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October 13, 2017

#MergeMasters - Gentec Electro-Optics, Inc.

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 Semiconductor Mfg
Apps Used: WebMerge + Pipedrive

Can you tell us a little about your business?

Gentec Electro-Optics is a worldwide leader in laser beam measurement. With over 40 years of expertise in this industry, we have established the standard in the market by opting for the highest calibration standards along with strong values of rigor and craftmanship, which are essential in laser beam measurement and, to an extend, metrology.

Walk us through what solution you were using before WebMerge.

We were using PandaDoc as an official extension to Pipedrive to generate documents such as proposals and quotations. PandaDoc is a WYSIWYG web app with a CSS customization tool to adapt documents, but most users will actually use the drag-and-drop elements of the app.

What problems were you running into that led you to search for WebMerge?

PandaDoc does not correctly receive all the data from an API call coming from Pipedrive. In other words, this means one cannot use all the fields and their corresponding values from Pipedrive to populate the fields on the document itself. This proves to be very limiting regarding products and customer information. The CSS tool is also troublesome since it requires knowledge of CSS along with delving into developper tools on your browser.

We needed a very powerful tool regarding data fetching yet could be easily integrated for document generation by using a more common interface such as Microsoft Word.

How are the things different for you now that you use WebMerge?

Things are much more efficient, quick and repeatable. Document templates are static but fully-coded to populate all data from our CRM correctly. This is much more reliable in the long run. Also, modifying the document on the fly to accomodate the needs of the salespeople in our company is so easy.

The combination of uploading documents in a common format like Microsoft Word along with deposit in a Dropbox folder is genius. API calls are full of information from Pipedrive, allowing versatile document generation.

Can you estimate how much time you are saving with WebMerge?

Probably 10 hours per week for a small team of 5, but soon it will be at least 20 hours for a team of 7.

Can you summarize in one sentence what difference has WebMerge made for your business?

WebMerge has made my life much easier while giving way more options to customize, generate and store my documents.


 

3 min read

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