) you have to have 33 different customised proposals. Once you understand this it's easy enough to set-up, but still a pain.

We use this software as an extension to Pipedrive to quickly generate documents.

Jun 05, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We like the strong versatility of this software thanks to its ability to fully read the data provided by the API of the software it integrates with. The conditional formatting of the documents is really thorough, allowing us to make elaborate documents for which the information is adapted to the user.

It requires very low maintenance once your setup is done. Delivery options are vast and very well made: for instance, you can deliver your documents to Dropbox, which is neat.

The data routing feature is also amazing to quickly discernate which document template should be used based on a set of predefined conditions.

Cons: The triggering and delivery behavior can sometimes be erratic depending on how quick the user does the trigger event for document generation. However, this is minor and the problem rarely manifests itself.

Otherwise, I did not find anything impacting my workflow negatively with this web service.

Overall: Fast and systematic document generation, high versatility along with very nice integration with other software or web services.

Game Changer . . It allowed me to buy speed!

Jun 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I know that it takes me 3 hours to create a complex set of real estate closing doc. After a short learning curve, I now can complete the task in 20 minutes AND without mistakes. It litter allowed me to avoid hiring another person in my office.

Cons: Pros: Functionality. Works great. I am going to recommend this to everyone doing a similar task. Cons: It did take me longer than I expected to get up and running. This was because I started with a 55 page document with over 100 different fields that comprised 13 different real estate documents. I should have started with just one.

Optimizing proposal presentation to partners

May 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Speed in forming proposals to be sent to our clients through system integrated to our website and possibility to track on what information and where it was sent.

Cons: Integration with Calculated Field forms when making dropdown list for selecting some of the aspects of proposal

Very impressive. Easy to use, great results.

May 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexibility, you can do a lot of things with Webmerge. Integration with Zapier is great too.
There is no other software like it.

Cons: Lack of documentation, but support is great and replies quickly.
It´s all in english, both interface and documentation.

Very usefull product and a perfect customer support

May 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: This product is complete and very easy to use. The customer support is impressive and very quick to answer.

Excellent product, just works.

May 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: My needs were pretty concise. I needed WedMerge to produce final contracts where the data was being merged from different sources. From the time I setup the product, I've never had to go back and re-visit the setup. It just works 365/24/7. That's what good software does.

Pros: I was able to do the product integration for merging my data fast with little need for support. The final PDF was high-quality output.

Cons: Third party integrations always add to the cost, can really use another pricing tier to make the overall cost lower.

Very Nice System that just Works

May 09, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We've been using Webmerge for about 2 years. We love the system and what it has done for our team. Webmerge works with a ton of different programs and it's fairly easy to setup the integration. If for some reason you get stuck, the support experience is about the best you will ever find from any company, let alone a Software as a Service provider. Once you have set things up, the system just works. I don't think I have ever had a problem with the system not working the way it was designed to.

Cons: It would be nice to have a greater selection of plans, once you have been a client for a certain length of time.

Brilliant Software

May 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Thanks to the customer rep for the quick responsive emails with help and advice.

Pros: Very easy to use with lots of functions and extremely customizable to suit our needs. We use webmerge on a daily basis to send quotations and invoices to our clients though an external app when we are on the go. Unlike using an all in one invoicing software the benefits of using webmerge is that everything is completely bespoke and can link to other external apps.

Cons: None! I like webmerge as it is at the moment but future development of a mobile application would be good!

Great Merging Platform

May 01, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Easy to deal with and easy to love

Pros: This platform is easy to use and incredibly versatile! Support has been out of this world, they were there to support me through every step!

Cons: Delivery of document and delivery in data routing could be just one maybe, inless there are functionalities I'm not aware of

Webmerge is a solution to a lot of administration issues for non-profits like ourselves.

Apr 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Creating a word document and then using zapier and webmerge has saved us time and money. And saving money is vital for non-profits!!

Cons: Really don't have any cons apart from maybe the new pricing structure. A tier for smaller users would encourage more companies to try webmerge.

Overall: Savings in time, administration resources and the ability to merge Webmerge with Zapier to handle a lot of our donation receipts, subscriptions and invoicing easily and quickly.

Saves me a lot of time and enables me to mass customise brochures and leaflets ... a marketer's dream tool!

Apr 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Web Merge is a key tool to running my business and in achieving what we were drilled to do at University (marketing degree) which is mass customization. Awesome!!

Pros: The customer support is some of the best support I've experienced amongst the online services and applications I use to run my business. The dashboard is very easy to manage and know what is going on. For the bits that are a bit too technical customer support has really helped me out. With a combination of an online database, I am using Web Merge to personalise customer documentation and marketing collateral.

Cons: I am a business of 1 person so am on the lowest level. The cost of more credits is moving into middle sized business but I'm just about ok on the lowest level. Only run out of credits a couple of times.

Help us to grow our business

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: It optimize our business processes and reduce lead time. I recommend webmerge to all who wants to be more efficient with paperwork.

Great application and customer service and support is excellent.

Apr 11, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Webmerge is a great way to take data and make it appear on your word documents. we use it to complete employment application via integrations with Zapier and Jotform. It is very nice to use documents you already have!

Cons: Expensive for usage. We fill we would be more eager to use it is the price point were a bit cheaper.

Lowering human error

Apr 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's easy to use and there are so many possibilities!

Overall: With Webmerge we have lowered the human errors in making document packages. Manually combining document sets and trying to make sure everyone in your team uses the right format for documents is a thing of the past! No more inconsistencies or funny looking documents! Yay!

Recommendations to other buyers: It would be great that if you run a report on the report page that it would also show the number of test merges per document per folder. That way you know how many tests you've done and have a more realistic picture of the merges for that document and folder. Also it would be great if when you add a new document it would default to test mode. Forgetting to turn it on manually just costs valuable merges, and saves a click!

Outstanding

Apr 08, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Once I got through the learning curve, I automated generation of our law firm engagement letters. It turns a painful hunt and copy paste job into a quick web form and a smile when a perfect, ready-to-go letter arrives in my email.

Pros: By itself, it's very powerful, and it integrates with tons of useful services to extend capabilities even more. Email-based customer support is outstanding.

Cons: I have a technical background and it took me a little while to figure things out through trial and error. It would help if they packaged things up into a comprehensive user guide with video tutorials.

Positive experience

Apr 03, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Company is very attentive to our needs, responds in a timely manner, and the solution is easy to work with.

Cons: No major issues to report at this time. I have been using this product for 3 months now and have created multiple documents and routes with ease.