Back

Simplify These 4 Common Paperwork Processes with FormAssembly + WebMerge

Doing paperwork isn’t on anyone’s list of favorite tasks, no matter what role or industry you’re in. Luckily, there are tools and solutions in place that can cut out the drudgery and reduce repetitive, tedious data entry.
FormAssembly and WebMerge are two such tools that can be used together to streamline paperwork in sales, the healthcare industry, and more.
Here are some popular examples of how FormAssembly customers can use WebMerge to simplify their paperwork process:

Patient Registration Forms

In the healthcare world, there is a lot of information to be collected from patients and no shortage of paperwork to go with it. Medical offices around the world use FormAssembly and WebMerge to collect patient registration information, then populate the PDF version of the registration form, which can then be saved in their patient records and processed in the office.
FormAssembly has the added benefit for healthcare organizations of being HIPAA-compliant on the Compliance Cloud offering.

Sales Contracts

Sales contracts can be a very repetitive task. However, if you use FormAssembly to collect information from customers on new deals, you can use WebMerge to automatically populate contracts with that information. You can even send the contract over to an e-signature service like HelloSign without lifting a finger!

Real Estate Agreements

Real estate agents are always on the move and they’re always trying to generate new business. By using a FormAssembly form, they can easily gather information about their new clients from anywhere. Then with WebMerge, those real estate agents can automatically populate their client agreements without having to be in the office.

Sales Proposals

Proposing new business can be time-consuming, and collecting information over the phone can be a waste of time. With a FormAssembly form, you can easily collect all the information you need from a prospective customer and then instantly generate a proposal that gets emailed to that prospect directly. They’ll be able to review the proposal instantly and you don’t have to take the time to manually fill out their information to generate a proposal.
—————-
As you can see, there are many different ways that you can use FormAssembly and WebMerge together to save your business time (and money). Gone are the days of searching for templates and manually filling out the information.  
Can you think of any other ways that you could use WebMerge to simplify your paperwork process? Let us know in the comments below or on Twitter!
Ready to try out FormAssembly + WebMerge for yourself? View pricing and features and pick the right plan for your organization.

jeremy_clarke
Jeremy Clarke
Jeremy Clarke is the founder of WebMerge and loves automation.  He has worked with thousands of businesses to optimize their workflows, so they can save time, money, and ultimately grow their business.

Don’t just collect data — leverage it.