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
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 Salesforce objects to populate your documents.
Instantly Populate Customer Presentations from Salesforce
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
By integrating WebMerge into our contract process, we are able to immediately generate highly customized contracts based on geographic location, products, and services being provided. Kimberly S
