What do you like best?
What I like the best about WebMerge is it's clean and easy interface to merge source documents. You pass data in through your application of choice and WebMerge takes care of generating the PDF and passing it off to the next stage.
I've used other document generation tools but WebMerge with its field structure and quick integration with other apps, like Zapier have made it a staple in our business workflow.
It took me less than an hour to set it up, have documents generated and integrated with the Zapier app.
What do you dislike?
So far, I've used it for 4 months and having found nothing that I dislike about it. I prefer simplicity over complexity, easy of use versus power. And WebMerge provides that need.
I wish it was free but for a service that has greatly automated our workflow, I'll gladly pay for it.
Recommendations to others considering the product
There are plenty of "big cannon" tools out there which will solve every business problem out there, but if you need something that just works and can be implemented in a relatively short amount of time, then give WebMerge a try.
What business problems are you solving with the product? What benefits have you realized?
One of the largest expenses we have is creating name badges for all the volunteers who volunteer at our nonprofit. We have to get the list, export it to Excel and create a mail merge. Then print the document, assemble the name badge and ship it to the volunteer location.
WebMerge gets rid of that by providing an on-demand way to deliver a volunteer's custom name badge as an emailed PDF attachment which the volunteer can print on their own, cut out, and bring to the location where we hand them a name badge holder.
It's an elegant solution to a complex logistical problem we've been dealing for years. There's no waste and the volunteer can even ask for a re-printed badge if their name was incorrect. So we save money and time by having everything on-demand and electronic.
I have a Salesforce instance which sends out an outbound message when a required field is hit, Zapier receives it, sends the data to WebMerge which generates the PDF, I then have the PDF stored on a private Google Drive folder with a URL generated which is embedded in a custom email on Campaign Monitor.