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Automatically Populate PDF and Word documents from FormKeep March 28, 2017

Using online forms on your website is a great way to collect information from new leads and current customers.  With a tool like FormKeep you can easily save submissions from your own HTML forms for your website.  They make it very easy to take that information you’re collecting and send it off to other apps as well.

With WebMerge you can take the submission data fro...

Instantly Generate Personalized Sales/Marketing Collateral from Facebook Leads March 26, 2017

Advertising on Facebook can be a great way to find new customers and easily collect their info via lead forms.  With the click of a button, Facebook users can send you their name, email address, and more.

As you get leads coming in from Facebook, you need a way to market and sell your products to them.  One great way to do that is to use WebMerge to automatically populate ...

#MergeMasters - Banks Corporate Services DMCC March 24, 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 Banks Corporate Services DMCC, a boutique legal consulting firm based in the United Arab Emirates.

Company Name: Banks Corporate Services DMCC
Industry: Legal Servi...

Automatically Send Waivers from Typeform Submissions March 23, 2017

Running a camp or event can be a time consuming process and you need to make it as easy as possible.  With a tool like Typeform, you can easily build a registration form to collect the necessary info from your participants – even collect payment.

Then you can add WebMerge to your process and you can automatically populate documents like tickets, receipts, waivers, and mor...

#MergeMasters - Straightness Training March 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 Straightness Training, an education company that offers online courses on straightness training for horses.

Company Name: Staightness Training
Industry: Education...

Instantly Populate Sales Quotes from Ninja Forms March 15, 2017

Ninja Forms is a fantastic web form builder for your Wordpress website.  You can build an online form in minutes and post directly on your website.  Whether you’re collecting new leads or closing sales, Ninja Forms can help you collect the data with ease.

Once you collect the data, you can use WebMerge to automatically populate all types of documents like contracts, ...

Generate Personalized Documents and Send through GetAccept March 14, 2017

Streamlining your sales process with a tool like GetAccept can be a great way to close more deals faster and make sure you aren’t letting any deals slip through the cracks.  With tracking and e-signature, you can track your deal progress and allow your customers to sign on the dotted line.

With WebMerge, you can automatically generate customized sales documents like propo...

#MergeMasters - BioPoint March 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 BioPoint, a staffing company focused only in Drug Safety (Pharmaceutical Companies).

Company Name: BioPoint
Industry: Staffing/Employment Agencies
Ap...

Send Buyer Representation Agreements to New Clients in Realvolve March 08, 2017

With a real estate focused CRM like Realvolve, you can build a thriving real estate business that can scale and leverage technology to maintain relationships with all of your clients.  You’ll never miss another deal or opportunity.

Add WebMerge to your sales process and you can automatically generate all types of documents like letters, contracts, and more. 
...

Automatically Send Customized Proposals for New Opportunities in Insightly March 07, 2017

Using a CRM tool like Insightly is a fantastic way to improve your sales cycle.  From managing your new leads to tracking deals in the pipeline, Insightly gives you a single interface to manage it all.

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

#MergeMasters - Grab March 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 Grab, the largest ride sharing app in Southeast Asia.

Company Name: Grab
Industry: Travel Transportation and Tourism
Apps Used: Formstack + ...

Instantly Populate Agreements from TrackVia Contacts March 01, 2017

Using a tool like TrackVia can be a great way to setup workflow automation for your business.  Whether you’re tracking quality or managing a team in the field, TrackVia allows you to build the tools you need to run your business effectively.

Another great way to improve your automation is to integrate WebMerge with TrackVia to automatically generate documents like contrac...

Automatically Save Documents in SharePoint with Microsoft Flow February 28, 2017

SharePoint is a great tool for keeping track of all business documents and integrating with Microsoft Office.  Easily share documents with your entire team and access them from any device.

With WebMerge, you can automatically create documents like contracts, invoices, reports, and more with the click of a button.  Integrate with your favorite CRM, billing system, or other ...

#MergeMasters - iMatter February 24, 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 iMatter, a youth-driven climate change organization, dedicated to amplifying the voice of the youngest generation.

Company Name: iMatter
Industry: Nonprofit Charita...

Automatically Populate Quotes for New Deals in PipelineDeals February 23, 2017

Optimizing your sales process can be a great way to close more deals and with a tool like PipelineDeals, it’s never been easier to track new leads and deals in the pipeline.  With PipelineDeals, you can setup automations to keep your deals moving through the process.

Another way to streamline your sales process is to use WebMerge to automatically generate documents like c...

Automatically Send Customized PDF Receipts from WooCommerce February 20, 2017

Selling your products through an e-commerce store like WooCommerce can be a great way to reach new customers and grow your business.  With WooCommerce you can integrate your online store with your Wordpress site in no time.

Add WebMerge to the process and you can automatically generate documents like contracts, invoices, letters, and more.  All with data from your WooComme...

#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...

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— Katrina W.