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webmerge.me

Contract and Applications for Insurance | WebMerge

https://www.webmerge.me/solutions/insurance

By integrating WebMerge into their document workflows, insurance companies can automate their most time-intensive document preparation processes. Brokers and agents alike can quickly generate standardized documents that reduce human error and minimize approval times. Not all policies are built alike, but with WebMerge brokers can quickly create a customized policy based on factors for that specific customer. Factoring in coverage amounts, age, state they live in, and more. Vortex Web Solutions, LLC.

webmerge.me

Document Delivery Options | WebMerge

https://www.webmerge.me/deliver

WebMerge offers flexible delivery options for your merged documents. Automatically save your documents to Box's secured cloud storage. Save your populated documents to Dropbox and sync with your devices. Easily share documents on Google Drive with the rest of your team. Save your populated documents to Egnyte and sync with your devices. Automatically save your populated documents to NetDocuments. Generate documents and get them signed on any device with SignNow. Vortex Web Solutions, LLC.

webmerge.me

Document Generation for Financial Services | WebMerge

https://www.webmerge.me/solutions/financial-services

WebMerge for Financial Services. WebMerge makes it easy for banks, lenders, wealth management companies, and others in the financial services to quickly generate, review, and deliver documents to their customers. With simple integrations and flexible document types you can generate customized loan applications, customer notices, and more in a matter of seconds. Raquo; Financial Services. Solutions for Financial Services. Raquo; Get Your Entire Team Using WebMerge. Raquo; Proposals Made Easy.

webmerge.me

Contract Automation for Sales | WebMerge

https://www.webmerge.me/solutions/sales

WebMerge for Sales Teams. WebMerge helps sales teams all over the world get back to what they do best - sell! With WebMerge, your sales team can spend less time creating sales sheets, presentations, contracts, and spend more time with customers. Presentations and One Sheets. Quickly generate PowerPoint presentations and sales sheets that have specific information for the prospective customer. You can even include their logo and branding for a few extra brownie points! Vortex Web Solutions, LLC.

webmerge.me

Contract Generation for Procurement | WebMerge

https://www.webmerge.me/solutions/procurement

WebMerge makes document management a breeze for procurement teams. With easy to use data collection and powerful delivery options, WebMerge can streamline contract processes and other approval workflows. Contracts / Statement of Work. Virtually eliminate the time it takes to generate contracts, send back and forth for approval, then pass along to the signer. By using a standard template, you can generate documents in seconds and send directly for signature. Vortex Web Solutions, LLC.

webmerge.me

Document Assembly for Marketing | WebMerge

https://www.webmerge.me/solutions/marketing

Integrate your marketing team with WebMerge to streamline your communication with current customers and prospective customers. Quickly generate special offers, customized branded materials, and more. Customized and Branded Materials. WebMerge helps marketing teams quickly create customized marketing materials for prospective clients and customers, and deliver them with a click of a button. Special Offers and Coupons. Raquo; Automate Your Coupons and Special Offers. Raquo; Ditch the Paper and Pencil.

webmerge.me

Contract Generation | WebMerge

https://www.webmerge.me/solutions/contract-generation

WebMerge for Contract Generation. Utilizing WebMerge for contracts can be a great way to save you precious time and money, while ensuring that everyone on your team is using updated contracts and minimizing human errors. Easily cut your document preparation time down to a few minutes. Raquo; Contract Generation. Solutions for Contract Generation. Raquo; Automatically Generate Customized Contracts. Raquo; Create Sales Contracts from Infusionsoft. Raquo; Generate Dynamic Contracts from Podio.

webmerge.me

Document Automation for Administrative Staff | WebMerge

https://www.webmerge.me/solutions/administrative

WebMerge for Administrative Staff. Empowering your administrative staff with the document automation of WebMerge will not only save you time and money, it will also reduce human data entry errors and free their time to work on more important tasks. Quickly create invoices, receipts, and more directly from WebMerge without having to sift through a Word template, print to PDF, then email or mail. Raquo; Focus on Your Business, Not Data Entry. Raquo; Save Time and Automate Your Document Creation.

webmerge.me

Integration and Document Building Services | WebMerge

https://www.webmerge.me/services

Get the extra help you need. WebMerge offers helpful services aimed to assist you with additional documentation and setup needs. We have strived to build a do-it-yourself platform, but many of our customers are simply too busy and don't have the time to build their documents. WebMerge is here to help. We'll assist you in creating a fillable PDF, importing your form or just guiding you to the finish line. Get A Free Quote! Try it Free Setup only takes a minute. No credit card required.

webmerge.me

Documents and Forms for Government | WebMerge

https://www.webmerge.me/solutions/government

Cutting costs and streamlining document generation for federal, state, and local governments could not be easier. With WebMerge, governments can easily collect data from online forms, generate completed forms, and even collect e-signatures along the way. By automating their document assembly, Federal governments are able to cut costs and reduce clerical errors. WebMerge is also an important ally in moving agencies toward paperless systems and processes. Raquo; Take Your Mail Merge Online.