WebMerge Reviews in June 2025: User Ratings, Pros & Cons

MIGRATED TO Formstack Documents

Very useful product- Integrates very well with infusionsoft and docusign

What do you like best? I like how easy it is to use- I can easily take data from other platforms and create word documents and PDFs. I also love that is just downloads to my dropbox. This has made everything so much easier and efficient in my company. What do you dislike? Not much to dislike. I really am happy with infusionsoft. What business problems are you solving with the product? What benefits have you realized? I have a lot of forms that client fill out on our CRM. This takes ...

Reliable service, excellent support, and A+ product

What do you like best? WebMerge is the easiest and probably the most reliable service out there. I was most impressed by the personal support provided by Jeremy. Features-wise: Data Routing is priceless. I highly recommend this service to anyone. What do you dislike? Webmerge is awesome in that it lets you run unlimited test merges. So it is easy to test without incurring costs. I do not dislike this. I just have to fill the 40 character minimum. What business problems are you solving ...

Easily automate your documents

What do you like best? The ease of use and excellent customer service. What do you dislike? Haven't encountered anything I dislike yet. Recommendations to others considering the product If you'd like to What business problems are you solving with the product? What benefits have you realized? I am able to automate my document creation, saving me a huge amount of time and allowing me to streamline my client follow-up processes.

Webmerge gives full control over dynamic Word templates

What do you like best? What i like about Webmerge is de ease of use in creating data flows to Word templates. It helps us in creating custom Word templates that are filled with data from a Lotus Notes environment. What do you dislike? Nothing was missing for our needs so far. What business problems are you solving with the product? What benefits have you realized? We are able to create a Word document that is emailed to a client, with data from our online projectreportingenvironment.

Reliable time saver, integrates very well, and has superb customer support

What do you like best? Webmerge has been reliable, cost effective, and very useful for us. We received personalized, courteous, and effective customer support during set up - even on weekends. Once we had set up the first of our many merges and documents and tested them, we didn't need customer support again because the app functioned very reliably. What do you dislike? There is helpful documentation on the site but I would have appreciated even more detailed instructions during set up ...

Great Service, Very Functional

What do you like best? I looked everywhere for a service that could easily integrate with other services (zapier and generate pdfs from templates, given variables. Surprisingly I found no competition to Webmerge. That being said, Webmerge uses their apparent monopoly on this market very well. I always get excellent customer service and cannot remember a merge failing once. It just works, and its in the background and you never need to worry about it. When I have had questions about ...

Webmerge removed the need for paper forms

What do you like best? - integration with Formstack - one of the main reasons - easily renamed merged files according to a form field - quick and helpful customer service (thanks Jeremy Clarke! What do you dislike? - limited email delivery customization options i.e. I can't change the colour of my text (have to edit in HTML in order to do this What business problems are you solving with the product? What benefits have you realized? We wanted to move away from paper forms which we ...

Great Infusionsoft Integration

What do you like best? The seamless API connection to Infusionsoft is fantastic. I can send my customer an email with a pdf of a training certificate and have it simultaneously upload to their contact record. What do you dislike? I will let you know. So far I cannot come up with anything. Recommendations to others considering the product Get to knwo how the API works along with webhooks. What business problems are you solving with the product? What benefits have you realized? Webmerge ...

Amazing, purpose-built application for automatically generating pixel perfect documents

What do you like best? - Simple integration with other platforms - Clear, flexible, usable UI - Extensible logic that can be embedded into merge documents themselves for for loops and conditional logic - Very fast, personalized and friendly support What do you dislike? Very little. WebMerge is an extremely flexible, purpose-built platform that integrates nicely with other solutions in my ecosystem. Recommendations to others considering the product Take a look at Zapier to ...

Webmerge rocks!

What do you like best? I'm using Quickbooks Online and needed to make some changes to invoices and sales receipts. Quickbooks Online would/could not accommodate the changes. I went looking for a third-part app to accomplish this, and found Webmerge. More importantly, I started working with Jeremy Clarke, Webmerge's support guru. I had some challenges with creating the formats to make the invoices and sales receipts look exactly how I needed. Jeremy worked with me every step of the way. ...