Salesmate CRM was designed to boost your sales process and provides built-in automation tools to help you close more deals faster. At Salesmate, we always try to deliver something extra that gives added value to our customers.

Sales automation is one of the core features of Salesmate that can boost up the sales process and reduce time spent on tedious busywork. Adding value to this eye, introducing Salesmate CRM and Webmerge Integration to automate creating custom business documents like PDFs, Word Docs, Presentations, and much more.

For those who don’t know WebMerge

WebMerge is an online platform that streamlines paperwork, custom document creation, and distribution process. You can build new documents within the WebMerge, or upload a fillable PDF, Doc, Excel or Powerpoint PPT. WebMerge can be a great asset to your business for creating customized documents, HTML templates or adding dynamic content.

Salesmate and Webmerge Integration Benefits

The integration lets you instantly populate contracts, agreements, letters, quotes, proposals, and any other sales documents you need to close deals and form mutually beneficial partnerships.

Top reasons why you need to use Salesmate & Webmerge:

  •       Streamline the way your sales reps create documents
  •       Create consistent documents that make your company look professional
  •       Spend more time selling, less time on admin work

Webmerge and Salesmate work hand in hand helping streamline your sales process. First, you will need to create your professional documents in Webmerge. Using Webhooks or Zapier, you will be able to push variables from Salesmate into your Webmerge documents. You can define what triggers you want your documents to be created in Salesmate. Some examples are when you move your deal into another stage or update a custom field in our system.

Recommended Readings                                                                                       

  1.      Salesmate Webmerge Integration Page
  2.      Salesmate Document Generation Made Easy
  3.      Webmerge Help Docs
  4.      Automatically Populate Customized Quotes for Deals in Salesmate

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Sruti Raizada

Sruti Raizada

Digital Marketing Manager