Streamline Your Document Creation With Insightly
WebMerge automatically imports data from your Insightly data 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 Insightly to populate your documents.
Automatically Send Customized Proposals for New Opportunities in Insightly
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
I depend on WebMerge every day to quickly create letters to vendors, generate invoices, or any other documents needed by the executive team. Katrina W