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#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...

Automatically Populate Patient Registration Forms with Formstack November 22, 2016

Streamlining your patient experience can have a major impact on your practice or hospital.  From collecting information from new and current patients, to managing appointments and checkups, you can save your office staff countless hours. 

With a tool like Formstack, you can setup online forms that your patients (and staff) can easily complete and your data can be saved in ...

Automatically Send Contracts for Opportunities in Close.io November 16, 2016

With a tool like Close.io you can increase the productivity of your sales team and close more deals.  From tracking new leads to closing opportunities, Close.io can keep your entire team on the same page.

Another way you can improve your productivity is by adding WebMerge to your sales process to automatically generate documents like quotes, contracts, and more.  In this e...

Automatically Generate Contracts for New Issues in ProjectManager.com November 15, 2016

With a tool like ProjectManager.com you can easy manage all sorts of projects.  With each project, your entire team can contribute to various tasks and easily keep track of the status of the entire project.

In addition to keeping track of all your projects, you can use WebMerge to automatically generate all kinds of documents like contracts, invoices, and more.  You’...

Create Customized Proposals from Visma Severa November 09, 2016

Running your business can be a difficult task if you don’t have the right tools in place to manage customers, billing, and more.  With a tool like Visma Severa you can easily manage all of your projects and billing from a single system.

Alongside the data that’s being saved in Visma Servera, you can use WebMerge to automatically generate documents like proposals, co...

Automatically Send Thank You Letters to Donors in Donate.ly November 08, 2016

When running a non-profit, collecting donations and communication with donors is a very important part of the fundraising process and to the success of the organization. 

With a tool like Donate.ly you can easily collect donations and then with a tool like WebMerge you can automatically generate documents like receipts, letters, and more.  You’ll never have to go doo...

Automatically Send Customized Quotes from Quickbase November 01, 2016

Keeping your sales process organized can be really easy with a tool like Quickbase.  With Quickbase, you can build customized database apps to keep your entire business in sync.

Add WebMerge to the process and you can automatically populate all types of documents from Quickbase.  You’ll never have to search for a template or copy & paste again.

In ...

Instantly Generate Rental Inspection Reports from Fulcrum October 25, 2016

Inspecting rental properties before and after a tenant moves in can be a tedious process and difficult to keep track of all the information you need.  With a tool like Fulcrum you can create easy to use mobile forms that your team can use from anywhere.

Add WebMerge to the process and you can automatically populate various templates with data that’s collected on your mobi...

Automatically Send Quotes for New Deals in Agile CRM October 19, 2016

With a tool like Agile CRM, your sales team can easily manage their prospects, customers, and deals.  Never have another deal fall through the cracks or miss an important milestone.

Add WebMerge to the mix and you can automatically populate all types of documents like contracts, proposals, invoices and more.  You’ll never have to search for a template again or risk e...

Automatically Generate Course Certificates from Teachable October 11, 2016

Running online courses with a tool like Teachable can be a breeze.  From managing attendees, to handling payments, Teachable can handle just about everything for you.  All you need to do is teach the class!

Another great way you can improve your classes is to offer certificates for each of your attendees.  With WebMerge, you can automatically generate certificates, in...

Send Contracts to New Customers from GoFormz Mobile Submissions October 10, 2016

Streamlining your mobile forms can be an essential win for your business.   With a tool like GoFormz, you can build all of your internal forms into mobile forms so that your entire team can process these forms from any of their devices.

Alongside your mobile forms, you can also use WebMerge to automatically generate all kinds of documents like contracts, letters, and more....

Create Contracts from Google Sheets with Zapier Chrome Extension October 06, 2016

With a tool like Zapier, you can easily automate all kinds of tasks from automatically adding new leads to Mailchimp, to saving data in Google Sheets, to instantly generating all types of documents with WebMerge.

In addition to this automation, Zapier has just launched a new Chrome Extension that integrates with Push by Zapier.  Now you can trigger a zap with the click of a but...

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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.