Nutshell CRM

Document Generation Made Easy With Nutshell CRM
WebMerge automatically imports data from your Nutshell CRM account and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes.

How it Works

1. Create template

Document Templates

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

2. Choose delivery

Document Templates

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

3. Merge the data

Document Templates

Integrate with WebMerge and automatically send data from Nutshell CRM objects to populate your documents.

Instantly Generate Proposals for New Contacts in Nutshell CRM
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.

Show Me An Example

Before WebMerge, we were manually processing documents. Now, we save 3 hours a day. Terrence O

Automatically Create Documents from Nutshell Now Try WebMerge completely FREE. Connect Nutshell CRM and WebMerge today.

By signing up here, you agree to our Terms of Use