Home/Document Management Software/WebMerge
Updated on: May 12, 2021
What is WebMerge ?
WebMerge - Document Management Software
View Gallery
86% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

WebMerge

Document Generation Solution
(106 Ratings) Write Review

WebMerge is an online service that automates your document creation process. Easily create customized PDF and Word documents for contracts, applications, government forms, and more. Simply connect WebMerge with your favorite online form tool, CRM, sales management system, or any other web service that can send your data to WebMerge.

WebMerge Features Show All Features

WebMerge Technical details

Support Business Hours Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API Location / Phone Number Indiana, United States
Deployment SaaS/Web/Cloud Category Document Management Software

WebMerge Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
Micro
$24 /Month

$24 per Month billed Yearly

$29 per Month billed Monthly

Plan Features

  • Merges/mo - 30
  • Templates - 3
  • Editors (Users) - 1
  • Nonprofit Discount
  • HTML Document Builder
  • Privacy and SSL Security
  • Data Routing
  • PDF & Word Support
  • Conditional Content
  • Email Support
  • Conditional Delivery
  • 24/7 Monitoring
  • Unlimited Testing
  • Data Import
Starter
$83 /Month

$83 per Month billed Yearly

$99 per Month billed Monthly

Plan Features

  • Merges/mo - 150
  • Templates - 10
  • Editors (Users) - 2
  • Nonprofit Discount
  • 3rd Party Deliveries
  • Data Routing
  • Data Capture
  • HTML Document Builder
  • Privacy and SSL Security
  • Data Routing
  • PDF & Word Support
  • Conditional Content
  • Email Support
  • Conditional Delivery
  • 24/7 Monitoring
  • Unlimited Testing
  • Data Import
Professional
$166 /Month

$166 per Month billed Yearly

$199 per Month billed Monthly

Plan Features

  • Merges/mo - 500
  • Templates - 20
  • Editors (Users) - 5
  • Nonprofit Discount
  • 3rd Party Deliveries
  • Data Routing
  • Data Capture
  • HTML Document Builder
  • Privacy and SSL Security
  • Data Routing
  • PDF & Word Support
  • Conditional Content
  • Email Support
  • Conditional Delivery
  • 24/7 Monitoring
  • Unlimited Testing
  • Data Import
Business
$333 /Month

$333 per Month billed Yearly

$399 per Month billed Monthly

Plan Features

  • Merges/mo - 2,000
  • Templates - 50
  • Editors (Users) - 15
  • Nonprofit Discount
  • 3rd Party Deliveries
  • Data Routing
  • Data Capture
  • Priority Support
  • HTML Document Builder
  • Privacy and SSL Security
  • Data Routing
  • PDF & Word Support
  • Conditional Content
  • Email Support
  • Conditional Delivery
  • 24/7 Monitoring
  • Unlimited Testing
  • Data Import
Enterprise
Custom

Plan Features

  • Merges/mo - 2,000+
  • Templates - 50+
  • Editors (Users) - 15+
  • Nonprofit Discount
  • 3rd Party Deliveries
  • Data Routing
  • Data Capture
  • Priority Support
  • SLA / MSA
  • HTML Document Builder
  • Privacy and SSL Security
  • Data Routing
  • PDF & Word Support
  • Conditional Content
  • Email Support
  • Conditional Delivery
  • 24/7 Monitoring
  • Unlimited Testing
  • Data Import

Contact the Vendor for Detailed Pricing Information

Screenshot of the Vendor Pricing Page
View Full Screen

Disclaimer: The pricing details were last updated on 26/03/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

WebMerge FAQs

WebMerge is Document Management Software. WebMerge offers the following functionalities:

  • Version Control
  • Compliance Tracking
  • Document Assembly
  • Document Indexing
  • e-Signature
  • File Type Conversion

Learn more about WebMerge features.

The pricing for WebMerge starts at $24.00 per month. WebMerge has 4 different plans:

  • Micro at $24.00 per month.
  • Starter at $83.00 per month.
  • Professional at $166.00 per month.
  • Business at $333.00 per month.
    • WebMerge also offers a custom plan based on the customer's request.

      Learn more about WebMerge pricing.

No, WebMerge does not offer a free plan.

Learn more about WebMerge pricing.

Yes, WebMerge provides API.

