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Tips for Enhancing Your Professional Business Letters October 18, 2018

Does your organization send out dozens, hundreds, or even thousands of business letters each year?

Do you need to generate more polished, professional letters but lack the time and staffing to create them?

Despite the digitalization of so much business communication—emails, chatbots, instant messaging, and the like—there are many instances when a more trad...

5 Features to Look for in a Document Generation Tool October 17, 2018

Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not...

Instantly Convert Files Uploaded to Typeform into PDF Documents October 10, 2018

Using a form tool like Typeform to collect information from your customers can be a big time-saver. Easily embed Typeform into your website, and you’ll never have troubles getting information from your customers again.

Add WebMerge to your workflow, and you can easily populate documents with data from Typeform, as well as convert files to PDF or combine them all into one file....

4 Ways to Automate Your Next Event October 03, 2018


Once upon a time, planning a successful event required manual registrations, pen-and-paper name tags, and an overload of hands-on documentation.

Thankfully, those days are long gone. Now that we’re in the era of automation, many of those tedious, time-consuming to-dos can be put on autopilot. And the more event planning tasks you automate, the more time you’ll ha...

Come See WebMerge at Dreamforce 2018 September 18, 2018

The countdown is on. Dreamforce is one week away, and we want to see you while we’re in San Francisco. WebMerge will be stationed at booth #1815 ready to show you how to simplify your paperwork.

 

With our Salesforce integration, you can

...

#MergeMasters - Boltblue Web & Marketing September 07, 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 Boltblue Web & Marketing, a marketing implementation firm.

Company Name: Boltblue Web & Marketing
Industry: Printing and Publishing
Apps Used...

Instantly Save Formstack Data and Word/PDF Documents in Smartsheet September 05, 2018

Data collection & management can be a time consuming and painful process if you don’t have the correct tools in place.  With tools like Formstack and Smartsheet you can easily collect data from your customers, employees, and more from simple online forms then you can manage that data in Smartsheet.

Add WebMerge to the process and you can instantly populate documents w...

Instantly Populate Invoices from PipelineDeals August 29, 2018

Using a CRM tool like PipelineDeals can be an excellent way to accelerate your sales process and help your sales team close more deals.  Add WebMerge to your sales toolbelt and you can instantly populate all of your sales documents.  You’ll never have to copy & paste into a template again.

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

#MergeMasters - MediaNext Infoprocessors August 24, 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 MediaNext Infoprocessors Pvt. Ltd, a magazine and book publishing business.

Company Name: MediaNext Infoprocessors Pvt. Ltd.
Industry: Printing and Publishing
...

Instantly Populate Contracts for New WooCommerce Orders August 22, 2018

Looking for an easy way to populate documents from WooCommerce when you receive new orders?  Setup this WebMerge + WooCommerce integration and you can instantly populate document templates with data from your orders and send them to your customers.

In this example, we’re going to show you how to instantly populate a contract for a customer after they complete an order on ...

Instantly Populate and Sign Sales Contracts from ClinchPad August 15, 2018

Using a tool like ClinchPad to manage your sales process can be a great way to keep your entire team on the same page and closing deals.  Add WebMerge to your sales process and you can instantly populate all kinds of documents from ClinchPad like quotes, contracts, proposals, and more.

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

Automatically Populate Sales Proposals from Smartsheet August 08, 2018

Keeping track of all your sales data can be a tough process, but with a tool like Smartsheet you can easily organize all of your data in a single spot and focus on closing deals.  Add WebMerge to the mix and you can instantly populate all kinds of documents with data from Smartsheet.  You’ll never have to copy & paste again!

In this example, we’re going to ...

#MergeMasters - Proteges B.V. August 03, 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 Proteges B.V., a startup focused on humans and health.

Company Name: Proteges B.V.
Industry: Computer/IT Services
Apps Used: WebMerge
...

Automatically Send an NDA to Contacts in Solve CRM August 01, 2018

Using a CRM like Solve can be an excellent way to track your clients, deals, and other business activities.  All from a single interface, you can keep your entire organization on the same page and closing deals. 

Add WebMerge to the picture and you can instantly populate all kinds of documents with data from Solve.  From letters to contracts to quotes, you’ll ne...

Instantly Populate Sales Quotes from 123FormBuilder July 26, 2018

Using a tool like 123FormBuilder to build online forms and collect data on your website can be a great to simplify your data collection process.  Add WebMerge to the workflow and you can instantly populate documents with data from your online forms.  You’ll never have to copy and paste again!

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

#MergeMasters - G3 Machining LLC July 13, 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 G3 Machining LLC, a company that makes new and repairs existing industrial components.

Company Name: G3 Machining LLC
Industry: Manufacturing - Other
...

Automatically Populate Inspection Reports from QuickTapSurvey July 09, 2018

With a tool like QuickTapSurvey, you can easily build forms and surveys that can be filled out via mobile devices out in the field or kiosks setup onsite.  From lead capture to customer feedback to field data collection, QuickTapSurvey and drastically improve the process.

Add WebMerge to your tool belt and you can instantly populate all kinds of documents with data from your Qu...

Instantly Populate Sales Proposals for Deals in OnePageCRM July 05, 2018

Using a CRM like OnePageCRM can have a drastic impact on your sales team and the entire sales process from lead to deal.  Keep everyone on your team organized and help them close deals faster from a single platform.

Add WebMerge to your sales process and you can automatically populate all kinds of sales documents with data from OnePageCRM.  You’ll never have to searc...

Automatically Populate PDFs and Documents from POWr July 03, 2018

With a tool like POWr, you can easily build powerful plugins for your website to collect information from your customers via online forms, collect payments, or provide a chat popup.  All these plugins are easy to add to your website and can save you a lot of time.

Add WebMerge to the mix and you can also automatically populate all kinds of documents with information from your P...

#MergeMasters - Match Racing Denmark June 29, 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 Match Racing Denmark, a sailing center, where we do corporate events for team building.

Company Name: Match Racing Denmark
Industry: Education
Apps U...

Instantly Populate Sales Proposals from SuiteCRM June 27, 2018

With a CRM like SuiteCRM you can easily keep your sales team organized and busy closing deals.  From tracking leads to managing your deal pipeline, SuiteCRM can keep everyone on the same page and never let a deal fall through the cracks.

Add WebMerge to your sales process and you can instantly populate all your sales documents in a snap.  You’ll never have to copy &a...

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...

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