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.
Create Donation Tax Receipts from Salesforce
Learn how to automatically generate a donation receipt each time you receive a donation. No more time will be wasted manually creating or sending out donation receipts.
Why customers choose WebMerge
"WebMerge is fantastic! Our business relies on WebMerge to create contracts and agreements for new customers without missing a beat."
James P
