Streamline Your Document Creation With Workbooks CRM
WebMerge automatically imports data from your Workbooks CRM 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 Workbooks CRM objects to populate your documents.
Automatically Populate Contracts and Agreements from Workbooks CRM
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
My team can't stop talking about WebMerge and how easy it is to generate documents that used to take hours of preparation! Clayton P