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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...

Instantly Populate Sales Proposals from amoCRM May 29, 2018

With a CRM like AmoCRM you can easily keep track of your leads and track their progress through your sales funnel all the way to a sale.  Add WebMerge to your sales process and you can instantly populate all kinds of documents like letters, proposals, contracts, and more.  You’ll never need to copy & paste again!

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

Automatically Populate Sales Proposals from FormAssembly May 23, 2018

Collecting data for your sales process can be a time-consuming process, but with a tool like FormAssembly you can simplify that process.  Then add WebMerge to your sales process and you can automatically populate all types of documents like contracts, quotes, letters and more.

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

Automatically Populate Thank You Letters from Pipedrive May 16, 2018

Using a tool like Pipedrive to manage your sales process can be a great way to close more deals, faster.  Your whole sales team can see the status of a deal and make sure nothing falls between the cracks.  Add WebMerge to your workflow and you can instantly populate all kinds of sales documents like contracts, quotes, invoices and more.

In this example, we’re going t...

Automatically Populate Quotes for New Opportunities in SharpSpring May 08, 2018

With a marketing automation tool like SharpSpring you can easily track all of your leads, market to them, and close them as new customers.  Add WebMerge to your marketing automation and you can instantly populate all kinds of documents like letters, contracts, and more.

In this example, we’re going to show you how to automatically populate a quote when we add a new opport...

Instantly Populate Waivers from Formstack and Sign using HelloSign May 02, 2018

Collecting signatures from your customers can be a time consuming process, but with a tool like HelloSign, you can sign documents in minutes.  Add WebMerge to the workflow and you can automatically pre-populate the documents with data before signing.

In this example, we’re going to show you how to instantly populate a waiver with data from a Formstack registration form, t...

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

...

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...

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"With the help of WebMerge, we have cut document prep time to minutes instead of hours and that has had a major impact on our business."

— Jessica C

"We've integrated with the WebMerge API to allow our customers to easily generate contracts from information calculated by our proposal software."

— Oliver M