The WebMerge Blog Increase productivity and make smarter business moves.


Automatically Populate Sales Contracts from SugarCRM with Integromat June 20, 2018

Keeping track of your sales process can be difficult and time-consuming if you don’t have the right tools in place.  With SugarCRM, you can easily keep track of all your leads, customers, and deals in one spot.  Your whole sales team can be on the same page and never letting deals fall through the cracks.

Add WebMerge to your sales process and you can instantly popul...

Instantly Send Sales Quotes from Formidable June 13, 2018

Using an online form like Formidable can be a great a way to collect data from your customers on your Wordpress website.  Add WebMerge to your sales process and you can instantly populate all kinds of documents with data from your Formidable forms.

In this example, we’re going to show you how to automatically populate a sales quote with data from our Formidable form. ...

Instantly Send Sales Quotes for Opportunities in Salesflare June 05, 2018

With a tool like Salesflare you can easily manage your entire sale process from start to finish.  Salesflare can automatically track your email communications, calendar appointments, and website tracking – never letting a deal fall through the cracks.

Add WebMerge to your sales process and you can instantly populate all kinds of documents like contracts, quotes, invoices ...

Instantly Send Thank You Letters to Clients in Bidsketch May 30, 2018

Looking for a unique way to impress your clients after you close a deal in Bidsketch?  Add WebMerge to your sales process and you can automatically populate all type of documents like contracts, invoices and more. 

In this example, we’re going to show you how to instantly populate a thank you letter and mail it (using a print and mail service called Lob) to our clien...

Instantly Populate Sales Proposals from amoCRM May 29, 2018

With a CRM like AmoCRM you can easily keep track of your leads and track their progress through your sales funnel all the way to a sale.  Add WebMerge to your sales process and you can instantly populate all kinds of documents like letters, proposals, contracts, and more.  You’ll never need to copy & paste again!

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

Automatically Populate Sales Proposals from FormAssembly May 23, 2018

Collecting data for your sales process can be a time-consuming process, but with a tool like FormAssembly you can simplify that process.  Then add WebMerge to your sales process and you can automatically populate all types of documents like contracts, quotes, letters and more.

In this example, we’re going to show you how to automatically populate a sales proposal when a l...

Automatically Populate Thank You Letters from Pipedrive May 16, 2018

Using a tool like Pipedrive to manage your sales process can be a great way to close more deals, faster.  Your whole sales team can see the status of a deal and make sure nothing falls between the cracks.  Add WebMerge to your workflow and you can instantly populate all kinds of sales documents like contracts, quotes, invoices and more.

In this example, we’re going t...

Automatically Populate Quotes for New Opportunities in SharpSpring May 08, 2018

With a marketing automation tool like SharpSpring you can easily track all of your leads, market to them, and close them as new customers.  Add WebMerge to your marketing automation and you can instantly populate all kinds of documents like letters, contracts, and more.

In this example, we’re going to show you how to automatically populate a quote when we add a new opport...

Instantly Populate Waivers from Formstack and Sign using HelloSign May 02, 2018

Collecting signatures from your customers can be a time consuming process, but with a tool like HelloSign, you can sign documents in minutes.  Add WebMerge to the workflow and you can automatically pre-populate the documents with data before signing.

In this example, we’re going to show you how to instantly populate a waiver with data from a Formstack registration form, t...

Instantly Send Proposals for New Deals in Base CRM April 25, 2018

Using a CRM like Base to keep track of your sales process can have a big impact on your business.  From tracking new leads, to closing deals, Base can help you every step of the way.

Add WebMerge to your sales process and you can streamline your document generation to instantly populate quotes, letters, invoices, and more.  You’ll never have to manually create a sale...

Automatically Populate Quotes for New Leads in Nutshell CRM April 18, 2018

Using a CRM like Nutshell can be a great way to simplify your sales process and keep track of all your contacts.  Your entire team can stay on the same page and close more deals with Nutshell.

Add WebMerge to your sales process and you can automatically populate documents like proposals, contracts, and more.  You’ll never have to manually type out a document again!...

How an Education Business Automates their Certifications with WebMerge April 13, 2018

Educational institutions and professional development companies offer a way for students to get ahead in their careers: a certification after successfully completing a program. In competitive fields, these certifications can be the difference for a job candidate between a second look or a pass.

But for the certificate grantor, creating these certificates, which are cust

...

