WebMerge
Salesforce

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

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 Salesforce objects to populate your documents.

Populate Incident Reports from Salesforce
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.

Show Me An Example

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

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

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