HOW IT WORKS: It's simple! You will set up a document (or template) in WebMerge, integrate it with popular services to send your data to that document, and we’ll send you a merged copy.
With our various document types you can create 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.
Features and Benefits
Automatically fill out PDF documents
Instantly populate PDF forms with data from SugarView All Features
Streamline Word document generation
Easily generate Word documents with data from SugarView All Features
WebMerge offers flexible template formatting so you can dynamically generate lists, conditional sections, and moreView All Features
Send documents to 3rd party services
Easily integrate WebMerge with 3rd party services like e-signature and cloud storage to automate your entire document workflowView All Features
Automatically fill out PDF documentsInstantly populate PDF forms with data from Sugar
Streamline Word document generationEasily generate Word documents with data from Sugar
Dynamic formattingWebMerge offers flexible template formatting so you can dynamically generate lists, conditional sections, and more
Send documents to 3rd party servicesEasily integrate WebMerge with 3rd party services like e-signature and cloud storage to automate your entire document workflow
Steamline your paperwork processYou are juggling many different tasks and in order to grow (and maintain sanity), you must automate as much as you can. With WebMerge, you can simplify your paperwork, allowing you to spend time on other, more crucial responsibilities. We know you have a lot on your plate - let us help you!
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Support Knowledge Base: https://support.webmerge.me
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