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Adopting Smart Documents in the Age of the Remote Worker December 13, 2018

There sure are a lot of reasons to support remote work. If your company is yet to embrace flexible work arrangements, it’s likely a matter of time.

Why? Because remote work opens the doors to tremendous benefits, from recruitment and retention to productivity and profits. According to recent studies and surveys:
  • Turnover is 25% lower at companies tha...

The 4 Best Apps for Viewing, Converting, and Generating PDFs December 12, 2018

Not all computers speak the same language—and neither do we. So when you want to preserve the font, formatting, or content of a document across devices and apps, the portable document format (more commonly known as PDF) is the clearest and easiest choice for professionals.

There are a number of generators, viewers, converters, and editors that allow us to open and collaborate ...

Automatically Populate Sales Proposals from Wufoo December 05, 2018

Using a form tool like Wufoo can be a great way to collect information from leads and customers on your website. Add WebMerge to the mix, and you can automatically populate documents with data from your Wufoo forms—think contracts, quotes, letters, and more!

In this example, we’re going to show you how to automatically populate a sales proposal from a lead capture Wufoo ...

5 Compelling Reasons to Ditch Paper Workflows November 28, 2018

The past two decades have been marked by the evolution of technology and digitization of our everyday lives. Yet somehow, we as a society now use paper more than ever before. In fact, the usage of paper products has increased by 126% in the last 20 years alone. While paper may seem convenient, it is especially cumbersome in office environments where consumption is greater and workflows operate on ...

Automatically Send Invoices for Deals in ActiveCampaign November 20, 2018

With a tool like ActiveCampaign, you can easily track your leads, manage your contacts, and close deals. Add WebMerge to your sales process and you can automatically populate all your sales documents like contracts, quotes, proposals, and more with the click of a button!

In this example, we’re going to show you how to automatically populate an invoice and send it to the custom...

5 Tips for Automating Your Salesforce Document Workflows November 15, 2018

We’re all quite familiar with the copy and paste functions on our computers. But isn’t it ironic that despite it being a “shortcut,” professionals often find themselves using copy and paste for manual data entry, which is a draining and unnecessary waste of time?

WebMerge is available on Salesforce AppExchange to automate your document generation by merging S...

4-Step Guide to Improving Your Law Office's Direct Mail Marketing November 14, 2018

If your law firm is considering a direct mail marketing campaign, we have good news. Targeted, mail-based promotions remain one of the most effective ways to reach people—even in the digital era.

However, not just any old campaign will do. To create a mailer that’s likely to generate strong leads for your firm, you’ll need to pay special attention to several critic...

Instantly Populate a Sales Presentation from Nimble November 07, 2018

Using a CRM like Nimble can be a great way to manage your contacts and sales process. Add WebMerge to the mix, and you can automatically populate documents—like contracts, proposals, letters, and more—with data from Nimble. You’ll never need to copy and paste again!

In this example, we’re going to show you how to automatically populate a sales presentation wh...

How to Create Polished Sales Contracts in Under 10 Minutes October 31, 2018

If you’re spending more than 10 minutes to create a new sales contract for your business, you’re probably wasting valuable time.

No matter what industry you work in, the bulk of your days should be devoted to activities that help drive the business forward—not creating PDF documents and generating contracts.

Don’t get me wrong. It’s not t...

Automatically Send Sales Proposals for a New Opportunity in Redtail CRM October 24, 2018

Using a CRM to manage your sales process is a great way to close more deals and keep your entire sales team on the same page. With a tool like Redtail CRM, you can track your leads, opportunities, and documents all in one place.

Add WebMerge to your sales process, and you can easily populate all kinds of documents with data from Redtail CRM. In this example, we’ll show you how...

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 ...

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