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Merge Connect | Easy Document Generation for Salesforce

Document Generation for Salesforce, Microsoft and Google Files in Minutes

Overview

Native document generation for Salesforce. Generate Microsoft 365 and Google Workspace files. Build documents with the easiest template builder in the ecosystem, and automate document generation with a no-code Flow action. Start a free 14-day trial today!

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See How Merge Connect | Easy Document Generation for Salesforce Works

  • DOCUMENT GENERATION FROM SALESFORCE DATA Generate PDFs, Microsoft Word, Excel, and PowerPoint files alongside Google Docs, Sheets, and Slides directly from Salesforce record pages. Combine generated and uploaded files into a single bundled document.

  • 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 DOCUMENT GENERATION WITH SALESFORCE FLOW Trigger document generation automatically with Record-Triggered, Screen, and Autolaunched Flows. Quotes, proposals, and contracts build themselves the moment a record changes, no manual steps required.

  • 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.

  • DOCUMENT GENERATION FOR GOOGLE DOCS, SHEETS, SLIDES, AND PDFs Generate Google Docs, Sheets, Slides, and PDFs from Salesforce records. Merge Connect adapts its UI and template builder for Google Workspace users, so the experience always feels familiar.

  • DOCUMENT GENERATION FOR WORD, PDFs, POWERPOINT, AND EXCEL Generate Microsoft Word, Powerpoint, Excel, and PDFs from Salesforce records. Merge Connect adapts its UI and template builder for Microsoft 365 users, so the experience always feels familiar.

  • GENERATE DOCUMENTS WITH RICH TEXT SUPPORT Generate Word docs, PowerPoint slides, Google Docs, Slides, and PDFs with tables, images, and dynamic fonts so your generated documents look exactly how you want, every single time.

  • ANNUAL & MONTHLY PAYMENT OPTIONS W/ SELF-SERVICE PURCHASE MODEL Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription. Our custom payment center allows you to add or reduce licenses directly in the app.

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

Merge Connect is a document generation solution built exclusively for Salesforce. It pulls Salesforce record data into your doc gen templates, creating on brand files and documents without manual exports, formatting, or writing any code. Teams can generate Microsoft, Google, and PDF documents and bundle multiple files into one document. For high volume document generation needs, Merge Connect works natively with Salesforce Flow to trigger automations within the click of a button. Here’s how teams are using Merge Connect today: • Sales - Automate document generation for quotes, contracts, and account plans directly from Salesforce records. • Financial Services - Generate loan agreements, disclosure documents, and order without leaving Salesforce. • Nonprofits - Streamline document generation for grant agreements, donor acknowledgements, and tax receipts. • Healthcare - Keep patient correspondence timely with document generation built into your Salesforce workflow. • Manufacturing - Trigger document generation for purchase orders and quality records with automated Flows. Get started with a free 14 day trial with no credit card required, or contact our team with any questions!

Categories

Business Needs
Sales Productivity
Document Generation
Document Management
Industries
Financial Services
Healthcare & Life Sciences
Manufacturing
Personas
Administrator
Business User
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
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
Agentforce
Person Accounts
Managed Package
Lightning App Builder

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