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WebMerge

From EverybodyWiki Bios & Wiki



Industry: Software as a Service (SaaS)

Founded: 2011

Key People: Jeremy Clarke (Founder)

Website: webmerge.me


WebMerge is a document generation software company that specializes in document automation and creation. Users can merge data from the cloud into custom PDFs, Word documents, Excel spreadsheets, and PowerPoint presentations. [1] The solution is used by businesses to create smart documents across many industries and departments, including sales, marketing, legal, accounting, government, and more. Founded in 2011, the automated document assembly software was created by Jeremy Clarke, and serves customers in over 30 countries.

History

WebMerge was founded by Jeremy Clarke in 2011 as a way for businesses to populate documents with online form data. Since its launch, the document generation platform has expanded to provide horizontal solutions across many industries, including finance, education, healthcare, real estate, and nonprofit. Currently, the platform provides document creation automation services to customers in more than 30 countries.

Software and Services

WebMerge enables businesses to automate the creation and distribution of a variety of smart documents, including contracts, proposals, applications, tickets, invoices, quotes, and more. Users can create documents from scratch or upload their own files for use in their workflows. The document automation platform is built on an open API that allows documents to be generated from any system in the cloud. [2]

After documents are created, users can choose multiple delivery methods, such as sending files via email or routing them to a third-party integration. The document generation platform integrates with over 100 different applications, including CRMs, cloud-based services, email marketing platforms, and e-signature solutions. Other product offerings include fillable PDF forms, dynamic formatting, HTML document builders, conditional logic and deliveries, team collaboration tools, and data routing. [3][1][2]

[3]

References[edit]

  1. Clarke, Jeremy (February 17, 2016). "WebMerge Joins the Cirrus Insight Inbox™ Apps Marketplace". Marketwired.
  2. Clarke, Jeremy (August 21, 2014). "WebMerge Users Process Over Two Million Documents". Marketwired.
  3. Miles, Stephanie (April 10, 2014). "WebMerge Review – Create Documents on the Fly". GetApp.


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