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Automatically Generate Quotes for Deals in Microsoft Dynamics CRM September 20, 2017

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add WebMerge to the process and you can instantly generate documents like contract, quotes, proposals, and more.

In this example, we’re going to show you how to automatically generate a quote whe...

#MergeMasters - Mavenspire September 15, 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 Mavenspire, a technical consulting and value-added reseller firm.

Company Name: Mavenspire
Industry: Computer/IT Services
Apps Used: WebMerg...

Instantly Generate a Sales Proposal from Gravity Forms September 13, 2017

Automating your sales process can be a great way to save your sales team precious time and help them close more deals.  With an online form tool like Gravity Forms you can easily collect information from leads, then you can use WebMerge to automatically populate documents like contracts, quotes, proposals and more.

In this example, we’re going to show you how to automatic...

#MergeMasters - Nextlaw Labs, Dentons September 08, 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 Nextlaw Labs, a business accelerator part of the global law firm Dentons.

Company Name: Nextlaw Labs, Dentons
Industry: Business Services
Apps Used:...

#MergeMasters - Mark Jewell Speaking & Training September 01, 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 Mark Jewell Speaking & Training, an elite training and development services firm.

Company Name: Mark Jewell Speaking & Training
Industry: Management Consult...

Automatically Send Special Offers to New Subscribers in Autopilot August 30, 2017

Marketing is an important part of your business and with a tool like Autopilot you can easily manage your entire marketing process from lead capture to growing your customer base.  You can setup workflows to automatically keep your brand top-of-mind.

Another way you can keep in touch with your customers is to use WebMerge to automatically populate documents like letters, coupon...

Instantly Generate Documents from Salesforce and save in SharePoint August 28, 2017

With WebMerge you can automatically populate all kinds of documents from your favorite cloud apps like contracts, quotes, reports, letters, and more.  Along with generating documents with the click of a button, you can also save your documents in cloud storage like SharePoint so your whole team has instant access to the files.

In this example, we’re going to show you how ...

#MergeMasters - Deer Path Assisted Living August 25, 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 Deer Path Assisted Living, an assisted living/community.

Company Name: Deer Path Assisted Living, Inc.
Industry: Healthcare Services
Apps Used:...

Automatically Send Welcome Letters to Contacts in ONTRAPORT August 24, 2017

With a Business Automation tool like ONTRAPORT, you can setup workflows and automations that can save your entire team countless hours.  From tracking new leads to marketing automation, ONTRAPORT has you covered.

Add WebMerge to your automation processes and you can instantly populate all kinds of documents with data that you have saved in ONTRAPORT.  From contracts and le...

Instantly Generate Sales Presentations in Google Slides August 22, 2017

Automating your sales process can be a great way to improve the efficiency of your sales team and help them close more deals.  With WebMerge you can automatically generate all of your sales documents (contracts, invoices, presentations, and more) with the click of a button from your favorite CRMs or online forms.

In this example, we’re going to show you how to automatical...

#MergeMasters - Saxon August 21, 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 Saxon, an Insurance Company which offer various Lines of Insurance.

Company Name: Saxon
Industry: Insurance
Apps Used: WebMerge + Formstack...

Automatically Populate Invoices for Deals in Hubspot CRM August 16, 2017

With a CRM tool like Hubspot CRM, you can easily manage your entire sales pipeline from a single place.  Hubspot CRM can automate a number of tasks that your sales team hates to do – allowing them to save time and close more deals.  Plus, it’s free!

Another way to automate your sales efforts is to use WebMerge to automatically populate all your sales documents ...

Automatically Populate Documents from Repsly August 15, 2017

With a tool like Repsly, you can easily manage all of your reps out in the field.  From house calls, to work orders, you can manage everything from a single system.

Add WebMerge to your workflow and you can automatically populate documents like contracts, order forms, and more with data from Repsly.  You’ll never have to manually create a document again!
...

#MergeMasters - The Swamp School August 11, 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 The Swamp School, a professional environmental skills training school.

Company Name: The Swamp School
Industry: Education
Apps Used: WebMerg...

Automatically Combine Uploaded Files from Typeform Submissions August 10, 2017

Using Typeform to collect information from leads and customers via your website, can be a great time saver.  You’ll never have to collect information via phone or email again! 

In this example, we’re going to show you how to use WebMerge to automatically combine multiple files that are uploaded on our Typeform into a single PDF document.  We can then save ...

Instantly Generate Quotes for Deals in Lime Go August 08, 2017

Managing your sales process with a tool like Lime Go can be a great way to keep your sales team organized and closing more deals.  With contact information for more than 1 million companies, they can accelerate pipeline.

Add WebMerge to your sales process and you can automatically generate all kinds of documents like proposals, contracts, and more.  You’ll never have...

Automatically Convert New Files in Dropbox to PDF August 07, 2017

Dropbox is a fantastic file storage solution that allows you to save all of your files in the cloud and share with anyone on your team.  In this example, we’re going to show you how to automatically convert a new file that is uploaded to Dropbox to a PDF using WebMerge.

To help with the integration between Dropbox and WebMerge, we’re going to use our friends over at...

#MergeMasters - Total Comfort August 04, 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 Total Comfort, a heating and cooling contractor.

Company Name: Total Comfort
Industry: Construction - Residential & Commercial/Office
Apps Used:...

WebMerge vs PandaDoc – Automate Your Sales Paperwork Process in the Cloud August 03, 2017

Automating your document generation and simplifying your sales process can have a drastic impact on your sales team and your business. 

By generating sales documents with the click of a button or automatically, you can save your sales team countless hours of data entry and reduce the chance for human error.  Allowing your high performing sales reps to focus on what they do...

Automatically Generate Sales Proposals from Zengine August 01, 2017

Keeping track of your company’s sales data can be hard if you don’t have the right tools to keep your team on the same page and working smarter, not harder.  With a tool like Zengine you can setup an online database for all your leads, deals, etc and improve your business processes.

Add WebMerge to your Zengine workflows and you can automatically populate all kinds ...

#MergeMasters - South End Capital Corporation July 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 South End Capital Corporation, a nationwide, non-conforming lender for all types of business loans.

Company Name: South End Capital Corporation
Industry: Financial ...

Instantly Print Order Forms from Salesforce July 27, 2017

Keeping track of all your deals and opportunities in Salesforce is a great way to keep your sales team organized and focused on closing deals.  Add WebMerge to your sales process and you can automate all your paperwork and instantly populate documents with data from Salesforce.

In this example, we’re going to show you how to automatically generate order forms when we upda...

Automatically Print Merged Documents with Google Cloud Print July 25, 2017

Instantly populating documents with WebMerge is a huge time-saver, but add Google Cloud Print to your document workflow and you can automatically print the documents with almost any printer.  No longer will you have to download files and manually print, they’ll just be waiting for you in the paper tray!

In this example, we’re going to show you how to automatically p...

#MergeMasters - Priceagy.com July 21, 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 Priceagy.com, a commercial insurance brokerage.

Company Name: Priceagy.com
Industry: Insurance
Apps Used: WebMerge

Ca...

Automatically Send Proposals to New Leads from Unbounce July 18, 2017

With a tool like Unbounce you can drastically improve your marketing funnel and drive more leads for your sales team.  Add WebMerge to the process and you can automatically populate all kinds of documents for the leads you’re collecting, such as welcome letters, quotes, proposals, and more.

In this example, we’re going to show you how to automatically generate a sal...

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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.