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
1. Create template
Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.
2. Choose delivery
Choose a third-party integration, email, and more to easily save and send documents anywhere.
3. Merge the data
Integrate with WebMerge and automatically send data from Capsule CRM to populate your documents.
Create Confidentiality Agreements from Capsule CRM
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
We save 20-40 hours per month with WebMerge... Our client's experiences are more consistent and intuitive now. Daniel Y