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#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...

Automatically Populate Quotes from Netsuite with Workato November 08, 2017

With an ERP tool like Netsuite you can keep track of many aspects of your business and make sure your team is performing their best and focused on doing work faster. 

Another way you can improve your business processes is by using WebMerge to automatically populate document templates (contracts, quotes, letters, etc) with data from Netsuite.  You’ll never have to sea...

#MergeMasters - Rodd Hotels November 03, 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 Rodd Hotels, a hotel brand that  manages and owns 7 properties.

Company Name: Rodd Hotels
Industry: Hotels and Lodging
Apps Used: WebMe...

Populate Inspection Reports from Formstack and Save in Egnyte November 01, 2017

Online forms can make your business more efficient and save you countless hours.  With a tool like Formstack you can easily build forms that are available on your website and mobile devices.  Collecting data from your employees or customers couldn’t be easier.

Add WebMerge to your form process and you can instantly populate templates with data submitted through your ...

Boost Team Productivity with WebMerge + Zapier October 31, 2017

Automate everything, together. Our partner, workflow automation tool Zapier, just released Zapier for Teams which makes it easier for your entire team to automate their WebMerge workflows. You can now collaborate on and share automated workflows, aka "Zaps", with teammates.
 


Zapier for Teams helps you increase your team's

...

#MergeMasters - Infiniti Telecommunications October 27, 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 Infiniti Telecommunications, a leading communications provider specialising in new PBX, IP PBX, and Hosted PBX Phone Systems.

Company Name: Infiniti Telecommunications
Indus...

Automatically Populate Certificates from Podio October 26, 2017

With a project management tool like Podio you can easily setup a system to manage a sales pipeline, keep track of classes, and track many other types of projects.  Collaboration with your team is a breeze and you’ll keep everybody focused and on the same page.

Add WebMerge to your projects, and you can instantly populate all kinds of documents with data from Podio, like c...

Automatically Send Proposals for Opportunities in Spiro October 24, 2017

Optimizing your sales process can save your sales team precious time and help them close more deals faster.  With a tool like Spiro you can easily integrate with your email, track leads, and follow deals through the funnel - never missing a beat. 

Add WebMerge to your sales process and you can automatically populate all kinds of documents with data directly from your Spiro...

#MergeMasters - Ingresse October 20, 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 Ingresse, Inc, an event technology platform.

Company Name: Ingresse
Industry: Computer Software
Apps Used: WebMerge

C...

Automatically Populate Employee Review Reports from SurveyGizmo October 19, 2017

Surveys are a great way to collect detailed information from customers and employees and learn more about ways to improve your business.  With a tool like SurveyGizmo, you can build customized surveys in minutes and easily run reports to analyze the data.

In addition to the summary reports provided by SurveyGizmo, you can use WebMerge to automatically populate various documents...

Automatically Populate Documents Then Sign with Signable October 17, 2017

Collecting signatures on documents couldn’t be any easier with a tool like Signable.   Allow your customers to sign documents in seconds and close deals faster!

With WebMerge you can automatically populate these documents with data before sending them out via Signable for signature.  Setup templates in WebMerge and easily integrate with your favorite CRM, online...

#MergeMasters - Gentec Electro-Optics, Inc. October 13, 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 Gentec Electro-Optics, Inc, a worldwide leader in laser beam measurement.

Company Name: Gentec Electro-Optics, Inc.
Industry: Electronics, Components, and Semicondu...

Automatically Send Welcome Letters to New Chargebee Subscriptions October 11, 2017

With a tool like Chargebee you can easily setup subscription billing in a matter of hours and focus on selling your product and running your business.  Chargebee handles upgrades, cancels, and even payment failures – all automatically.

With WebMerge, you can take payment or subscription information from Chargebee and automatically populate all kinds of documents like rece...

#MergeMasters - Alliance Theatre Education October 06, 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 Alliance Theatre Education, a regional theatre.

Company Name: Alliance Theatre Education
Industry: Nonprofit Charitable Organizations
Apps Used:...

Instantly Populate Sales Quotes from Zoho CRM October 05, 2017

With a tool like Zoho CRM, you can easily manage your entire sales cycle from a single interface, leading to improved efficiencies and closing more deals.  Another way you can improve your sales process is to use WebMerge to automatically populate documents like proposals, contracts, quotes, and more.

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

Instantly Populate Customized Proposals from Mailparser September 27, 2017

Using Mailparser to automatically extract data from emails can be a great way to automate data input.  Add WebMerge to the process and you can automatically populate that data into templates like contracts, quotes, reports and more.

In this example, we’re going to show you how to automatically parse lead data from an email and then instantly populate a sales proposal and ...

#MergeMasters - Australian Salesmasters Training Co September 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 Australian Salesmasters Training Co, a Registered Training Organisation, based in Sydney with consultants nationwide.

Company Name: Australian Salesmasters Training Co
Indus...

Automatically Generate Quotes for Deals in Microsoft Dynamics CRM September 20, 2017

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add WebMerge to the process and you can instantly generate documents like contract, quotes, proposals, and more.

In this example, we’re going to show you how to automatically generate a quote whe...

#MergeMasters - Mavenspire September 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 Mavenspire, a technical consulting and value-added reseller firm.

Company Name: Mavenspire
Industry: Computer/IT Services
Apps Used: WebMerg...

Instantly Generate a Sales Proposal from Gravity Forms September 13, 2017

Automating your sales process can be a great way to save your sales team precious time and help them close more deals.  With an online form tool like Gravity Forms you can easily collect information from leads, then you can use WebMerge to automatically populate documents like contracts, quotes, proposals and more.

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

#MergeMasters - Nextlaw Labs, Dentons September 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 Nextlaw Labs, a business accelerator part of the global law firm Dentons.

Company Name: Nextlaw Labs, Dentons
Industry: Business Services
Apps Used:...

#MergeMasters - Mark Jewell Speaking & Training September 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 Mark Jewell Speaking & Training, an elite training and development services firm.

Company Name: Mark Jewell Speaking & Training
Industry: Management Consult...

Automatically Send Special Offers to New Subscribers in Autopilot August 30, 2017

Marketing is an important part of your business and with a tool like Autopilot you can easily manage your entire marketing process from lead capture to growing your customer base.  You can setup workflows to automatically keep your brand top-of-mind.

Another way you can keep in touch with your customers is to use WebMerge to automatically populate documents like letters, coupon...

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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.