Using WebMerge is simple. You will set up a document (or template) in WebMerge, integrate it with popular services to send your data to that document, and WebMerge creates you a merged, easily sharable — yet controlled — copy. For example, you can generate a contract from Salesforce or an invoice from Quickbooks.
With WebMerge’s various document types you can create and share professional looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint, WebMerge supports it all.
Once you’re finished creating your merged document, you can choose from one of WebMerge’s powerful delivery options, such as via email, saving it in the cloud, or sending it to another 3rd party.
We recommend WebMerge to anyone looking to integrate various forms with their CRM for lead capture or other reasons. Though it does enable document sharing, WebMerge is not a document management system.
Not sure if WebMerge is the right digital asset management tool for your business? Call, click, or email to speak with an unbiased Technology Advisor for a no-cost, no-obligation consultation today.