WebMerge Reviews in June 2025: User Ratings, Pros & Cons

MIGRATED TO Formstack Documents

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 ...

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.

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 ...

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

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

Webmerge is an valuable and adaptable tool for process optimization and maximising efficency

What do you like best? The conditional logic capability of Webmerge allows me to completely customize documents needed for my business, while still being formatted exactly how I want it to be formatted. What do you dislike? There is a bit of a learning curve, which is understandable given the customizability of the software and its capabilities. Sometimes the help articles provide links to external resources which aren't the most useful and sometimes didn't work. I've had more success ...

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

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 ...

Positive Feedback for WebMerge

What do you like best? Ease of execution is the leading feature of WebMerge. What do you dislike? I haven't experience any "dislikes" that warrant an entry. What problems are you solving with the product? What benefits have you realized? WebMerge is used to document our customers confirmations. This is essential for auditing and servicing.

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.