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

MIGRATED TO Formstack Documents

Awesome Product - Amazing Customer Service

What do you like best? If you are considering automated document generation this is definitely the way to go. WebMerge should be called MagicMerge because it is so friggin amazing. Before I even signed up, Jeremy spent an hour on the phone with me discussing the ins-and-outs of WebMerge. After I signed up, Jeremy spent an incredible amount of time getting me going with my 1st Document. I am not a computer person at all, so if I can do it, anyone can do it. WebMerge has a boat-load of ...

Excellent software

What do you like best? Everything - it’s powerful and does everything i need What do you dislike? Need it to automatically update CRM with signed contract What business problems are you solving with the product? What benefits have you realized? Automation of documents

Been using for years and it works great

What do you like best? The ability to set up data routing to output our forms to multiple documents. What do you dislike? We use WebMerge through formstack as a plugin and we have difficulty sometimes getting the signatures we collect to display properly on files that are output through WebMerge. This is a very small problem, but it this function could be a little more user friendly that would go a long way. Recommendations to others considering the product I highly recommend this ...

Webmerge for boat bookings

What do you like best? Great support and an 'honest' pricing structure. I love the rules functionality and the fact the pricing is not based on use of rules but on production of documents. What do you dislike? Nothing really! It does what we have asked of it and when we struggled webmerge have helped us out very quickly. What business problems are you solving with the product? What benefits have you realized? We moved to webmerge and rezdy from another system that was self contained ...

A solution to our unique marketing item

What do you like best? Functionality of the merge and ease of creating unique templates. The program is user friendly and delivers everything that is promised. What do you dislike? Nothing, everything worked as promised and areas that I needed support, I got it. No questions asked! What business problems are you solving with the product? What benefits have you realized? For years we have tried several programs to design our marketing book for international use. We spent thousands of ...

A game changer for small-medium business in document automation and workflow

What do you like best? - Ease of use - quick helpful and knowledgeable support team - integration support with many systems - Powerful document logic and validations - Scalable usage and flexible billing arrangement. What do you dislike? Haven't really found one to date. The system is satisfactory to our business growing needs to this date. Recommendations to others considering the product If your business document processing are still involve manually handling from one team to ...

A Great Software

PROS & CONS What are the best aspects of this product? WebMerge made it easy for me to automatically ammend invoices and sales receipts, something QuickBooks Online is not capable of doing. When I made the switch from QuickBooks Online to WebMerge, I had initial challenges creating custom formats for my invoices and sales receipts but WebMerge has a very responsive, knowledgeable, and responsive customer service support. What aspects are problematic or could work better? I wish their ...

Making paper forms extinct

PROS & CONS What are the best aspects of this product? WebMerge integrates well with Formstack, which is one of the reasons why I got this product. Renaming merged files is also something that I really appreciate. There are quite a few things that make me like WebMerge such as their quick and very helpful support reps. What aspects are problematic or could work better? While WebMerge is an awesome platform, I really don't like how limited their delivery customization options are. I can ...

Good product with outstanding customer service.

What do you like best? WebMerge creates beautiful documents with few steps. It helped us automate the services. Jeremy and team were very helpful. What do you dislike? nothing in particular. If you are not in the US then you may have to wait for team's reply due to the timezones. What business problems are you solving with the product? What benefits have you realized? It allows easy implementation of pdf conversion.

Great tool for generating documents

What do you like best? I like how smoothly webmerge integrates with our Business Process Management suite built in Trackvia through the Zapier API. Once you have generated a few documents and learned the system you can have a new one up and running very quickly. Also like how easy it is to upload a new version of a document without having to redo the whole process. What do you dislike? The billing is a little inflexible. I don't mind the cost per page, but if you stray over the hard ...