WebMerge is a document generation software solution that is designed to automate all paperwork processes. It does this through a multitude of features integrated in its system, all catered to simplify document management. Data from the cloud can be easily uploaded and updated into the solution, such as word documents, excel spreadsheets or PDFs.
WebMerge is an ideal software for all kinds of industries since companies and organizations deal with data in their daily operations. The purpose of this software solution is to eliminate the need for manual data entry, which can take up several hours and is still prone to errors. Instead of relying on outdated manual methods, users can experience an automated and streamlined document generation service.
WebMerge Features
Powerful document generation tools and features are a must-have in today’s corporate world. WebMerge boasts the ability to handle all paperwork processes within a single click, including document creation and management. As such, the solution facilitates several industries to minimize manual data entry and maximize overall workforce productivity through a range of features including:
Customizable document templates
Document creation is made easier with WebMerge’s customizable document templates. This provides you with the necessary flexibility required to keep you working smoothly and efficiently in your business. Available choices range from fillable PDF forms, Word documents, Excel spreadsheets, PowerPoint presentations, HTML document builder and HIPAA compliance.
Easy data routing
Regardless of the size of your company, you’re expected to disseminate vital information in your daily operations. With the easy data routing feature, you can pass on data to multiple documents at once. Additionally, this also allows you to control where and when these files are sent.
Multiple user access
Depending on your pricing plan, you can allow other people to have access to the solution. This gives them the ability to create and manage documents, perform merges and deliver emails to outside sources.
Flexible delivery options
This feature lets you decide on a few flexible delivery options. WebMerge can be integrated with different applications, such as Adobe Sign, HelloSign, NetDocuments, ShareFile and more. This makes it easier for you to send important documents quickly and efficiently.
Dynamic content
Dynamic content refers to WebMerge’s ability to dynamically create customized data based on what is being collected.
WebMerge Benefits
When you’re working in a company that deals with lots of information, keeping track of and managing paperwork can be difficult. As a result, most organizations and small businesses have already turned to document generation software solutions to simplify these processes.
Centralized and updated document database
With WebMerge, all of the data and information you upload online is immediately put into a centralized and updated document database. A single location allows you to share documents easily and efficiently. You can even give certain team members access to the system, allowing them updated details and facts.
There are a few methods in uploading vital data to the cloud. First, you can integrate any existing spreadsheets or drives with WebMerge. Second, you can upload your data using CSV. Lastly, you can even manually input the data. However, it’s best to integrate other applications so that once you update from one source, the rest will follow shortly.
Easier file delivery
When you use WebMerge, you are given a variety of file delivery options. This includes but is not limited to Adobe Sign, Amazon S3, Dropbox, Google Drive and more. You can set certain requirements and settings to ensure merged documents are passed onto your desired recipients.
Well-protected company data
Knowledge is power, as everybody knows, which is why company data is considered confidential from an outsider’s point of view. To minimize the risks of leaks or even hacking, WebMerge software solutions are protected behind firewalls and 24/7 monitoring. Additionally, as another safety measure, all information you store within the system is encrypted with 256-bit encryption. This lessens any slip-ups or errors which can potentially allow outsiders to view your data.
Seamless integrations
Having other platforms working alongside WebMerge is another benefit users get to experience. This is helpful in terms of maintaining a consistent paperwork process. When you upload data from a certain source, it should also pass on to the other sources as well. A few examples of third-party integrations that are supported in WebMerge are CudaSign, RightSignature and Zapier.
WebMerge Pricing
WebMerge, like many software solutions, offers free trials of their products as a way for their audience to test out their features. It doesn’t require you to input any credit card information. Other than freemiums, this solution provides users with a variety of options to choose from. Their pricing plans (Micro, Starter, Professional, Business and Enterprise) can be priced monthly or annually, depending on what you choose.
For the micro plan, users get to experience a non-profit discount with 30 merges per month with three templates. However, it’s only available for one user. If priced monthly, it costs $29 but if it’s annually priced then it costs $24 per month.
The next plan is starter, which is priced at $83 on an annual plan but $99 for the monthly one. It offers users 150 merges, 10 templates, third-party deliveries, data routing and data capture. It’s a non-profit discount and only allows two users in its solution.
WebMerge also has a professional plan with additional features, making it stand out from other options. It’s priced at $199 per month but can be lowered to $166 if you choose the monthly plan. It offers users 500 merges, 20 templates, third-party deliveries, data routing and data capture. Instead of only two users as mentioned in the previous plan, you can allow five users to make use of the system.
The last pricing plan WebMerge offers is the business plan. It’s expensive than most, due to the additional tools and features it offers. These include 2000 merges, 50 templates and up to 15 users. Additionally, it also has non-profit discount, third-party deliveries, data routing, data capture and priority support. It costs $399 per month but can be lowered to $333 if it is billed annually.
On the other hand, if you’re looking for a pricing plan with more specific features, then you can contact WebMerge for a personal enterprise plan quote. An enterprise plan is made available with more than 2000 merges, 50+ templates, 15+ templates and HIPAA compliance.
Conclusion
If you’re looking for a comprehensive online document generation platform designed to assist you in managing your paperwork, then you should consider WebMerge. Its most notable features range from customizable document templates and easy data routing to dynamic content and flexible delivery options. It’s fully equipped to handle your paperwork processes, reducing your workload and stress.
Aside from the aforementioned features, WebMerge has additional tools related to contact management, records management and case management. Having updated and reliable paperwork is critical across all types of industries. It allows you to work automatically and efficiently with easy access to data from the cloud.
