Features That Put You in Control
WebMerge was built with your priorities in mind, filled with features that empower you to create customized documents faster, streamline your workflow, and get you back to business.
Customizable Document Templates
Flexibility is what will keep you moving quickly. WebMerge provides you with customizable options for any type of document you’d want to create. Choose from a PDF, WordDoc, Excel spreadsheets, PowerPoint presentation or create your own using WebMerge’s simple document builder.
Fillable PDF Forms
HTML Document Builder
Fillable PDF Forms
Already have your own PDF that you use to collect data? Simply upload the document and your fields will automatically be available to merge. This provides a uniform and professional document every time. Don't have the "fillable" PDF? Contact us about converting your PDF document into a fillable version.
For those who want the flexibility of a Word document or need the ability to edit a document after a merge, this is for you. We allow you to upload a Word document with your merge fields and we will generate a DOCX post-merge. This is great for contracts, sales sheets and letters. The ultimate mail merge for the web!
If you need the powerful functionality of an Excel spreadsheet, it doesn't get any easier. Simply upload your spreadsheet with merge fields, charts, calculations, and anything else you'd like to include and we'll generate a merged spreadsheet with all your information already completed. This is great for invoices, proposals, and other sophisticated reports.
Creating PowerPoint presentations on the fly is a snap with WebMerge. Easily upload a presentation with your merge fields, and then we'll generate a professional presentation customized to your audience and their information. This is great for sales pitches, product demos, and other presentations that follow a similar format.
HTML Document Builder
You can easily create documents similar to using Word or another word processor. Upload your logo and use different fonts and colors. With the flexibility of HTML, you can also create visuals that reflect the look of your website.
Easy Data Routing
Need to create multiple documents from one data feed? No problem. With WebMerge, you can push data from one feed to multiple documents based on pre-defined values. For example, you might want to use the same online form for lead generation, but depending on the answer to a specific question, you may want to send them varying PDF. Our app allows you to do this in a snap.
The Smartest Logic
Easily set up conditions for your delivery options so that the merged documents are only sent to desired recipients. Similar to the data routing conditioning, you can setup multiple delivery options and define specific conditions for each.
Dynamically create customized documents based on the data that is being collected. Instead of creating a number of different documents, you can create just one and use conditions to determine the sections to be included in the merged document.
Multiple User Access
Integrating WebMerge into your teams and departments is key to the success of automating your document creation. Allow your team to easily create new documents, manage those documents, perform merges, and more. Set customized account permissions easily to maintain workflow and communication.
Simple Data Upload
Did you collect data manually? No problem! With WebMerge, you can upload your data via a CSV (comma separated file) to be manually merged with your documents. This is very useful if you collect your data offline but still want your customers to receive your communication.
In-app Data Capture
WebMerge’s simple Data Capture tool can be used to collect information to merge with a document or data route via an online form. This is a basic data capture tool, but if you’re looking for more advanced for features, take a look at some of our powerful integrations.
Flexible Delivery Options
WebMerge platform allows you to set up conditions for your delivery options so that the merged documents are only sent to desired recipients. Similar to the data routing conditioning, you can setup multiple delivery options and define specific conditions for each.
Serious About Security
Data privacy and security is very important to us, and we give you full control over how your data is delivered. We do not save any information that is sent to our system for merging, so rest assured your information is safe. For highly secure data, we will require that documents be downloaded directly from the website, not sent via email. We also provide the ability to lock PDF's with a password.