WebMerge
Salesmate

Salesmate Document Generation Made Easy
WebMerge automatically imports data from your Salesmate CRM 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 Salesmate objects to populate your documents.

Automatically Populate Customized Quotes for Deals in Salesmate
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.

Show Me An Example

The best feature is that I don't have to think about it. It works perfectly every single time! Chris H

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

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