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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...

#MergeMasters - Instrumental Creative July 14, 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 Instrumental Creative, an agency, offering strategy, branding, content, copywriting, graphic and web design.

Company Name: Instrumental Creative
Industry: Advertisi...

Instantly Generate Sales Proposals from Infusionsoft July 12, 2017

Creating sales documents can be a time-consuming process as part of your sales workflow.  With WebMerge and Infusionsoft you can create a powerful sales process/automation to help you close more deals faster.

In this example, we’re going to show you how to automatically generate a sales proposal with data from our Infusionsoft contacts.  We’ll then email this p...

#MergeMasters - Adaptive Mobile July 07, 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 Adaptive Mobile Security Limited, the world leader in mobile security protecting over one billion subscribers worldwide.

Company Name: Adaptive Mobile Security Limited
Indus...

Automatically Populate Applications from MySQL Databases July 06, 2017

Saving information in a MySQL database is a great way to keep track of a lot of data, but it’s not a very user-friendly way to view the data.  With a tool like WebMerge you can instantly populate templates with data from your database and send off to customers or internal departments.

In this example, we’re going to show you how to automatically populate an applicat...

Automatically Populate Donation Receipts from FormTitan July 05, 2017

Creating online forms for your website has never been easier with a tool like FormTitan.  Quickly build order forms, applications, donation forms, and more and easily collect information from your customers.

Add WebMerge to your form process and you can automatically take information submitted on your form and populate all sorts of templates like invoices, contracts, letters, a...

#MergeMasters - Simplified Logistics June 30, 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 Simplified Logistics, a 3rd Party Logistics company.

Company Name: Simplified Logistics
Industry: Transport and Storage - Materials
Apps Used:...

Automatically Populate Customized Quotes for Deals in Salesmate June 27, 2017

With a tool like Salesmate you can easily keep track of all your leads and deals in your sales pipeline.  With built-in automation tools, Salesmate can do a lot of the heavy lifting and help you close more deals, faster.

Add WebMerge to your sales process and you can take the automation one step further and you can automatically populate documents like invoices, contracts, prop...

#MergeMasters - Resonate Acoustics June 23, 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 Resonate Acoustics, an engineering consulting company specialising in Acoustics.

Company Name: Resonate Acoustics
Industry: Engineering Services
Apps...

Automatically Populate Quotes from Google Forms June 22, 2017

With a tool like Google Forms, you can easily collect data from customers and new leads, right on your website.  You’ll never have to write down information over the phone again!

Add WebMerge to the process, and you can automatically take information from your Google Forms and populate various templates like contracts, invoices, quotes, and more.  Take the pain out o...

Automatically Populate Contracts and Agreements from Workbooks CRM June 20, 2017

Managing your sales process with a tool like Workbooks CRM can be a great way to increase the efficiency of your sales team and help close more deals.  You can even manage your marketing and customer support efforts as well.

Another way to improve your sales process is to use WebMerge to automatically generate documents like contracts, quotes, invoices, and more.  You&rsqu...

#MergeMasters - SmartProbate June 16, 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 SmartProbate, a Probate and TrustPlan business focusing on LDA serviced Trusts and Probates.

Company Name: SmartProbate
Industry: Legal Services
Apps...

Instantly Generate a Quiz Scorecard from SurveyMonkey June 15, 2017

Using a tool like SurveyMonkey for quizzes can be a great way to train users and make sure they are learning from your training.  Easily ask questions and walk them through the process.

Add WebMerge to the process and you can automatically populate documents with data from SurveyMonkey like scorecards, reports, and more.

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

Automatically Populate HR Documents for New Employees in People HR June 13, 2017

Hiring new employees is an exciting time, but can be a lot of tedious work for an HR department.  From collecting all the details for the new employee, putting together all the paperwork, to running through the entire onboarding process, there’s a lot to do!  With a tool like People HR you can easily manage your employees and other HR activities from a single interface.
...

#MergeMasters - VIAJIYU June 09, 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 VIAJIYU, a company that sells made-to-order flats in Italy.

Company Name: VIAJIYU
Industry: Retail
Apps Used: Typeform + WebMerge
...

Instantly Populate Proposals from Formsite Forms June 07, 2017

With a tool like Formsite you can easily collect information from leads and prospective customers via online forms on your website.  Then you can add WebMerge to your workflow to automatically populate the information being collected through Formsite into templates for contracts, proposals, invoices, and more.

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

Automatically Populate Order Receipts from WPForms June 05, 2017

Building online forms for your Wordpress website can be difficult, but with a tool like WPForms, that process is so easy!  You can build online forms for your website in minutes, all without any coding or developer skills.

Integrate WebMerge with your WPForms and you can instantly populate all kinds of documents with data from your online forms, like contracts, invoices, quotes...

#MergeMasters - Roska DBO June 02, 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 Roska DBO, an energy services business, located in the northern part of Canada.

Company Name: Roska DBO
Industry: Chemicals/Petro-Chemicals
Apps Used...

Automatically Generate Packing Slips for New Orders in Ecwid June 01, 2017

Running an online store can be a great boost to your business and with a tool like Ecwid, you can build an online store in minutes.  Easily integrate your store on your current website and start collecting order in no time.

Add WebMerge to your store, and you can automatically populate all sorts of documents when you receive a new order.  From invoices and receipts, to shi...

Automatically Send Real Estate Postcards from Follow Up Boss May 31, 2017

As a real estate agent, you need to provide a professional experience for your prospects and clients.  With a tool like Follow Up Boss, you can easily track your clients and makes sure you stay top-of-mind.

Add WebMerge to the mix and you can automatically populate documents like contracts, letters, and more.  In this example, we’re going to show you how to automatic...

#MergeMasters - SHARKCAGE Inc. May 26, 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 SHARKCAGE Inc., a manufacture of modular storage cabinets for the US military.

Company Name: SHARKCAGE Inc.
Industry: Manufacturing
Apps Used:...

Instantly Generate Quotes for Deals in Airtable May 24, 2017

Looking for an easy way to manage your leads, customers, and deals in the pipeline?  With a tool like Airtable, you can track all of your sales data with one tool and make it available to your entire team.  Then, with WebMerge you can instantly populate templates with data from Airtable like contracts, invoices, proposals, and more.

In this example, we’re going to sh...

#MergeMasters - Sky Discovery May 19, 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 Sky Discovery, a litigation support provider specialising in premium project management and consulting expertise.

Company Name: Sky Discovery
Industry: Legal Servic...

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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.