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

201 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!


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
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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.

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
Likelihood to Recommend: 10.0/10 Not
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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
Likelihood to Recommend: 10.0/10 Not
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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
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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
Likelihood to Recommend: 10.0/10 Not
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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
Likelihood to Recommend: 10.0/10 Not
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.

Important Part of Our Everyday Business

Apr 03, 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: We use Webmerge daily creating anywhere from 100-400 pdf documents each day. Webmerge has proven to be a necessary and reliable part of our daily business requirements to meet customer needs.

Pros: Not difficult to configure Reliable Tech support is top notch

Cons: None

Webmerge is a gem

Apr 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: Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.

Cons: Complex table generation is somewhat cumbersome, but honestly haven't found a better cloud solution unless you're willing to set up a server and apply custom code.

Overall: 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!

I simply cannot overstate how much WebMerge has helped change our business!

Mar 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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Comments: When I first found WebMerge, I had an idea for something we were trying to accomplish, but I wasn't sure exactly how to get it done. With so many integrations out there and so many ways to get it done, I was struggling deciding which route would be the best for our business. Which options would be the fastest, the most affordable, and the most reliable. I signed up for the free WebMerge (like I did with about 15 other services that claimed to offer seamless and effortless merging solutions) and ran a few tests. It wasn't until I received an email from their tech support the next day asking if they could help....turns out it was the CEO who was asking. So I decided to put my troubles into his hands and said, "Sure thing buddy, you want to know how you can help? Solve this for me!" And to my surprise, he did. He didn't just point me to a help page. He took the time to understand EXACTLY what we were trying to accomplish and walked us through a few setups. After getting into the admin area and seeing what they offer firsthand, my solution appeared...it just clicked! The numbers for us are real! We now have a seamless template integration solution that has allowed us to reduce costs, increase our margins by 28%, and reduce delivery times to clients by 75%. We spend 3 less hours per day moving, converting, and sending files. That's an annual savings of $15,000 so yeah, we are seeing a great return with WebMerge!

Pros: - Unlimited functionality - World-class customer service - Flexibility - Ease of use - Direct integrations with Wordpress & Gravity Forms (among a thousand others) - The number of 3rd party integrations .....seriously, pick a category and Webmerge gets 5 stars.

Cons: Not a single con.

Great tool

Mar 28, 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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Comments: Webmerge helps us quickly assimulate documents and present back to clients more efficiently. A very useful tool.

WebMerge is an excellent upgrade over its competition

Mar 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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Comments: We were customers of Drawloop since we are also users of Salesforce.com. In our quest to find a more efficient tool to generate and dynamically fill documents we came across WebMerge, and we are very grateful. The ease of use and the API are excellent; but more importantly the service we receive from the WebMerge team is top notch. They are responsive, helpful, and quick to help with anything we have suggested. Several features we needed for integrations with other third party systems were added within 24-48 hours. Its really impressive, and has made a huge difference for my teams productivity in this portion of our applications.

Pros: * Great Support * Great API * Great user interface and experience - easy to use.

Cons: Not really any cons, per se, but the company still feels young, and in some cases that means there might not be as much staying power as the more established players in this space. I hope thats not the case, as we love this product.

great and affordable!

Mar 23, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: it's a great way to automate all our documents. Very easy to setup for everyone! I would recommend it!
The only limitation I see is their pricing: the gap is huge when you go over 100 documents a month, probably something to review here

Great Product

Mar 14, 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: We have Webmerge running in concert with Formstack for a client with an elaborate online webform for its customers. The Formstack webform collects the information from the customer, and then it communicates through API's with Webmerge to produce a beautiful, branded password protected PDF. This process would normally have consumed a lot of time in administrative work for the client. When a cost benefit analysis is performed, Webmerge is certainly providing tremendous value to the client and improving the customer experience overall at the same time.

Pros: Branded output of data submitted

Cons: Price plans make it difficult when volume fluctuates. Recommendation to Webmerge would be to offer additional price plans, or incremental costs in the event that some months additional "merges" are required.

Really versatile with a bit of investment

Mar 13, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Took a while to get the hang of the document format but we seem to be publishing loads of contracts regularly through a simple online form now.

