The Power of Formstack + WebMerge

Written by Lacey Jackson on June 12, 2019

Posted in Workflow Automation

Here at Formstack, we strongly believe that well-designed documents shouldn’t take hours of manual data input to create. Formstack is here to transform how you collect data and put it to work. Now that WebMerge is a part of the Formstack productivity platform, we’re transforming how you automate and manage documents.

Since we’re so excited to bring you the combined power of Formstack and WebMerge, I thought I’d take some time today to show you some of our favorite ways to put these two tools to work.

Who is it for?

Formstack and WebMerge work for everyone! If you collect data that you want to share in branded, well-designed documents, this is the toolkit for you. Some of our most frequent users come from these industries:

  • Real Estate
  • Legal
  • Healthcare
  • Sales
  • Marketing / Event Planning

What are some of the most popular ways to use it?

Glad you asked! Here are some of our favorite use cases for Formstack and WebMerge together.  

Create a clutter-free desk for your leasing agents.

Real estate and leasing agents deal with A LOT of documents. From rental applications to lease extensions, the paperwork can pile up pretty fast. Formstack and WebMerge will take your desk from a hot mess to clutter-free with a few simple clicks.

With Formstack’s mobile-friendly forms, your clients can provide the necessary data using their phone. WebMerge will automatically convert the submitted form data to beautiful PDFs branded with the logo and colors of your organization. With WebMerge’s completely customizable delivery system, you can have a copy of your document sent back to your client as well as to your staff for review—all without a single trip to the printer.

Read More: Streamline the Collection of Rental Applications with Formstack and WebMerge

Modernize your legal firm.

For those in the legal industry, manual data entry has become a way of life. Across dozens of pages in dozens of documents, staff are often repeatedly typing the same information. If you’re ready to start automating some of these tedious processes to free up valuable time, Formstack and WebMerge are the tools for you.

Formstack lets you painlessly collect data from clients (and send reminders), and WebMerge automatically populates your templated documents, such as NDAs, client agreements, and invoices. With WebMerge, you can integrate with your favorite tools, like the law firm software Clio, or eSignature platforms. Once you’ve populated your templates with your form data, you’ll probably want to collect signatures to seal the deal. Signatures collected using Formstack are stored as image file uploads. You also have the option to send your populated documents to your signature tool of choice.

Take the pain out of event planning.

Need to generate tickets for your next event or populate certificates for a contest? Look no further than Formstack and WebMerge for your event document generation needs.

Formstack makes it easy to embed your marketing forms on your website so clients can sign up for your event or contest easily. And we’ve got you covered if you need to collect payment for your event. With WebMerge’s Data Routing feature, you can automatically send incoming data to multiple templates. Once you’ve collected registration and payment for your event, you can generate a ticket and an invoice for your clients without lifting a finger.

You can even define specific conditions (based on logic) that determine which documents to run. Just create a data route in your WebMerge account and then define your rules and settings. This will determine how and where the data submitted in the forms will populate your WebMerge files.  

Read More: Simplify Your Event Ticket Generation with WebMerge and Formstack

Simplify your sales process.

Unlike healthcare or law, sales has been consistently at the forefront of technical adoption. CRMs get more advanced every day, but this means some standard functions get left behind. Document automation is one of the first things to fall by the wayside. Formstack and WebMerge make sales document automation a breeze. You can easily populate sales invoices, presentations, contracts, and more.

Of course, your CRM is the source of truth for your organization. That’s why both Formstack and WebMerge integrate with many of the top CRMs to keep you doing your best work.

If you’re looking to add document generation and automation to your organization, it’s hard to beat the power of Formstack and WebMerge. WebMerge is an awesome tool that allows you to export your form data and create a clean document or PDF from it. Essentially, you could have customers, employees, etc. fill out a Formstack form, sign their name, and that data will be automatically sent to your WebMerge account where you can email it to staff for review, save it to your computer or cloud-based storage platform for future reference, or integrate it with your favorite software. You can even print it out, if that’s what you’re into.


If you’re ready to step up your data management process, it’s time to try Formstack and WebMerge. You can take WebMerge for a spin with a 14-day free trial today.