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#MergeMasters - Lyssabeth's Weddings February 17, 2017

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting Lyssabeth's Weddings, a wedding officiant and elopement service, providing wedding packages to customers in CA and CO.

Company Name: Lyssabeth's Weddings
Industry:...

Automatically Send Proposals to New Contacts in Solve CRM February 14, 2017

With a CRM tool like Solve you can easily manage your sales process from a single interface.  From tracking new leads to building relationships with current customers, Solve can keep your entire sales team on the same page.

Add WebMerge to your sales process and you can automatically populate documents like contracts, letters, quotes, and more.  You’ll never have to ...

#MergeMasters - Sands Investment Group February 10, 2017

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting Sands Investment Group, a commercial real estate brokerage company that focuses on buying and selling single tenant net lease investment properties.

Company Name: Sands Investment Group...

Populate Invoices for 123ContactForm Order Forms February 09, 2017

Taking orders online with a tool like 123ContactForm can be an easy way to streamline the order process for your customers.  By building a simple online form, you can collect customer info, order info, and collect payment.

Then, you can use WebMerge to automatically populate documents like invoices, receipts, and letters when your order form is filled out.  You’ll ne...

#MergeMasters - 3 Minute Angels February 03, 2017

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting 3 Minute Angels, an event massage service that provides amazing 5 minute neck and shoulder massages.

Company Name: 3 Minute Angels
Industry: Healthcare Services...

Automatically Populate Contracts for New Clients in Paymill February 01, 2017

Running your business can be a time-consuming process with little time to spare.  With a payment tool like Paymill you can easily setup a payment system for your business so you can focus on delivering a great product/service.

Add WebMerge to the mix and you can save even more time by automatically generating documents like receipts, contracts, letters, and more.  You&rsqu...

#MergeMasters - Max Tax LLC January 28, 2017

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting Max Tax LLC, a tax preparation and consulting firm, that does 95% of their business online.

Company Name: Max Tax LLC
Industry: Accounting and Auditing Services...

Automatically Send Legal Documents with CaseMail January 26, 2017

Sending out legal documents and notices can be a time-consuming process.  With a tool like CaseMail, you can easily mail your legal documents and track the delivery/signature by the recipient.

Add WebMerge to your workflow and you can automatically populate your legal documents and notices from frequently used templates, then send over to CaseMail to be mailed.  You’...

Automatically Send Quotes for New Deals in OnePageCRM January 24, 2017

Optimizing your sales process can have a drastic impact on your business.  With a tool like OnePageCRM, you can keep your entire sales team on the same page and focused on closing deals.  From communicating with new leads to tracking the progress of deals, OnePageCRM will keep your business moving forward.

Add WebMerge to your sales process and you can automatically genera...

#MergeMasters - Addison Ousebank January 22, 2017

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting Addison Ousebank, agents for high quality manufacturers of garden buildings, garages and greenhouses..

Company Name: Addison Ousebank
Industry: Manufacturing
...

Instantly Send Proposals for New Opportunities in SugarCRM January 19, 2017

With a tool like SugarCRM, you can keep your sales team organized and efficient so they can focus on what they do best – closing deals!  From tracking new leads, keeping in contact with those prospects, and tracking deals, SugarCRM can keep your business running smoothly.

Another great way to improve your sales process is to use WebMerge to automatically generate all your...

#MergeMasters - Front Range Shuttle January 13, 2017

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting Front Range Shuttle, a service that provides transportation services in Colorado.

Company Name: Front Range Shuttle
Industry: Travel Transportation and Tourism...

Instantly Generate Proposals from Formidable Submissions January 11, 2017

In today’s world, it is important to streamline your business and keep your team working efficiently.  With a tool like Formidable, you can build online forms to easily collect information from your customers.  Then your whole team can easily utilize that information throughout the customer journey or workflow.

Another way to streamline your business is by using WebM...

Populate Contracts for New Clients in Clio January 09, 2017

Using a legal practice management system like Clio can be a great way to streamline your practice.  From keeping track of clients, to managing all of your matters, Clio keeps your whole firm on the same page and working efficiently.

Another way to increase the efficiency of your firm is to automate your document creation with WebMerge.  Whether you need to populate intake ...

