Are you an existing WebMerge customer?
NewPath Consulting provides consulting services to existing WebMerge customers through our affordable monthly service plans as well as on a project basis.
We can assist with configuration, document design and conversion, connecting external systems via APIs, training and more to help you build the idea document automation process for your organization. To get started please schedule a free 30 minute consultation.
Are you just getting started with WebMerge?
If you are just getting started or have a particular system that requires automatic document creation and delivery, NewPath Consulting can build the necessary integration as well as walk you through the entire process. NewPath Consulting is a WebMerge certified consultant.
Our WebMerge Starter Pack includes the following:
- A project kick-off meeting to fully understand your needs
- Professional project management throughout the process with milestones, timelines, and regular review meetings
- Conversion of your documents to be WebMerge-ready
- Integration between your CRM or data system(s) to create dynamically filled documents
This WebMerge Starter Pack costs $1,500 with a subscription to one of our monthly service plans, or a fixed $2,500 fee, which will include training for your admin staff to take over the maintenance of the WebMerge system.
Try our sample certificate generation tool built with WebMerge to see how easily a digital certificate in PDF can be generated and delivered.
Never Copy and Paste Again! - More About WebMerge
With WebMerge, you can upload, merge, and deliver smart documents in a snap. If you have a Microsoft Office document or a fillable PDF file, you can create a document on the fly using data that comes from any data source including Salesforce.com, a form or another database system.
Merged documents can be securely delivered by email or routed to an e-signature system.
On average a small business creates 500 documents per month at 15 minutes per document. This works out to about 125 hours per month spent generating documents, at $18 per hour, the cost of generating document is $2,250. The equivalent WebMerge cost would be $200 per month, saving over $2,000 per month or about $24,000 per year.
Below is a sample of document types that can be automated with data from your existing systems:
In depth introduction and demo (20 minutes)