What is WebMerge?
WebMerge is a cloud-based document automation and reporting software designed to help businesses consolidate data from multiple sources into custom documents like proposals, reports, letters, labels, and more. It works by creating reusable templates in Microsoft Word, Adobe PDF, or HTML formats that contain merge fields mapped to data sources.
Once the templates are designed, WebMerge can connect to almost any kind of data source - CSV files, databases, XML feeds, online forms, Excel sheets etc. Users can upload data files or integrate with apps like Salesforce, Microsoft Excel, etc. to pull data. Using its drag and drop merge field feature, mapping data points to templates can be set up within minutes without writing code.
After establishing the data connections, template documents with placeholders can be merged with real data to generate ready-to-print outputs in bulk while preserving brand consistency and layout. The merged documents can also be shared as downloads or email attachments directly from the software.
Key features include:
- Intuitive editor for designing templates
- Tools for adding images, tables, headers/footers
- Creating templates from scratch or existing documents
- Bulk generation of documents in different file types
- Automated scheduled reports and merging
- Collaboration tools to edit templates with teams
- 500+ preset templates for common documents
- Integration with popular apps via Zapier
Overall, WebMerge is an easy-to-use automation tool to scale document generation and reporting processes. It's a cost-effective alternative to more complex and expensive enterprise-grade solutions. With its simple editor and automated workflows, WebMerge can save time and effort while standardizing business documents.
LibreOffice - Writer, DocuGenerate, docassemble, Cognito Forms, Carbone, Apache OpenOffice Writer, Docupilot, Woodpecker, FormSite, EDocGen, Zocuments, Plumsail Documents, Document Maker are some alternatives to WebMerge.