Webmerge: Merges for the multitasking agent
For those who remember Webmerge’s beginnings, it was, in fact, a late entrant to the world of document generation. Seeing that it has since consolidated its position as a leader in this space, warrants mention. Simplified Document Generation is an important part of any growth strategy that seeks competitive advantage through time-savings and consistency.
What is WebMerge?
Essentially, Webmerge is a document creation software meant to shave off time spent on manual data entry, copy-paste activities, and form entries through an automated process for document creation by blending Salesforce CRM data (from both Custom or Standard objects ) into a WebMerge document format of popular choice such as Word files, PDFs, PowerPoint presentations, and spreadsheets.
It chiefly aims at dynamically creating single-click professional documents. Besides automated document generation, it also offers multiple delivery choices, including email, the cloud, and 3rd party apps that lend themselves to easy integration with sales rep workflows.
Here’re some highlights of the platform:
Pros of Using Webmerge for enterprise documentation
More obvious pros of using WebMerge
- Reduces manual errors
- Hastens sales closing, follow up cycles, compliance
- Impactful, one-click Proposals, Quotes, Receipts, Reports, Forms, Applications, Agreements, Certificates.
- One-stop documentation solution
- No more manual entry
- End-to-end process automation through templating,
- Streamlined paperwork processes
- Document/auto-fill, population
- Document Delivery automation
- Provides Legroom with type, content, and delivery
- Data merge for Objects
- Support for all popular document format
- Versatile document creation
Lesser-Known Pros Of Webmerge Usage
- More Manageable, Relevant Strategic documents.
- Consistent, professional graphical representations.
- Control and schedule where files go out.
- Supports Logical conditions to filter intended recipients, especially for sensitive documents.
- Allows customization of documents with dynamic updates, managed access
- Third-party integrations bring over fields while giving you control over appearance.
Templating
Right out of the gate, this is an agent’s best friend. Not to mention the fact that the documentation process doesn’t start over from scratch for each customer saves the bulk of their follow-up time by eliminating manual data entry almost entirely.
Additionally, reps can upload templates in popular formats(Fillable PDF Files) and shoot out documents anywhere from the editor.
Merges and PreFilling
In truth, this is what makes the templating tick and really pay off. The ability to populate data from apps, spreadsheets, CSVs, or APIs rapidly takes document automation several strides further and brings competitive advantages even closer. Even more, for faster go-to-market strategies, you can merge smart documents with existing ones too.
Apart from this, you could even fill and print out PDFs in prefilled, printable PDFs with fields to cut down on conversion steps often involved in reaching the desired document format.
Popular use cases and Document types
We won’t go as far as calling document generators sliced bread.
But most cutting edge document-based operations in any department or vertical do hinge on smarter, collaborative documentation.
Some common use cases include auto-populating regulatory, compliance forms, ticket raises for events and gatherings, and professional graphical representations for project proposals. All this, besides the most common use case – unmissable, secure Intake forms.
Overall, it lets you streamline document customization and workflows.
You can now create maintainable, complex agreements with multiple parties, automatic sections, and hundreds of variables and conditions for faster service agreements. This, in turn, spells much shorter closing times and direct competitive advantages and more business.
Furthermore, you can co-edit documents, walk your customers through forms, responses, and contracts, and make changes dynamically. The flexibility in document delivery also carries over to WebMerge’s support for a host of fast merge options.
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