Wer nutzt diese Software?
Kunden verwenden WebMerge vor allem für eine automatisierte Zusammenstellung von Dokumenten, um so Zeit zu sparen, die Fehlerzahl zu reduzieren und unternehmensweit für Konsistenz zu sorgen.
Durchschnittliche Bewertung306 Bewertungen
- Gesamt 5 / 5
- Benutzerfreundlichkeit 4.5 / 5
- Kundenservice 5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Startpreis $29/Monat
- Kostenlose Version Ja
- Kostenlose Testversion Ja
Cloud, SaaS, Web
Support währen der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2011
WebMerge automatisiert die Dokumentenerstellung, damit du nie wieder kopieren und einfügen musst. Profitiere von einer automatischen Zusammenführung von Daten aus der Cloud in PDF-Dateien, Word-Dokumenten, Excel-Arbeitsblättern und PowerPoint-Präsentationen, ohne auch nur einen Finger zu rühren. Willst du wissen, wie das geht? Ganz einfach: Du richtest in WebMerge ein Dokument (oder eine Vorlage) ein, nimmst eine Integration mit verbreiteten Services vor, um deine Daten an das Dokument zu senden, und erhältst von der Lösung eine zusammengeführte Kopie. Nahtlos. Automatisiert. Einfach.
- Elektronische Unterschrift
- Optische Zeichenerkennung (OCR)
- Werkzeuge zur Zusammenarbeit
- Archivierung & Aufbewahrung
- Drag & Drop
- Ferngesteuerter Dateizugriff
- Kontrolle des Genehmigungsprozesses
- Regelbasierter Workflow
- Digitale Unterschrift
- Mehrere Ausgabeformate
- Verfolgung von Interaktionen
Die hilfreichsten Reviews für WebMerge
Bewertet am 2.11.2018
Best Document Generator for SFDC
We had been using Salesforce's built in quote document tool to create customer facing documents. Anyone that has used it knows of the limitations of that feature of SFDC. I researched and discovered WebMerge. Installed it in our sandbox and had it running in minutes. They have an extensive trial period and after a few days realized it was the perfect affordable solution. Our documents look professional. Plus being able to use the document routing allows me to merge multiple documents into one. I am pulling in technical specifications from AWS S3 and merging into my quotes to create 1 document to give to the customer. WebMerge also helped me with the settings in AWS S3 to allow only WebMerge to access my data bucket.
I know there are many undiscovered uses that I am going to have for this product. Plus flexible pricing. You pay for number of merges - not number of pages.
The more I use this product, the more i find out new things that it can do. Extremely flexible document template creation. Can use your own MS Office documents for templates or create using WebMerge template builder. Extremely easy to get up and going in a few minutes by uploading an existing Word document with merge fields. The ability to add logic to the templates (formatting,hide fields,sort,etc) is a game changer. If the data is in SFDA, you can get it into a WebMerge document. Another feature that makes this product unique is that you can include a custom SFDC SOQL query in your mappings to merge in almost anything from SFDC.
Even as great as the software is, the support is even better. You submit a case and almost immediately get a response and a solution. If you post a question, you get a response almost immediately. WebMerge will email and and respond to your emailed replies. They will help you until you get a resolution/solution. They will give helpful tips about how to tackle your use case. I bet I emailed them a few times a day with different questions and they replied each time with support.
I cannot explain how helpful this product has been to me to accomplish what I needed to do and I am going to be able to do so many more things that I did not realize. Also a lot of helpful articles on their website.
Nachteile: Not really anything. If I had to pick something, when uploading a template to WebMerge - if you do get an error message at times it might be cryptic and hard to decipher but your error is usually easy to pick out of the message.
Bewertet am 9.8.2018
Streamline workflows and
Vorteile: WebMerge is an extremely valuable tool our business has been using for almost 2 years now. Prior to utilizing WebMerge we had numerous individuals manually creating invoices as both Excel and PDF documents. Once the documents were created the individuals had to manually place them in folders in DropBox, on a server and/or e-mail them to clients. The process was tedious and time consuming to say the least. With WebMerge these processes are now completely automated! This has increased efficiency, cut costs, and allowed individuals to focus on more important parts of the business. The time and money that it has saved us is tremendous. Additionally, the customer support has truly been amazing. In the rare instance we encountered a technical issue/had a question/requested custom service the typical response time to a support ticket was less than 2 hours (around an 45 minutes to 1 hour in most cases). After the initial reply the support team typically responded to follow-ups within a few minutes. They worked with us and had a solution/answer for everything. The customer service is truly is professional and top-notch. Overall, WebMerge is an amazing tool that has automated many aspects of our business and we keep finding more ways to integrate it into our growing business needs and expanding brands. I looked at other programs before eventually deciding to go with WebMerge and while there are similar platforms, none of them quite matched what WebMerge can do and continues to do in order to help our business succeed.
Nachteile: I personally don't have any negative remarks about WebMerge at this time. However, I can say that when I have recommended it to others that the price is usually the one thing that they look at as too expensive. Depending on your business needs I guess I can see that, but the reality is that you are going to be saving way more in labor costs while increasing efficiency and decreasing errors caused by human entry. With that said, the one thing I would note here from my conversations when recommending this to others is that they wish there were more tiered pricing options. Some stated they wanted to use it but wished there were more tiers so that they wouldn't have to jump up to a higher priced tier and pay for more document merges then they would be using every month.