WebMerge Salesforce Integration

Astrea IT Services is the Certified WebMerge Consultant and also has been successful in integrating the WebMerge with Salesforce. We also implemented some of the custom business workflows. WebMerge is one of the comprehensive online document generation platform which is just created to help the users to streamline various paperwork processes. With the single click of the button, the user can easily generate the documents without having to manually type or to copy the data. It also provides you the flexible document types, dynamic content and also the delivery options which is also fit to your business needs. WebMerge can easily be used for automating the documentation part as well as in generating the invoice, sending the documents to the client, contract, agreement, etc. WebMerge easily minimizes the tasks of copying and pasting the contents in order to create the document.

 

WebMerge when used with the Salesforce also provides the feature to the user to create their own dynamic document and it also enables them to create any type of the document they want to create with customizable options. The user can easily choose different document as Word Document, Excel spreadsheets, PDF, PowerPoint presentation or create their own document using WebMerge’s simple document builder. With the Webmerge Salesforce Integration every type of possibility are at your fingertips and you can also easily built the right into the Salesforce organization. Also the WebMerge App can quickly generate all the documents with a single click of a button on the system.

Many people who are using Salesforce technology are enjoying the benefit of keeping their data organized and also streamlined their day to day operations. After even using the Salesforce with every organization, there is also lots of paperwork and as starting from creating the documents, filling the forms, sending them to customers, employees spend hours on paperwork. For this rescue, the Webmerge helps the users in shortening the time spend on the paperwork to almost zero and also the users can design templates for their documents and automatically also it populates those templates with data from Salesforce. WebMerge easily streamlines the entire documentation process for the organizations and also thus it leading to increase in productivity.