Free your sales team from repetitive, time-wasting document creation and management with a PipelineDeals WebMerge integration. Prepare and send forms in just a few easy steps. Create and import documents into WebMerge and automatically populate them with customer data from your PipelineDeals CRM. After documents are signed, you can receive, review, and store them safely.
You can build whatever you need within WebMerge. Simply upload or create your document templates, customized in dynamic Word, Excel, PowerPoint, or fillable PDF formats.
WebMerge automatically imports data from your PipelineDeals CRM account to generate and populate your documents accurately in mere minutes.
You can send documents to anyone, anywhere; via email directly from PipelineDeals – or you can opt for third-party integration. Get more contracts signed and win more deals!
Try PipelineDeals FREE for 14 days.
