WebMerge

WebMerge

WebMerge is a cloud-based document generation platform that integrates with Salesforce and a host of other applications to create dynamic, tailored documents such as insurance forms, government forms, legal contracts, sales proposals, sales orders, quotes, statements of work, letters, reports, receipts, tickets, and certificates.

For its integration with Salesforce, WebMerge offers a managed package that is simple to install and use.  After the upload of a coded template, users click a button within Salesforce to create a fully populated document, and if needed, email it to one or more Salesforce contacts.  The document and associated activity are conveniently stored and recorded in Salesforce.  Gathering electronic signatures is an easy next step.

WebMerge also integrates with Smartsheet, SharePoint, QuickBooks Google Forms and dozens of other applications offering ease, accuracy and convenience.

Top