Great product with great support

Mar 06, 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: Connecting Webmerge with Zapier lets me take information from multiple sources and databases and combine them into one document with a fully customizable template, saving us both time and money. I can even save the doc as a google doc into the appropriate file in google drive.

Cons: This is one powerful tool that does what it does perfectly. I cannot think of any cons for the software.

Great product, great service!

Mar 06, 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, flexible, customizable, and provides analytics on activities.

Cons: Minor things, like we didn't know out of the box that we could add custom css into the fields.

Overall: Our company had a situation where we needed a form and a way to output the form into PDF depending on how our clients answered the form. One of the agencies we work with recommended using WebMerge. We gave it a shot, and WebMerge had all the answers to the problems and situations we had to solve. If we didn't know something, we contacted Customer Support, which helped us along the way. Customer support was stellar by the way; speedy response time, great solutions, and it made the whole service and experience great.

Currently, we are still using WebMerge as it works great and still answers our needs for this particular project.

Recommendations to other buyers: Some features and functions were not immediately obvious. It would be great if things were easier to see. The overall experience was already quite comfortable, just some minor things to add and I think the product would be great!

Saves me a ton of time

Mar 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I'm really pleased with WebMerge. I use it for one specific purpose, to convert data from a Knack database into pdf reports and email them to my clients. I used to do it manually, and it would easily be a day's work. Now it's literally the click of a button, and the reports a created and emails are sent.

Innovation and Collaboration Merge

Mar 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 provides the ability to build dynamic reports.

Cons: Can sometimes be complex to understand if you are not a programmer. I think more examples are needed.

Overall: It is great to see companies like WebMerge growing in stature. Their interface is extremely easy and their product fulfils an important niche area of the market, providing the ability to automate reports from external databases. My program management and contract management tools, developed in Knack are greatly enhanced by the ability to utilise the WebMerge templates and produce reports for my customers. This is truly an example of collaboration between multiple tools to make interoperability the focus.

Great job guys, keep it up!

Recommendations to other buyers: I'd like to be able to link into graphs within word and excel.

Great Product - Something more companies should be looking at

Feb 28, 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: 8.0/10 Not
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Comments: When I originally started with my current company, I was in the position where I could make changes that would fundamentally change the way we onboard people into our company. Going paperless was the first task I had in mind, and WebMerge made that possible with very little training. The only slight niggle I would have with their system is their account packages, the higher one being less value for money.

Great Software

Feb 27, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This software has been a life and time saver. We had searched for software with this functionality for quite some time and this fit the bill exactly. The customer service is also over the top great. Jeremy and his crew get the job done.

A one of a kind solution!

Feb 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've never found anything like it, and boy can you do some really cool stuff. It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out.

The explanations at Webmerge.me say it all and the support we've received has been phenomenal. The people behind this platform are brilliant. Check it out!

Great product. Great company.

Feb 25, 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: The ease of use is ridiculously simple and the customer support is good. They go above and beyond.

Ease of Integration with Form Stack

Feb 20, 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: 9.0/10 Not
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Comments: A few months ago the company that I work for decided that we would want to receive our quote submissions received from Form Stack to come through as PDF instead of Plain text. During the research to find an applicable software I came across Webmerge. Upon using the demo for a few days I noticed that this was what we were looking for. It was pretty easy to integrate the Form Stack forms to PDF versions and now this has been set up for around 6 different quote forms hence each time a quote submission is received where the client used one of the 6 different quote forms, we would receive in PDF. Strong Points of this software are: 1. Easy integration with Form Stack and others. 2. This software is very easy to learn 3. No programming knowledge required. 4. The integration process can be as quick as 10 minutes. 5. Great Value for money

Powerful Easy to use Software and Outstanding Customer Support

Feb 15, 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 found Webmerge about 4 years ago while searching for a tool to perform document generation for our clients. I have found the tool to be the best in the business. This tool can take data from many sources and merge it into a custom document and is very scalable to support a couple documents to millions. When I have come across a challenge I have reached out to their help desk and they have resolved my issue and gave me a recommendation very quickly. The Software is awesome while the customer support allows for much confidence when building in the tool.

Pros: -Support Various Document Types (Excel, PPT, Word, PDF, Build your own) -Stellar Customer Support -Integration with Zapier -Works with JSON and Modern Web data formats -Connections to Deliver Document to Cloud Hosting, FTP and many other locations

Cons: -Have more help desk content/examples.

