Automate Your Document Creation From Capsule CRM
WebMerge automatically imports data from your Capsule CRM objects and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes.
How it Works
Create a Template
Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.
Choose Delivery
Choose a third-party integration, email, and more to easily save and send documents anywhere.
Merge Form Data
Integrate with WebMerge and automatically send data from Formstack online form submissions to populate your documents.
Automatically Generate Quotes for New Opportunities in Capsule CRM
Learn how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
Why customers choose WebMerge
"My team can't stop talking about WebMerge and how easy it is to generate documents that used to take hours of preparation!"
Clayton P
