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Microsoft Dynamics CRM Document Generation Made Easy

WebMerge automatically imports data from Microsoft Dynamics CRM and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes.

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How it Works

Create a Template

Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.

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Choose Delivery

Choose a third-party integration, email, and more to easily save and send documents anywhere.

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Merge Form Data

Integrate with WebMerge and automatically send data from Formstack online form submissions to populate your documents.

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Automatically Generate Quotes for Deals in Microsoft Dynamics CRM

Learn how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.

Show Me An Example

Why customers choose WebMerge

Accelerate Document Workflows
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"The best feature is that I don't have to think about it. It works perfectly every single time!"

Chris H

Automatically Create Documents
from Microsoft Dynamics CRM Now

Try WebMerge completely FREE. Connect Microsoft Dynamics CRM and WebMerge today.

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