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Merge Connect — Easy Document Generation for Salesforce

Generate Microsoft and Google Documents from Salesforce in minutes

Overview

Generate documents for Microsoft 365 and Google Workspace directly in Salesforce. Experience the easiest, most intuitive template builder in the ecosystem. Automate Salesforce document generation with our custom flow action. Start a free 14-day trial!

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See How Merge Connect — Easy Document Generation for Salesforce Works

  • GENERATE DOCUMENTS USING SALESFORCE DATA. Generate PDFs, Microsoft Word, Excel, and PowerPoint files alongside Google Docs, Sheets, and Slides directly from Salesforce record pages.

  • THE EASIEST TEMPLATE BUILDER IN THE ECOSYSTEM. Experience the easiest template builder in the ecosystem. The Merge Connect Template Builder brings an elegant, familiar, no code experience into your Salesforce org.

  • AUTOMATE DOC GEN WITH SALESFORCE FLOW. Automate your workflows with support for Record Triggered, Screen, and Autolaunched Flows. The Automate Merge custom Flow action makes it easy to generate quotes, proposals, contracts, and more.

  • VIEW GENERATED DOCUMENTS FROM SALESFORCE RECORD PAGES. The Merged Documents Lightning Component displays generated documents directly in their corresponding record, improving document management and visibility in your org.

  • A NATIVE EXPERIENCE FOR EVERY ECOSYSTEM. Merge Connect automatically adapts its UI to match your team's platform, providing an intuitive experience for both Google and Microsoft teams.

  • AGENTFORCE READY AUTOMATION. Future proof your workflows with our Agentforce Extension at no additional cost. Use natural language prompts and drop down selections to allow AI agents to draft dynamic content during conversations.

  • NO MINIMUM LICENSE REQUIREMENT. With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.

  • ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.

  • SELF-SERVICE PURCHASE MODEL. Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to add or reduce licenses directly in the app. No need for a phone call to adjust your subscription.

Merge Connect is a document generation solution built natively for Salesforce. Rather than exporting records and formatting files by hand, it pulls real-time Salesforce data into your templates, so polished, on-brand documents come together without leaving the record. Teams use Merge Connect to generate contracts, quotes, proposals, and invoices in Microsoft Word, PDF, PowerPoint, Google Docs, Slides, and Sheets. Whether your org runs on Microsoft or Google, the interface adapts to match, giving both teams a native experience with no add-ons or license minimums. For high volume, teams trigger generation automatically with Salesforce Flow. Record-Triggered Flows create invoices on a status change, screen flows produce summaries in seconds, and autolaunched flows handle repetitive work at scale. Admins build templates in an intuitive, no-code editor, and with the Agentforce Extension, agents can generate documents directly from conversations. The right doc gen tool depends on your documents, team, and goals. For a native, admin-friendly way to automate doc gen with no code, try Merge Connect for free, or try our Agentforce Extension! https://appiphony.com/merge-connect

Categories

Business Needs
Sales Productivity
Document Generation
Document Management
Industries
Financial Services
High Tech
Professional Services
Personas
Administrator
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

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