WebMerge
WebMerge is a document automation and reporting software that allows users to easily merge data into templates like Word docs, PDFs, and more to generate custom documents. It integrates with various data sources and automates document creation for businesses.
reporting
templates
automation
documents
pdfs
word
WebMerge: Document Automation Software
WebMerge is a document automation and reporting software that allows users to easily merge data into templates like Word docs, PDFs, and more to generate custom documents. It integrates with various data sources and automates document creation for businesses.
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.
WebMerge Features
Features
- Merge data into templates
- Supports Word, Excel, PowerPoint and PDF templates
- Integrates with data sources like databases, CSV, JSON, XML
- Schedule and automate document generation
- Create, manage, and store templates in the cloud
- Collaborate on templates with team members
- Embed logic and conditional formatting in templates
- API support for integration with other apps
Pricing
- Subscription-Based
- Pay-As-You-Go
Pros
Saves time by automating document creation
Flexible integration with data sources
Intuitive editor for designing templates
Scalable solution for high volume document output
Cloud-based for easy access and collaboration
Affordable pricing compared to alternatives
Cons
Steep learning curve for advanced template design
Limited built-in approval workflows
No native mobile app, web-based only
Lacks some enterprise-level security features
Official Links
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