Tips & Tricks

• Debug Mode
• Loop through a list of items
• Conditional Sections (if / else)
• Formatting Your Data
• Field Map
• Calculations

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Building Your Documents

• Which Type of Document Should I Use?
• Creating a Fillable PDF
• Create Word (DOCX) Documents
• Create PowerPoint Presentations
• Create Excel Spreadsheets
• Using the Document Builder (Build Your Own)

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Integrate with Other Services

• QuickTapSurvey
• POWr Form Builder
• SuiteCRM
• Integromat
• Salesflare
• amoCRM

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Delivery Options

• Stash
• Pipedrive
• eversign
• Quick Base
• Zoho CRM
• Signable

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Data Routing

• Attach or Combine Remote/Uploaded Files
• Combine Multiple Documents
• Create Multiple Documents

Data Capture

• Build a Data Capture form

WebMerge for Salesforce

• Video/Demo: How to Generate Documents in Salesforce.com
• Complete Installation and Setup Guide
• Add Support for Salesforce and Custom Objects
• Merge Mappings From Custom Programming
• Automatically Generate Docs with Process Builder
• Working with Child Relationships

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Stash (Cloud Storage by WebMerge)

• Create Stash API Key
• Customize File Tags and Description
• Update File / Folder Permissions

Info & Announcements

• Track Document Changes with Version History
• Add Multiple Users to Your Account
• Merge DOCX to PDF
• Organize Your Documents With Folders
• Timezone Support
• Use Multiple Conditions for Notifications and Data Routing