Recommendations to other buyers: If you are struggling with spending hours creating custom documents for your clients or internal needs stop doing "Monkey Work" switch over to Webmerge and they can automatically generate these documents for you and deliver them to your clients. This will save you soo much time you wont know what to do with all the free time.

Custom invoices

Feb 14, 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 used Webmerge to generate nice invoices for my business. I tied it into Shopify using Zapier, so each invoice was automatically generated for me. That's exactly what I wanted, and for the monthly price, it saved me a lot of time and money over making the invoices by hand.

Pros: Integrates with Zapier API

Cons: The interface was a bit oldschool, but ultimately allowed me to upload a template and populate it, so it did the job.

Great product, easy to use

Feb 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: Webmerge makes it easy for me to generate quotes for my customers. It works well and does what it is supposed to. It allows me the flexibility to post information into a template using an API and have the system generate a PDF. Webmerge makes it easy to work with and Excel and Word documents.

Pros: Ability to easily test, multiple routes / destinations to send merged documents, including Google Drive.

Cons: Limits on the number of merges are a bit low.

Recommendations to other buyers: When testing this software make sure you try out a sample merge templates. This would save quite a bit of time.

Integrates perfectly with our CRM and Saves us a LOT of time.

Jan 29, 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 of use.

Overall: WebMerge saves us so much time that it's unbelievable. Extremely helpful support team as well. Highly highly recommended.

Recommendations to other buyers: Highly advisable to get someone experienced to help with setup or integration.

Love Webmerge, but need better training.

Jan 26, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Comments: I really like the ease of Webmerge. It was easy to create and use templates that existed for the company. I would like to see more of the features that I do not even know exist on WM. I know WM can do more than I am using it for, but I do not know where to look for more features.

Pros: Easy to do the basic templates without training. Anyone can create documents, not limited by licences.

Cons: The help and training on the website are not very useful for the layman. I am not a computer coder and the training is much more technical than my level of expertise.

WebMerge makes our business possible

Jan 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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Comments: We are an educational organization who uses WebMerge to quickly generate and email certificates of completion in a PDF form. Once a person completes a course, they are directed to a form where they enter their name and email address. The information is routed to WebMerge, where a PDF with their name, email and timestamp is created and sent to the person. Prior to WebMerge, I was creating certificates manually on a daily basis. This software has helped our business significantly.

Pros: Ease of use.

Cons: Copies of PDFs are not saved into an archive. Occasionally, the auto emailed PDF is blocked due to a persons work server (State Employee). Since there is no archived copy of PDFs, I have to manually create this PDF and email it to the person.

Great program, works everytime

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

Comments: We create documents through http posts and support staff has everything working smoothly. Everything you need it has it.

Great Document Integration System

Jan 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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Comments: Webmerge has been a wonderful solution to our document integration needs. We hire tons of employees (adjunct professors) on a quarterly basis and we utilize WebMerge to help us integrate the information they enter online to flow to our HR Department very efficiently. I highly recommend WebMerge and it's very affordable as well.

Pros: 1. Very user-friendly 2. Integrates with other storage documentation (dropbox, etc.) 3. Very affordable

Cons: Can't think of any (for our needs and institution).

Game Changer

Jan 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Excellent App. It has cut our paperwork processing down to a fraction of the time it used to take.

Pros: Simple setup. Does what you expect.

Cons: Tech support is only via email. Very frustrating to not have someone to talk too when you need to get something done quickly.

Great App and Friendly Support

Jan 08, 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've been using Webmerge with Formstack for many years and can say without reservation, Webmerge connectivity has improved workflow 100%. Once asked how I have the 'bandwidth' to provide the service I do for my clients, my answer was, 'I automate'. Webmerge is critical to this process.

Pros: Ease of Use and Friendly Support Not that will need a lot of support, but when you do, you'll get a person who actually cares that you receive 100% of what this product has to offer. Great Job!

Cons: If there were, I would be searching. I'm not searching.

Recommendations to other buyers: Take the 30-day free trial offer and within a day or so I'm sure you'll be convinced Webmerge is the best solution of its kind.

Great service, Stellar support

Jan 03, 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: Ease of use, stellar support.

Cons: Nothing.

Overall: 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.