Base CRM

Streamline Your Document Creation With Base CRM
WebMerge automatically imports data from your Base CRM objects and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes.

How it Works

1. Create template

Document Templates

Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.

2. Choose delivery

Document Templates

Choose a third-party integration, email, and more to easily save and send documents anywhere.

3. Merge the data

Document Templates

Integrate with WebMerge and automatically send data from Base CRM objects to populate your documents.

Instantly Send Proposals for New Deals in Base CRM
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.

Show Me An Example

The best feature is that I don't have to think about it. It works perfectly every single time! Chris H

Automatically Create Documents from Base CRM Now Try WebMerge completely FREE. Connect Base CRM and WebMerge today.

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