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WebMerge - Document Generation for Contracts, Proposals, Quotes and more

Starting at $29 USD per company per month Volume pricing starting at 100 documents per month

Discounts available for nonprofits

Rating

(105)

Listed On

4/22/2014

Latest Release

8/9/2018

Merge your data into a PDF, Word, Excel, or PowerPoint in seconds

WebMerge automates your document creation so you can get back to business. Automatically merge Salesforce object data into a PDF, Word document, Excel spreadsheet, or PowerPoint presentation in an instant. Never copy and paste again!

  • Customize and Automate Your Document Creation
  • Merge Salesforce Data into a PDF, Word, Excel, or PowerPoint in Minutes
  • Seamlessly Integrate Your Document Delivery in the Cloud
Want to know how it works? In a nutshell, you will set up a document (or template) in WebMerge, integrate with your Salesforce objects, and we’ll populate data into the document. Seamless. Automated. Easy.####With our various document types you can create professional looking documents that fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word document, Excel spreadsheet, or PowerPoint presentation, we’ve got you covered.####Never copy and paste information into a contract, proposal, quote, invoice, or report again! It's like Mail Merge, but better!####Sending the merged document through your workflow couldn’t be easier with our powerful delivery options. From sending the document via email, saving it in the cloud, or sending it to another 3rd party, the possibilities are endless.####Setup is a snap and you'll be up and running in minutes. You can seamlessly integrate any of your existing templates!####With WebMerge you can easily automate your contracts, simplify quotes, streamline proposals, generate reports, and much more.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 7
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support

Additional Information

Package Name
Webmerge
Version
Summer 2018 / 1.232.0
First Release
4/22/2014
Latest Release
8/9/2018
Languages

Customization Guides

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