Creating a document assembly workflow


I need to collect data from several different sources, organize it, and then send data to WebMerge to create documents.

Some data will come from Infusionsoft, some will come from a questionnaire from we will send to clients and some will need to be manually entered.


Jim Logan


Hi Jim, definitely can assist there. Reach out at and we can explore.


Hi Jim,

Sounds like an interesting project, and something that is well within my expertise.
I would definitely be interested in this.

Feel free to reach out to me on

Best Wishes,