Automate Your Document Creation From Wealthbox CRM
WebMerge automatically imports data from your Wealthbox CRM records 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 Wealthbox CRM to populate your documents.
Automatically Send Agreements to New Clients in Wealthbox CRM
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
The best feature is that I don't have to think about it. It works perfectly every single time! Chris H