Ask the Community View Community

WebMerge Alternatives WebMerge Alternatives

81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Docupilot
(26 RATINGS)
Docupilot
Docupilot is a cloud-based document automation software used to create documents. Documents are created using its preset templates and data. Users can also...
Visit Website
WebMerge vs Docupilot
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Laserfiche
(396 RATINGS)
Laserfiche
Laserfiche is a Smart Data Management Software that helps businesses to capture, secure, and organize business-critical documents digitally at one place. The...
Visit Website
WebMerge vs Laserfiche
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
M-Files
(425 RATINGS)
M-Files
M-Files is a platform that offers a variety of features that help businesses take care of their content and documents so that employees can concentrate on more...
Visit Website
WebMerge vs M-Files
97% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
DocuWare
(267 RATINGS)
DocuWare
DocuWare allows users to secure and digitize their information to flow effortlessly between their decision-makers at any time, from anywhere, and from any...
Visit Website
WebMerge vs DocuWare
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
ONLYOFFICE
(345 RATINGS)
ONLYOFFICE
ONLYOFFICE software is a secure way to create, edit and collaborate on business documents online. All-in-one suite for your business platform: mail, CRM,...
Visit Website
WebMerge vs ONLYOFFICE
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
ShareFile
(1403 RATINGS)
ShareFile
ShareFile is a multi-featured & multi-channel cloud-based document management and file sharing software. This web-enabled system can be run on Android, iOS,...
Visit Website
WebMerge vs ShareFile
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Zoho Docs
(278 RATINGS)
Zoho Docs
Zoho Docs is a document management and file storage tool that is available both in web-based form as well as in SaaS version. The software can be accessed and...
Visit Website
WebMerge vs Zoho Docs
94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
LogicalDOC
(62 RATINGS)
LogicalDOC
LogicalDoc is a Document Management Application that helps organizations organize and store all critical documents effectively at one place. Its smart tagging...
Visit Website
WebMerge vs LogicalDOC
94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
FileHold
(61 RATINGS)
FileHold
FileHold document management software can turn cabinets of paper or desktops of electronic information into an organized, searchable electronic library. Users...
Visit Website
WebMerge vs FileHold
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
AODocs
(28 RATINGS)
AODocs
AODocs is a cloud-based content services platform that is designed to modernize the way businesses manage their content. Business units can control how their...
Visit Website
WebMerge vs AODocs

WebMerge Reviews

OVERALL RATING
4.8
Based on 106 Rating(s)
Rating Distribution
  • 81.1 %
  • 17.9 %
  • 0 %
  • 1.1 %
  • 0 %
SHARE YOUR EXPERIENCE Write a Review
Sort By
Filter by Source
Bernardo MSource : g2crowd.com
(Reviewed on 07 May 2020)
"Formstack is a really easy and simple document creator"

What do you like best?

I like Formstack because it is an easy-to-use platform with a wide variety of options for creating documents. What I find most interesting is that you can import documents and do not modify the structure of them, it is even possible to edit them and keep the document fonts. Also, it is affordable.

What do you dislike?

I love this software. It is a tool that allows me to easily manipulate my documents. Also, it has a totally affordable price. I have nothing negative to comment about Formstack.

Recommendations to others considering the product:

I recommend using the free 14-day trial of Formstack so you can test its features. It is a product with an affordable price. Also, it is really easy to use and simple.

What problems are you solving with the product? What benefits have you realized?

Formstack is our ideal tool to manipulate all the infrastructure documentation in our IT department, having the ability to load Word, Excel or PDF files already created, or create a document from your collection of templates. In addition, it is also possible to create documents from scratch easily.

...more
KathySource : financesonline.com
(Reviewed on 19 September 2019)
An excellent product with reliable support and outstanding service

PROS & CONS

What are the best aspects of this product?

There is no other service that can match WebMerge when it comes to reliability and ease of use. What is also impressive is the customer service support they provide. Their data routing feature is another functionality that adds value to the product.

What aspects are problematic or could work better?

The product is simply amazing. It really works without costing me money.

What specific problems in your company were solved by this product?

I needed to create a custom contract generation tool for a real estate organization for 100+ users. Only WebMerge has the tools and the functionality and the ease of use.

Are you a current user of this product?

Yes

...more
WendellSource : financesonline.com
(Reviewed on 05 September 2019)
Loving The Integration With Infusionsoft

PROS & CONS

What are the best aspects of this product?

The very fluid and smooth integration to Infusionsot via API surprises me in a very good way. With WebMerge, sending my customers email with training certificates in PDF format and have it simultaneously uploaded to their contact record is a painless process.

