Document Generation Made Easy With Batchbook
WebMerge automatically imports data from your Batchbook account and generates
dynamic PDF, Word documents, PowerPoint presentations, and more in minutes.
How it Works
1. Create template
Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.
2. Choose delivery
Choose a third-party integration, email, and more to easily save and send documents anywhere.
3. Merge the data
Integrate with WebMerge and automatically send data from Batchbook objects to populate your documents.
WebMerge works flawlessly behind the scenes to provide this vital service integrating with our forms - and we didn't have to write a single line of code. Marty T