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WebMerge - Document Management Software

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

MIGRATED TO Formstack Documents

Efficiently manage and track document processes.

4.7

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WebMerge offers custom pricing plan

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This Product has been Migrated to Formstack Documents

WebMerge Reviews & Ratings

4.7

Excellent

Based on 121 ratings & 110 reviews

Rating Distribution

Excellent

(92)

Very Good

(17)

Good

(0)

Poor

(1)

Terible

(0)

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Showing 71-80 out of 110

R

Rosemary

01/17/18

5 out of 5

Making paper forms extinct

PROS & CONS What are the best aspects of this product? WebMerge integrates well with Formstack, which is one of the reasons why I got this product. Renaming merged files is also something that I really appreciate. There are quite a few things that make me like WebMerge such as their quick and very helpful support reps. What aspects are problematic or could work better? While WebMerge is an awesome platform, I really don't like how limited their delivery customization options are. I can ...

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01/16/18

5 out of 5

Good product with outstanding customer service.

What do you like best? WebMerge creates beautiful documents with few steps. It helped us automate the services. Jeremy and team were very helpful. What do you dislike? nothing in particular. If you are not in the US then you may have to wait for team's reply due to the timezones. What business problems are you solving with the product? What benefits have you realized? It allows easy implementation of pdf conversion.

01/15/18

5 out of 5

Great tool for generating documents

What do you like best? I like how smoothly webmerge integrates with our Business Process Management suite built in Trackvia through the Zapier API. Once you have generated a few documents and learned the system you can have a new one up and running very quickly. Also like how easy it is to upload a new version of a document without having to redo the whole process. What do you dislike? The billing is a little inflexible. I don't mind the cost per page, but if you stray over the hard ...

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12/12/17

5 out of 5

It just works ... beautifully.

What do you like best? I'm not a sophisticated developer, but even I can create a somewhat sophisticated process that accepts a handful of inputs and creates a beautiful document/agreement, sends it to Docusign for eSignature, then saves the completed/executed document to the right SharePoint library. Yes. I'm quite pleased with myself (and with Webmerge. What do you dislike? I wish I had more time to automate more processes. Recommendations to others considering the product You have ...

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11/28/17

5 out of 5

Webmerge product is as amazing as their service is.

What do you like best? I searched for quite a while trying other SaaS applications that claimed to do what webmerge does. Some were ok, but within a day of my webmerge trial I knew I would be a customer for life. Webmerge is brilliant, it’s easy to use has multiple file formats that it works with and so far, it has not let me down no matter what challenge I’ve thrown at it. The support from webmerge is even more amazing than the product, if you stumble they will be there to get you on ...

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11/23/17

5 out of 5

The zapier integration and the customer services made this tool save my life

What do you like best? What a customer service ! Quick and very helpful. With zapier integration, webmerge becomes the tool to automate all my paperwork. What do you dislike? The design could be a little better I guess What business problems are you solving with the product? What benefits have you realized? I've automated a process that took me 2 hours/day

11/23/17

4.5 out of 5

It's just like having a virtual assistant.

What do you like best? Fully automated, works every time and reduces the chances of user error. What do you dislike? A little difficult to set up initially but their support team were fantastic and helped us through the entire implantation process. Recommendations to others considering the product Worth taking the time to implement when you compare it to the time saved in creating each document from scratch. What business problems are you solving with the product? What benefits have you ...

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11/18/17

4.5 out of 5

Amazing customer support

What do you like best? The responsiveness and care of the customer support. What do you dislike? Not much. Its a simple system that is priced well. What business problems are you solving with the product? What benefits have you realized? Automation of document generation in a cost effective manner that doesn't require high level of technical / developer skills.

10/17/17

5 out of 5

Smashingly outstanding customer service!!!

What do you like best? When was the last time you signed up for a service only to realize a bit of a luck in functionality? Pretty common, ye? Well, same here... HOWEVER, I was absolutely blown away how this product was literally modified on-the-fly to accommodate my needs. These guys have added full integration that I needed in just few days, I assume by going through the full agile life cycle - design, develop, test, deploy, release, document. Wow, what a wonderful people work there. ...

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09/27/17

5 out of 5

A fantastic product offered and maintained by a fantastic team!

What do you like best? WebMerge does exactly what it claims to do, what more could anyone ask for! The flexibility to use variables in an editable PDF and integrate all those variables in the e-mails that are sent out. The support received from Webmerge. I had support from Jeremy and it was quick, precise and given that I am pretty rubbish with certain elements of IT, his patience and understanding of the product is phenomenal. What a star and what a team! What do you dislike? Nothing ...

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].