WebMerge Review
What is WebMerge?
WebMerge is a comprehensive online document generation platform created to help users streamline various paperwork processes. Equipped with a full suite of tools for file creation, this software solution can help you make Word documents, prepare Excel spreadsheets, set up PowerPoint presentations, and create PDF files on the fly. Moreover, this application offers data routing features, delivery solutions, multiple user access options, data uploading tools, and more.
Using WebMerge, you can save hundreds of hours of manual data entry as well as simplify file sharing within your company. With the click of a button, they can generate documents without having to manually type or copy data. On top of that, the software can easily integrate with all sorts of services on the web that can send data outside their system.
Show MoreOverview of WebMerge Benefits
Paperwork for all sorts of purposes can be quite difficult to handle. This is why WebMerge serves as a solution that will allow you and your staff members to consolidate files from different sources and make sure every document is updated and easily accessible. To help you get a better idea of what this software has to offer, we have compiled some of the major benefits that you can reap by utilizing this application:
Unified Document Database
If you have multiple departments or office locations then, you know how difficult it is to consolidate information coming from different sources. Using WebMerge, you can easily bring your document and data together. All you have to do is integrate with other services to automate merges of data, upload your data via CSV, or manually enter the data online. This way, you can create a more unified document database that you and your staff members can access whenever you need it, wherever you may be.
Easier File Delivery
Sometimes, it is inevitable that you will need to send certain files to people outside of your company. Whether you need to share your documents with clients, external accountants, or freelance employees, this software can handle it for you. It supports a number of delivery options ranging from emails to FTP.
More Secure Company Data
The company documents you store in your database are confidential, so it is important to keep them safe from prying eyes. This is why WebMerge offers various security measures to help you protect your database. The entire system is protected behind a firewall and 24/7 monitoring. Moreover, all the information you store in the application is encrypted using 256 encryption.
Seamless Integrations With Other Platforms
There is no one-size-fits-all solution for any type of SaaS. To help you make the most out of this application without having to modify your processes, WebMerge can seamlessly blend with a large number of business systems. It supports integration operations with the leading third-party business apps including RIghtSignature, CudaSign, Dropbox, Google Docs, and Zapier to name a few.
Show MoreOverview of WebMerge Features
- Customizable Document Templates
- Fillable PDF Forms
- Word Documents
- Excel Spreadsheets
- PowerPoint Presentations
- HTML Document Builder
- Easy Data Routing
- The Smartest Logic
- Dynamic Content
- Multiple User Access
- Simple Data Upload
- In-app Data Capture
- Flexible Delivery Options
- Data privacy and security
What Problems Will WebMerge Solve?
Salesforce: People collect all of their sales data in Salesforce, but need an easy way to generate contracts, reports, etc. WebMerge gives them a solution that can auto populate documents with the click of a button.
Formstack: Customers are collecting data via web forms and need a way to take that information and populate documents like applications, contracts, etc.
Podio: With Podio, customers are able to collect information in an easy to use database app, but they don’t have an easy way to make that data actionable. With WebMerge, Podio users can generate reports, invoices, and more.
WebMerge Position In Our Categories
Because businesses have their own business wants, it is prudent they avoid preferring a one-size-fits-all, ”best” software. Be that as it may, it would be difficult to chance on such an app even among well-known software systems. The practical thing to do would be to write down the numerous significant functions which need analysis including important features, plans, technical skill competence of the users, company size, etc. The second step is, you should perform the research exhaustively. Browse over some WebMerge evaluations and look over the other software products in your list more closely. Such comprehensive product research guarantee you steer clear of poorly fit software solutions and select the system that provides all the tools your company requires.
Position of WebMerge in our main categories:
TOP
500
WebMerge is one of the top 500 Collaboration Software products
TOP
100
WebMerge is one of the 100 Document Creation Software products
Enterprises have different needs and requirements and no software platform can be ideal in such a scenario. It is pointless to try to find an ideal out-of-the-box software system that meets all your business requirements. The smart thing to do would be to customize the solution for your specific requirements, worker skill levels, finances, and other elements. For these reasons, do not hurry and subscribe to well-publicized leading systems. Though these may be widely used, they may not be the perfect fit for your specific requirements. Do your research, check out each short-listed application in detail, read a few WebMerge Collaboration Software reviews, contact the maker for clarifications, and finally choose the app that provides what you need.
How Much Does WebMerge Cost?
WebMerge Pricing Plans:
Free Trial
Micro
$29
Starter
$59
Professional
$199
Business
$399
What are WebMerge pricing details?
WebMerge Pricing Plans:
Free Trial
Micro
$29
Starter
$59
Professional
$199
Business
$399
WebMerge offers four pricing plans plus a free trial period. For businesses with bigger needs and requirements, they provide complete Enterprise packages.
