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#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...

Automatically Populate and Send Quotes for Deals in Pipedrive May 17, 2017

Optimizing your sales process with a tool like Pipedrive can keep your entire sales team on the same page and make sure deals to not fall through the cracks.  Easily manage your leads and track deals through the process, all from a single interface.

Another way to streamline your sales process is to use WebMerge to automatically populate documents with data from Pipedrive like ...

#MergeMasters - Chocorua Lake Conservancy May 12, 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 Chocorua Lake Conservancy, a small, all-volunteer land trust in New Hampshire.

Company Name: Chocorua Lake Conservancy
Industry: Nonprofit Charitable Organizations...

Send Annual Subscription Renewals in Batch from Salesforce May 10, 2017

Managing all your customers or donors from Salesforce is a great way to keep track of their history and make sure none of them fall through the cracks.  Add WebMerge to your Salesforce org and you can automatically generate all kinds of documents like contracts, thank you letters, receipts, and more.

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

#MergeMasters - Excelerated Performance Ltd May 05, 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 Excelerated Performance Ltd, a sales and business development consultant for non-sales or technical sales people.

Company Name: Excelerated Performance Ltd
Industry:...

Automatically Populate Court Documents from Clio May 03, 2017

Court cases can be very time intensive and with tools like Clio you can save a lot of time and headaches by managing matters in a single interface.  Then, add WebMerge to your toolkit and you can automatically generate all types of documents with data from Clio.

In this example, we’re going to show you how you to automatically populate a court filing when we add a new mat...

Automatically Populate Purchase Order Agreements with KiSSFLOW May 02, 2017

Workflow automation can have a drastic impact on your business and with a tool like KiSSFLOW you can setup workflows in minutes.  Whether you want to track internal tasks like employee onboarding or customer facing tasks like payments, KiSSFLOW can handle it all.

Add WebMerge to your workflow and you can instantly generate all kinds of documents like contracts, receipts, letter...

#MergeMasters - Sherman Construction April 28, 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 Sherman Construction, a general contracting firm in the Southeast.

Company Name: Sherman Construction
Industry: Construction - Residential & Commercial/Office...

Instantly Generate Quotes for New Opportunities in Vtiger April 26, 2017

Your sales team is the lifeblood of your business and it’s important to make their lives as easy as possible.  With the right CRM like Vtiger, you can keep your sales team focused on leads and closing more deals.

Add WebMerge to the process, and you can automatically generate all kinds of documents like contracts, quotes, proposals, letters, and more.  You’ll n...

Instantly Generate Proposals for Deals in Streak CRM April 25, 2017

Sales can be a very time-consuming process if the right tools and automations are not put in place.  With a tool like Streak, you can manage all of your leads and deals from your Gmail inbox.  Easily track all of your communications with customers and setup automated email as well.

Add WebMerge to your sales process and you can automatically generate all your sales documen...

#MergeMasters - DiMarco Araujo Montevideo April 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 DiMarco Araujo Montevideo, We are a law firm where its main focus in on injury law, personal injury, and workers compensation.

Company Name: DiMarco Araujo Montevideo
Indust...

Automatically Generate Contracts from CRMs and Track in SpringCM April 20, 2017

Contracts are time-consuming, but an essential part of the sales process.  Empowering your sales team with the right tools to streamline contracts can be a great way to close deals faster.  With a tool like SpringCM, you can setup an entire contract management solution to make sure no deals fall off the table.

With WebMerge, you can automatically generate contracts from yo...

Automatically Generate Tax Donation Receipts from Wufoo April 19, 2017

Collecting donations on your website is a great way for your donors to give to your non-profit.  With a form tool like Wufoo, you can easily collect their info without picking up the phone and taking down their info or receiving donations via mail.

Add WebMerge to your donation process, and you can automate the entire process from start to finish.  With WebMerge, you can a...

Automatically Populate PDF and Word Documents from Zoho Forms April 18, 2017

Using online forms on your website can be a great way to collect information form new leads and customers.  With a tool like Zoho Forms you can easily build mobile-friendly forms that can be embedded directly in your website.

Add WebMerge to the mix and you can automatically take the information being collected through Zoho Forms and populate templates that you have setup in We...

#MergeMasters - Northern Insurance Service, LTD April 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 Northern Insurance Service, LTD, a full service insurance brokerage firm.

Company Name: Northern Insurance Service, LTD
Industry: Insurance
Apps Used...

Automatically Send Agreements to New Clients in Wealthbox CRM April 13, 2017

As a financial advisor, you spend your time focusing on your clients and the success of their financial strategies.  You don’t have time to waste when it comes to managing the relationships with new and current clients.  With a tool like Wealthbox CRM you can easily keep track of new leads and then the opportunities in your pipeline.

Add WebMerge to your process and ...

Automatically Send Quotes for New Deals in ActiveCampaign April 12, 2017

Your sales team’s success is centered around an efficient sales process and with a tool like ActiveCampaign, you can supercharge your marketing and sales efforts.  From tracking an initial lead to closing deals, ActiveCampaign can empower your sales team to be successful.

Another way to improve your sales and marketing efforts is to use WebMerge to automatically generate ...

Instantly Populate Customized Contracts and Sign with eSignLive April 11, 2017

Automating your sales process with electronic signatures can be a great way to close more deals and faster.  With a tool like eSignLive you can collect e-signatures with ease on all of your business documents and never chase down a deal again.

Include WebMerge in your workflow and you can dynamically populate your documents with data from your favorite CRM.  You’ll n...

#MergeMasters - ROBYN, Inc April 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 ROBYN, Inc, a service that makes branded asset management easy for companies.

Company Name: ROBYN, Inc
Industry: Advertising and PR Services
Apps Use...

Automatically Send Welcome Letters to New Contacts in Nimble April 04, 2017

Building a brand for your business is key to its success and communication with prospects and customers is an important part of your brand.  The more touches you have with a customer, the more you build your brand with them.

With a CRM tool like Nimble, you can keep track of all your prospects and customers, while building your brand.  Track your customer interactions, new...

Automatically Send New Client Paperwork from Redtail CRM April 03, 2017

For financial advisors, using a tool like Redtail CRM to manage your clients can have a major impact on your business.  From reaching out to new contacts to managing existing clients, to automating your workflow, Redtail has the features to run your business more effectively.

Add WebMerge to your workflow and you can automatically populate all kinds of documents with data from ...

#MergeMasters - TheMatchWork, LLC March 31, 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 TheMatchWork, LLC, a job applicant screening service.

Company Name: TheMatchWork, LLC
Industry: Business Services
Apps Used: WebMerge
...

Automatically Send Out New Client Agreements from Wave Accounting March 30, 2017

Using a software tool like Wave can be a great way to manage your small business and keep things running smoothly.  From invoicing to payroll, Wave has got you covered.

Plus, you can add WebMerge to your process and you can automatically generate documents with information from Wave such as letters, quotes, contracts, and more.  You’ll never have to copy and paste ag...

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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.