Streamline Your Document Creation With Follow Up Boss
WebMerge automatically imports data from your Follow Up Boss account 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 Follow Up Boss to populate your documents.
Send Welcome Letters to New Contacts in Follow Up Boss
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
WebMerge has saved my 11-person company about 25 hours per week with the first two applications created. This has a direct impact on our bottom line, in addition to enhancing our customer service. Michael M