Formstack Documents

Very flexible tool to help us create output in the format required by our users

Nice package that allows me to create output in many different formats. We export our data from another cloud app into WebMerge. This is a breeze and all the data comes over without a glitch. Bringing over a form and having Webmerge recreate it using HTML is another matter. While this conversion gets close, being familiar with HTML helps a lot when the details of what a form looks like matters. Even with this HTML learning curve, WebMerge is very flexible and has saved me countless hours of valuable times.

I Love WebMerge!!

I have nothing but good things to say about WebMerge! We are a gymnastics facility and we use it to automate all of our online form submissions. We collect registration paperwork, waivers, camp forms, etc. The integration with Formstack has been invaluable for us. The users submit their information through Formstack and then WebMerge sends us, and the clients, a great looking PDF with all the required information. I've been using WebMerge for over a year now and look forward to using it for a long time!

Huge Time Saver!!!

WebMerg helped me shave 15-20 minutes off our old process. I recommend this service to any Business or Individual that deals with multiple forms on a daily basis.

Pros:
Saves time and effort when processing forms
Great support from customer service (Jeremy Clarke) helped me with any question I had.

Cons:
Not much here. The initial process will take some time if you're not familiar with creating forms from scratch but once you take time to familiarize yourself with the system, you're good.

excelent tool, this help us to automate all the sending of documents.

the customization and automate of sending document

Tremendous help to our biz

implemented it quickly and it does the job well!

I have some technical ability, but that was from years ago. I was able to set this up quickly, and the final details that I needed help, customer support stepped up and were great!

Excellent customer support, great functionality and integrations.

Integration with workflow software to automate document creation. Benefits include reduction of admin time spent preparing documents and eliminating human error in document preparation.

Highly Versatile and Efficient

WebMerge allows us the generate documents seamlessly and allows for automatic generation with other systems we have in place. It has been fantastic and has significantly reduced many man hours, streamlining most of our workflow processes.

We have not yet had any issues with WebMerge being offline / down since beginning to use it, ~3/4 months intensively now. We hope this continues. Highly recommended.

Great product and even better customer service

WebMerge is really handy to use and the performance is great.

The only reason for 4 out of 5 stars in the "ease of use" is that from time to time you need to know some "tipps and tricks" and very little coding while webmerging with office products like Excel.

Nevertheless the customer service by Jeremy is more than great! He answers within hours and is really eager to help you out.

Integrates perfectly with our CRM and Saves us a LOT of time.

WebMerge saves us so much time that it's unbelievable. Extremely helpful support team as well. Highly highly recommended.

The perfect tool which integrates speed and quality assurance

We utilize WebMerge to prepare legal document packages and prepare them distribution.

The WebMerge interface is great for gathering all the necessary information to populate our letters and agreements.

But the real magic is how it arrives in your email within seconds. Ready to go in whatever format you need.

It has saved us countless hours over our previous solution

Webmerge saves us time and money

We are a small business and found ourselves wasting so much time with generating documentation for our customers. Started to use Web Merge and now we have fantastic looking documents being generated all the time and it has allowed our business to scale without having the add the extra administration personnel that would be required without Web Merge, it makes us money.

A critical part in our web mashup of Travel awesomeness

Thanks to WebMerge and their great support we are now delivering highly personalised brochures and travel documentation for our clients. Web Merge has become a key part of our highly personal and flexible customer service. We are now able to do what many other travel companies have been trying to do for years, at a cost effective and scalable way.

A critical tool in my workflow

WebMerge has become a critical tool in my process workflow. It nicely tied together data from my website via Formidable Forms, merges it nicely the way I want it to look, and sends the completed document automatically to DocuSign for my clients to sign. Every time someone submits a form, I've saved 30 minutes of work. I couldn't live without it.

We use this software to send our customers confirmation letters

Pros:
Everything. We looked around for a company that could send out our date and re-route it. We found very few. having this ability makes us more professional that our competition. We have had literally no flaws with this software. I wish all services worked this efficiently. Jeremy is a world of help if I need some items added.

Saves me a ton of time

I'm really pleased with WebMerge. I use it for one specific purpose, to convert data from a Knack database into pdf reports and email them to my clients. I used to do it manually, and it would easily be a day's work. Now it's literally the click of a button, and the reports a created and emails are sent.

Excellent Software

Easy to use! Uncomplicated. Well presented platform.

Very helpful team to set you up

Has really helped us to streamline our business, meaning we can take on more work without increasing our overheads making a material impact on our bottom line.

WebMerge has also helped us to deliver reports to our clients quicker.

Easy to tweak and update.

Super easy and powerful

We use Webmerge for all of our document creation from our CRM system (Quickbase). It saves countless hours of manual forms. We have also intergrated it with our proposal generation with excel to provide a rich and dynamic proposal for our customers.

User Friendly

I had an easy time developing the knowledge needed to begin using webmerge in my office along with formstack. Recommend webmerge if you need pdf produced from internal webforms. I did stubble a bit but got the answers I need from webmerge's support.

Great Communication Tool

WebMerge has allowed us to provide information and the ability to purchase things when they need it. WebMerge has also allowed us to extend our reach outside of just our community and give others the same experience as those who are nearby.

Great Software

This software has been a life and time saver. We had searched for software with this functionality for quite some time and this fit the bill exactly. The customer service is also over the top great. Jeremy and his crew get the job done.

great and affordable!

it's a great way to automate all our documents. Very easy to setup for everyone! I would recommend it!
The only limitation I see is their pricing: the gap is huge when you go over 100 documents a month, probably something to review here

Perfect for streamlining processes

Our team uses WebMerge to assist us in a number of processes where we require information collected from clients be drawn into a standard contract. The system has worked well with our use case and we would recommend it to others.

WebMerge has been a huge time-saver, and they have the best customer support!

Save time and promote accuracy by automating contract population from our Zoho CRM and DocuSign.

Recommend.

We have been using WebMerge for a few months now and have found it to be very useful and helpful. It was the best solution we found to convert our online applications. I strongly recommend WebMerge.

Very useful tool for simplifying work flow and making documents look great.

Very useful tool in collating info into sleek documents/tickets - massively beneficial. It was a touch tricky to use initially, but once I got the hang of it there was no looking back!

Great software

We use this software to easily automate work orders directly from form submissions off our website. It is really easy to set up and works great.

Really versatile with a bit of investment

Took a while to get the hang of the document format but we seem to be publishing loads of contracts regularly through a simple online form now.

Help us to grow our business

It optimize our business processes and reduce lead time. I recommend webmerge to all who wants to be more efficient with paperwork.

Very impressive. Easy to use, great results.

Great program, works everytime

We create documents through http posts and support staff has everything working smoothly. Everything you need it has it.

Great tool

Webmerge helps us quickly assimulate documents and present back to clients more efficiently. A very useful tool.

Great product. Great company.

The ease of use is ridiculously simple and the customer support is good. They go above and beyond.

Exactly What We Needed

Very reliable service, easy to use and good, timely support responses.

Simple and elegant

Webmerge has solved quickly our need to customize documents