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Merge Connect | Salesforce Document Generation, Easier Than Ever
Build Templates and Automate Document Generation in minutes
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- Document GenerationDocument ManagementProcess Management
- Requires
- None
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
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!
Highlights
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.
Provider Details
Appiphony
Chicago, IL USA
Appiphony, LLC is a Product Development Outsourcer (PDO) based in Chicago, IL that designs and builds applications on the Salesforce App Cloud. We focus on serving ISV partners, bringing modern design thinking and craftsman-level quality into everything we do.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Merge Connect provides a free 14 day trial for up to 10 users. There is no minimum user purchase amount. For complete details visit https://appiphony.com/pricing/
Merge Connect
$14 USD/user/month
Free trial available for 14 days
Lowest Starting Price