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

MIGRATED TO Formstack Documents

Webmerge is the best!

What do you like best? The ability to customize everything. Using the smarty template engine allows for a lot of functionality. The conditional logic makes it incredibly powerful. The support is awesome! Don't know if it's Jeremy each time or not, but the response is quick and actually helpful. Ties in beautifully with Salesforce. It just works! What do you dislike? Could be easier to modify, some formatting issues. These are only cons if you don't have a technical person to manage. ...

WebMerge - I can no longer live without it.

What do you like best? We had been using Formstack for a few years when I discovered WebMerge. As a nonprofit business, we create complimentary promotional marketing materials for our licensed accounts. In 2017, I received about 250 requests for these materials and I easily managed those requests. In 2018, I received over 1200 requests and found myself unable to complete other aspects of my job due to the time constraints of these requests. I initially implemented WebMerge so that these ...

Extremely powerful tool for automating your business

What do you like best? Webmerge is incredibly powerful. We keep coming up with ways to use it to help automate our business. Today we use it to custom generate all of our proposals, contracts, and some custom display sheets. Once these are generated, they are delivered directly into our Google Drive or Dropbox folders. It does not get any easier than that! We also now intend to use it for invoicing and other financial related tasks. The last thing I will say about them is that their ...

Quality Customer Service - Innovative Product

What do you like best? Jeremy Clark personally helped me set up through the process of making my workflow work for me. I really appriciate what he and webmerge has done for my business. What do you dislike? No dislikes. Everythin was easy to set up and learn. Recommendations to others considering the product Watch the tutorial videos. They are very helpful and you will be able to set up what you need through that. If you run into problems, just reach out. The team is there to help you. ...

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 ...

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 ...

Great unique piece of software

What do you like best? The ability to create custom template and hook into Zapier was pretty seamless. I'm not a developer but I picked up the templating language with ease. What do you dislike? It's pricy. But it would have cost more for our dev team to rig this up in the short-term. What business problems are you solving with the product? What benefits have you realized? Auto-generating a .pdf

Simply Awesome and Works Seemlessly

What do you like best? It is straight-forward, does what it says it does, easy to set-up and use, and significantly improves efficiency and productivity. I have been using WedMerge for 2 or 3 months and will likely keep on adding more onto it over time. I have already and happily upgraded plans a couple of times. Also, support has been awesome: heard back and requests addressed immediately. What do you dislike? Really nothing I can say at this time. Everything is working great. What ...

Plays Well With Others

What do you like best? The team at WebMerge is really smart to have made sure their system plays well with Zapier. This allows us to transform information collected from survey and form sites (such as Formsite into great customized proposals, presentations, and more. We even use it to lead our candidates through a process that generates a great standardized resume for them. Plus we FTP the doc to our website so it can be a part of our search tool. What do you dislike? The pricing model ...

Want to

What do you like best? I’ve got a lot on my plate. As a CEO, salesperson, and marketer I have to find ways to scale my actions without scaling the time I commit to said actions. Proposal and contract creation are the perfect example. I need to grow my business and proposals/contracts help us get the job done, but I have more important responsibilities to manage. Instead of applying more time to the problem, I leverage Zapier & Webmerge to automate the proposal/contract process. It ...