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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

...

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...

#MergeMasters - Indian Hill Music December 22, 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 Indian Hill Music, a non-profit community music school.

Company Name: Indian Hill Music
Industry: Performing and Fine Arts
Apps Used: Formst...

Instantly Send Welcome Letters to New Customers in Highrise December 20, 2017

With a tool like Highrise you can easily keep track of your customers and deals that you have in the pipeline.  Add WebMerge to your sales process and you can instantly populate all kinds of documents from your Highrise account like contracts, invoices, and more.

In this example, we’re going to show you how to automatically populate welcome letters (and mail them) to new ...

#MergeMasters - C2 Management December 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 C2 Management, an electronics recycling company that focuses on refurbishment and re-use.

Company Name: C2 Management
Industry: Business Services
App...

Instantly Populate Contracts from Process Street December 13, 2017

Automating tasks in your daily business life can have a drastic impact on your productivity.  With a tool like Process Street you can setup task and workflows to keep your business on track.

Add WebMerge to your daily routine and you can automatically populate documents like contracts, letters, and more.  You’ll never have to copy and paste or search for a template a...

#MergeMasters - Quality Roofing Services December 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 Quality Roofing Services, a commercial roofing company.

Company Name: Quality Roofing Services
Industry: Construction - Industrial Facilities and Infrastructure...

Instantly Populate Student Registration Forms from Formstack December 06, 2017

Collecting information from your students can be a difficult and time-consuming process.  With a tool like Formstack, you can make that process much easier.  Quickly build online forms you can post directly on your website and your students can fill out the information from any device.

Once you have the data collected via your online form, you can use a tool like WebMerge ...

#MergeMasters - Dynamic Test Solutions December 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 Dynamic Test Solutions, a design engineering firm for semiconductor automated test equipment..

Company Name: Dynamic Test Solutions
Industry: Engineering Services...

Automatically Populate PDF Receipts from PHP Applications November 29, 2017

With a little bit of PHP code, you can automatically populate all kinds of documents using WebMerge.  From Word documents and PowerPoint presentations, to PDF documents, you can instantly populate documents from your PHP application.

In this example, we’re going to show you how to populate a PDF receipt using a Word document template.  We’ll then email that rec...

#MergeMasters - Northwind Solutions November 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 Northwind Solutions, an operations and maintenance contractor in the solar and wind energy sectors in Ontario, Canada.

Company Name: Northwind Solutions
Industry: E...

Send Welcome Letters to New Customers Added to Smartsheet November 22, 2017

Customer management is an important part of any business, but it can be very time consuming.   With a tool like Smartsheet you can easily create a database of all your customers and track orders, contacts, and more.

Add WebMerge to your customer process and you can automatically populate documents like contracts, letters, invoices, and more from Smartsheet.  You&rsquo...

#MergeMasters - Cambridge Homes November 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 Cambridge Homes, a  home builder in Texas.

Company Name: Cambridge Homes
Industry: Real Estate/Property Management
Apps Used: WebMerge...

Populate Customized Quotes from Quickbooks Online November 15, 2017

With a tool like Quickbooks Online, you can easily manage all the finances for your business.  From keeping track of your customers and vendors to tracking invoices and payments, Quickbooks makes it simple.

With WebMerge you can instantly populate documents with data from Quickbook to generate customized contract, quotes, invoices, and more.  You’ll never have to kee...

#MergeMasters - Handbid November 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 Handbid, a a mobile auction software provider currently focused on the non-profit and commercial auction space.

Company Name: Handbid
Industry: Internet Services...

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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.