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WebMerge - Document Management Software

WebMerge Reviews in January 2025: User Ratings, Pros & Cons

MIGRATED TO Formstack Documents

Efficiently manage and track document processes.

4.7

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WebMerge offers custom pricing plan

This Product has been Migrated to Formstack Documents

WebMerge Reviews & Ratings

4.7

Excellent

Based on 121 ratings & 110 reviews

Rating Distribution

Excellent

(92)

Very Good

(17)

Good

(0)

Poor

(1)

Terible

(0)

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Showing 1-10 out of 110

K

Kathy

11/28/21

5 out of 5

An excellent product with reliable support and outstanding service

PROS & CONS What are the best aspects of this product? There is no other service that can match WebMerge when it comes to reliability and ease of use. What is also impressive is the customer service support they provide. Their data routing feature is another functionality that adds value to the product. What aspects are problematic or could work better? The product is simply amazing. It really works without costing me money. What specific problems in your company were solved by this ...

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W

Wendell

10/12/21

5 out of 5

Loving The Integration With Infusionsoft

PROS & CONS What are the best aspects of this product? The very fluid and smooth integration to Infusionsot via API surprises me in a very good way. With WebMerge, sending my customers email with training certificates in PDF format and have it simultaneously uploaded to their contact record is a painless process. What aspects are problematic or could work better? Seriously, there is nothing wrong with this software. No complaints whatsoever. What specific problems in your company were ...

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E

Elaine

06/21/21

5 out of 5

Perfect platform for automatic generation of pixel perfect documents

PROS & CONS What are the best aspects of this product? I really love how WebMerge seamlessly integrates with other platforms. On top of that, the system's user interface is very clear and versatile. I also like how I can embed extensible logic to merge documents for loops and conditional logic. Lastly, their support is very noteworthy with its speed, personalization, and friendliness of the reps. What aspects are problematic or could work better? There is nothing I dislike about ...

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S

Sherri

01/31/21

5 out of 5

Seamless Integrations with Docusign and Infusionsoft

PROS & CONS What are the best aspects of this product? The ease of use is something that I really appreciate. WebMerge makes it really easy for me to gather data from other applications and then turn/merge that data to word documents and PDFs. It also downloads to my Dropbox, which is a huge plus for me. I am now very efficient as everything is very simple. What aspects are problematic or could work better? I am very satisfied with WebMerge. What specific problems in your company were ...

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BM

Bernardo M

05/07/20

5 out of 5

Formstack is a really easy and simple document creator

What do you like best? I like Formstack because it is an easy-to-use platform with a wide variety of options for creating documents. What I find most interesting is that you can import documents and do not modify the structure of them, it is even possible to edit them and keep the document fonts. Also, it is affordable. What do you dislike? I love this software. It is a tool that allows me to easily manipulate my documents. Also, it has a totally affordable price. I have nothing ...

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K

Kathy

09/19/19

5 out of 5

An excellent product with reliable support and outstanding service

PROS & CONS What are the best aspects of this product? There is no other service that can match WebMerge when it comes to reliability and ease of use. What is also impressive is the customer service support they provide. Their data routing feature is another functionality that adds value to the product. What aspects are problematic or could work better? The product is simply amazing. It really works without costing me money. What specific problems in your company were solved by this ...

Read more

W

Wendell

09/05/19

5 out of 5

Loving The Integration With Infusionsoft

PROS & CONS What are the best aspects of this product? The very fluid and smooth integration to Infusionsot via API surprises me in a very good way. With WebMerge, sending my customers email with training certificates in PDF format and have it simultaneously uploaded to their contact record is a painless process. What aspects are problematic or could work better? Seriously, there is nothing wrong with this software. No complaints whatsoever. What specific problems in your company were ...

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JH

Jim H

08/30/19

5 out of 5

Very Powerful and easy to Use

What do you like best? We like how easy Webmerge is to use. I was up and running in a few days. There is a bit of a learning curve as with any new platform. What do you dislike? I didn't like aspects of the pricing but they worked with me on this. Recommendations to others considering the product: You cannot lose with the cost effective product. What problems are you solving with the product? What benefits have you realized? Saves me much time in sending out forms and pricing.

DV

Daniela V

08/29/19

5 out of 5

Very customizable, great support!

What do you like best? There are so many ways to customize it to your business no matter if you are looking to create contracts, invoices, presentations, personalized marketing they can do it. I appreciate the amount of testing they allow prior to merging live which helps you feel confident about the final merged document. There are so many support articles which really empower you to use it how you need to. What do you dislike? The only thing I would change about it is the main ...

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AI

Administrator in Non-Profit Organization Management

08/20/19

5 out of 5

Easy to Cofigure

What do you like best? Webmerge is extremely easy to configure. the app works exactly as advertised What do you dislike? My organization's forms are complex, so the mapping takes a while. It would be great if Webmerge integration with FormAssembly automatically generated a PDF form/document. What problems are you solving with the product? What benefits have you realized? Integration with FormAssembly and Salesforce