Micro
$29
- 30 documents/month
Starter
$59
All $29 plan plus:
- 100 documents/month
Professional
$199
- 500 documents/month
Business
$399
- 2,000 documents/month
All Plans Include:
- HTML Document Builder
- Dynamic Formatting
- PDF & Word Support
- Conditional Delivery
- Unlimited Testing
- Privacy and SSL Security
- Conditional Content
- 99.99% Uptime and 24/7 Monitoring
- Data RoutingThird-party Integrations
- Unlimited Testing
- Dynamic Formatting
- Unlimited Templates
- Data Import
User Satisfaction
Positive Social Media Mentions
4
Negative Social Media Mentions
0
We realize that when you choose to get a Collaboration Software it’s crucial not only to learn how professionals rank it in their reviews, but also to find out whether the real users and companies that purchased these solutions are genuinely content with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and WebMerge reviews across a wide range of social media sites. The data is then displayed in a simple to digest format indicating how many users had positive and negative experience with WebMerge. With that information available you should be equipped to make an informed purchasing choice that you won’t regret.
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for WebMerge?
Webmerge supports integrations with the following business systems and applications:
- Podio
- Formstack
- Knack
- 123 Contact Forms
- Base
- Batchbook
- Box
- Braintee
- Capsule
- CudaSign
- Dropbox
- EchoSign
- Eventbrite
- FormAssembly
- FormDesk
- FormForAll
- FormSite
- FormStack
- Freshbooks
- Google Drive
- Google Forms
- Gravity Forms
- Harvest
- HubSpot
- Infusionsoft
- itDuzzit
- JotForm
- Knack
- Lob
- Magento
- Nimble
- OnePage CRM
- Oracle Sales Cloud
- PayPal
- Pipedrive
- Podio
- QuickBase
- QuickBooks
- RightSignature
- Salesforce
- Shopify
- Solve
- Stripe
- SugarCRM
- Typeform
- Wufoo
- Xero
- Zapier
- Zoho
WebMerge User Reviews
WebMerge average rating:
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: 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.
CONS: There is nothing I dislike about WebMerge. It is a very versatile, purpose-built system that meshes and performs well in my ecosystem.
The least favorable review
PROS: Getting started with WebMerge is easy as there is little learning curve to it. Merging documents is a breeze and their documenation is well written and very detailed. I also love how it easily integrates with other applications.
CONS: I would welcome it if they have more font support even if its now a web-to-print solution.
More reviews from 8 actual users:
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Latest
- Latest
- Most useful
- Most positive
- Most negative
An excellent product with reliable support and outstanding service
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 28.11.2021
Company Size: More than 100 Employees
Industry: Real Estate
PROS: 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.
CONS: The product is simply amazing. It really works without costing me money.
Loving The Integration With Infusionsoft
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 12.10.2021
Company Size: 1-10 Employees
Industry: E-Learning
PROS: 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.
CONS: Seriously, there is nothing wrong with this software. No complaints whatsoever.
WebMerge grants me total control over dynamic Word templates
Read full review >
4/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 24.07.2021
Company Size: More than 100 Employees
Industry: Financial Services
PROS: It is a very friendly and efficiently tool especially when it comes to generating data flows to Word Templates. WebMerge facilitates in the cration of custom Word templates that are filled with information gathered from a Lotus Notes environment.
CONS: Clearly nothing we dislike. WebMerge has all the tools and features we need.
Perfect platform for automatic generation of pixel perfect documents
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 21.06.2021
Company Size: More than 100 Employees
Industry: Computer Software
PROS: 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.
CONS: There is nothing I dislike about WebMerge. It is a very versatile, purpose-built system that meshes and performs well in my ecosystem.
Easy and Versatile Application
Read full review >
4/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 04.05.2021
Company Size: 11-50 Employees
Industry: Marketing and Advertising
PROS: Getting started with WebMerge is easy as there is little learning curve to it. Merging documents is a breeze and their documenation is well written and very detailed. I also love how it easily integrates with other applications.
CONS: I would welcome it if they have more font support even if its now a web-to-print solution.
Seamless Integrations with Docusign and Infusionsoft
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 31.01.2021
Company Size: 11-50 Employees
Industry: Leisure, Travel, and Tourism
PROS: 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.
CONS: I am very satisfied with WebMerge.
A Great Software
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 20.02.2018
Company Size: 1-10 Employees
Industry: Newspapers
PROS: 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.
CONS: I wish their customization options didn't involve working in HTML. Good thing their customer support is reliable and effective.
Making paper forms extinct
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 17.01.2018
Company Size: More than 100 Employees
Industry: Internet
PROS: 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.
CONS: While WebMerge is an awesome platform, I really don't like how limited their delivery customization options are. I can tweak the colors of my text unless I do it the HTML way.
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WebMerge user reviews
An excellent product with reliable support and outstanding service
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 28.11.2021
Company Size: More than 100 Employees
Industry: Real Estate
Loving The Integration With Infusionsoft
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 12.10.2021
Company Size: 1-10 Employees
Industry: E-Learning
WebMerge grants me total control over dynamic Word templates
Read full review >
4/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 24.07.2021
Company Size: More than 100 Employees
Industry: Financial Services
Perfect platform for automatic generation of pixel perfect documents
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 21.06.2021
Company Size: More than 100 Employees
Industry: Computer Software
Easy and Versatile Application
Read full review >
4/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 04.05.2021
Company Size: 11-50 Employees
Industry: Marketing and Advertising
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