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

MIGRATED TO Formstack Documents

Seamless Integrations with Docusign and Infusionsoft

PROS & CONS What are the best aspects of this product? The ease of use is something that I really appreciate. WebMerge makes it really easy for me to gather data from other applications and then turn/merge that data to word documents and PDFs. It also downloads to my Dropbox, which is a huge plus for me. I am now very efficient as everything is very simple. What aspects are problematic or could work better? I am very satisfied with WebMerge. What specific problems in your company were ...

Perfect platform for automatic generation of pixel perfect documents

PROS & CONS What are the best aspects of this product? I really love how WebMerge seamlessly integrates with other platforms. On top of that, the system's user interface is very clear and versatile. I also like how I can embed extensible logic to merge documents for loops and conditional logic. Lastly, their support is very noteworthy with its speed, personalization, and friendliness of the reps. What aspects are problematic or could work better? There is nothing I dislike about ...

Great unique piece of software

What do you like best? The ability to create custom template and hook into Zapier was pretty seamless. I'm not a developer but I picked up the templating language with ease. What do you dislike? It's pricy. But it would have cost more for our dev team to rig this up in the short-term. What business problems are you solving with the product? What benefits have you realized? Auto-generating a .pdf

Simply Awesome and Works Seemlessly

What do you like best? It is straight-forward, does what it says it does, easy to set-up and use, and significantly improves efficiency and productivity. I have been using WedMerge for 2 or 3 months and will likely keep on adding more onto it over time. I have already and happily upgraded plans a couple of times. Also, support has been awesome: heard back and requests addressed immediately. What do you dislike? Really nothing I can say at this time. Everything is working great. What ...

Very customizable Document Generation

What do you like best? I like the built-in document builder that I can use without needing to know much HTML. What do you dislike? I don't like that I have to create a map for each document that I make; I would prefer one map for each Salesforce object. The possibility may be there- but if so, I have not found it. Recommendations to others considering the product I am a very new user, so I'd love to review this again in one year! I recommend really weighing the pros and cons and how you ...

Plays Well With Others

What do you like best? The team at WebMerge is really smart to have made sure their system plays well with Zapier. This allows us to transform information collected from survey and form sites (such as Formsite into great customized proposals, presentations, and more. We even use it to lead our candidates through a process that generates a great standardized resume for them. Plus we FTP the doc to our website so it can be a part of our search tool. What do you dislike? The pricing model ...

Want to

What do you like best? I’ve got a lot on my plate. As a CEO, salesperson, and marketer I have to find ways to scale my actions without scaling the time I commit to said actions. Proposal and contract creation are the perfect example. I need to grow my business and proposals/contracts help us get the job done, but I have more important responsibilities to manage. Instead of applying more time to the problem, I leverage Zapier & Webmerge to automate the proposal/contract process. It ...

Solved a huge problem

What do you like best? Webmerge integration with Cognito forms, their support and ability to built and tis forms for free before going live - - we had to fit the development in between our real-jobs so it took a while. What do you dislike? Nothing really, it all worked pretty well and their support was great so I don't have any dislikes. What business problems are you solving with the product? What benefits have you realized? We use Webmerge to simplify filling out an overly ...

Webmerge saves me time , money and reduces mistakes

What do you like best? There's a lot of features , that help you make it a perfect fit for the challenge your facing. Also their helpdesk is quick in responding to any questions you might have. I'm no IT wizard but I was even capable of setting this up. What do you dislike? I didn't really dislike anything. I'm living and working in Europe, so there is time difference. Also the free consultation moment at the beginning is really helpful, but I could have used another one. Recommendations ...

Awesome Product - Amazing Customer Service

What do you like best? If you are considering automated document generation this is definitely the way to go. WebMerge should be called MagicMerge because it is so friggin amazing. Before I even signed up, Jeremy spent an hour on the phone with me discussing the ins-and-outs of WebMerge. After I signed up, Jeremy spent an incredible amount of time getting me going with my 1st Document. I am not a computer person at all, so if I can do it, anyone can do it. WebMerge has a boat-load of ...