Create Documents From Infusionsoft
WebMerge automatically imports data from your Infusionsoft 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 Infusionsoft to populate your documents.
With the help of WebMerge, we have cut document prep time to minutes instead of hours and that has had a major impact on our business. Jessica C