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WebMerge - Document Management Software

WebMerge Reviews in June 2026: User Ratings, Pros & Cons

MIGRATED TO Formstack Documents

Efficiently manage and track document processes.

4.7

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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)

Spotsaas Editor’s POV

WebMerge is a cloud-based document management tool that excels in managing corporate documents, particularly those stored in SharePoint. Its tracking and reporting capabilities make it a strong choice for businesses needing to oversee document workflows.Read more

WebMerge pros and cons

  • Browser-based access

  • Supports SharePoint integration

  • Document tracking features

  • User-friendly interface

  • Limited offline capabilities

  • Can be complex for new users

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Showing 81-90 out of 110

A

Anonymous

08/25/17

5 out of 5

Creates dynamic, professional-looking documents, no matter how complex

What do you like best? In additon to being able to code up MS Office templates, you also have access to all of the underlying objects and so can create very complicated documents, based on complex business rules, directly from the back end system. The documents that can be created really look great and professional. What do you dislike? For some complex things, it helps to understsand the underlying code,, but these are definitely edge cases. There's not much to dislike! Recommendations ...

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A

Anonymous

08/24/17

5 out of 5

Absolutely satisfied with WebMerge

What do you like best? Jeremy definitely knows his stuff inside out. I love to use WebMerge to integrate to my podio system, but worried if it's easy to figure it out myself. Jeremy's the best ! He helped me along the way for all problems very promptly... he really worked until midnight to still try to solve my problem and he did! What do you dislike? the matching field part is very tedious and can be improved. : What business problems are you solving with the product? What benefits ...

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A

Anonymous

08/14/17

5 out of 5

Quick and convenient

What do you like best? Freeware but NOT deluged with adverts when opened What do you dislike? What's not to like ? - no dislikes found Recommendations to others considering the product Quick and convenient - what more could you want What business problems are you solving with the product? What benefits have you realized? Split large PDF to send to recipient with limited capacity

A

Anonymous

08/14/17

4.5 out of 5

Great product with great technical support

What do you like best? It's a really easy to use product. The conditional logic feature elevates it to from a simple copy & replace tool to a an extremely powerful integration tool. The technical support has been excellent. Any queries I've raised has been handled & resolved within the day. This support has made it very quick to validate the features in WebMerge in order to determine if it would meet the needs of the product we're developing. What do you dislike? Nothing really. One ...

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A

Anonymous

06/18/17

5 out of 5

Does what it says and support is great

What do you like best? I think the fact that it just works and I couldn't find another solution was this comprehensive - yet simple to use. It's a winner. What do you dislike? No real dislikes. I think it just works well. I guess, if it had Google Docs integration it would be perfect in my eyes... and it might, I may have just missed it! What business problems are you solving with the product? What benefits have you realized? Web form to Zapier to Web Merge (to create a PDF. Can use ...

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A

Anonymous

05/23/17

5 out of 5

One-of-a-Kind Software

What do you like best? WebMerge works quickly and flawlessly. It has functioned reliably from day one. What do you dislike? It would be valuable to have a few more options for selecting criteria to trigger alternate versions of each message, but WebMerge is not behind the curve on this. We have this same problem with most of our tools. What business problems are you solving with the product? What benefits have you realized? We looked far and wide for a tool that would allow us to attach ...

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A

Anonymous

03/27/17

4.5 out of 5

WebMerge makes us more efficient!

What do you like best? I like that, by integrating through Zapier, I can take responses from a Typeform and dump them into a pre-formatted Word file. We were doing this manually before, and it was very time-consuming. WebMerge has made this a much more time-efficient process! What do you dislike? It took me a little bit of time to set up and get my template the way I wanted it, but once I figured it out, it was pretty simple. What business problems are you solving with the product? What ...

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A

Anonymous

03/27/17

4 out of 5

Great for Scholarship Applications

What do you like best? Ease of setup and integration with NinjaForms What do you dislike? In order to send 2 different versions of the email with the merged document it counts as 2 actions against account even though it is the same document that is being sent. What business problems are you solving with the product? What benefits have you realized? THe non profit I manage offers scholarships to students. We are using WebMerge in conjunction with Ninjaforms to collect the scholarship ...

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Anonymous

03/06/17

4.5 out of 5

WebMerge as part of a BPM solution

What do you like best? WebMerge just works! The flexibility to use variables in an editable PDF and integrate all those variables in the e-mails that are sent out. The fact that I can send the e-mails and documents from an e-mail address from our 'own' domain is also very useful. What do you dislike? Nothing really. Maybe the logging or the debugging could go a bit further. (It might be that I have not discovered all features. For example if a document fails to be sent out it ...

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A

Anonymous

02/15/17

5 out of 5

What's webmerge?

What do you like best? Having been in the work force over 20 years, I had no idea how easy Webmerge makes my life. And when you look at the way we use to do things, compared to how we do thing now, it is great. A time saver. It makes any novice look like a pro and any small business look like a larger more established company. What do you dislike? Hmmmm. Because it does so many things and is so flexible, learning to use it takes some time, creativity. Recommendations to others ...

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

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