What is WebMerge?
WebMerge is a document creation solution that allows businesses to generate a vast array of complex documents with ease. The pixel-perfect documents that can be created include formats such as Microsoft Word, Excel, and PowerPoint; Adobe Acrobat and PDF; and HTML emails.
By bypassing the old-fashioned requirement for manual input and design, the documents created are sure to be robust, professional and error-free.
With the assistance of WebMerge, you’ll soon be able to produce sophisticated documents and presentations in just a fraction of the time it took before.
Features and benefits
As one of the most popular document generation applications available, WebMerge comes with a slew of benefits to help your business. First and foremost is its intuitive design and user-friendly functionalities. No matter what your level of technical prowess, you’ll quickly be able to learn how WebMerge works and will be able to generate documents and import / export data from Salesforce in no time.
Secondly, WebMerge makes it easy to create sophisticated documents by simply ‘pulling’ the relevant data from Salesforce. Documents can include Excel spreadsheets, brochures, contracts, PDFs, emails or even forms. This will help to save you countless hours on formatting and will also significantly reduce the possibility of human errors.
Finally, the WebMerge automation function also means that you no longer have to repeat the same tasks over and over again. In an effort to bolster productivity and efficiency, you’ll now have the ability to schedule tasks and operations that happen on a regular basis such as employee timesheets or contracts.
Cloud Industry solutions
Working side-by-side with your company, Cloud Industry’s passionate staff will assist you to set up, maintain and integrate WebMerge into your existing workflows. Beginning with template preparation, our team will organise the necessary WebMerge template and integrate it into your CRM interface. We will also provide full integration of your documents and sales processes, thus helping to eliminate some of the cumbersome processes associated with your day-to-day work.
Our expert team is also available to provide a plethora of other services such as Docusign integration and Mail Merge support. Such integration services will help to augment your business efficiency and ensure you are able to utilise each of the various solutions to their maximum potential. Finally, Cloud Industry’s support team is available by via phone and email for any ongoing support that may be required.