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

MIGRATED TO Formstack Documents

WebMerge - I can no longer live without it.

What do you like best? We had been using Formstack for a few years when I discovered WebMerge. As a nonprofit business, we create complimentary promotional marketing materials for our licensed accounts. In 2017, I received about 250 requests for these materials and I easily managed those requests. In 2018, I received over 1200 requests and found myself unable to complete other aspects of my job due to the time constraints of these requests. I initially implemented WebMerge so that these ...

Excellent Solution

What do you like best? The structured yet flexible way that the system allows me to use our data better. We've built our own internal systems before but always felt the report we could produce from those systems was too limited without external development support. WebMerge allows us to build those reports in Office templates and then link them to our internal systems. The debug mode makes setting up the templates so easy. What do you dislike? Not much, I think it is a very good tool. ...

Great for making forms pretty

What do you like best? WebMerge works great as it integrates well (Formstack has its own issues..., and allows us to create awesome looking forms from Word documents. What do you dislike? None that come to mind, it works great!! Recommendations to others considering the product If you have a question when setting it up, read their documentation. Their program is well documented. If you can't find something or need clarification, ask them. They are good at responding with clarification. ...

Extremely useful for automation

What do you like best? The ability to use it with Zapier, Wufoo forms, and Adobe Sign to streamline the delivery and signing of customized client agreements. Customer service is great. What do you dislike? pricing - a pay as you go plan with the ability to purchase merge credits would be a great idea. Recommendations to others considering the product Ensure you select the correct plan for your usage needs. What business problems are you solving with the product? What benefits have you ...

Extremely powerful tool for automating your business

What do you like best? Webmerge is incredibly powerful. We keep coming up with ways to use it to help automate our business. Today we use it to custom generate all of our proposals, contracts, and some custom display sheets. Once these are generated, they are delivered directly into our Google Drive or Dropbox folders. It does not get any easier than that! We also now intend to use it for invoicing and other financial related tasks. The last thing I will say about them is that their ...

Quality Customer Service - Innovative Product

What do you like best? Jeremy Clark personally helped me set up through the process of making my workflow work for me. I really appriciate what he and webmerge has done for my business. What do you dislike? No dislikes. Everythin was easy to set up and learn. Recommendations to others considering the product Watch the tutorial videos. They are very helpful and you will be able to set up what you need through that. If you run into problems, just reach out. The team is there to help you. ...

Easier to use for document creation than our existing solution.

What do you like best? The UX is more straightforward than our current system. What do you dislike? The learning curve could be lower to quicken user adoption. What business problems are you solving with the product? What benefits have you realized? The ease of use this solution provides means it takes less time to generate the documents we need.

Contracting

What do you like best? It gives the ability to easily create contract documents and pass information along through docusign. What do you dislike? Would like to see how the users and permissions work for this. Don't want to have everyone changing parts of the contract. Recommendations to others considering the product Make sure you take a look into the users and permissions for it. What business problems are you solving with the product? What benefits have you realized? saving time ...

Great Tool

What do you like best? Easy to use and edit contracts. Adding additional terms is also super easy. What do you dislike? Tool U.I looks a bit outdated but the functionality is there. What business problems are you solving with the product? What benefits have you realized? I can't stand my current contract tool, and so looking at easier and more scalable process.

Great Product - top of the competition

What do you like best? WebMerge makes it easy to merge data into multiple types of documents and even emails. It is a huge help for our customers to create and deliver invoices and various other summaries in professional documents. What do you dislike? I wish there was more flexibility with their volume based pricing. It is a detractor for many people we work with. What business problems are you solving with the product? What benefits have you realized? It is an Add-on feature for our ...