What aspects are problematic or could work better?

Seriously, there is nothing wrong with this software. No complaints whatsoever.

What specific problems in your company were solved by this product?

We administer webinars and sending custom certificates to our learners is a big challenge. WebMerge solves that by automating the merging of customer data into the document and send them via email.

Are you a current user of this product?

Yes

...more
Jim HSource : g2crowd.com
(Reviewed on 30 August 2019)
"Very Powerful and easy to Use"

What do you like best?

We like how easy Webmerge is to use. I was up and running in a few days. There is a bit of a learning curve as with any new platform.

What do you dislike?

I didn't like aspects of the pricing but they worked with me on this.

Recommendations to others considering the product:

You cannot lose with the cost effective product.

What problems are you solving with the product? What benefits have you realized?

Saves me much time in sending out forms and pricing.

...more
Daniela VSource : g2crowd.com
(Reviewed on 29 August 2019)
"Very customizable, great support!"

What do you like best?

There are so many ways to customize it to your business no matter if you are looking to create contracts, invoices, presentations, personalized marketing they can do it. I appreciate the amount of testing they allow prior to merging live which helps you feel confident about the final merged document. There are so many support articles which really empower you to use it how you need to.

What do you dislike?

The only thing I would change about it is the main website and maybe stating what it can and can't do. Almost like showing real-life examples of something like a contract process and where WebMerge fits into that cycle. They should also really highlight the vast amount of integrations they have.

Recommendations to others considering the product:

Use the support articles and read the comments. They have done a great job to help you answer your own questions.

What problems are you solving with the product? What benefits have you realized?

We are creating our contracts using their integration with Salesforce and DocuSign. I am looking to expand it to further personalize our client experience.

...more
Administrator in Non-Profit Organization ManagementSource : g2crowd.com
(Reviewed on 20 August 2019)
"Easy to Cofigure"

What do you like best?

Webmerge is extremely easy to configure. the app works exactly as advertised

What do you dislike?

My organization's forms are complex, so the mapping takes a while. It would be great if Webmerge integration with FormAssembly automatically generated a PDF form/document.

What problems are you solving with the product? What benefits have you realized?

Integration with FormAssembly and Salesforce

...more
Fritz SSource : g2crowd.com
(Reviewed on 20 August 2019)
"WebMerge is great!"

What do you like best?

We really like the ability to customize what we need to use in their dashboard.

What do you dislike?

We haven’t had any issues at all As this has solved all the challenges we were facing without it.

Recommendations to others considering the product:

It is by far the best tool we found for the job in that entire sector

What problems are you solving with the product? What benefits have you realized?

We used their dashboard to create A customized automation

...more
Josh Karl LSource : g2crowd.com
(Reviewed on 20 August 2019)
"Love it"

What do you like best?

Connected well with our CRM. We automated a time consuming task.

What do you dislike?

Nothing. Webmerge has been a great partner.

Recommendations to others considering the product:

Nope

What problems are you solving with the product? What benefits have you realized?

Streamlined Zoho form to CRM

...more
Michaela SSource : g2crowd.com
(Reviewed on 19 August 2019)
"Webmerge = Game Changer"

What do you like best?

We use WebMerge with Formstack to seamlessly integrate document automation. As a user, I have full control over the look and feel of our document and can manage the process internally.

What do you dislike?

So far I have no dislikes with WebMerge.

What problems are you solving with the product? What benefits have you realized?

We are streamlining intake processes, document automation and improving our firm's efficiency.

...more
Administrator in Real EstateSource : g2crowd.com
(Reviewed on 19 August 2019)
"A Sales Team's Best Friend"

What do you like best?

The simplicity and flexibility of the document design tools, as well as Zapier integration.

What do you dislike?

I wish it was easier to track monthly usage.

Recommendations to others considering the product:

Great tool, easy to set up and implement.

What problems are you solving with the product? What benefits have you realized?

Integration with Zapier means we can easily churn out agreements that pull in lead data from a variety of other platforms like Wufoo, Airtable, etc on demand in seconds.

...more
Read All Reviews

Videos on WebMerge

Demo - Introduction to WebMerge
Demo - Introduction to WebMerge
Build a Data Capture Form

WebMerge Screenshots

screenshots
screenshots
screenshots
screenshots
screenshots
screenshots
screenshots
screenshots
screenshots

Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com