Automatically Send Thank You Letters from Capsule CRM April 11, 2018

Finding a simple CRM to use to manage your sales process and be overwhelming, but it can greatly impact your business.  With a tool like Capsule you can easily manage all of your leads, customers, and deals throughout the entire lifetime of your business.

Add WebMerge to your sales process and you can drive even more efficiency by automatically populating your sales documents l...

Instantly Populate Certificates and Reports from SurveyAnyplace April 06, 2018

Using a tool like SurveyAnyplace can be a great way to collect information from your customers and users.  You can build online surveys that can be filled out from any device and easily aggregated for review.

Add WebMerge to the mix and you can instantly populate all kinds of documents with the data from each survey response.  In this example, we’re going to show you...

Automatically Populate Quotes from Opportunities in ProsperWorks April 04, 2018

Using a tool like ProsperWorks can be a great way to organize your sales process and simplify your life.  From tracking new leads to closing deals, ProsperWorks has your back.

Another great way to simplify your life is to use WebMerge to automatically populate all of your paperwork with data from ProsperWorks and other online data sources.  You’ll never have to copy ...

Instantly Populate Patient Records from Formstack March 28, 2018

Collecting and keeping track of your patient data can be a difficult process unless you have a tool like Formstack.  With Formstack, you can easily build web forms that can be filled out from any device to collect data from patients, nurses, and doctors.

Add WebMerge to the process and you can instantly populate all kinds of documents with data from your Formstack forms.  ...

Instantly Populate Proposals for Opportunities in Close.io March 21, 2018

Using a CRM like Close.io is a great way to track all of your leads, deals, and customers while increasing your sales efficiency.  Never let a lead fall through the cracks again and close more deals faster.

Add WebMerge to your sales process and you can automatically populate all kinds of sales documents from Close.io like contracts, quotes, letters, and more.  You’l...

#MergeMasters - Kuester Management Group March 16, 2018

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 Kuester Management Group, a property management company that specializes in management of community associations throughout NC, SC, GA and WV.

Company Name: Kuester Management Group
...

Streamline Your Paperwork with Data from Online Forms March 06, 2018

Online forms are a great way to improve the efficiency of your business and easily collect data from your customers.  There are many popular online form services out there to choose from and they each have their own unique features.  Some have workflow built-in, others have advanced calculations/logic, but they all help you collect data through your website and save you a lot of time....

#MergeMasters - Epic Management Group March 02, 2018

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 Epic Management Group, a back office for medical practices.

Company Name: Epic Management Group
Industry: Healthcare Services
Apps Used: Web...

Instantly Send Sales Proposals from Quick Base February 28, 2018

With a tool like Quick Base you can easily create business apps to save you time and increase your team’s productivity.  Add WebMerge to your workflows and you can instantly populate all types of documents like contracts, quotes, letters, and more.

In this example, we’re going to show you how to automatically populate sales proposals when we add a new opportunity to...

Automatically Populate Invoices from Fulcrum February 21, 2018

Optimizing the workflows for your team in the field can have a big impact on your bottom line.  With a tool like Fulcrum you can easily collect data from your field reps at any time using their mobile devices.

Add WebMerge to the process and you can automatically populate all kinds of documents like reports, contracts, and more.  You’ll never have to copy & paste...

Automatically Populate Invoices from Agile CRM February 14, 2018

Optimizing your sales workflow can be a great way to close more deals faster.  With a tool like Agile CRM you can easily manage your sales pipeline from a single tool and keep your sales team on the same page. 

Another way to optimize your sales process is to use WebMerge to automatically populate your sales documents like quotes, proposals, letters, and more.  You&rs...

Instantly Populate Course Diplomas from Teachable February 07, 2018

Using a tool like Teachable to run your online courses can be an easy way to reach a wide audience and provide an excellent experience.  Add WebMerge to your workflow and you can automatically generate documents after each student completes your course.

In this example, we’re going to show you how to automatically populate a course diploma each time a student completes th...

Instantly Populate Proposals from GoFormz Submissions January 31, 2018

With a tool like GoFormz you can easily create mobile forms that your team can use to collect data with ease.  Whether you have a team in the field or in the office, you can streamline your data collection and automate your workflow.

Add WebMerge to the mix and you can instantly populate all kinds of documents with data from your GoFormz submissions.  You’ll never ha...

Keep reading: 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19

Save Time with WebMerge

By signing up here, you agree to our Terms of Use

"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.