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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

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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
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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...

Instantly Send Welcome Letters to New Clients in Freshbooks January 24, 2018

Making a first impression is an important part of the sales process, but continuing that impression can be instrumental in building a strong relationship with your customer. 

Using a tool like Freshbooks to manage your business accounting can be a great way to maximize your time and your bottom line, but you can also add WebMerge to automatically populate professional looking d...

Instantly Populate Contracts from PayPal Payments January 17, 2018

PayPal makes it easy to collect payments from anywhere and can be a great way for your customers to pay for your services.  Add WebMerge to your payment process and you can automatically populate all kinds of documents.  You’ll never have to copy and paste or manually fill out a document again!

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

#MergeMasters - SBIO January 12, 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 SBIO, a religious and politically independent organisation run by and for students..

Company Name: SBIO
Industry: Other
Apps Used: WebMerge...

Populate Sales Proposals for Leads in LeadOutcome January 11, 2018

With a tool like LeadOutcome, you can easily setup a marketing engine and keep track of your leads.  Then you can add WebMerge to your sales process and you can automatically populate all types of documents like contracts, letters, and more from LeadOutcome. 

You’ll never have to copy and paste again!

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

WebMerge Now Integrates with 1,000+ Other Apps January 10, 2018

We know that getting your work done requires many different web tools. In fact, the average business uses between 10 and 16 apps. You have your email app, CRM, note-taking tool, cloud storage tool, team communication app, along with project management tools and various to-do lists. Sometimes, it can be a struggle to get them all working in tandem. Now that WebMerge has more than 1,000 integrati

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Automatically Populate Exclusive Agency Agreements from SweepBright January 09, 2018

SweepBright is a great tool for real estate agents to track clients, properties, and deals.  And let’s face it, there’s a lot of paperwork in the real estate world and it can be a real drag on our time.  Add WebMerge to the workflow and you can instantly populate all of your real estate documents with the click of a button.  You’ll never have to copy and paste agai...

#MergeMasters - Dorsey Dental January 05, 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 Dorsey Dental, a Discount Dental network primarily based in Houston, Texas.

Company Name: Dorsey Dental
Industry: Healthcare Services
Apps Used:...

Automatically Populate Proposals from PerfectForms Submissions January 03, 2018

Using PerfectForms to build workflows in your business can have a major impact on your efficiency.  You can easily create forms and other workflow apps to collect data from your customers and your team.

Add WebMerge to the mix and you can instantly populate all kinds of documents with data from your PerfectForms data.  For example, you can create contracts, invoices, quote...

Instantly Populate Quotes from Jotform Submissions December 27, 2017

Using an online form tool like Jotform can be an easy way to collect data from customers and prospects via your website.  Add a tool like WebMerge to your sales process and you can automatically populate documents with data from Jotform submission.  You’ll never have to copy & paste again!

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

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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.