SOURCE: WebMerge


July 15, 2014 08:00 ET

Investment Firm Implements WebMerge, Increases Productivity

Online Documentation Software Cuts Down 20-40 Hours per Month of Work

MANHATTAN BEACH, CA--(Marketwired - July 15, 2014) - WebMerge, the leading online document automation platform, goes head-to-head with traditional operational processes to provide a streamlined system for businesses. While businesses may focus on more appealing opportunities to increase efficiency, WebMerge reveals that overlooking their documentation process could be why several of these businesses have trouble accelerating their growth.

"WebMerge solves a very specific, yet easily neglected process in a business," said Jeremy Clarke, WebMerge founder. "No one likes talking about documentation, and it isn't exactly the keystone of your business strategy. However, when you add up the amount of hours spent on creating, approving and sending documents to employees and customers, it becomes an obvious problem that needs to be solved."

WebMerge removes manual work for users by syncing directly with online form builders such as Formstack and Gravity Forms to collect information. Once the information is collected, users can then create a templated PDF or Word Document in WebMerge and directly email it to a team member or send it to a cloud-based folder in Dropbox or Box.

Asset Dedication, an investment management firm and current WebMerge customer, provides portfolio management and back offices services for various financial planning firms, which require constant documentation creation and processing. The team had previously been using a combination of DocuSign and Word, but switch to WebMerge when they realized their current solution was wasting too much time, disabling them from providing the best customer service.

"We view the combination of WebMerge, Formstack and RightSignature as a capacity strategy more than a growth strategy," said Daniel Yeoman, director of operations at Asset Dedication. "Our clients experiences are more consistent and intuitive now."

Yeoman reports that their team saves approximately 20-40 hours a month since they implemented WebMerge.

"I have stopped thinking about errors being made in the document creation process," said Yeoman. "And as we continue to grow, we will use these programs more because they allow us make our document creation process more accessible, scalable and consistent."

About WebMerge
WebMerge streamlines the entire documentation process, leading to hyper-productivity and gained peace of mind. With WebMerge, users can automatically merge data from the cloud into a PDF, Word document, Excel spreadsheet, or PowerPoint presentation in minutes and integrate with Salesforce, ItDuzzIt, Formstack GravityForms, FormAssembly, Zapier, and more. To learn more about how businesses stay organized, improve customer relations and increase productivity with WebMerge, visit or follow @WebMerge on Twitter. For press inquiries, please email

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