Formstack Documents (formerly WebMerge)

Formstack Documents, formerly known as WebMerge, is a powerful tool designed to streamline your document creation and management processes. It helps businesses automate the generation, storage, and delivery of documents, saving valuable time and reducing the need for manual data entry. Whether you're dealing with invoices, contracts, applications, or reports, Formstack Documents can take your data from various sources and seamlessly merge it into professional documents.

The software is versatile and integrates smoothly with a wide range of other applications you probably already use, including CRM systems, online forms, and cloud storage solutions. This means you can easily pull in data and send out documents without switching between different tools or platforms. Automation is the cornerstone of Formstack Documents – set up your document templates once, and the software does the heavy lifting for you. Every time new data comes in, it gets transformed into a polished, ready-to-use document.

Security is also a top priority. Formstack Documents ensures that all your documents are safely stored and can be securely delivered to clients, partners, or employees. If you work in a field with specific compliance requirements, like healthcare or finance, you'll appreciate the extra layers of protection that keep your data confidential and secure.

Setting up and using Formstack Documents doesn’t require a technical background. It's designed to be user-friendly with intuitive interfaces and straightforward workflows. You can start small with a few simple templates and gradually expand your use as you get more comfortable, or dive straight into complex automation depending on your needs.

In essence, Formstack Documents helps you eliminate the hassle of repetitive document tasks, allowing you to focus on what truly matters—growing your business and serving your customers.