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4 Ways to Optimize Your Insurance Agency

Auto. Home. Life. Disability. Health. These are just a few of the insurance policies your customers will lean on you for over the course of a year, he...

How NightWatch Streamlined Medical Equipment Shipping #MergeMasters

One third of the 150,000 Dutch epilepsy patients suffer from epileptic seizures for which medication is either ineffective or or only somewhat effecti...

12 Creative Marketing Ideas for Law Firms

It’s 2020, folks. And that means there’s no longer an excuse for lack of a digital marketing presence, regardless of industry. While https://www.w...

Streamline Your Patient Registration Process with Formstack

Who needs an automated patient registration process? Even with an electronic health record (EHR) in place, physicians spend 49% of t...

6 Ways Paper Documents Hold Doctor’s Offices Back

While industries like tech, retail, CPG, and even agriculture have long been able to reap the benefits of digital transformation, highly regulated sec...

How to Create and Use API Keys

Formstack Documents makes it easy to securely connect with your favorite apps. Even if we don't offer a direct integration, you can use webhooks or Za...

5 Workplace Productivity Tips for 2020

There is a strategy for building new habits known as the Clean Slate. With this strategy, you can use a fresh start as an opportunity to build new hab...

3 Real Estate Processes to Digitize Today

Real estate is an industry that is becoming more and more digitized. With so much paperwork to get through in the home-buying process, the opportunity...

How to Add Merge Fields to Your Document Templates

In this tutorial, we're outlining how to use the Formstack document builder to create customer templates with merge fields. Once you've added merge fi...

Automating Parking Permit Applications with Formstack

Who needs a workflow for applications? Have you ever had to wait in line at the BMV for hours just to complete a simple form? It...

So Many Patient Docs, So Little Time

Every patient knows what’s coming the second they walk through the doctor’s office door: paperwork. They need to provide updates to medical histor...

Why the Best Sales Pitch Decks are Stories, Not Slides

Let’s get one thing straight: your prospects don’t care about your latest features and services. What they do care about are the forces impacting ...

How to Streamline the New Employee Onboarding Process

How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happen...

#MergeMasters - Loanatik

Loanatik, a mortgage lender in Phoenix, Arizona, operates on a mission to make the process of home ownership as simple and hassle-free as possible. Th...

5 Easy Wins for Nonprofit Marketers

Though sometimes deprioritized among nonprofits, marketing is a key way to connect with donors —  and a great focus area to stretch your dollar. It...

Send Personalized Thank You Letters to Event Attendees

Who needs personalized thank you letters? It’s the spookiest time of year! 

Do you know what’s scarier than gh...

The Legal Firm's Secret Sauce: 5 Key Ingredients for an Efficient Team

Anyone who gets into the practice of law knows there’s going to be a lot of reading ahead. But that doesn’t mean modern technology can’t help ea...

Rebrand Announcement: Formstack Documents

The last year has brought a lot of exciting new changes for WebMerge. Our team has seen major growth resulting in new updates and features for our cus...

Power Your Finance Team with Scalable Workflows

Every week, your finance team sends invoices, receipts, estimates, paychecks, and more. It takes a lot of work to ensure these documents reach employe...

How to Create Buyer Personas

“If you fail to plan, you plan to fail.” 
Benjamin Franklin
So, you’re planning your online marketing strategy...

How Komet Sales Used WebMerge to Scale Their Business #MergeMasters

Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows tha...

The Best Productivity Tools of 2019

Here at WebMerge by Formstack, we’re dedicated to helping our customers increase productivity and develop more efficient ways to get work done. To h...

How to Improve the Customer Experience with Automated Customer Registration

Who needs this tutorial? For your sales team, time is a precious commodity. They need to connect with prospective customers quickl...

Tips for Tidying Your Cloud Storage Tool

Across the Formstack platform, we’re always looking for new ways to keep our customers productive. In case you missed it, we launched a cloud-storag...

How to Combine PDFs Without Adobe

Every organization has that person. When you see their emails come through, you know they’ll be 500+ words with 5 attachments. 
 
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