WebMerge Updates

WebMerge update · November 21, 2018

New for Our WebMerge Integration: Extract Data from PDF Files

Need an easy way to extract data from PDF fields? With WebMerge's new "Extract Field Values from PDF" action, you can easily grab information from PDFs and send it to the other apps you use most. Once Zapier detects a new PDF form in a service like Google Drive...read more
WebMerge mention · March 15, 2018

How to Automatically Print Shipping Labels

Odds are you learned how to address an envelope as a child, perhaps as a school exercise to send your parents a postcard. It's simple enough. Until you need to address 50 packages a day. That's when you'll start looking for a simpler solution. You could type...read more
WebMerge mention · February 15, 2018

The 8 Best Proposal Apps to Win Projects and Land New Clients

Every new client needs slightly tweaked copies of documents you've sent before. You could make new ones every time, but that takes up so much time. Copy old documents, though, and you run the risk of forgetting to remove a former client's details or to include crucial terms...read more
WebMerge update · August 10, 2017

WebMerge Updates: Use Zaps to Combine Files or Convert Them to PDF

Now you can do more with your documents, thanks to Zapier's updated WebMerge integration. Set up Zaps to automatically convert files to PDFs or create Zaps that automatically combine multiple files into a single document. That way, your documents are immediately ready to share without spending time manually editing...read more
WebMerge mention · May 12, 2016

How to Create Effective Document Templates

Every week brings new projects, emails, documents, and task lists. How much of that is completely different from the work you've done before? Odds are, not much. Many of our day-to-day tasks are variations on something we've done hundreds of times before. Don't reinvent the wheel every...read more
WebMerge update · May 9, 2016

Create WebMerge Documents, Then Put Them to Use with Multi-Step Zaps

Download Files for Newly-Created Document Merges If there's one thing that is sure to slow down any process, it's paperwork. That's why so many professionals automate their paperwork with Zapier and WebMerge. Teams eliminate manual work and save time with WebMerge Zaps like these that automatically create...read more
WebMerge update · April 8, 2013

Generate PDFs Automatically With WebMerge

Generating PDFs is a pain. Especially if you have to generate a lot of them with dynamic data. That's where our friends at WebMerge come in. WebMerge automates the creation of dynamic PDFs. Upload your own "fillable" PDF, Word DOCX, or use the WebMerge document builder to create a...read more
Shaun Takenouchi
Written by Shaun TakenouchiLast updated May 28, 2018

“Time is money” is a saying that's absolutely true in business. The less time spent on the mundane tasks, the more time to spend on the bottom line. And one of the worst mundane tasks is filling in template documents.

If you regularly create contracts, invoices, rental agreements, or any other documents, copying the data from a form or application and pasting it into a Word document is time consuming at best, error-fraught at worst. That’s why you need WebMerge. It’s an app that helps you collect customer data, automatically import it into a template document, then create a customized document or PDF to save or share with that contact.

WebMerge needs two items: a template document and the information to merge into it. You can upload an existing template Word document, PDF file, Excel spreadsheet, PowerPoint presentation, or HTML file for a document. Or, you can make your own template from scratch in WebMerge. When creating the template, you indicate which fields you would like to merge with {$_____} fields. For example, if you want to capture the date, you would have {$date} as one of your fields in the template, right at the spot where you want the date text in your document.

Once your document template has been created and uploaded to WebMerge, you then indicate what data you want to collect, and where you want to send the merged document. WebMerge turns your template document's fields into a form where you can customize what data you would like to add to the document.

You can also use rules to indicate which document the data entries should go into. For example, say you collect a name, address, and phone number for a customer, and you want to create both a contract and an invoice using this information. You can use the data routing feature to route this information to both documents automatically. Then, you can choose what to do with the the finished documents: save them in Google Drive or Dropbox, perhaps, or email them to a specific address. The document can also be sent to signature apps, as a quick way to create a contract from a template and have it sent to a client to get their signature.

Now that all of the set up for your merged document has been completed, you can gather your data into the document templates. WebMerge provides you with a few different ways to do this. Each template you create comes with its own unique URL that can be used as a form to fill in the information you need to create custom documents. You can also upload data you gather manually in a .csv spreadsheet file. Or, you can use Zapier integrations to pull in data from hundreds of apps online forms to build documents. For example, I use a Zapier integration that takes the information from a Jotform form and pulls it into a contract template in WebMerge, then emails the finished contract to the customer.

WebMerge is one of those apps that you may not realize how much of a time saver it can be until you actually use it. If you’re constantly filling out the same document templates by hand, you should give WebMerge a try. It’s can be a huge time saver—something that can help turn your time back into money.

Originally published November 23, 2015; updated May 28, 2018 with new pricing and features.

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