Webmerge Salesforce Integration

WebMerge is a comprehensive online document generation platform created to help users streamline various paperwork processes. With the click of a button, they can generate documents without having to manually type or to copy data. It provides you with flexible document types, dynamic content, and delivery options that fit to your business needs.

People using Salesforce enjoys the benefit of keeping their data organized and streamlined their day to day operations. But even after using Salesforce, with every organization, there is lots of paperwork. Starting from creating documents, filling the forms, sending them to customers, employees spend hours on paperwork. To this rescue comes the Webmerge. It helps in shortening the time spend on paperwork to almost zero. Users can design templates for all the documents and automatically populates those templates with data from Salesforce. WebMerge streamlines the entire documentation process for organizations, thus leading to increase in productivity. With WebMerge Salesforce Integration the all possibilities are at your fingertips and you can uilt the right into your Salesforce organization, the WebMerge App can quickly generate the documents with a single click of a button.

Astrea IT Services is a Certified WebMerge Consultant. Astrea has been successful in integrating WebMerge with Salesforce and also implemented some custom business workflows. WebMerge can be used for automating the documentation part like generating the invoice, sending documents to the client, contract, agreement, etc. Use of WebMerge minimizes the tasks of copying and pasting the contents in order to create the document.

WebMerge, when used with Salesforce, provides user the feature to create their own dynamic document. It enables them to create any type of document they want to create with customizable options. They can choose a Word Document, Excel spreadsheets, PDF, PowerPoint presentation or create their own document using WebMerge’s simple document builder.