Salesforce Document Generation Made Easy
WebMerge automatically imports data from your Salesforce objects and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes.
How it Works
Create a Template
Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.
Choose Delivery
Choose a third-party integration, email, and more to easily save and send documents anywhere.
Merge Form Data
Integrate with WebMerge and automatically send data from Formstack online form submissions to populate your documents.
Instantly Populate Customer Presentations from Salesforce
Learn how to instantly generate a PowerPoint presentation from an Opportunity you have in Salesforce.
Why customers choose WebMerge
"WebMerge has given us the tools to create a real competitive advantage in what is perceived as a commoditized industry."
Adrian Kelly