WebMerge and Salesflare
Generate documents merged with online data.
How to connect WebMerge
- Via Make — 2 modules available. Set it up ↗
About WebMerge
Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
Features
- Create templates for document merging
- Import Office and PDF template files
- Merge data into template and save as documents
- Automatically export and send filled template documents
- Use logic and dynamic content to make customized documents
- Upload data to create merged documents manually
Pricing
WebMerge is now Formstack Documents. Pricing depends on document volume and/or Formstack product bundle; use the current Documents pricing rather than the legacy WebMerge tiers. Current pricing.
WebMerge operations on Make
Actions (2)
Things Salesflare can make it do
- Merge Data Route — Send data to your Data Route
- Merge Document — Merge your document with data
Screenshots
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