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.
Generate an Invoice from an Opportunity Won in Salesforce
Learn how to use WebMerge to generate an invoice from your Opportunity data and email it directly to our customer with just a click of a button.
Why customers choose WebMerge
"WebMerge has been integral to my company in streamlining the process of document creation."
Stephanie L