Automatically Generate Documents in the Cloud with Workato January 06, 2017

In today’s world, automation is King and if you setup the correct workflows/processes it can drastically impact your business.  With a tool like Workato you can setup integration workflows between your favorite cloud service to automatically complete tasks for you.

With WebMerge, you can instantly generate documents with data from Workato integrations.  For example, ...

Send Non-Disclosure Agreements to New Clients in Bidsketch January 04, 2017

Managing your proposals with a tool like Bidsketch can be a great way to improve your sales process and close more deals.  You can manage all your clients and proposals from one place and keep your entire team on point.

Another great way to improve your sales process is to add WebMerge to automatically generate documents like contracts, invoices, etc.  Easily setup templat...

Instantly Generate Invoices from FormAssembly Order Forms December 29, 2016

Using an online form tool like FormAssembly can be a great way to improve your data collection processes.  Easily build web forms to collect information from your customers, new prospects, and more.

Integrate WebMerge with your FormAssembly forms and you can automatically populate all types of documents with data from your online forms.  Automatically populate contracts, l...

Automatically Send Welcome Letters to New Customers in CheddarGetter December 20, 2016

Communicating with your customers is an important step in your branding strategy.  As new customers signup for your service, it is important to make them feel part of your brand.  With a billing tool like CheddarGetter, you can easily track all of your customer subscriptions and metrics, but that’s only part of the process.

With WebMerge, you can automatically take c...

Generate Quotes from New Leads in ClinchPad December 15, 2016

Using a sales tool like ClinchPad can be an excellent way to improve your sales process and make sure your sales team is closing deal quickly.  From managing new leads and moving them through your pipeline, you always have a good view into the sales pipeline.

Another way you can improve your sales process is by using WebMerge to automatically generate all of your sales paperwor...

Populate and Sign Buyer Representation Agreements from Salesforce December 13, 2016

Managing your real estate agency via a CRM like Salesforce is a great way to maximize your sales efforts and keep your clients happy.  With tools to track new leads, manage deals, and communicate with current clients, Salesforce can keep your entire team on the same page.

With WebMerge, you can instantly take data from Salesforce and automatically populate all of your real esta...

Instantly Generate Invoices for Deals Won in Base CRM December 09, 2016

Optimizing your sales process can have a major impact on your business.  With a tool like Base CRM, you can have an all-in-one sales platform that keeps your entire sales team at the top of their game.  From collecting new leads to managing deals in the pipeline, Base has you covered.

Another way to increase the efficiency of your sales team is using WebMerge to automatica...

Instantly Generate Proposals for New Contacts in Nutshell CRM December 07, 2016

Using a CRM like Nutshell is an important part of the sales process.  From collecting new leads to following up with contacts and managing deals, Nutshell has you covered.  You’ll never have a deal fall through the cracks again!

Add WebMerge to your sales process and you can save your sales team countless hours every week.  With WebMerge, you can automatically g...

Automatically Generate Quotes for New Opportunities in Capsule CRM December 02, 2016

Using a CRM like Capsule CRM can be a great way to improve your sales process and ensure your sales team is maximizing their efforts to close more deals.  From tacking new leads to maintaining relationships with current customers, Capsule has got you covered.

Another way you can improve your sales process is by using WebMerge to automatically generate all of your sales document...

Instantly Populate Proposals for New Opportunities in ProsperWorks November 30, 2016

Using a CRM like ProsperWorks can be a great way to increase the productivity of your sales team.  From tracking new leads to closing deals, ProsperWorks can make sure nobody falls through the cracks.

Another way to increase the productivity of your sales team is to automate their paperwork with WebMerge.  From creating quotes and proposals for new deals to sending contrac...

Automatically Save Contracts, Quotes, and more in ShareFile November 29, 2016

With a tool like ShareFile, you can easily save and share documents with everyone on your team.  You can also share these documents directly with your customers so they always have the most up to date versions of files.

In addition to saving files, you can use a tool like WebMerge to automatically populate documents like contracts, quotes, proposals, and more.  You’l...

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"I depend on WebMerge every day to quickly create letters to vendors, generate invoices, or any other documents needed by the executive team."

— Katrina W.