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WebMerge Review

WebMerge
Our score: 7.7 User satisfaction: 100%

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.

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Overview 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.

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Overview 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

Since businesses have specific business requirements, it is only sensible that they steer clear of settling on an all-in-one, ”best” system. At any rate, it would be almost impossible to try to find such a software system even among well-known software solutions. The reasonable step to undertake would be to narrow down the different key aspects which require scrutiny including crucial features, packages, skill aptitude of staff, business size, etc. Then, you must conduct the product research exhaustively. Browse through some WebMerge review articles and explore each of the software solutions in your list in detail. Such comprehensive product research ascertain you avoid mismatched apps and subscribe to the one which offers all the benefits your company requires for optimal results.

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

Each enterprise has different wants and requires a system that can be personalized for their size, type of employees and buyers, and the particular industry they are in. For these reasons, no platform can offer perfect tools off-the-shelf. When you search a software app, first be sure what you want it for. Read some WebMerge Collaboration Software reviews and ask yourself do you want basic tools or do you need complex functionality? Are there any industry-specific features that you are searching for? Obtain the answers to these queries to assist your search. There are plenty of factors that you need to consider and these include your finances, specific business needs, your company size, integration requirements etc. Take your time, use a few free trials, and finally zero in on the app that offers all that you need to boost your firm effectiveness and productivity.

How Much Does WebMerge Cost?

WebMerge Pricing Plans:

Free Trial

Micro

$29

Starter

$59

Professional

$199

Business

$399

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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 are aware that when you choose to purchase a Collaboration Software it’s crucial not only to see how professionals rank it in their reviews, but also to check whether the actual users and enterprises that use this software are actually satisfied with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and WebMerge reviews across a vast range of social media sites. The information is then presented in a simple to digest format showing how many customers had positive and negative experience with WebMerge. With that information at your disposal you should be prepared to make an informed business 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?

  • email
  • 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:

Average score
5/5 (8 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

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The most favorable review

Sherri

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.

Reviewed 5 years ago

Read full review >

The least favorable review

Tyrone

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.

Reviewed 4 years ago

Read full review >

More reviews from 8 actual users:

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  • Most negative

An excellent product with reliable support and outstanding service

Read full review >
Kathy
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.

What do you think about this review?

Great Poor

Loving The Integration With Infusionsoft

Read full review >
Wendell
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.

What do you think about this review?

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Show More User Reviews (8)

WebMerge grants me total control over dynamic Word templates

Read full review >
Tanya
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.

What do you think about this review?

Great Poor

Perfect platform for automatic generation of pixel perfect documents

Read full review >
Elaine
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.

What do you think about this review?

Great Poor

Easy and Versatile Application

Read full review >
Tyrone
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.

What do you think about this review?

Great Poor

Seamless Integrations with Docusign and Infusionsoft

Read full review >
Sherri
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.

What do you think about this review?

Great Poor

A Great Software

Read full review >
Elisa
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.

What do you think about this review?

Great Poor

Making paper forms extinct

Read full review >
Rosemary
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.

What do you think about this review?

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WebMerge user reviews

An excellent product with reliable support and outstanding service

Read full review >
Kathy
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 >
Wendell
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 >
Tanya
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 >
Elaine
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 >
Tyrone
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
Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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