Need an alternative to WebMerge?
Switching from WebMerge (now Formstack Documents) to PandaDoc gives you everything you need to create and manage your essential business documents. Read on to get our take on how WebMerge and PandaDoc handle document management, project management, and word processing within their respective document management platforms.
|WebMerge (now Formstack Documents)||PandaDoc|
|Document Creation and Generation|
|Create Document Templates|
|Bulk Send Documents|
|Complete Document Management|
|Custom Variables (Tokens)|
|Electronic Signature Capture|
|Security and Encryption|
|Tracking and Analytics|
|Create Dynamic Documents|
|Approval Process and User Roles|
Personalized document generation
Both WebMerge and PandaDoc can be used for document assembly. With WebMerge, you’ll create a template and then upload the personalized contents into the template via a .CSV file. PandaDoc allows you to do this but also gives you everything you need to customize your content before you send it via the document editor. Adding a personalized note to your contract or a custom image to your sales proposal only takes a minute with PandaDoc.
Document management for pros
Just like WebMerge, PandaDoc excels in document management. Using the PandaDoc dashboard, you’ll be able to group, categorize, and nest all of your documents so that it’s easy to locate them in the future. On top of that, your data is encrypted and securely backed up, so you’ll never have to worry about losing corporate forms or small business contracts again.
Upload from PDF, Google, and more
WebMerge allows users to upload PDF documents directly from a computer. Users can also integrate with DropBox, Box, or Google Docs to bring in new content. PandaDoc users enjoy the same integration features. Bring your documents into PandaDoc using any of our native integrations or connect with Zapier and plug PandaDoc into your document management workflow without a hassle.
Better document collaboration
Both WebMerge and PandaDoc allow users to create, assemble, and automate documents, but PandaDoc emphasizes a personal touch for each customer. Rather than sending customers an email or an online form, use the PandaDoc editor to collaborate with them over the finer details of your contract or proposal and resolve any issues before capturing their electronic signature.
Complete project management for documents
Like WebMerge, PandaDoc offers a variety of delivery options, including a bulk send option for enterprise customers, it doesn’t make sense to force users to track hundreds of emailed contracts. With PandaDoc, document review happens within the PandaDoc document editor. When you send a proposal or contract using our send feature, your customers will come to PandaDoc to review and sign their documents. That way, every document and electronic signature can be managed from your PandaDoc dashboard.
Go beyond mail merges with PandaDoc
Every integration you’ll ever need
Both WebMerge and PandaDoc take integration seriously. From Salesforce and Google Docs to Dropbox and Zapier, you can connect PandaDoc to the other tools you use on a daily basis. For best results, consider using PandaDoc as the document management software for your contracts, forms, and proposals. Thanks to the powerful PandaDoc editor, you may be able to eliminate redundant tools by centralizing your document creation within PandaDoc.
Templates for every occasion
WebMerge offers a template library to help you jumpstart your document creation process. PandaDoc takes document automation a step further with its own template library. We offer 400+ templates to suit your business needs. Whether you’re looking for a sales agreement, a small business proposal, or a rental property agreement, PandaDoc can help you build incredible documents quickly.
A better creation process for documents
In the past, most contracts were created using word processing software like Microsoft Word. Pricing tables and product catalogs were built in Excel. If you’re a Microsoft power user, that might be a great fit. For everyone else, PandaDoc makes it easy to create pricing tables and product catalogs from within the PandaDoc editor. And for you Microsoft fans out there: Don’t worry. You can always upload your Excel pricing table or your old Word contract into PandaDoc for the rest of your team to use as a template.
Captures payment and electronic signatures
Both WebMerge and PandaDoc offer options around electronic signature capture, but PandaDoc offers payment integrations to become a complete solution for document management. During the document generation process, you can connect a payment gateway to your contract or proposal. When your customer signs the document with their electronic signature, they’ll also have the ability to pay you for your products or services. This is great for freelancers and small businesses who require a downpayment for services before beginning work.
Collaboration with teams and customers
With WebMerge, you’ll create your documents and send them out. But what happens next? How do you get your team involved when contacts come back with questions or proposals that need to be tweaked? With PandaDoc, all collaboration happens inside the online form. Your sales team can work with customers to resolve issues. Customers can comment on pain points and negotiate specific terms, where needed. And don’t forget the best part: You can track everything through document analytics to further refine your process.
Go mobile with the PandaDoc app
If you’re a small business owner or the head of a department, having your documents with you is often essential. When you’re rushing out the door, you wouldn’t want to forget your Powerpoint presentation. The same is true for hiring contracts, sales proposals, and service agreements. PandaDoc users enjoy 24/7 access to all of their documents with the PandaDoc mobile app. Simply download the app and sign in to access and manage your documents from anywhere.